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.
Goldman Sachs: In the era of intelligent driving, each car in China is equipped with 5 cameras this year, and in 5 years, each car will be equipped with 10 cameras.
Goldman Sachs expects that the vehicle camera shipments in China will reach 0.126 billion by 2025 and increase to 0.343 billion by 2030. In addition to the increase in quantity, Goldman Sachs also anticipates that the trend of intelligent driving will drive upgrades in vehicle camera specifications, with cameras of 8MP (8 million pixels) and above accounting for 14% and 59% of total shipments in 2025 and 2030, respectively.
The mobile phone and Autos circles are eagerly "embracing" DeepSeek while Tesla, Xiaomi, and others remain "inactive".
① Mainstream smartphone manufacturers and over 20 Autos manufacturers have already integrated the DeepSeek large model. ② Manufacturers, including "Weixiaoli" and Xiaomi, prefer to develop their own technology, and there is a viewpoint suggesting that later on, integration with DeepSeek is not ruled out.
The DeepSeek Concept may enter a phase of reduction and focus, pay attention to the recovery strength of the high-standard money-losing effect.
Track the entire lifecycle of the main Sector.
Who Are China's AI Winners Post-DeepSeek? Goldman Sachs Picks 30 Firms
Express News | The Hang Seng Index and Hang Seng TECH Index rise; DeepSeek-related stocks continue to climb.
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.
China's Terrific Ten Are Beating Mag 7. Will the Current Momentum Carry On?
DeepSeek accelerates asset revaluation! Hedge funds flee India and flow into China.
In the past month, the total market value of the stock markets in and outside China has increased by more than 1.3 trillion USD, while the market value in India has shrunk by more than 720 billion USD during the same period. Hedge funds are buying Chinese stocks at the fastest pace in months, and the MSCI Chinese Index is expected to outperform the MSCI Indian Index for the third consecutive month, setting the record for the longest consecutive gains in two years.
In January, the sales of RBOB Gasoline Passenger Vehicles fell by more than 20% month-on-month: Japanese brands overall under pressure, with Honda and Dongfeng Honda both "cut in half."
① According to data released by the China Association of Automobile Manufacturers, the domestic sales of Passenger Vehicles in January were 1.738 million units, a month-on-month decrease of 35.5% and a year-on-year decrease of 0.5%; ② In January this year, GAC Honda's sales were 15,123 units, a year-on-year decline of 57.14%; Dongfeng Honda's monthly sales were 19,971 units, a year-on-year decline of 69.31%.
The "Legoization" -- POP MART's "bigger" narrative.
POP MART employs methods identical to LEGO in creating trendy IP toys: by incubating and managing IP through internal design and external licensing, while collaborating with globally renowned IPs to develop themed products, successfully attracting a global fanbase. Inspired by LEGO, HSBC expects that from 2024 to 2026, POP MART's revenue compound annual growth rate will be 30%, with 70% of the growth coming from overseas markets.
DeepSeek has emerged, and Chinese Technology stocks have surged! Citibank: the market is not yet overheated.
Citigroup Analyst believes that since the beginning of the year, the QITABANKUAI in China has indeed seen an increase in congestion, primarily due to the rise of technology stocks, which has boosted overall valuations and improved market sentiment. However, if excluding the weight stock Xiaomi Group, it can be found that although the QITABANKUAI in China has a higher congestion compared to other sectors, it is still not the most congested sector, indicating that this sector has not yet overheated.
Express News | Hong Kong indexes extend gains on Friday, auto makers rise on broad integration of DeepSeek. Biopharma shares soar.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
Track the entire lifecycle of the main Sector.
February's "Peak Duel" is approaching! The release date for the尊界 S800 technology is set, and the 小米 SU7 Ultra will be launched at the end of the month.
① Industry insiders close to Huawei have indicated that the interior design of the Zunji S800 is expected to be released for the first time in March, according to multiple sources. ② The Xiaomi SU7 Ultra comes in five color options, including Lightning Yellow, features a logo made of 24K gold, has over 17 components made of Carbon Fiber, and utilizes 5 square meters of Alcantara ultra-fine fiber material in the interior.
Regions are 'gobbling up' the low-altitude economy, and the Industry is expected to welcome a period of rapid development.
① The first meeting of the Jiangsu Province Global Strategy XINXINGCHANYE Mother Fund for Spring 2025 was successfully held on the 12th, with the signing of the Jiangsu Wuxi Low-altitude Economy and Aerospace Industry Special Mother Fund (tentative name) with a scale of 2 billion yuan. ② According to data from the Civil Aviation Administration of China, by 2025, the market size of China's low-altitude economy is expected to reach 1.5 trillion yuan, and by 2035, it is expected to reach 3.5 trillion yuan, with the low-altitude economy poised for a rapid development period.
In March, AI Vets Global Strategy was released, and after Xpeng and Li Auto, Geely Autos may fully transition to being an AI Technology company.
① Recently, Geely Auto Group CEO Gan Jiayue announced at an internal meeting that a major AI Asia Vets Global Strategy will be released to the public in early March this year; ② The industry generally believes that AI technology is bringing a new transformation to the Autos industry.
How intensive is the research on Deepseek's Concept stocks by public offerings? After the holiday, research is busy, and Autos, Medical, and Consumer are also popular research directions.
① After the holiday, Institutions actively conducted research, and a DeepSeek Concept stock was researched by more than thirty Institutions; ② The Industry Chain of Autos, Medical, CSI Consumer 360 index and other fields also received research from multiple Institutions; ③ The active research by Institutions is not only to capture hot investment opportunities but also to respond to the annual report market.
The first month of the 2025 car market shows results: more than half of the listed car companies experienced year-on-year growth despite seasonal declines.
① According to the data from the Passenger Vehicle Association, retail sales of New energy Fund passenger vehicles reached 0.744 million units in January, a year-on-year increase of 10.5%, but a month-on-month decrease of 42.9%. ② Among the 13 companies listed in Hong Kong and A-shares, 7 car manufacturers still achieved year-on-year growth, accounting for more than half.
In January, China’s sales of New energy Fund vehicles increased by 10.5% year-on-year, while the growth rate of Passenger Vehicle exports has slowed down. According to the Passenger Car Association, it may start low and rise high in 2025.
The Passenger Car Association stated that wholesale, production, and exports in January were all at historical lows, and January retail was only higher than January retail in 2020 and 2023 over the past 10 years, with significant potential for a "low start and high rise" expected in 2025.