When the Internet of Things meets satellites, the boundaries between land and sky are being broken. Just last week, the Ministry of Industry and Information Technology announced the launch of commercial trials for satellite IoT services at the 2025 China 5G + Industrial Internet Conference held in Wuhan, marking a key step in the commercialization … Read more
Last Friday, the A-share market experienced a significant downturn comparable to the trade war initiated by Trump.However, a glimmer of hope was:the robotics sector’s core stocks managed to close in the green against the trend.Our main research had already highlighted RT and WC as key focuses as early as November 18. Core Insights1. From November … Read more
1. Core Policy Dividends: Dual Drivers of Tax and Trade Advantages1. Thailand’s investment incentives are robust, with the BOI launching the “New Investment Promotion Strategic Framework,” allowing key industries to enjoy up to 13 years of corporate income tax exemption, full exemption of import tariffs on machinery and raw materials for export products, and additional … Read more
1. The Great Migration of Computing Power At the intersection of artificial intelligence (AI) and aerospace engineering, a profound paradigm shift is occurring. Elon Musk, CEO of SpaceX, recently made a bold assertion that within five years, AI computing power in space will surpass that on Earth, and the weight of space AI hardware could … Read more
1. Policy Background and Market Impact The Trump administration is set to launch the “Genesis Plan” to boost AI development while pressuring Congress to veto the GAIN AI Act, which restricts AI chip exports. NVIDIA, as a core beneficiary, is expected to expand its global market share. The combination of these two policies will stimulate … Read more
According to relevant media reports,AI toys are emerging as a new track, regarded as the “first year” of 2025, rapidly rising due to technological breakthroughs and diverse demands, while also facing numerous industry bottlenecks.AI toys are becoming a new engine for the industry,with China’s AI toy market expected to reach approximately 24.6 billion yuan in … Read more
Desktop 3D printers are transitioning from being toys for enthusiasts to production tools that ordinary consumers can easily use. Data shows that in the first quarter of 2025, global shipments of entry-level 3D printers will exceed 1 million units for the first time, with Chinese manufacturers contributing95% of the share. Meanwhile, the production of 3D … Read more
Recently, the relationship between China and Japan has become tense due to erroneous remarks made by Japanese Prime Minister Sanae Takaichi regarding Taiwan. On November 14, Wu Jianghao, the Chinese Ambassador to Japan, summoned the Japanese Deputy Foreign Minister to express serious concerns and strong protests regarding Japan’s erroneous statements and actions. This diplomatic incident … Read more
Tesla’s Optimus is set for mass production next year, Xpeng’s IRON is already on the road, and Figure 02 is open for pre-orders… As robots transition from laboratories to factories and homes, the competition for computational power is becoming the key factor in determining success. 1. Introduction: The Year of Mass Production Has Arrived, and … Read more
The semiconductor industry is entering a new growth cycle driven by AI as the core force, with cloud computing focusing on substitution and terminals focusing on incremental growth. Since the beginning of this year, with breakthroughs in the performance of large models like DeepSeek, the demand for AI computing power has shown explosive growth. The … Read more