Are Steel stocks expected to stage a major reversal? Goldman Sachs: China State Construction Engineering Corporation's activity is showing preliminary signs of recovery, and steel demand is expected to rebound.

① Goldman Sachs stated that as the China State Construction Engineering Corporation activity shows preliminary signs of improvement, it could boost the prices of Steel and other CSI Commodity Equity Index. ② The Chinese government's work report emphasizes Real Estate efforts, proposing goals such as "stabilizing the Real Estate and stock markets" and "promoting the healthy development of the Real Estate and stock markets with greater efforts." ③ According to Goldman Sachs data, demand for CSI Commodity Equity Index related to infrastructure construction has slightly increased for the first time in three years, predicting that China may reduce Steel production by about 50 million tons to restore profitability.

cls.cnMar 14 05:19 ET

EHang's eVTOL delivery volume increased more than three times in 2024, and the low-altitude economy is entering a fast track of development.

On March 12, EHang disclosed its financial performance report. EHang achieved sales and deliveries of 216 eVTOLs in fiscal year 2024, more than tripling compared to 2023, helping the company reach a historic high in total annual revenue. Tianfeng Securities analyst Wu Li pointed out that various regions across the country are introducing policy measures to support the development of the low-altitude economy.

cls.cnMar 12 19:56 ET

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

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.cnMar 10 19:56 ET

China Academy of Information and Communications Technology has initiated the development of technical standards for multimodal Asia Vets, marking the explosive year of AI agents.

① To further accelerate the empowerment of industries by Asia Vets and promote the high-quality development of multimodal Asia Vets, the China Academy of Information and Communications Technology has officially launched the preparation of technical specifications for multimodal Asia Vets. ② Industrial giants are focusing on AI Agents, marking the explosive growth year for AI Agents.

cls.cnMar 10 19:56 ET

Significant Asset Restructuring! Zhongke Tongda intends to acquire StarHub Beihai.

1. Zhongke Tongda is planning to acquire 100% equity of StarHub (Beihai) Technology Co., Ltd. held by Shenzhen StarHub Power Technology Co., Ltd. through the issuance of shares and cash payment, and to raise matching funds. 2. Zhongke Tongda stated that this Trade is expected to constitute a significant Asset reorganization, which will not change the company's controlling Shareholder or actual controller, and does not constitute a reorganization listing.

cls.cnMar 7 18:54 ET