The 2025 International Hydrogen Energy Conference is just around the corner, and the supply and demand in various segments of the hydrogen energy market are expected to experience double growth.

From March 26 to 28, the "2025 International Hydrogen Energy Conference and International Hydrogen Energy and Fuel Cell Industry Exhibition" hosted by the CHINA POWER Alliance and the China Electricity Council will be held at the National Conference Center in Peking. According to Research Reports by Everbright, in 2020, the penetration rate of green hydrogen in China was about 2%. Since 2021, the number of green hydrogen demonstration projects in China has continued to grow, and water electrolysis hydrogen production has entered a new stage of large-scale demonstration.

cls.cn19:26 ET

The training tool for Siasun Robot&Automation is here! The embodied intelligence simulation platform "Ge Wu" is officially released.

① It is reported that "Ge Wu" integrates advanced reinforcement learning frameworks and multimodal motion control technology. ② Professor Ye Linqi, an open-source contributor to the "Ge Wu" platform, believes that future embodied intelligence needs to meet the most basic survival needs. ③ Brokerage firms believe that the second half of 2025 will be a stage for the rapid advancement of humanoid robot commercialization.

cls.cnMar 20 23:04 ET

Germany increases fiscal spending to promote Energy transition, and China’s solar storage sector welcomes new investment opportunities abroad.

Recently, the German Federal Parliament passed a spending bill worth 500 billion euros with more than two-thirds of the votes. The bill proposes that 100 billion euros be injected into the existing climate and transformation Fund to support the Energy transition and climate protection. The Soochow securities electric new team pointed out that as Germany increases financial support for Energy transition development, the installed capacity of photovoltaic and energy storage is expected to accelerate growth at a turning point, and the demand for Power Inverter exports is expected to benefit.

cls.cnMar 20 20:38 ET

CHINA MOBILE's capital expenditure slightly decreased, with computing power still being one of the main investment directions, which will drive the popularization of MaaS.

① In 2024, the free cash flow is 151.7 billion yuan; ② CHINA MOBILE launched ultra-large-scale intelligent computing centers in Hohhot and Harbin in 2024, with a layout covering 40 AI models in the Energy, Transportation, Medical, and Education Industries; released the CHINA MOBILE AI intelligent assistant Lingxi Intelligence; ③ By the end of December 2024, the total number of clients for its "AI products" reached 0.19 billion.

cls.cnMar 20 06:41 ET

After a continuous reduction in market trading volume, a short-term directional choice may be faced, waiting for new hotspots to break through.

Yesterday, the market continued a low-volume consolidation structure. From the Index perspective, although it is still in a relatively strong consolidation structure, the narrow fluctuations over the past three days may indicate that the market is facing a new round of directional choices. If it cannot attack with increased volume again, the probability of subsequent corrective consolidation may further increase.

cls.cnMar 19 21:20 ET

The market continues to shrink and fluctuate, and after the acceleration of themes rotation, funds are expected to flow back to the core main lines.

As the premium for new themes decreases, some funds still choose to flow back into the two major core directions of Siasun Robot&Automation and AI.

cls.cnMar 18 21:19 ET