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The "hot battles" of humanoid robots have begun: with an intensive release of new products, has the year of mass production really arrived?
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.
The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?
Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.
It is indeed a "policy year" for Siasun Robot&Automation! Guangdong plans to promote industrial innovation and development in 12 areas.
① Recently, policies on embodied intelligent robots have significantly gained momentum: the government work report mentioned embodied intelligence for the first time, and relevant policies have been introduced in Shenzhen, Peking, and other places. ② Brokerages point out that 2025 will be the policy year for humanoid robots in China, and local governments are expected to become the main purchasers and driving forces in the humanoid robot industry. ③ In A-shares, related companies in the Industry Chain of robots from Guangdong, Shanghai, Jiangsu, Anhui, Chongqing, and Peking include these >>
Significant Asset Restructuring! Zhongke Tongda intends to acquire StarHub Beihai.
1. Zhongke Tongda is planning to acquire 100% equity of StarHub (Beihai) Technology Co., Ltd. held by Shenzhen StarHub Power Technology Co., Ltd. through the issuance of shares and cash payment, and to raise matching funds. 2. Zhongke Tongda stated that this Trade is expected to constitute a significant Asset reorganization, which will not change the company's controlling Shareholder or actual controller, and does not constitute a reorganization listing.
Star evening news | Zhongke Tongda plans to purchase equity in StarHub Beihai, National Silicon Industry Group plans to buy minority equity in its subsidiary.
① Shareholders of Aike Cyber plan to reduce their shareholding by no more than 2% of the company's shares; ② The application review status of Hanbang Technology for listing on the Star has been updated; ③ The issuance of shares and payment in cash for acquiring assets by Xinxiangwei is currently in progress.
[Data View] Institutions have been continuously increasing their positions in Asia Vets, while powerful speculators are selling Hainan Huatie for over 0.6 billion.
① The AI all-in-one machine Concept stock, Zhimei Asia Vets, received over 80 million from Institutions buying in, and this stock has been significantly bought by Institutions for two consecutive days. ② The computing power Concept stock Hainan Huatie has been Sold for 0.662 billion by GTJA's Shanghai Haiyang West Road branch.
Humanoid robots collaborate to create new tricks! Collective intelligence has become a new trend in development, opening up prospects for industrial scenario applications.
① The official WeChat account of UBTECH released a video, showcasing the Walker S series robots in a collaborative training at the ZEEKR 5G smart factory. ② This collaborative training was completed using the collective brain network Software architecture and humanoid intelligent network integration hub. ③ Brokerages believe that the iteration on the Software side is key to continuously enhancing the product strength of humanoid robots.
In some Industries, investment has slowed down alongside changes in demand structure, resulting in a decline in both revenue and net profit for Lingyun in 2024.
① Recently, the humanoid robots of Yushu Technology have attracted the attention of investors in the Capital Markets, and the stock price of Lingyun Guang, as a "Robot Concept stock," has shown significant fluctuations; ② The company stated that as of now, the total service revenue provided to Yushu Technology is only 0.01 million yuan, and there are no outstanding Orders from Yushu Technology.
After Tongwei's failed 'sell-out', Runyang shares introduced two major Photovoltaic Equipment manufacturers through Debt-for-equity Swaps.
1. Wuxi Autowell Technology Co., Ltd. and Shenzhen S.C New Energy Technology Corporation stated that this Debt-for-equity Swaps aims to quickly resolve customer debt issues, accelerate the recovery of company loans, and strengthen cooperation with customers; 2. This Debt-for-equity Swaps has set up an IPO gamble agreement, and Runyang Holdings needs to complete the A-share listing or be acquired within five years. This presents certain challenges for Runyang Holdings, which is currently facing performance losses, compounded by litigation, production stoppages, and other turmoil.
Alibaba's open-source text-to-video model Wanxiang 2.1 is expected to bring about a starting point for the explosion of AI applications.
① According to informed sources, Alibaba fully open-sourced its video generation model Wanxiang 2.1 on the evening of February 25. ② With AI video generation tools represented by Wanxiang continuing to iterate, their penetration into various application scenarios is expected to accelerate in the future.
Tesla is ready to deploy FSD functionality in China, with Asia Vets driving new growth.
① Informed sources revealed that Tesla is preparing a software update for Chinese customers to provide driving assistance features similar to those of the "Full Self-Driving" (FSD) in the USA market. ② China International Capital Corporation's Research Reports indicate that 2025 is expected to be a significant year for the quality development of intelligent driving, with the dual potential positive catalysts of Tesla's FSD entering China and Robotaxi being one of the main themes for the entire year.
The focus of AI development is shifting from training to inference, with customized ASICs expected to experience a surge.
① Driven by DeepSeek, CSP providers are expected to more actively develop self-owned ASIC solutions with lower costs, shifting their focus from AI training to AI inference, which is estimated to gradually increase the proportion of AI inference servers to nearly 50%. ② GTJA points out that AI ASIC chips have advantages in power consumption and cost, making them a necessary choice.
After three consecutive years of losses, how can Costar Group break the deadlock? | Company Research
① After three consecutive years of total losses nearing 0.8 billion yuan, plans are underway to break the deadlock; ② The company will achieve breakthroughs through aspects such as 'increasing efficiency and reducing costs'; ② The Autos optoelectronics Business is one of the important supports for the company's future performance improvement.
Express News | Is it the first time considering raising external funds? DeepSeek representatives refute the rumors: all financing news is false.
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.
Siasun Robot&Automation is the most critical equipment link, and the dexterous hand market is expected to usher in a period of explosive growth.
The rapid development of the humanoid robot industry will create incremental demand for the dexterous hand market. According to predictions from the Toubao Research Institute, it is expected that in a conservative scenario, the global market size for humanoid robot dexterous hands will reach 32.06 billion yuan by 2030, with a compound annual growth rate of 81.2%. In an optimistic scenario, it could reach 87.97 billion yuan, with a compound annual growth rate of 109.3%.
Multiple regions have announced the application of DeepSeek in government affairs systems, and the government cloud market is expected to welcome broad opportunities.
① Multiple regions have announced the application of DeepSeek in government affairs systems. ② An analysis by Minsheng Securities indicates that the market demand for Cloud Computing Service providers is expected to welcome vast opportunities, and government cloud as an important sub-field is likely to accelerate development.
Haier Group plans to acquire a controlling stake in Shanghai STEP Electric Corporation, gaining a listing platform in the Industrial Internet sector｜Read the announcement quickly.
① Shanghai STEP Electric Corporation announced that Haier Kaos Industrial Intelligence will achieve controlling interest in the company through an Equity Transfer agreement and a voting rights delegation agreement; ② Some observers indicate that controlling Shanghai STEP Electric Corporation will help Haier in its strategy within the Industrial Internet sector.
Chongqing Changan Automobile will equip Lidar on models at the 0.1 million level, and the Industry penetration rate may significantly increase.
On February 9, Zhu Huarong, Chairman of Chongqing Changan Automobile, stated at the launch of the company's Asia Vets Global Strategy that starting this year, models in the 0.1 million range will be equipped with Lidar. SWHY Securities pointed out that with the rapid drop in prices of Lidar products to the thousand-yuan level, Lidar is expected to significantly increase its configuration rate as a "safety component" for autonomous driving.