Guojin Securities Humanoid Robot 2025 Strategy: 0-1 volume is just around the corner, and Huawei overweight helps the rise of domestic chains. Guojin Securities said that Huawei overweight has become a new direction, which is expected to bring deterministic AI technology to domestic robot manufacturers and help domestic OEMs accelerate their rise. In 25 years or the first year of commercial mass production of humanoid robots, the domestic and international industries have resonated, and the humanoid robot industry has ushered in a period of rapid development and has plate investment opportunities. It is suggested to focus on the screw, reducer, torque sensor and domestic robot.Guojin Securities Humanoid Robot 2025 Strategy: 0-1 volume is just around the corner, and Huawei overweight helps the rise of domestic chains. Guojin Securities said that Huawei overweight has become a new direction, which is expected to bring deterministic AI technology to domestic robot manufacturers and help domestic OEMs accelerate their rise. In 25 years or the first year of commercial mass production of humanoid robots, the domestic and international industries have resonated, and the humanoid robot industry has ushered in a period of rapid development and has plate investment opportunities. It is suggested to focus on the screw, reducer, torque sensor and domestic robot.Foreign media: The Israeli army said that Israel launched about 480 attacks on Syria in the past 48 hours. According to Agence France-Presse, the Israel Defense Forces issued a statement on the 10th local time, saying that in the past 48 hours, the Israeli army launched about 480 attacks on Syria's strategic targets.
The yield of Australian 10-year government bonds continued to rise, rising by 5 basis points to 4.19%.Del Co., Ltd.: The solid-state battery trial production line that the company is preparing is used for sample trial production. Del Co., Ltd. said on the interactive platform that the trial production line that the company is preparing is used for sample trial production, and the application scenarios of solid-state battery products in the future are very wide, including power batteries, consumption, energy storage and many other fields.Galaxy Securities: Float glass continued to support the market at the end of the year, and the china galaxy Securities Research Institute said that it was urgent to support the demand for float glass terminals in November, but the middle and lower reaches mainly digested the previous inventory, and the purchasing enthusiasm declined. In the context of the contradiction between supply and demand in the industry, the production capacity has been significantly reduced, and the inventory pressure of float glass enterprises has improved. Enterprises have a strong willingness to push up, and the price of float glass rose slightly in November. The follow-up rush demand will continue to support the market demand, but due to the high inventory of some large manufacturers, it is expected that it will be difficult to form strong support for the price, and the follow-up price will remain stable.
Galaxy Securities: Float glass continued to support the market at the end of the year, and the china galaxy Securities Research Institute said that it was urgent to support the demand for float glass terminals in November, but the middle and lower reaches mainly digested the previous inventory, and the purchasing enthusiasm declined. In the context of the contradiction between supply and demand in the industry, the production capacity has been significantly reduced, and the inventory pressure of float glass enterprises has improved. Enterprises have a strong willingness to push up, and the price of float glass rose slightly in November. The follow-up rush demand will continue to support the market demand, but due to the high inventory of some large manufacturers, it is expected that it will be difficult to form strong support for the price, and the follow-up price will remain stable.Galaxy Securities: The economies of scale of the network industry chain are expected to be prominent. The Galaxy Securities Research Report pointed out that the supply of new kinetic energy in emerging communication industries is constantly enriched, and the economies of scale of the network industry chain are expected to be prominent. With the development of AI, the promotion of 6G and the popularization of satellite-related services in the future, in order to gain greater global leadership in digital technology, China's technological changes need to be accelerated. The integration of 5G-A/6G synaesthesia and general intelligence computing respectively add perceptual and AI elements to the communication network, and continue to deepen the supply capacity upgrade of key links such as chip modules, industry terminals, virtual private networks and common capability platforms, so as to empower the development of emerging industries. The upgrading of communication technology focuses on promoting the integration and innovation of digital technology, bringing about the upgrading of traditional industrial production and operation. Generally speaking, the development of 5G+ promotes multi-directional deep empowerment, and the effect of economies of scale is expected to be prominent. Looking forward to the future, new infrastructure and new applications will usher in great development.Market News: The United States is considering imposing tougher oil sanctions on Russia before Trump takes office.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13