The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?

Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.

cls.cn21:22 ET

Guangdong promotes legislation in the AI and Siasun Robot&Automation sectors, with ongoing policy support for the Industry.

① The General Office of the People's Government of Guangdong Province issued several policy measures to promote the innovative development of the AI and Siasun Robot&Automation industries. It mentions that legislation in the fields of AI and Siasun Robot&Automation should be accelerated to provide institutional safeguards for the development of the AI and Siasun Robot&Automation industries. ② Deutsche Bank believes that humanoid robots will experience large-scale production and widespread application in the next decade. By 2035, the market size for humanoid robots is expected to reach 75 billion dollars.

cls.cn19:56 ET

NBTM New Materials Group's full control of Shanghai Fuchi is changing. Shenzhen Yuanzhi "refuses to exit"? | Quick reading of the announcement.

① Compared to the previous announcement, NBTM New Materials Group's acquisition this time has reduced the shareholding ratio by 15%, indicating that its plan to fully control Shanghai Fuchi has faced obstacles; ② Currently, the valuation of 100% equity of Shanghai Fuchi is approximately 1.35 billion yuan, a decrease of 0.25 billion yuan compared to the valuation in September 2023; ③ According to the capital increase agreement at that time, if qualification listing is not completed within 5 years, Shanghai Fuchi should pay back the repurchase price to Yuanzhi Xinghuo in cash.

cls.cnMar 10 11:05 ET

It is indeed a "policy year" for Siasun Robot&Automation! Guangdong plans to promote industrial innovation and development in 12 areas.

① Recently, policies on embodied intelligent robots have significantly gained momentum: the government work report mentioned embodied intelligence for the first time, and relevant policies have been introduced in Shenzhen, Peking, and other places. ② Brokerages point out that 2025 will be the policy year for humanoid robots in China, and local governments are expected to become the main purchasers and driving forces in the humanoid robot industry. ③ In A-shares, related companies in the Industry Chain of robots from Guangdong, Shanghai, Jiangsu, Anhui, Chongqing, and Peking include these >>

cls.cnMar 10 09:24 ET

Driven by 'technical cost reduction + policy advantages', Analysts are Bullish on the opportunities for the scaled explosion of hydrogen energy.

① Recently, the "Hydrogen Teng" Fuel Cell Energy product equipment successfully generated power in Antarctica, marking the first application of hydrogen energy technology in Antarctic conditions globally. ② Sinolink pointed out that the domestic market is developing rapidly due to policy consistency, the speed of technology cost reduction, and regional cluster advantages, closely focusing on "technology cost reduction + policy advantages" to seize the opportunity for hydrogen energy to transition from demonstration to large-scale explosion.

cls.cnMar 5 19:10 ET

The market is still in a short-term retreat phase; after the peak of Solid State Battery, disagreements may intensify.

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cls.cnMar 3 20:26 ET