SIASUN(SZ:300024) Xin Lang Cai Jing·2025-04-10 08:48Group 1 - Huawei Cloud Ecosystem Conference 2025 will be held on April 10-11 in Wuhu, focusing on discussions around open and shared ecosystems and scenario-based solutions [1] - The conference will showcase Huawei Cloud's leading capabilities under the integration of core ecosystems such as Ascend, Harmony, Kunpeng, and Gauss, along with the latest AI product technologies and industry solutions [1] - Huawei's AI system aims to empower the robotics industry ecosystem, with potential new developments and collaborations in humanoid robots, hardware optimization, and application scenarios expected to be announced at the conference [1] Group 2 - Huawei has established Dongguan Jimu Robotics Co., Ltd. in 2023, focusing on AI technology applications and smart manufacturing, with its registered capital increasing from 870 million to 3.89 billion yuan by the end of 2024 [2] - The company is expected to enter the humanoid robotics industry through Jimu Robotics, similar to its previous business model in the automotive sector, as its robotics ecosystem matures [2] - Despite recent market adjustments in the robotics sector due to tariff impacts and earnings disclosures, investment opportunities are emerging as valuation bubbles have partially released, with a continued focus on AI empowerment and policy support for the robotics industry [2]