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ANNUAL REPORT 2024
Hong Kong stocks Concept tracking | Shenzhen-made panoramic camera sells well in the U.S. Institutions focus on the growth potential of optical core components (with related stocks attached)
Panoramic/sport cameras create new demands for imaging, focusing on leading brands and the supply chain.
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.
The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.
Track the entire lifecycle of the main Sector.
Hong Kong stocks are moving | The Industry Chain for mobile phones expanded its gains in the afternoon, while Consumer Electronics are disturbed by short-term policy changes, but the long-term manufacturing center position remains stable.
In the afternoon, the mobile Industry Chain saw an expansion in gains. As of the time of reporting, COWELL (01415) rose by 8.82%, priced at 24.05 Hong Kong dollars; AAC TECH (02018) increased by 4.53%, priced at 36.95 Hong Kong dollars; Sunny Optical (02382) rose by 3.28%, priced at 66.15 Hong Kong dollars; BYD Electronics (00285) increased by 3.09%, priced at 35.05 Hong Kong dollars.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
