1. Selection of hot spots (4.3) Hot spot 1: Core logic of robots: Recently, a consumer-grade exoskeleton robot priced at 2,500 yuan was launched on the shopping platform, which is sold to individual users. In just 15 seconds, hundreds of units were sold out. Industrial prospects: With the development of AI and industrial control technology, exoskeleton robots, as a typical human-machine tight coupling system, are expected to benefit from technological innovations such as artificial intelligence and continuous technological upgrades and cost reductions in industrial control. The application scenarios are gradually rolling out, and it is expected to achieve a market space of more than 2.4 billion yuan by 2028, and the CAGR will reach more than 50% from 2023 to 2025. Related targets: Fuguang Co., Ltd. - The company holds 19.65% of Shanghai Aosha Intelligent Technology Co., Ltd. (the third largest shareholder) through its holding subsidiary, and is located in the field of exoskeleton robots. The latter's exoskeleton product line covers the upper limbs, waist, lower limbs, whole body, etc. The product has obtained quality certification and EU CE safety certification. Aikodi - The company is committed to building a new professional team, developing the research and development of parts for humanoid robots, and developing the research and development, production and sales of exoskeleton robot products. Leisai Intelligent - The company also has core components such as rotary joint modules, dexterous hand-held and drive control + motors. The product spectrum is complete, and there are batch orders for rotary modules and frameless motors. Amperon - The company has successfully developed single-dimensional force sensors and achieved small batch delivery, while the research and development of six-dimensional torque sensors is progressing smoothly. At present, the company has maintained cooperation or negotiations with Tianji Intelligent, Harmonic Reducer Manufacturers and Zhiyuan, and plans to expand new products such as gyroscopes and accelerometers.
Hot Spot 2: Lidar core logic: 47 pre-installed lidar models worldwide have reached 2024, a 6-fold increase from 2021. Vehicle lidar delivery volume is experiencing explosive growth. Industry prospects: Under the influence of multiple factors, many institutions have made positive predictions about the lidar industry. According to relevant professional data institutions, the global automotive lidar market size will reach US$6.2 billion by 2027, with an average annual compound growth rate of 41%, and a marginal cost reduction of another 40%. Lidar, as a high-precision and high-reliability sensor, plays a key role in automotive perception architecture. Related targets: Zhong Optics - The company's optical element-component products in the field of automotive lidar have been mass-produced. Yongxin Optics - The company is an important optical element component supplier for Hesai, Tudatong, etc., and has established long-term and stable cooperative relationships.
Hot Topic 3: Core logic of data centers: Innovate public data price policies to promote the development of the digital economy. In the authorized operation of public data, public data products and services used for public governance and public welfare undertakings are used conditionally and free of charge; public data products and services used for industrial development and industry development are used conditionally and paid, and charging standards are determined and dynamically adjusted in accordance with the principles of compensation costs and reasonable profits. Industry prospects: Related targets: Yihualu, Shensanda, Zero Points and Data Port.
Hot Spot 4: Core Logic of Rare Earth Permanent Magnet: On the 2nd, two executive orders on the so-called "reciprocal tariffs" were signed at the White House, announcing that the United States set a minimum benchmark tariff of 10% on trading partners and imposed higher tariffs on some trading partners. Industry prospects: Related targets: China Rare Earths, Zhongke Third Ring, Zhongke Magnetic Industry, Tianhe Magnetic Materials.
2. Operation strategy The indexes of the two markets continued to close, with the turnover volume less than one trillion yuan, the volume shrinking significantly, and the trading atmosphere was not strong. At present, the short-term trend of the market is downward, and the indexes such as patience have stabilized and become stronger, and sentiment continues to recover. The recovery of 3380 points can be regarded as a signal of becoming stronger.
