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.
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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.
The downstream market demand is expanding, and Novoray Corporation plans to invest 0.3 billion yuan to establish a project for ultra-pure spherical powder materials.
① A representative from the company's secretariat stated that they have relatively mature products and have gone through many rounds of process scaling; ② Novoray Corporation indicated that the products from the aforementioned project currently account for a small proportion of the company's revenue, and after the project is completed, it will further expand the production scale of the company's high-end spherical powder materials.
Benefiting from strong downstream market demand, Ruwei Optoelectronics expects both revenue and net profit to increase in 2024.
① From the perspective of downstream applications, the company's revenue currently mainly comes from flat panel display Masks, while the revenue from Semiconductors Masks is relatively low; ② In recent years, Luwei Optoelectronics has invested in the Jiangsu Luxin Semiconductor 130nm-28nm mature process Mask production line project, helping the company upgrade its product structure under the context of domestic production in the Semiconductors Industry Chain.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
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