Xiaopeng releases AI robot Xiaopeng Iron, accelerating the commercialization process of humanoid robots.
According to media reports, xpeng's chairman and CEO He Xiaopeng revealed at the AI Technology Day that the AI robot, xpeng Iron, will be equipped with multiple self-developed chips to support end-to-end large models, with 15 movable degrees of freedom, and tactile feedback supported bionic hands. Currently, this robot has been used for training in xpeng's Guangzhou factory for the production of xpeng P7+ model.
Involving the issue of cross-period confirmation of certain expenses, crown advanced material received a regulatory warning letter.
1. Crown Advanced Material stated that the current chairman and CFO of the company are performing their duties normally. The administrative supervisory measures will not have a significant impact on the company's daily operations. The company's operations are all normal; 2. With the introduction of relevant supply-side reform policies by industry associations, the photovoltaic industry chain may be cleared by the middle of 2025 at the earliest, and overall profitability is expected to turn around.
Is the home consumer market expected to warm up? Xilinmen responded to the impact of the old-for-new policy | Directly hit the earnings conference
①Since October, the old-for-new policy has gradually expanded to home furnishings; ②It is mentioned that the coverage and subsidy intensity of the policy have both significantly increased; ③No positive response was given as to whether there was a significant recovery in sales compared to October; ④Increase the price range of singles' day sales items and increase the proportion of package orders.
Tesla's domestic sales in October increased by over 40% year-on-year. Domestic suppliers are expected to continue benefiting.
①Overnight, Tesla's stock surged by over 14%, reaching a new high since July 2023. According to media statistics, Tesla's domestic sales in October exceeded 0.04 million vehicles, a 41% year-on-year increase. ②Huaxi pointed out in the research reports that in the medium term, Tesla's layout of new models + new factories + new technologies, rapid response from domestic suppliers, strong cost optimization capabilities, and industry chain related symbols are expected to continue to benefit.
Taiwan Semiconductor CoWoS packaging capacity is in short supply, the advanced packaging industry continues to be highly prosperous.
taiwan semiconductor has obtained nvidia's consent to raise prices next year, with the price of the 3nm process possibly increasing by up to 5%, and the CoWoS packaging price increasing by about 10% to 20%. citic sec believes that advanced packaging technology has become an important path in the "post-Moore era" and surpassing Moore. Focus on manufacturers and packaging and testing companies investing in advanced packaging technology, as well as supply chain related equipment vendors.
Huawei is accelerating the advancement of its asia vets: investing in multiple key core technologies, with many listed companies expected to participate.
1. Huawei (Shenzhen) global body-based intelligent industry innovation center will integrate Huawei's various departments' body-based intelligent related capabilities, co-build key root technologies such as body-based intelligent brain, cerebellum, toolchain; 2. Huawei will also collaborate with ontology manufacturers and manufacturing enterprises to solve enterprise technical challenges, creating body-based explosive products that solve actual enterprise problems. The first batch of participating companies in the project include Shenzhen Zhaowei Machinery & Electronics, Leju Robotics, Guangdong Topstar Technology, etc.