Concerns remain as the market shows signs of recovery after hitting a bottom, with deep-sea Technology and cyclical stocks becoming the focus of attention.
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The Shanghai Auto Show will be held in April, the Bullish automotive consumption policies continue, and these Concept stocks frequently receive research.
The 21st Shanghai International Autos Industry Exhibition (2025 Shanghai Auto Show) will be held from April 23 to May 2.
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 market continues to shrink and adjust, raising concerns about a retreat in the Siasun Robot&Automation Sector. Can the deep-sea Technology Concept hold the flag and launch a counterattack?
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The expansion of the A-share robot landscape is ongoing: more than ten listed companies have announced related matters this year, including multiple stocks such as Zhejiang XCC Group.
① According to incomplete Statistics, as of the time of writing, 12 A-share listed companies have issued 20 announcements this year, disclosing investments and collaborations related to Siasun Robot&Automation (see attached image). ② Anhui Zhongding Sealing Parts, Zhejiang XCC Group, Zhejiang Rongtai and others have announced specific investment amounts in regards to Siasun Robot&Automation, with amounts ranking high.
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.