Game developers are on a rampage in the AI race, and AI is expected to further open up the payment space for games.

According to media reports, as we enter 2025, major domestic Game Developers are racing ahead in the AI field. Now, many companies, including Tencent, NetEase, and Giant Network Group, are embedding AI large models into their games to enrich the storyline and player interaction. Open-source securities point out that AI is expected to reshape gaming from aspects such as development, interaction, and commercialization.

cls.cnMar 30 20:09 ET

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.

cls.cnMar 12 00:30 ET

The battle for intelligent driving among car companies has begun, and the penetration rate of intelligent driving is expected to enter a period of rapid increase.

① Domestic car companies have announced the sales data for February 2025, and are generating buzz for new products. Among them, BYD's sales in February exceeded 320,000 units, reaching 322,800 units, a year-on-year increase of 164%, and has initiated the "Smart Driving Equality" campaign. ② Kaiyuan Securities pointed out that supply drives demand, and the resonance of technology costs and experiences may lead to a rapid increase in the penetration rate of smart driving.

cls.cnMar 3 19:04 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

Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.

① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.

cls.cnFeb 6 20:18 ET

Last year, projected losses exceeded 1.1 billion yuan, and under pressure, Perfect World is seeking transformation by "slimming down". | Interpretations

① Both the gaming and film industries are under pressure, and Perfect World is facing a difficult time, with a projected loss exceeding 1.1 billion yuan last year. ② The company is actively "streamlining" and transforming to seek new opportunities, planning to make provisions for impairment of various Assets exceeding 0.65 billion yuan in 2024. ③ It is reported that the first 30 days of revenue from "Zhu Xian World" exceeded 0.4 billion yuan, and the related performance contribution will be gradually released in subsequent reporting periods.

cls.cnJan 17 20:57 ET