The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 00:30 ET

Domestic transformers are tapping into overseas markets. Meter manufacturer Hexing Electrical collaborates with Kerun Zhikong, as highlighted in the announcement.

① Hexing Electrical diversifies into the transformer business; ② Obtained exclusive agency rights for Kerun Intelligent Control overseas; ③ The domestic transformer industry is intensifying competition, and manufacturers are accelerating overseas ventures; ④ Hexing Electrical once attempted to sell domestic photovoltaic products overseas.

cls.cnMar 3 08:38 ET

As high as 545%! DeepSeek has released its cost-profit margin for the first time. What is the impact on computing power?

According to DeepSeek's calculations, the theoretical daily profit of the V3/R1 inference system can reach 3.46 million yuan. The founder of Silicon-based Flow, Yuan Jinhui, commented that the V3/R1 architecture is significantly different from other mainstream models. Brokerage opinions suggest that in the medium to short term, technology giants will continue to make ongoing and large-scale investments in the field of AI computing power, which will remain a highly certain event.

cls.cnMar 2 05:58 ET

AH Stocks rose, the Hang Seng Index increased by nearly 3%, and Alibaba surged over 9% driving the computing power to take off.

A-shares related to Alibaba Cloud opened with a significant rise, Hangzhou Zhongheng Electric, Insigma Technology, Shanghai AtHub, and RunJian Co.,Ltd. hit the limit up, Guangdong Aofei Data Technology rose over 10%, Yimikang Tech. Group.Co.,Ltd., Ruijie Networks, and Yacong Co., Ltd. also followed the upward trend.

wallstreetcnFeb 20 20:41 ET

DeepSeek drives a significant increase in AI computing power demand, presenting important development opportunities for the Industry.

Minsheng Securities stated that the development of leading models like DeepSeek has accelerated the implementation of AI applications and AIAgent, with rapidly increasing usage driving the demand for AI computing power to reach a turning point from being driven by training to being driven by inference.

cls.cnFeb 19 19:02 ET

The Robot Concept is experiencing explosive growth! The strongest stock has risen nearly 7 times, and these stocks have all reached new historical highs.

YuTree Technology's Wang Xingxing recently stated that by the end of this year, the entire humanoid robot in the field of AI will reach a new level.

cls.cnFeb 19 01:30 ET