Google collaborates with leading companies to develop a new generation of humanoid robots, and the robot sector is expected to remain vibrant.

① According to media reports, Google DeepMind announced a collaboration with Siasun Robot&Automation and Apptronik to develop a new generation of humanoid robots to tackle complex operational challenges in dynamic real-world environments. ② Wang Haiyang from Minsheng Securities believes that 2025 will mark the first year of mass production for humanoid robots, serving as the starting point for the leap in their general capabilities, with thousands of humanoid robots entering factory scenarios for training globally.

cls.cnDec 22 18:48 ET

Another photovoltaic leader is heading to the Middle East. JA Solar Technology plans to invest 4 billion yuan to build Battery component production capacity in Oman | Quick read announcement.

① After planning projects in Egypt, JA Solar Technology announced plans to invest in Oman to build a project with an annual production capacity of 6 GW of high-efficiency Battery cells and 3 GW of high-power Battery modules, with a total investment of nearly 4 billion yuan; ② The Middle East and North Africa region has become a new destination for photovoltaic export, with many Chinese companies officially announcing plans and progress, aiming for production as early as 2025.

cls.cnDec 19 10:47 ET

Changan's first flying car is expected to debut on December 21, marking a critical point for the industrialization of flying cars.

① Recently, Chongqing Changan Automobile released a teaser poster in Weifang, which seems to indicate that the company's first flying car is about to be unveiled. ② China Merchants Research Reports point out that the growth of the low-altitude economy is expected to continue over the next 3-10 years, and with the maturity of eVTOL technology and the expansion of the market, a new trillion-level market is expected to form.

cls.cnDec 18 19:05 ET

The popularity is second only to ChatGPT! How much computing power does ByteBean need to support it? Which companies are likely to benefit?

The analyst team at Minsheng Securities stated that as ByteDance continues to deepen its layout in AI, the demand for computing power, data, and energy consumption solutions will significantly increase, which will also drive growth in AI Education, advertising services, and other Industries.

wallstreetcnDec 16 11:51 ET

Increase equipment production capacity, China Aerospace Times Electronics plans to invest over 100 million yuan in the Drone project under construction. | Quick read announcement.

① China Aerospace Times Electronics intends to enhance the equipment production capacity for the Yanqing Drone project; ② This planned increase is over 100 million yuan.

cls.cnDec 13 10:39 ET

Nvidia strengthens its presence in Southeast Asia: the AI research and development center in Vietnam has been launched, and the state-owned enterprise Viettel has received technical support.

Nvidia accelerates its layout in Southeast Asia, on Thursday Nvidia CEO Jensen Huang announced the establishment of an AI research and development center in Vietnam to promote the development of Vietnam's AI industry by building AI infrastructure, training Vietnamese AI experts, and supporting AI startups. In addition, Nvidia will acquire the AI department of Vietnam's Vingroup. During regular trading hours on Thursday, Nvidia's stock price rose by nearly 1% at most.

wallstreetcnDec 5 14:11 ET