The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.

Track the entire lifecycle of the main Sector.

cls.cnFeb 17 20:21 ET

The humanoid robot Industry Chain is flourishing, and Institutions suggest paying attention to domestic component manufacturers that will benefit from it.

Shanghai Securities pointed out that recently, there has been an intensive catalyst in both domestic and international Industry Chain, with a significant increase in market entrants. The emergence of AI companies like DeepSeek is driving the development of general-purpose robotic large models, and the humanoid robot Industry Chain has entered a stage of "a hundred flowers bloom, a hundred schools of thought contend".

cls.cnFeb 17 18:33 ET

Another "miracle drug for myopia" application has been accepted, will Shenyang Xingqi Pharmaceutical's "star product" be impacted? | Quick announcement review

①The application for marketing authorization of HR19034 eye drops under Jiangsu Hengrui Pharmaceuticals has been accepted by the National Medical Products Administration, challenging the exclusive position of Shenyang Xingqi Pharmaceutical. ② The atropine sulfate eye drops suitable for myopia in adolescents under several pharmaceutical companies have all entered phase 3 clinical trials.

cls.cnFeb 17 11:21 ET

Zhou Zhiping is reassigned, and the weaponry group "gathers" executives from three major state-owned enterprises. Is the countdown to the restructuring of Changan and Dongfeng starting?

① A reporter learned from the official website of China North Industries Group that Zhou Zhiping, the former Director, General Manager, and Deputy Secretary of the Party Committee of the Dongfeng Company, has officially taken office as the Director, General Manager, and Deputy Secretary of the Party Leadership Group of the Equipment Group. ② The Equipment Group has officially "gathered" the former senior executives of three major central enterprise Autos.

cls.cnFeb 17 01:31 ET

BYD will start the application of Solid State Battery in vehicles in 2027, entering a period of intensive catalysis in the Solid State Battery Industry.

① BYD plans to launch mass demonstration vehicle applications for Solid State Battery around 2027, achieving large-scale adoption after 2030. ② According to the Statistics in the "Solid State Lithium Battery Technology Development White Paper," the planned domestic production capacity for Solid State Battery has reached hundreds of GWh, which will significantly boost investment in Solid State Battery equipment.

cls.cnFeb 16 19:12 ET

The DeepSeek large model promotes cost reduction and efficiency improvement, and AI Education products are expected to accelerate commercialization.

① Education is one of the core scenarios for the application of AI. The use of AI technology to reduce costs and increase efficiency makes it possible for education to balance high quality, inclusiveness, and personalization, and is expected to deeply empower education by improving delivery efficiency and enhancing personalized experiences for students. ② The domestic AI + education B2B and B2C markets are expected to reach 47.7 billion yuan and 28.2 billion yuan respectively by 2027, while the AI + companionship market is anticipated to reach a trillion level within 3-5 years.

cls.cnFeb 16 19:11 ET