In the first quarter, the China-Europe Railway Express sent 10,250 twenty-foot equivalent units, and China-Europe trade is expected to accelerate development.
① According to reports, from January to March, the China-Europe Railway Express operated a total of 250 trains, sending 10,250 standard containers, a year-on-year increase of 7.4%. ② Market analysis indicates that the rapid development of the China-Europe Railway Express has built a resilient international supply chain, with strong radiation, driving and influencing power, promoting economic and trade exchanges and industrial integration among countries along the route, and opening a new chapter in the cooperative development of the Eurasian continent.
Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
The QFII annual report "shopping list" is here! In Q4, 95 new stocks entered the top ten circulating shareholders list, with Hanyu Group Joint-Stock having the highest number of shareholding increase.
① A-share listed companies are entering the peak period for the disclosure of 2024 annual reports, with Qfii Hold Position appearing intensely in the top ten circulating shareholders of 129 individual stocks in the fourth quarter of 2024; ② Among them, 95 new individual stocks have entered the top ten circulating shareholders list, with Hanyu Group Joint-Stock receiving the highest number of new institutions from Qfii Hold Position, reaching 4; ③ Attached is the list of A-share stocks with the highest number of new institutions in Qfii Hold Position for the fourth quarter of 2024 (attached table).
Game developers are on a rampage in the AI race, and AI is expected to further open up the payment space for games.
According to media reports, as we enter 2025, major domestic Game Developers are racing ahead in the AI field. Now, many companies, including Tencent, NetEase, and Giant Network Group, are embedding AI large models into their games to enrich the storyline and player interaction. Open-source securities point out that AI is expected to reshape gaming from aspects such as development, interaction, and commercialization.
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
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.