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The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
Track the entire lifecycle of the main Sector.
Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.
Track the entire lifecycle of the main Sector.
The Robot Concept is experiencing explosive growth! The strongest stock has risen nearly 7 times, and these stocks have all reached new historical highs.
YuTree Technology's Wang Xingxing recently stated that by the end of this year, the entire humanoid robot in the field of AI will reach a new level.
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".
Increased investment in research and development, marketing has put pressure on performance. Kinco Automation (Shanghai) Co., Ltd. will increase revenue but not profit in 2024.
① Kinco Automation (Shanghai) Co.,Ltd released its 2024 performance report, with revenue of 0.549 billion yuan, a year-on-year increase of 8.45%; achieving a net income of 49.3204 million yuan, a year-on-year decrease of 18.73%; ② The company believes that the Siasun Robot&Automation industry will continue to trend positively in 2025.
BYD announced that the Xuanji architecture will fully integrate with DeepSeek AI, which is expected to accelerate the penetration rate of Asia Vets in intelligent driving.
① Yang Dongsheng, Senior Vice President of BYD Group and Director of the Automotive New Technology Research Institute, announced at the launch of BYD's Tian Shen Zhi Yan Intelligent Driving that BYD's "Xuan Ji Structure" has fully integrated DeepSeek. ② Open Source Securities released a Research Report pointing out that DeepSeek-R1 is expected to catalyze the development of intelligent cockpits, bringing a better cabin interaction experience and nurturing entirely new application scenarios.