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Sentiment Curve
Market Dynamics
※ The State Council: We need to promote the innovation and development of biomedical technology in China and accelerate the research and application of technology.
※ The Ministry of Finance: Will advance the issuance of part of the new local government debt limit for 2026, utilizing the debt quota early and implementing multiple measures to resolve existing hidden debts.
※ The Central Bank: By the end of August, the broad money (M2) balance was 331.98 trillion yuan, a year-on-year increase of 8.8%; in the first eight months, RMB deposits increased by 20.5 trillion yuan, and loans increased by 13.46 trillion yuan.
※ The Ministry of Commerce: Initiated an anti-dumping investigation on related simulation chips imported from the United States and launched an anti-discrimination investigation regarding the U.S. measures in the integrated circuit field.
※ The Ministry of Industry and Information Technology: Will publicly solicit opinions on the standards for intelligent connected vehicle combined driving assistance systems.
※ Eight departments: Promote the access and road testing pilot of intelligent connected vehicles, conditionally approve the production access of L3 level models.
※ Fifteen departments: Develop certification systems needed for the development of smart agricultural technology equipment, industrial robots, and intelligent detection equipment, selecting a batch of high-quality digital products.
※ Several banks in Shenzhen have initiated downward adjustments to mortgage rates.
※ Qiaofeng Intelligent: The company’s lathes and vertical machining centers have been applied in the robotics industry.
※ Tosida: The first humanoid robot product “Xiao Tuo” has completed multiple rounds of verification. This product is a physical model co-developed with Zhipu, capable of autonomous reasoning and decision-making for complex tasks.
※ Estun: The second-generation humanoid robot Codroid02 released by Estun Coolzhu is currently undergoing small batch verification in industrial scenarios.
※ Huibo Yuntong: Related party Shenhui Jinwu intends to acquire 22.0875% of Baode Computing’s shares and gain control.
※ Tuo Jing Technology: Plans to raise no more than 4.6 billion yuan for the construction of a high-end semiconductor equipment industrialization base project.
※ Shengshi Technology: Plans to establish a wholly-owned subsidiary, Shengqiao Robot Company, to advance the company’s humanoid robot business.
※ Zhongchao Holdings: Signed a strategic cooperation agreement with the Hefei Intelligent Robot Research Institute, both parties will cooperate in intelligent robot technology collaboration and industrial application, aerospace high-temperature alloy casting lightweight technology, and the development and application of wires and cables for intelligent robots.
※ Dongcai Technology: The company’s high-speed electronic resin has been supplied to mainstream server systems such as Nvidia and Huawei through copper-clad board manufacturers.
※ Obi Zhongguang: Provides visual perception products for the R1 robot of Ant Group’s Lingbo Technology.
※ Guoxin Technology: The custom AI chip business currently has sufficient orders on hand.
※ Penghui Energy: Currently, the production lines for major energy storage products are fully operational.
Market Commentary
※ This market trend can be traced back to the significant increase in performance from Microsoft and Meta, where the benefits of AI for related companies are evident. Oracle’s stock surged 40% after its earnings announcement, driving technology stocks to strengthen again. Many strong stocks have emerged around AI and Nvidia, from PCB, CPO to chips, from GPU to storage, with the mutual competition and cooperation between China and the U.S. continuing to rise, forming the current market’s main line.
Central Bank data indicates a current easing of funds, with policies continuously exerting force, while weekend news has focused almost entirely on robotics, hinting at the next main line of the market?
Note: The above information comes from public media, and the commentary is a personal opinion and does not constitute trading advice.
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Material Collector, named Wu Hefe, graduated from Fudan University, obtained a high talent visa in Hong Kong in 2023, and currently works at Prudential Insurance Company in Hong Kong. Specializing in IT, finance, and insurance, with years of stock analysis and trading experience, continuously sharing stock market information and trading insights, welcome to follow and communicate.
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