Humanoid robots collaborate to create new tricks! Collective intelligence has become a new trend in development, opening up prospects for industrial scenario applications.

① The official WeChat account of UBTECH released a video, showcasing the Walker S series robots in a collaborative training at the ZEEKR 5G smart factory. ② This collaborative training was completed using the collective brain network Software architecture and humanoid intelligent network integration hub. ③ Brokerages believe that the iteration on the Software side is key to continuously enhancing the product strength of humanoid robots.

cls.cnMar 2 21:53 ET

Peking promotes the large-scale deployment of 10,000 embodied Siasun Robot&Automation, with policy support accelerating industry development.

The "Peking Embodied Asia Vets Technology Innovation and Industry Cultivation Action Plan (2025-2027)" was officially released in Peking. The "Action Plan" states that by 2027, efforts will aim to implement the large-scale deployment of ten thousand embodied Siasun Robot&Automation units and cultivate a trillion-level industrial cluster.

cls.cnMar 2 18:58 ET

This week, 14 more companies have been added! Goertek Inc. and several other stocks have disclosed their shareholding repurchase and refinancing plans, here is a list of the relevant A-shares.

① The Share Buyback and Shareholding via re-loan continues to be implemented. According to incomplete Statistics, as of the time of writing, 14 listed companies have disclosed relevant information on Share Buyback and Shareholding via re-loan (attached table); ② The related Shareholders of Goertek Inc. and China Northern Rare Earth received the highest special loan amount, with the loan amount not exceeding 0.9 billion yuan.

cls.cnMar 1 03:07 ET

The focus of AI development is shifting from training to inference, with customized ASICs expected to experience a surge.

① Driven by DeepSeek, CSP providers are expected to more actively develop self-owned ASIC solutions with lower costs, shifting their focus from AI training to AI inference, which is estimated to gradually increase the proportion of AI inference servers to nearly 50%. ② GTJA points out that AI ASIC chips have advantages in power consumption and cost, making them a necessary choice.

cls.cnFeb 23 19:09 ET

The demand for AI Education Hardware is expected to continue to grow as educational companies intensively integrate with the DeepSeek large model.

① Recently, leading companies such as Xueersi, NetEase Youdao, Offcn Education Technology, Yuanfudao, and Zuoyebang have announced the integration of the DeepSeek large model. ② Zheshang pointed out that, empowered by AI and other Asia Vets applications, the demand for Consumer Hardware in education is expected to continue growing, thereby driving the sustained growth of the learning machine market size.

cls.cnFeb 20 18:56 ET

Grok 3 accepts training on synthetic data. The synthetic data Industry shows great value potential.

① It is reported that Grok 3 has been trained on synthetic data, allowing it to review this data to achieve logical consistency. ② Currently, synthetic data is demonstrating tremendous value potential in the age of AIGC and is widely applied across various industries in the field of AI, showcasing the empowering effect of "AI +".

cls.cnFeb 18 19:01 ET