Channel SSD storage prices have risen for two consecutive weeks, and domestic enterprise-level SSDs are expected to welcome an increase in demand opportunities.

At the beginning of March, benefiting from the shortage of Low Stock Price resources and continuous price increases, the rising costs have driven some channels' SSD finished product prices to increase for two consecutive weeks. Guosen stated that AI has opened up the incremental market for SSDs, and domestic production has opened a verification window, providing incremental opportunities for domestic enterprise-level SSDs.

cls.cnMar 5 19:10 ET

Humanoid robots collaborate to create new tricks! Collective intelligence has become a new trend in development, opening up prospects for industrial scenario applications.

① The official WeChat account of UBTECH released a video, showcasing the Walker S series robots in a collaborative training at the ZEEKR 5G smart factory. ② This collaborative training was completed using the collective brain network Software architecture and humanoid intelligent network integration hub. ③ Brokerages believe that the iteration on the Software side is key to continuously enhancing the product strength of humanoid robots.

cls.cnMar 2 21:53 ET

Peking promotes the large-scale deployment of 10,000 embodied Siasun Robot&Automation, with policy support accelerating industry development.

The "Peking Embodied Asia Vets Technology Innovation and Industry Cultivation Action Plan (2025-2027)" was officially released in Peking. The "Action Plan" states that by 2027, efforts will aim to implement the large-scale deployment of ten thousand embodied Siasun Robot&Automation units and cultivate a trillion-level industrial cluster.

cls.cnMar 2 18:58 ET

In 2024, over 140 new low-altitude logistics routes will be opened in our country, and the low-altitude economy is expected to accelerate its implementation.

① According to the Statistics from the Aviation Logistics branch of the China Federation of Logistics and Purchasing, more than 140 new low-altitude logistics routes will be opened in China in 2024. ② Wu Li from Tianfeng Securities pointed out that, according to predictions from the Civil Aviation Administration of China, the market size of the low-altitude economy in China is expected to reach 1.5 trillion yuan by 2025, and 3.5 trillion yuan by 2035.

cls.cnFeb 27 19:05 ET

Another "A+H" listing may be born on the Star! Tianyue Advanced has disclosed its Hong Kong stock prospectus.

① According to the prospectus for Listed in Hong Kong, as of the first three quarters of 2024, Tianyue Advanced's overseas revenue accounts for about 40%; ② Tianyue Advanced stated that it will establish production bases overseas based on customer distribution to increase the production capacity of the company's large-sized Silicon Carbide substrates and improve responsiveness to overseas customer demand.

cls.cnFeb 25 10:12 ET

The focus of AI development is shifting from training to inference, with customized ASICs expected to experience a surge.

① Driven by DeepSeek, CSP providers are expected to more actively develop self-owned ASIC solutions with lower costs, shifting their focus from AI training to AI inference, which is estimated to gradually increase the proportion of AI inference servers to nearly 50%. ② GTJA points out that AI ASIC chips have advantages in power consumption and cost, making them a necessary choice.

cls.cnFeb 23 19:09 ET