Is the Rise and Fall of Robots Dependent on Small Essays?

This morning, many friends shared a message: Tesla has requested its suppliers to stop using components made by us for models produced in the beautiful country and plans to achieve a “complete de-Chinafication” of the supply chain for each model within the next 1-2 years. The news continues to ferment, even raising concerns about whether … Read more

The HarmonyOS Robot Sparks an Educational Revolution! Is Shengtong Co., Ltd. About to Restructure? Major Changes in the AI Landscape, Are You Still Missing Out?

Title: Shengtong Co., Ltd. (002599) – A Triple Impact of Robots + HarmonyOS + AI Education? Is This a True Opportunity or Just a “Pie in the Sky” Celebration? Recently, a piece of news has caused a stir in the A-share technology circle – the first domestic HarmonyOS humanoid robot has made its debut in … Read more

Goldman Sachs Exposes the Truth! Zero Orders for China’s Humanoid Robots with a Million Units Capacity? The Battle for 2026 Deliveries Begins

Yesterday, Zhihuihui published an article warning about humanoid robots, stating that many overseas humanoid robot companies are going bankrupt! Chinese companies should not blindly follow the trend, lest they repeat the losses experienced by the hotel robot industry. Many friends agree with the viewpoints in the article, but some have raised objections. Today, I am … Read more

US Stock Market Performance on November 14: Divergence with Semiconductor Stocks Rising and Chinese Concept Stocks Declining

On local time November 14, the US stock market showed a mixed performance, with the three major indices diverging in their trends and market sentiment remaining complex.At the close of trading on that day, the Dow Jones Industrial Average fell by 0.65%. As an important indicator reflecting the performance of large-cap blue-chip stocks in the … Read more

Semiconductor Funds: The ‘Hardcore Top Stream’ in the Tech Circle – Should You Invest Now or Wait? A Comprehensive Analysis of Investment Logic!

Attention all “Tech Investors”! As the “industrial staple” and “foundation of technology”, semiconductors not only support half of the mobile phones, chips, and AI but also serve as the “emotional switch” in the investment circle—soaring like a tiger when prices rise and causing heartaches when they fall. With the industry undergoing multiple changes, should we … Read more

Breakthrough in the Trillion-Dollar Humanoid Robot Market: The ‘Body’ of Tesla’s Optimus and the ‘Brain’ of Huawei Ascend

Introduction: Humanoid robots are gradually becoming a reality, and a trillion-dollar market opportunity is quietly emerging. With the development of artificial intelligence technology, humanoid robots are becoming a hot topic in the tech field. They can not only perform complex tasks but also show great potential in various fields such as healthcare and home services. … Read more

Ying’en Biotech: Commercial Breakthroughs and Challenges of a Leader in the ADC Sector

Name: Ying’en Biotech-B Code: 09606.HK Current Stock Price: HKD 331.2 (as of the close on 2025/11/13) Market Capitalization: HKD 29.243 billion Industry: Biotechnology (ADC Drug Development) As a significant player in the global antibody-drug conjugate (ADC) field, Ying’en Biotech has rapidly advanced its core products and international collaboration strategies, achieving a year-on-year revenue growth of … Read more

560 TOPS Computing Power Breakthrough! Domestic Alternatives for Intelligent Driving SoC Accelerate, Welcoming a Year of Volume in 2025

The core battlefield of intelligent driving has long shifted from “sensor stacking” to “chip computing power competition.” As the “brain” of the vehicle, intelligent driving SoC chips are responsible for core tasks such as environmental perception, decision planning, and multi-sensor data fusion, directly determining the upper limit of the autonomous driving experience. In 2025, with … Read more

Research Summary on Semiconductor CMP Equipment

If you like it, please click to follow! Q: How does semiconductor CMP equipment work? A: Semiconductor CMP equipment mainly includes three modules: polishing, cleaning, and transport. It operates based on the principle of chemical-mechanical dynamic coupling, using polishing slurry to achieve efficient removal of excess material and global nanoscale flattening, reaching ultra-high flatness of … Read more

Humanoid Robot News on November 10

On November 10, news related to humanoid robots focused on various dimensions such as industry conference data releases and research conclusions on the supply chain. Here are the details: 1. The 2025 China Robot Industry Development Conference kicks off in Shanghai: From November 10 to 12, the 2025 China Robot Industry Development Conference is being … Read more