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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.
China Academy of Information and Communications Technology has initiated the development of technical standards for multimodal Asia Vets, marking the explosive year of AI agents.
① To further accelerate the empowerment of industries by Asia Vets and promote the high-quality development of multimodal Asia Vets, the China Academy of Information and Communications Technology has officially launched the preparation of technical specifications for multimodal Asia Vets. ② Industrial giants are focusing on AI Agents, marking the explosive growth year for AI Agents.
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.
New round of cycle starting point? In February, the excavator domestic sales data "exploded" while the main machine manufacturers remain "calm" | Industry observation
① In February of this year, domestic excavator sales increased by 99.4% year-on-year; exports increased by 12.7% year-on-year. ② In Q1, the production scheduling of upstream supporting manufacturers grew rapidly year-on-year, and this year may enter a new rising cycle.
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 >>
In February, the auto market welcomed a "small spring": the sales of 12 listed in Hong Kong and A-share companies all saw year-on-year growth.
① The data from the Passenger Vehicle Association on March 10 shows that retail sales of passenger vehicles in February reached 1.386 million units, a year-on-year increase of 26.0%; the cumulative retail sales for January and February this year reached 3.179 million units, a year-on-year increase of 1.2%. ② According to statistics from financial reporters, the sales of 12 A/H listed auto companies in February all achieved year-on-year growth. Among them, BYD, Xpeng Motors, LEAPMOTOR, and BAIC BluePark New Energy Technology achieved multiple growth.
Driven by 'technical cost reduction + policy advantages', Analysts are Bullish on the opportunities for the scaled explosion of hydrogen energy.
① Recently, the "Hydrogen Teng" Fuel Cell Energy product equipment successfully generated power in Antarctica, marking the first application of hydrogen energy technology in Antarctic conditions globally. ② Sinolink pointed out that the domestic market is developing rapidly due to policy consistency, the speed of technology cost reduction, and regional cluster advantages, closely focusing on "technology cost reduction + policy advantages" to seize the opportunity for hydrogen energy to transition from demonstration to large-scale explosion.
Track Hyper | Shenzhen Fastprint Circuit Tech ABF supply chain expansion.
A profound change is silently occurring.
Yahagi Construction Industry, Nipro [5% rule]
＜1870＞ The shareholding ratio of Yahagi Construction Industry Co., Ltd. in Meitetsu EI Engineering Co., Ltd. 0.13% → 0.23% Reporting obligation start date 2025/02/25 ＜8086＞ The shareholding ratio of Nipro Corporation in Japan Electricity Glass Co., Ltd. 7.96% → 6.96% Reporting obligation start date 2025/02/27
Increasing investment in automotive electronics, DBG Technology plans to acquire symbol Assets of 0.733 billion yuan from Aerospace Hi-Tech Holding Group | Quick Announcement
① DBG Technology plans to acquire 100% equity of AC Company for 0.733 billion yuan and 0.003% equity of TIS Company; ② The equity of the restructured symbol companies, including AC Company, is held by a subsidiary of Aerospace Hi-Tech Holding Group.
Humanoid robots collaborate to create new tricks! Collective intelligence has become a new trend in development, opening up prospects for industrial scenario applications.
① The official WeChat account of UBTECH released a video, showcasing the Walker S series robots in a collaborative training at the ZEEKR 5G smart factory. ② This collaborative training was completed using the collective brain network Software architecture and humanoid intelligent network integration hub. ③ Brokerages believe that the iteration on the Software side is key to continuously enhancing the product strength of humanoid robots.
The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
Track the entire lifecycle of the main Sector.
EHang and Anhui Jianghuai Automobile Group Corp.,Ltd. are collaborating to promote the construction of a low-altitude industrial park, with the low-altitude economy industry expected to accelerate its implementation.
① EHang, Anhui Jianghuai Automobile Group Corp.,Ltd. and Hefei Guoxian Holdings Co., Ltd. officially signed a global strategy cooperation agreement in Hefei. ② Currently, various regions across the country are introducing policy measures to support the development of the low-altitude economy, including the frequent introduction of bullish policies for the low-altitude economy and plans to use special bonds and ultra-long special treasury bonds and other financial tools to provide stable funding sources for the development of the low-altitude economy.
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.
"Borrowing a ship" to expand the radiation scope of overseas Business, Hualing Cable partners with Hunan International Trade Group | Quick reading of the announcement.
① Hualing Cable signed a Global Strategy cooperation agreement with Hunan International Trade Group to accelerate overseas Business layout. ② Hunan International Trade Group is dedicated to becoming a booster for Hunan enterprises to "go global."
With intensified Industry competition and changing customer demands, Zhennai Technology's Net income in 2024 is expected to decline by over 70%.
① Regarding the decline in Net income, Zhenlei Technology stated that it is mainly affected by increased R&D investment, an increase in credit impairment losses, and the provision for impairment on certain inventory. ② In response to the recovery progress of downstream product demand, Zhenlei Technology stated that, for the moment, the overall environment in the Industry is improving, and given that this year is the final year of the "14th Five-Year Plan," the company is confident about this year's delivery confirmation situation.
The central No. 1 document first proposed "new agricultural productive forces", and the Jiangsu Nonghua Intelligent Agriculture Technology Sector is expected to be catalyzed.
The No. 1 central document of 2025 first proposed "new quality productivity in Agriculture." Jin Wencheng, director of the Rural Economic Research Center of the Ministry of Agriculture and Rural Affairs, stated that the connotation of new quality productivity in Agriculture is quite rich, including current Biological Breeding technology, Drone technology, AI technology, and digital technology.
The first Quantum Annual Conference was held in Haidian, initiating an intense catalytic period for the Quantum Technology Industry.
On February 23, 2025, the first Quantum Annual Meeting will be held at the Peking Haidian Beijing Centergate Technologies National Independent Innovation Demonstration Zone Exhibition Trade Center. Looking ahead, NVIDIA 2025 GTC is approaching in March, and this conference will host the first "Quantum Day" event. NVIDIA believes that quantum computing will assist humanity in overcoming challenges.
After three consecutive years of losses, how can Costar Group break the deadlock? | Company Research
① After three consecutive years of total losses nearing 0.8 billion yuan, plans are underway to break the deadlock; ② The company will achieve breakthroughs through aspects such as 'increasing efficiency and reducing costs'; ② The Autos optoelectronics Business is one of the important supports for the company's future performance improvement.