The Huawei China Partner Conference is about to be held, and the Huawei Industry Chain may welcome new investment opportunities.
① According to media reports, the Huawei China Partner Conference 2025 will be held from March 20 to 21 at the SHENZHEN INT'L Convention and Exhibition Center (Baoan). ② Open Source Securities stated that 2025 will be a critical year for the native Huawei Hongmong, expected to bring substantial business growth to Industry Chain partners. Bullish on the trend of Huawei Hongmong's rise, it is recommended to pay attention to investment opportunities with ecological partners.
The four departments issued the "AI-generated synthetic content identification method"; the digital watermark Sector may stand at the forefront.
The National Cyberspace Administration and four other departments issued the "AI-generated synthetic content identification measures." Among them, it was proposed to encourage service providers to add implicit identifiers such as digital watermarks to generated synthetic content.
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.
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.
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.