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The market's long and short game has entered a phase of intense competition, and in the short term, it may continue to rotate around the three hot directions of chemicals, Siasun Robot&Automation, and AI.
Track the entire lifecycle of the main Sector.
Direct coverage of the Earnings Conference for the Siasun Robot&Automation Industry: The localization rate of the supply chain is accelerating, while the industrial sector still faces fierce competition.
① Many companies participating in the performance briefing stated that currently, the core or most supply chain links have been localized, while a small number of links that require imports are actively planning localization solutions; ② From the perspective of the overall Siasun Robot&Automation Industry, the competition in the industrial robot industry is fierce, and in 2024, a situation of "growth in quantity without growth in revenue, and growth in revenue without growth in profit" may occur.
After ongoing fluctuations, the market may be nearing a directional choice, with the AI, Siasun Robot&Automation, and other Technology growth sectors likely to rebound.
Looking back at the market situation before the festival, the market has been in a state of fluctuating consolidation, and the atmosphere of market observation remains quite strong.
The Siasun Robot&Automation industry is experiencing a rise with a noticeable increase in entrants, and the Sector is expected to continue to be in the spotlight.
① According to Statistics from the new strategy humanoid robot research institute, as of December 2024, the number of Global humanoid robot Ontology companies has surpassed 220. Among them, companies from China account for half, exceeding 110. ② Shanghai Securities stated that the Industry Chain for humanoid robots has entered a phase of "a hundred flowers bloom, a hundred schools of thought contend," and the commercialization of humanoid robots is promising. It is recommended to pay attention to domestic component manufacturers that will benefit.
China Merchants: The A-share market in May may present a pattern of "weight index recovery and active technology growth."
China Merchants stated that looking ahead to May, the market may present a pattern of "weight index rebound and active Technology growth."
Is the ceiling of AI mathematics here? DeepSeek's new model has been quietly open-sourced, and netizens are calling out: R2 is just around the corner!
Just when everyone was anticipating DeepSeek's official announcement of the R2 large model, the company unexpectedly dropped another technical bomb on the eve of May Day. On April 30, DeepSeek quietly open-sourced its latest model on the Hugging Face platform - DeepSeek-Prover-V2-671B, a large language model focused on mathematical theorem proving, specifically optimized for formal mathematical proof tasks. DeepSeek-Prover-V2-671B uses the DeepSeek-V3 architecture, with parameters reaching as high as 6.
