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.

cls.cnMar 12 00:30 ET

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.

cls.cnFeb 11 18:47 ET

Another celebrity semiconductor project "sells itself": 8.5 billion unicorn Yunying Valley is planned to be acquired by Shenzhen Goodix Technology, which had previously launched a sprint for IPO.

① Recently, Shenzhen Goodix Technology announced that it plans to acquire 100% of the shares of Yunying Valley Technology through the issuance of shares and cash payment. ② From the founding team's background, valuation status, and market position, Yunying Valley Technology can be considered a star project.

cls.cnDec 8, 2024 00:05 ET

Trading Halted! Shenzhen Goodix Technology intends to acquire display driver chip assets. The target company had planned for an IPO. | Quick Read Announcement

1. Shenzhen Goodix Technology intends to purchase controlling stake in Yungen Technology, entering the field of display driver chips; 2. Yungen Technology's AMOLED display driver chip sales lead domestically, with previous IPO plans; 3. Shenzhen Goodix Technology's profitability has declined significantly in recent years, seeking to increase revenue is an important task.

cls.cnNov 22, 2024 10:46 ET

Tianma Microelectronics' MicroLED production line will be fully integrated by the end of the year! Several projects will enter mass production in 2025, with automotive scenarios becoming the next focus.

1. Multiple manufacturers have announced progress in MicroLED production lines, with 2025 being the first production year for multiple manufacturers. 2. Analysis shows that in scenarios such as automotive and AR, MicroLED is irreplaceable. 3. The industry believes that there are still difficulties in the large-scale application of MicroLED.

cls.cnNov 8, 2024 08:25 ET

[Data Watching] Trading volume of multiple broad-based index ETFs surged, ofilm group co., ltd. was dumped by a "mysterious seat" nearly 1 billion.

①The trading volume of multiple csi 300 index, csi 500 index and csi 1000 index increased significantly compared to yesterday, with the trading volume of Guangfa300 ETF Fund (510360) increasing by 168% compared to the previous day. ②Consumer electronics concept stock ofilm group co., ltd was sold by the swhy anhui branch for 0.977 billion, and this branch had relatively few appearances on the previous list.

cls.cnOct 29, 2024 06:12 ET