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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.
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.
In some Industries, investment has slowed down alongside changes in demand structure, resulting in a decline in both revenue and net profit for Lingyun in 2024.
① Recently, the humanoid robots of Yushu Technology have attracted the attention of investors in the Capital Markets, and the stock price of Lingyun Guang, as a "Robot Concept stock," has shown significant fluctuations; ② The company stated that as of now, the total service revenue provided to Yushu Technology is only 0.01 million yuan, and there are no outstanding Orders from Yushu Technology.
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
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Alibaba's open-source text-to-video model Wanxiang 2.1 is expected to bring about a starting point for the explosion of AI applications.
① According to informed sources, Alibaba fully open-sourced its video generation model Wanxiang 2.1 on the evening of February 25. ② With AI video generation tools represented by Wanxiang continuing to iterate, their penetration into various application scenarios is expected to accelerate in the future.
Inertial Sensors, an important component of humanoid robots, may soon see an explosive demand.
Ye Zhongzheng from Shanxi stated that inertial Sensors are an important component of the Sensory Ontology for humanoid Siasun Robot&Automation, and the Inertial Measurement Unit (IMU) can effectively avoid problems caused by obstacles and the execution of complex movements, making it the most feasible solution for assisting humanoid robots in achieving bipedal movement.
After three consecutive years of losses, how can Costar Group break the deadlock? | Company Research
① After three consecutive years of total losses nearing 0.8 billion yuan, plans are underway to break the deadlock; ② The company will achieve breakthroughs through aspects such as 'increasing efficiency and reducing costs'; ② The Autos optoelectronics Business is one of the important supports for the company's future performance improvement.
Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.
① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.
Directly benefiting from the significant cost reduction of DeepSeek, AI glasses are expected to accelerate their explosion in popularity.
① Industry insiders indicate that with the maturity of technology and the decrease in comprehensive product costs, 2025 is expected to be the year of explosive growth for AI glasses. ② Cinda Securities points out that DeepSeek significantly enhances model quality while reducing unit costs, the computing power aspect is expected to be alleviated, and participating players could adopt relatively less Hardware and relatively low costs, domestic Asia Vets players may accelerate their entry.
Significant progress in domestic models is expected to bring broader commercialization opportunities for AI applications.
① In recent years, significant progress has been made in domestic models. The release of DeepSeek-R1 aligns in performance with OpenAI-o1's official version, but at a lower cost, which is expected to bring about broader application implementation and commercialization opportunities downstream. ② Western Securities believes that the emergence of interactive multimodal large models is expected to drive a transformation in human-computer interaction.
Emotional value leads to a new trend. AI companion Siasun Robot&Automation may become a new wave in AI Hardware.
① Compared to AI toys, it has been learned that AI companion humanoid robots are a more advanced version of AI application scenarios. Previously, Apple has made efforts in desktop-level companion robots. ② Huajin Securities pointed out that the emergence of companion-type small robots marks the official arrival of the Asia Vets companion era.
Wuhan Guide Infrared reports its first loss since going public, with a Q4 expected loss exceeding 0.4 billion yuan | Interpretations
① After three consecutive years of performance pressure, Wuhan Guide Infrared experienced its first annual loss since its listing; ② It is expected that the company's losses in Q4 will exceed 0.4 billion yuan.
In 2024, the largest loss since going public was encountered, with Costar Group losing 0.8 billion over three years丨Interpretations.
① Costar Group will experience losses for three consecutive years; ② the total loss is approximately 0.8 billion yuan.
Demand in the AI vision sector is strong. ArcSoft Corporation expects revenue and net profit in Q4 2024 to reach the highest level in nearly three years for a single quarter.
ArcSoft Corporation expects to achieve revenue of 0.241 billion yuan in the fourth quarter of 2024, with a forecasted net income attributable to the parent company of 89.71 million yuan. Both performance indicators set a new quarterly high for the company since early 2021; As a provider of Machine Vision algorithm services and solutions, ArcSoft Corporation benefits from the strong demand for AI technology across various industries, particularly in the fields of Consumer Electronics and Smart Automobile.
Two companies have new developments: Changchun Up Optotech and Lingyun Guang's subsidiary Changguang Chenxin's IPO has been terminated. Sizhirui has updated the submission of financial materials | Star IPO Weekly Report.
① Changchun Up Optotech and Lingyun Optical are both publicly listed companies that hold more than 5% of the shares in Changguang Chinchip, with Changchun Up Optotech holding a share of 25.56%; Lingyun Optical holds 10.22%. ② The domestic surgical robot manufacturer Siasun Robot&Automation is a company that is listed under the fifth set of standards on the Star, with its core product being the "Kangduo" surgical endoscopic robot.
Chang Guangchenxin's Star IPO has been terminated, and the rationality of the hundred billion valuation has been questioned. Changchun Up Optotech and Lingyun Optics hold shares.
① The Shanghai Stock Exchange announced that Changguang Chenshin and its sponsor GTJA have withdrawn their application for issuance and listing, deciding to terminate the review for its Star issuance and listing; ② Before the termination of the IPO, Changguang Chenshin had been inquired by the Shanghai Stock Exchange regarding related party transactions, valuation rationality, and whether it harmed the interests of public investors, and it was not until February 2024 that Changguang Chenshin responded.
The 2025 CES Global Consumer Electronics Show is about to open, and a new round of opportunities in the Consumer Electronics Industry is on the way.
① According to media reports, the highly anticipated Technology event - the 2025 CES Global Consumer Electronics Show will grandly open in Las Vegas, USA from January 7 to 10, 2025. ② China International Capital Corporation released a Research Report stating that looking ahead to 2025, the implementation of AI across multiple terminals at the end-user side, moderate growth in the mobile phone market, and gradual upgrades in certain aspects will lead the growth of the Consumer Electronics Industry.
AI empowers multi-field intelligent terminals to drive optical Hardware to usher in a new round of growth.
① According to media reports, the World Display Industry Innovation Development Conference opened in Chengdu, SiChuan. ② Soochow stated that AI empowers intelligent terminals in multiple fields, driving various terminal optical Hardware to start a new round of innovation cycle, opening long-term growth space.
Dramatic drop of nearly 15%! In the past month, 12 listed companies announced the termination of mergers and acquisitions, with the popular Superconductivity Concept Jiangxi Lianchuang Opto-electronic Science&Technology notably among them.
① This week, four listed companies including Zhongying Technology, Jiangxi Huangshanghuang Group Food, Argus, and Chengdu Qinchuan Iot Technology Co., Ltd. announced the failure of their merger and reorganization, with incomplete Statistics indicating that 12 listed companies have announced the termination of mergers and reorganizations in the past month (see attached table). ② The termination of mergers and reorganizations delivered a heavy blow to many stocks; on the day after the announcement, Shenzhen Yitoa Intelligent Control, Hang Zhou Radical Energy-Saving Technology, and Chengdu Qinchuan Iot Technology Co., Ltd. saw declines of 8.66%, 9.62%, and 14.63% respectively.
Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.
① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.