SIASUN(SZ:300024) Tai Mei Ti A P P·2025-08-04 00:22Group 1: Humanoid Robots Development - The global first humanoid robot sports event, the 2025 World Humanoid Robot Games, is in the final preparation stage, with many companies and university teams actively training and testing [2] - Advanced motion control technology is crucial for humanoid robots to achieve high-speed, high-precision, and real-time response performance, with a complete motion control system comprising human-machine interface, controllers, drivers, and motors [2] - The demand for motion control systems is expected to recover in the short term and see long-term growth driven by manufacturing upgrades and the rapid development of humanoid robots, creating broader development space for motion control [2] Group 2: EU Space Infrastructure Research - The European Commission has initiated research on key ground infrastructure for entering space to enhance Europe's independent access to space, supported by the European Parliament [3] - The aim is to assess current capabilities, identify future needs, and explore potential actions, inviting stakeholders in the European space sector to contribute proposals and expertise [3] - The space economy is at a historic turning point, transitioning from a government-led exploration focus to a commercially driven, diverse application ecosystem, with a positive outlook for leading companies with core technological barriers and clear growth paths in the commercial space industry [3] Group 3: Ant Group's AI Customer Service Assessment - Ant Group's AI customer service agent successfully passed the evaluation organized by the China Academy of Information and Communications Technology, achieving a 4+ level, becoming the first company in the industry to do so [4] - The AI agent can perceive the environment, make decisions, and execute actions, with enhanced functionality through the addition of MCP, allowing access to various external tools and services [4] - The commercialization of AI agents is approaching a turning point, with the transition from content generation to process agency expected to accelerate in 2025, driven by the resonance of AI application implementation and policy support [4][5] Group 4: Data Center Core Infrastructure - The transition from the computing era to the intelligent computing era is leading to significant increases in power consumption and overall electricity scale, raising challenges for the quality and quantity of electricity behind AIDC [5] - The importance and value of power supply and distribution systems in data centers are expected to continue rising, as AIDC's computing density growth brings challenges in power supply, heat dissipation, and layout [5] - The power supply and distribution system is considered the "heart and blood vessels" of data centers, responsible for delivering energy to every device, with a focus on the increasing advantages of HVDC in AI data centers and the expected rise in market penetration [5]