The market continues to rebound with reduced volume, continuously monitoring the rotational opportunities between the CSI Consumer 360 index and self-control.
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The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
The Central Air Traffic Control Commission has deployed measures to strengthen low-altitude air traffic control work, with policies driving the Industry into a rapid development period.
To ensure the high-quality development of General Aviation and the low-altitude economy, the Central Air Traffic Management Commission issued special measures, focusing on perfecting the low-altitude management system, optimizing airspace resource allocation, improving service quality and efficiency, strengthening basic support capabilities, and reinforcing legal management of airspace usage, among other aspects, to enhance low-altitude air traffic management across the national air traffic control system.
Large L orders frequently emerge in the low-altitude economy industry, and policies are driving the Industry into a period of rapid development.
①According to reports, Wuhan city has approved 24 low-altitude flight routes, including 8 manned routes and 16 Drone routes, fully covering various fields such as short-distance transportation, aerial tours, and Logistics Transportation. ②Ping An Securities pointed out that the low-altitude economy is one of the typical representatives of new productive forces, and current policies are driving the low-altitude economy into a period of rapid development.
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.
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.