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Chinese humanoid robots are seizing a global $5 trillion "big track"!
Morgan Stanley expects that by 2050, a total of 1 billion humanoid robots will be deployed globally, with annual revenue reaching 4.7 trillion dollars, nearly double the total revenue of the top 20 global Auto Manufacturers in 2024. China's policy support, technological advancements, and manufacturing foundation place it in a leading position in the field of humanoid robots, especially in the Hardware supply chain.
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.
Express News | DeepSeek released the Prover-V2 model, with a parameter count reaching 671 billion.
Robot Concept stocks rose across the board. SUTENG JUCHUANG (02498) increased by 7.03%. Daiwa pointed out that this year may be a year for the release and expansion of applications of humanoid robot models.
Jinwu Financial News | Robot Concept stocks rose overall, with Sutech Juchuang (02498) up 7.03%, FOURTH PARADIGM (06682) up 6.61%, Yuejiang (02432) up 5.51%, Ubtech (09880) up 5.32%, and Horizon Robotics (09660) up 0.46%. In terms of news, Daiwa released a report stating that 2025 is likely to be the year for the release and application expansion of humanoid robot models. The firm indicated that the rate of self-production and the reduction in costs for key components exceeded expectations. It also mentioned that the actuators and AI algorithms in the humanoid robot supply chain are likely to perform well in the short term.
Completely free from dependence on the USA! The list of 11 Chinese Technology companies with "0% exposure to USA revenue" has been revealed, with autonomous driving / Semiconductors being the biggest winners.
Goldman Sachs listed 11 Chinese Technology independent companies with no exposure to the USA, believing they possess unique momentum.
【Brokerage Focus】CITIC SEC points out that strengthened regulation will standardize the Industry, head companies in smart driving are expected to benefit.
Jinwu Financial News | CITIC SEC stated that on April 28, the Ministry of Industry and Information Technology released the key points for the 2025 automobile standardization work, which proposed the need to strengthen the supply of standards for intelligent connected vehicles such as driving assistance and autonomous driving. Previously, the Ministry held a closed-door meeting to further regulate the activities of Industry Chain companies regarding the promotion, release, testing, and OTA upgrades of driving assistance. The bank mentioned that safety will become an important selling point for driving assistance, and Lidar is expected to gradually become a "standard product." Starting in 2023, manufacturers will accelerate the deployment of L2 level combined driving assistance functions. Compared to visual solutions, Lidar's identification at night.