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.
The Robot Concept is experiencing explosive growth! The strongest stock has risen nearly 7 times, and these stocks have all reached new historical highs.
YuTree Technology's Wang Xingxing recently stated that by the end of this year, the entire humanoid robot in the field of AI will reach a new level.
The DeepSeek Concept may enter a phase of reduction and focus, pay attention to the recovery strength of the high-standard money-losing effect.
Track the entire lifecycle of the main Sector.
Siasun Robot&Automation is the most critical equipment link, and the dexterous hand market is expected to usher in a period of explosive growth.
The rapid development of the humanoid robot industry will create incremental demand for the dexterous hand market. According to predictions from the Toubao Research Institute, it is expected that in a conservative scenario, the global market size for humanoid robot dexterous hands will reach 32.06 billion yuan by 2030, with a compound annual growth rate of 81.2%. In an optimistic scenario, it could reach 87.97 billion yuan, with a compound annual growth rate of 109.3%.