Another one! The "A+H" wave continues as Lens Technology plans to list in Hong Kong | Quick announcement
① Lens Technology plans to issue H shares and be listed on the Main Board of the Hong Kong Stock Exchange. ② This year, several listed companies are planning the "A+H" listing model in order to accelerate the promotion of their Global Strategy.
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.
It is indeed a "policy year" for Siasun Robot&Automation! Guangdong plans to promote industrial innovation and development in 12 areas.
① Recently, policies on embodied intelligent robots have significantly gained momentum: the government work report mentioned embodied intelligence for the first time, and relevant policies have been introduced in Shenzhen, Peking, and other places. ② Brokerages point out that 2025 will be the policy year for humanoid robots in China, and local governments are expected to become the main purchasers and driving forces in the humanoid robot industry. ③ In A-shares, related companies in the Industry Chain of robots from Guangdong, Shanghai, Jiangsu, Anhui, Chongqing, and Peking include these >>
Intending to acquire 0.324 billion yuan for 3D visual Sensor supplier Zhejiang Crystal-optech to create a complete closed loop of perception + display system | Quick read announcement.
① Echoes is one of the few companies in the 3D vision Industry that covers both automotive electronics and Consumer Electronics, able to provide end-to-end and cost-effective solutions for terminals; ② Zhejiang Crystal-optech stated that this acquisition is primarily based on predictions of Industry trends and industrial synergies, expecting a positive impact on the company's performance; ③ In the first three quarters of last year, Echoes reported a net loss of 37.4457 million yuan; in February this year, the company just completed its Series C financing.
Tesla is ready to deploy FSD functionality in China, with Asia Vets driving new growth.
① Informed sources revealed that Tesla is preparing a software update for Chinese customers to provide driving assistance features similar to those of the "Full Self-Driving" (FSD) in the USA market. ② China International Capital Corporation's Research Reports indicate that 2025 is expected to be a significant year for the quality development of intelligent driving, with the dual potential positive catalysts of Tesla's FSD entering China and Robotaxi being one of the main themes for the entire year.
DeepSeek accelerates the deployment of AI glasses, which may become the next terminal to exceed 100 million units in shipment.
1. Research Reports from Institutions indicate that DeepSeek is accelerating the application of AI glasses. 2. Huaxi states that AI glasses are flourishing, and the future market potential is enormous. General AI smart glasses (AI audio/video glasses + AR glasses) are expected to be comparable to smartphone shipments in the long term.