据财联社主题库显示，相关上市公司中：1. The General Office of the Guangdong Provincial People's Government issued several policy measures to promote the innovative development of AI and the robot industry. It mentioned accelerating the legislative work in the fields of AI and robots to provide institutional guarantees for the development of the AI and robot industry. 2. Deutsche Bank believes that humanoid robots will usher in large-scale production and widespread application within the next decade. By 2035, the market scale of humanoid robots is expected to reach 75 billion U.S. dollars.
On March 10, the General Office of the Guangdong Provincial People's Government issued several policy measures to promote the innovative development of AI and the robot industry. It mentioned establishing an inclusive and prudent regulatory mechanism. Explore innovative regulatory sandbox models for AI and robots, creating a regulatory environment that encourages innovation and bold trial-and-error. Increase fiscal funding support for soft topic research related to AI and robots. Accelerate legislative work in the fields of AI and robots to provide institutional guarantees for the development of the AI and robot industry.
2024 marks the beginning of the flourishing development of humanoid robots in factory and warehouse application testing, while 2025 to 2026 will be a critical period for accelerated humanoid robot production. Companies like Tesla, Figure, and Agility have already set ambitious production plans. Deutsche Bank believes that humanoid robots will enter large-scale production and widespread application in the next decade. By 2035, the market scale of humanoid robots is expected to reach 75 billion U.S. dollars; by 2050, the market scale is expected to reach 1 trillion U.S. dollars, with global sales potentially exceeding 70 million units.
According to data from the financial news agency, among the relevant listed companies:
Xiamen Guang Pu Electronics has collaborated with humanoid robot customers to jointly develop and test corresponding device products.
Wuhan Huazhong Numerical Control has developed desktop high-speed and high-precision robots around the 3C, polishing and stacking, and welding and other subdivided markets, enriching related products for heavy-duty and welding robots.
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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