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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.
The computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.
Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.
The industry conference will be held, and the industrial application of solid state batteries is expected to accelerate.
① The 2025 Solid State Battery Technology Exchange Conference and the First Dry Electrode Technology Seminar will be held in Bengbu, Anhui from March 18 to 19, 2025. ② Yang Jingmei from Western Securities stated that the rapid development of emerging fields such as humanoid robots, eVTOL, and AI glasses has created an urgent demand for increased battery energy density, and the industrial application of Solid State Batteries is expected to accelerate.
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.
Well-known manufacturers are raising prices. Institutions are Bullish on the recovery of the storage Industry cycle.
① Recently, SanDisk, a globally renowned Memory Chip manufacturer, sent a price increase notice to its customers, stating that it will raise prices for its products starting April 1, with an overall increase of more than 10%. ② A Research Report from CITIC SEC pointed out that as the impact of original manufacturers' production control becomes evident and industry inventory gradually gets digested, the demand driven by AI is expected to increase, and mainstream NAND Flash prices are likely to rise in the second quarter of 2025.
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.
The actual controller of Lite-On Optoelectronics intends to create another IPO! YuLong Optoelectronics restarts its listing guidance as a supplier of BOE.
① Yulong Optoelectronics mainly engages in the research, production, and sales of precision control panels and precision functional devices. It is the second listed company that its actual controller, Wang Yalong, intends to create after Lite Optoelectronics; ② Both Yulong Optoelectronics and Lite Optoelectronics rely on their largest customer, BOE Technology Group, and the Shanghai Stock Exchange has repeatedly inquired about the "industry competition" issues between the two companies.
Unleashing the killer move in the small and medium-sized panel market | Exclusive interview with TCL Huaxing's Zhou Mingzhong.
Printed OLED and eye-protecting screen.
Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the
① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.
Peking promotes the large-scale deployment of 10,000 embodied Siasun Robot&Automation, with policy support accelerating industry development.
The "Peking Embodied Asia Vets Technology Innovation and Industry Cultivation Action Plan (2025-2027)" was officially released in Peking. The "Action Plan" states that by 2027, efforts will aim to implement the large-scale deployment of ten thousand embodied Siasun Robot&Automation units and cultivate a trillion-level industrial cluster.
Apple entering the foldable smartphone market is expected to bring significant incremental Orders to related manufacturers.
Market news indicates that Apple plans to finalize the supply chain for the foldable iPhone by April this year and expects to begin large-scale production of related components in the second half of this year. This phone is expected to be released in the second half of 2026.
Multiple manufacturers have collectively launched new AIPC products, and the PC Industry Chain is expected to continue benefiting.
① Lenovo will launch the YOGA 2025 series new products on February 25, and Xiaomi will release the Redmi Book Pro 16 2025 on February 27, positioned as a "professional office notebook for the AI era." ② GTJA's Shu Di believes that with the explosive demand for higher specification local model deployment, AIPC shipments are expected to grow rapidly, driving the overall PC industry toward a mid-to-high-end upgrade.
NBTM New Materials Group aims to fully control Shanghai Fuchi MIM New Materials technology platform, which has become an important growth engine for the company. | Read the announcement.
① NBTM New Materials Group intends to plan to acquire 35.75% of the shares of Shanghai Fuchi by issuing shares and paying cash, while also planning to issue shares to raise matching funds; ② NBTM New Materials Group will establish Shanghai Fuchi as the R&D center, marketing center, and high value-added product production base for MIM, with the main business revenue of the MIM New Materials technology platform expected to grow by more than 85% year-on-year in 2024.
TCL has entered the Olympic "TOP Program."
Provide key support for TCL to build a world-class brand.
The Robot Concept is experiencing explosive growth! The strongest stock has risen nearly 7 times, and these stocks have all reached new historical highs.
YuTree Technology's Wang Xingxing recently stated that by the end of this year, the entire humanoid robot in the field of AI will reach a new level.
Siasun Robot&Automation is the most critical equipment link, and the dexterous hand market is expected to usher in a period of explosive growth.
The rapid development of the humanoid robot industry will create incremental demand for the dexterous hand market. According to predictions from the Toubao Research Institute, it is expected that in a conservative scenario, the global market size for humanoid robot dexterous hands will reach 32.06 billion yuan by 2030, with a compound annual growth rate of 81.2%. In an optimistic scenario, it could reach 87.97 billion yuan, with a compound annual growth rate of 109.3%.
Huawei Pura 80 may be equipped with a dual-layer OLED, which is expected to drive innovation and growth in the OLED Industry Chain.
Continuous revelations about Huawei's upcoming new devices have emerged, including the Pura 80 series, Pocket 3 small folding screen, and Nova 14 series. Industry insiders claim that the Huawei Pura 80 series will upgrade to a dual-layer OLED panel.
Overseas giants continue to increase investment, and Institutions expect that by 2025, the penetration of AI smartphones will further accelerate.
According to reports, Samsung continues to intensify its investment in AI smartphones, and recently the Chinese version of the Galaxy S25 series was officially released, including the S25, S25+, and S25 Ultra models. According to Canalys data, the penetration rate of AI smartphones may reach 17% in 2024, and it is expected that the penetration of AI smartphones will further accelerate in 2025.
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.