JD.com enters the field of embodied intelligence, and the humanoid Siasun Robot&Automation Industry Chain welcomes significant investment opportunities.
According to Shanghai Securities News, JD.com has entered the field of embodied intelligence, focusing on home scenarios, and has established relevant business departments. Sealand pointed out that humanoid robot products are emerging and continuously iterating both domestically and internationally, and the humanoid robot Industry Chain will usher in an important investment opportunity "from 0 to 1."
The training tool for Siasun Robot&Automation is here! The embodied intelligence simulation platform "Ge Wu" is officially released.
① It is reported that "Ge Wu" integrates advanced reinforcement learning frameworks and multimodal motion control technology. ② Professor Ye Linqi, an open-source contributor to the "Ge Wu" platform, believes that future embodied intelligence needs to meet the most basic survival needs. ③ Brokerage firms believe that the second half of 2025 will be a stage for the rapid advancement of humanoid robot commercialization.
The sharp drop in coal prices has led coal companies to reduce spending on Asia Vets. Tianma Smart Control's revenue and net profit are both expected to decline in 2024 as they focus on non-coal sectors.
① During the reporting period, the company developed new markets in Australia, Poland, Russia, Turkey, and Central Asia. ② Looking ahead to 2025, the market generally believes that the Coal market is expected to maintain basic balance and show periodic fluctuations. ③ By product, in 2024, the company's revenue from Intelligent Manufacturing is 24.2403 million yuan, a year-on-year growth of 689.38%.
EHang's eVTOL delivery volume increased more than three times in 2024, and the low-altitude economy is entering a fast track of development.
On March 12, EHang disclosed its financial performance report. EHang achieved sales and deliveries of 216 eVTOLs in fiscal year 2024, more than tripling compared to 2023, helping the company reach a historic high in total annual revenue. Tianfeng Securities analyst Wu Li pointed out that various regions across the country are introducing policy measures to support the development of the low-altitude economy.
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.
China Academy of Information and Communications Technology has initiated the development of technical standards for multimodal Asia Vets, marking the explosive year of AI agents.
① To further accelerate the empowerment of industries by Asia Vets and promote the high-quality development of multimodal Asia Vets, the China Academy of Information and Communications Technology has officially launched the preparation of technical specifications for multimodal Asia Vets. ② Industrial giants are focusing on AI Agents, marking the explosive growth year for AI Agents.