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.
The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?
Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.
Guangdong promotes legislation in the AI and Siasun Robot&Automation sectors, with ongoing policy support for the Industry.
① The General Office of the People's Government of Guangdong Province issued several policy measures to promote the innovative development of the AI and Siasun Robot&Automation industries. It mentions that legislation in the fields of AI and Siasun Robot&Automation should be accelerated to provide institutional safeguards for the development of the AI and Siasun Robot&Automation industries. ② Deutsche Bank believes that humanoid robots will experience large-scale production and widespread application in the next decade. By 2035, the market size for humanoid robots is expected to reach 75 billion dollars.
NBTM New Materials Group's full control of Shanghai Fuchi is changing. Shenzhen Yuanzhi "refuses to exit"? | Quick reading of the announcement.
① Compared to the previous announcement, NBTM New Materials Group's acquisition this time has reduced the shareholding ratio by 15%, indicating that its plan to fully control Shanghai Fuchi has faced obstacles; ② Currently, the valuation of 100% equity of Shanghai Fuchi is approximately 1.35 billion yuan, a decrease of 0.25 billion yuan compared to the valuation in September 2023; ③ According to the capital increase agreement at that time, if qualification listing is not completed within 5 years, Shanghai Fuchi should pay back the repurchase price to Yuanzhi Xinghuo in cash.
Star Evening Report | BEIGENE expects revenue of 35.2-38.1 billion yuan in 2025. Huazhu High-Tech Shareholders intend to reduce their Shareholding by no more than 2%.
① Two departments: Increase financial support for charging infrastructure. ② Zhejiang is piloting the use of quadrupedal robots in the civil aviation sector for the first time. ③ Lei Jun: R&D investment is expected to reach 30 billion yuan by 2025.
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.
102329055 : Do people still care what's going to be announce this Saturday?
Thelord 102329055 : Sure announce useless things and Monday gonna dump very hard again
102329055 Thelord : Can they afford to say useless stuff?
10baggerbamm 102329055 : are you kidding me I got news for you if China does not stimulate again the economy in a very big way Monday you're going to lose BIG%, it's going to be a gap down before you can even get out. if they do this monster gargantuan stimulus that's was supposedly going to happen on Monday if they do that on Saturday then it's an enormous Gap up on Monday morning it won't be as high as the last leg up the first time and that's because the first time you had huge shorts in the marketplace but you will see about a 50% retracement of what the former high was to the recent sell off the lows this week
Thelord 102329055 : They never fail to shoot at their own feet
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