Shanghai is making moderate advancements in the layout of hydrogen-based energy, and policies are expected to promote a double increase in both supply and demand in the hydrogen energy market.
① The General Office of the Shanghai Municipal People's Government issued the "Work Plan for Innovative Development Led by New Energy Storage Demonstration in Shanghai (2025-2030)", focusing on green alcohol and green ammonia, with a long-term goal of forming four hydrogen-based Energy bases in the Lingang New Area, Jiading District, Chemical Zone, and Shanghai Waigaoqiao Free Trade Zone Group. ② Zhang Jin from Huabao Securities believes that with the implementation of related policies, the supply and demand in the "production, storage, transportation, and use" segments of the hydrogen energy market are expected to see a double increase.
Musk: The goal this year is to manufacture thousands of Optimus humanoid robots, aiming for a tenfold increase each year over the next two years.
Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.
Sufa Technology Industry's restructuring has led to a suspension of trading. After the symbol company's IPO "failed", it is now seeking to be listed through another avenue. | Quick Read Announcement
① Sufa Technology Industry, a leading nuclear valve manufacturer, is temporarily suspended due to a major Assets restructuring; ② After the target company's previous plan to raise 2 billion yuan on the Star board "failed", it is attempting to list again.
The significant update of the YuShu robotic dog has sparked heated discussions, and the Industry Chain of robotic dogs is expected to experience an early explosion.
On December 23, YUshu Technology updated a video of the Unitree B2-W robotic dog, captioning it, "After a year of mass production, the Unitree B2-W industrial wheeled foot has awakened more gifted skills!" Open-source securities analyst Meng Pengfei pointed out that currently, China's quadruped robotic dogs are globally leading and are expected to become a priority landing scenario for Siasun Robot&Automation.
Google collaborates with leading companies to develop a new generation of humanoid robots, and the robot sector is expected to remain vibrant.
① According to media reports, Google DeepMind announced a collaboration with Siasun Robot&Automation and Apptronik to develop a new generation of humanoid robots to tackle complex operational challenges in dynamic real-world environments. ② Wang Haiyang from Minsheng Securities believes that 2025 will mark the first year of mass production for humanoid robots, serving as the starting point for the leap in their general capabilities, with thousands of humanoid robots entering factory scenarios for training globally.
As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.