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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.
Multiple Bullish factors boost Hong Kong stocks related to the Concept of intelligent driving, with Sauteng Ju Chuang rising nearly 7%.
① What direct impact will the new standards for autonomous driving promoted by the Ministry of Industry and Information Technology have on Consumer car purchasing choices? ② How do Institutions view the future development of autonomous driving?
【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.
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 stock of Supertiger Junqiao (02498) has increased by 3.38% after reaching a Global Strategy partnership with SAIC Volkswagen.
Gold Summit Financial News | Suzhou Jun Chuang (02498) is experiencing strong volatility, as of the time of writing, it has risen by 3.38%, trading at 35.15 Hong Kong dollars, with a transaction volume of 0.229 billion Hong Kong dollars. In the news, on the third day of the 2025 Shanghai Auto Show, RoboSense's CEO Qiu Chun Chao was invited to attend the SAIC Volkswagen Brand Day press conference and signed the SAIC Volkswagen Technology X Ecosystem Global Strategy cooperation agreement on stage alongside representatives from Baidu, Alibaba Cloud, and Contemporary Amperex Technology.
Hong Kong stock Concept tracking | The year 2025 is the inaugural year for L3 autonomous driving, and the development of the smart driving related industry chain is entering the fast lane (with associated Concept stocks).
Canalys: By 2025, the penetration rate of L2 level and above functions in the China market will reach 62%.
COWmustMoo : day trade
HuatZaai OP COWmustMoo : If it recovers strongly today, guessing will gap up tomorrow
Anivid : how much to earn on this?
HuatZaai OP Anivid : depends on how much you buy?