HAIER SMARTHOME is racing ahead in the AI track.
Gradually achieving "unmanned household chores."
Germany increases fiscal spending to promote Energy transition, and China’s solar storage sector welcomes new investment opportunities abroad.
Recently, the German Federal Parliament passed a spending bill worth 500 billion euros with more than two-thirds of the votes. The bill proposes that 100 billion euros be injected into the existing climate and transformation Fund to support the Energy transition and climate protection. The Soochow securities electric new team pointed out that as Germany increases financial support for Energy transition development, the installed capacity of photovoltaic and energy storage is expected to accelerate growth at a turning point, and the demand for Power Inverter exports is expected to benefit.
Midea's entry into humanoid robots, UBS Group: Not surprising, Midea can leverage supply chain resources.
UBS Group believes that by 2035, the market size for humanoid robots in China is expected to reach 200-300 billion yuan. Domestic companies place greater emphasis on Hardware and system integration capabilities. Although there is limited profit contribution in the short term, due to the increasing market attention on the white goods Industry and AI/Siasun Robot&Automation themes, the stock price of Midea may continue to rise in the short term.
The Huawei China Partner Conference is about to be held, and the Huawei Industry Chain may welcome new investment opportunities.
① According to media reports, the Huawei China Partner Conference 2025 will be held from March 20 to 21 at the SHENZHEN INT'L Convention and Exhibition Center (Baoan). ② Open Source Securities stated that 2025 will be a critical year for the native Huawei Hongmong, expected to bring substantial business growth to Industry Chain partners. Bullish on the trend of Huawei Hongmong's rise, it is recommended to pay attention to investment opportunities with ecological partners.
Kyland Technology: An AI robot operating system will be released in the first half of the year to promote the advancement of robots towards collective intelligence | Quick announcement.
① Kyland Technology will release an AI robot operating system for embodied robots in the first half of the year; providing a "large and small brain integration" solution; ② This system can reduce the cost of the current embodied robot electronic architecture by about 50% and reduce power consumption by over 60%; ③ In terms of computing power, it offers a distributed collaboration solution to help robots transition from individual intelligence to collective intelligence development.
The four departments issued the "AI-generated synthetic content identification method"; the digital watermark Sector may stand at the forefront.
The National Cyberspace Administration and four other departments issued the "AI-generated synthetic content identification measures." Among them, it was proposed to encourage service providers to add implicit identifiers such as digital watermarks to generated synthetic content.