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.
Tesla is ready to deploy FSD functionality in China, with Asia Vets driving new growth.
① Informed sources revealed that Tesla is preparing a software update for Chinese customers to provide driving assistance features similar to those of the "Full Self-Driving" (FSD) in the USA market. ② China International Capital Corporation's Research Reports indicate that 2025 is expected to be a significant year for the quality development of intelligent driving, with the dual potential positive catalysts of Tesla's FSD entering China and Robotaxi being one of the main themes for the entire year.
Expand the high-end instrument and equipment category. Hexin Instruments is planning to acquire Liangxi Technology. The core product of the target company has unclear commercialization prospects.
①Some market analysts believe that, in terms of application areas, the target company belongs to the cutting-edge technology sector, and the future market space will depend on the implementation of quantum computing; ②Founder of Quantity Technology, Wu Ming, stated that the company has recently completed the production and delivery of core equipment for quantum computing.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Interview with Feng Zongxian, Dean of the Belt and Road Initiative Concept and Global Development Research Institute at Xi'an Jiaotong University: Connecting Europe and Asia, the 'Steel Camel Team' injects new power into Xi'an's open economy.
①To further provide intellectual support for the Belt and Road Initiative concept, the Eurasian Economic Forum Think Tank Conference hosted by the secretariat of the Eurasian Economic Forum was held in Xi'an. ②Feng Zongxian, Dean of the Belt and Road and Global Development Research Institute at Xi'an Jiaotong University, introduced the China-Europe Express global trade and running index, focusing on the economic and industrial impact of the China-Europe Express on Xi'an.
After seven consecutive days of decline, the Japanese stock market finally surged more than 3%. Besides the rebound in the US stock market, what other new driving forces are there?
On Thursday, following the V-shaped rebound in overnight US stocks, the Asia-Pacific market opened higher on Thursday. The nikkei 225 index opened up 1.59%, and then the gains rapidly expanded. As of the time of writing, the gains have expanded to 3.32%, and the TOPIX East China Stock Index has expanded to 2.48%.