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

Track Hyper | Shenzhen Fastprint Circuit Tech ABF supply chain expansion.

A profound change is silently occurring.

wallstreetcnMar 5 03:30 ET

The battle for intelligent driving among car companies has begun, and the penetration rate of intelligent driving is expected to enter a period of rapid increase.

① Domestic car companies have announced the sales data for February 2025, and are generating buzz for new products. Among them, BYD's sales in February exceeded 320,000 units, reaching 322,800 units, a year-on-year increase of 164%, and has initiated the "Smart Driving Equality" campaign. ② Kaiyuan Securities pointed out that supply drives demand, and the resonance of technology costs and experiences may lead to a rapid increase in the penetration rate of smart driving.

cls.cnMar 3 19:04 ET

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

Everyone is increasing their shareholding in Banks? Lanzhou Bank has received an increase of 4.19 million shares from local state-owned capital.

① Lanzhou Financial Holding has increased its Shareholding in Lanzhou Banks. On January 17, 1.444 billion restricted shares of the bank will be listed for circulation, analysts believe that the Shareholder's increase in Shareholding may consider reducing market selling pressure. ② In a low-interest rate environment, the "high dividend" Sector has stable investment value, which may be the main reason for Institutions capital buying up bank stocks.

cls.cnFeb 26 00:44 ET

The central No. 1 document first proposed "new agricultural productive forces", and the Jiangsu Nonghua Intelligent Agriculture Technology Sector is expected to be catalyzed.

The No. 1 central document of 2025 first proposed "new quality productivity in Agriculture." Jin Wencheng, director of the Rural Economic Research Center of the Ministry of Agriculture and Rural Affairs, stated that the connotation of new quality productivity in Agriculture is quite rich, including current Biological Breeding technology, Drone technology, AI technology, and digital technology.

cls.cnFeb 23 19:09 ET