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.
The computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.
Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.
The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?
Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.
Talkweb Information System: Rumors circulating that "the company intends to adjust the major asset reorganization plan" are false information.
Talkweb Information System issued a clarification announcement stating that it has noticed online messages claiming that "the company plans to adjust its major asset restructuring方案." The company and the Board of Directors attach great importance to this matter and, in order to avoid any misleading information affecting the public and investors, hereby clarifies the situation.
The MWC conference sees Siasun Robot&Automation take center stage! Yushu, Leju, and others make their appearance, as the fusion of Communications and Asia Vets Hardware becomes a trend.
① Yushu Technology has an independent booth at MWC 2025. According to relevant personnel, overseas Orders in 2024 have increased several times compared to 2023; ② Leju Robot appeared at the Huawei booth, equipped with a 5G module and using the DeepSeek large model, it can engage in conversation and recognize the content of pictures through voice control.
[Data Monitoring] Institutions Sell multiple Robot Concept stocks, three speculative funds join forces to acquire Talkweb Information System.
① Multiple Robot Concept stocks were sold by Institutions, among which Shenzhen Zhaowei Machinery & Electronics was sold 0.144 billion. ② The popular stock in the Computing Sector, Talkweb Information System, received a total Buy of 0.474 billion from three leading speculative trading seats.