SIASUN(SZ:300024) 智通财经网·2025-08-11 00:28Group 1: Industry Developments - Huawei is set to release groundbreaking AI inference technology on August 12, which may reduce China's reliance on HBM technology and enhance domestic AI model inference performance, marking a key development in China's AI ecosystem [2] - Beijing Economic-Technological Development Area has launched a plan for embodied intelligent robots, introducing ten supportive policies to encourage the establishment of robot development communities, providing financial support up to 30 million yuan annually for application projects [4] - The brain-computer interface industry is seeing a boost with the establishment of the Hubei Brain-Computer Interface Industry Innovation Development Alliance, which aims to cover both basic research and applications, indicating a clear development roadmap and significant investment opportunities [11] Group 2: Market Insights - The China Securities Regulatory Commission (CSRC) has stated that it will maintain strict controls on IPO listings, ensuring that there will not be a large-scale expansion in the market, which is expected to promote a more active secondary market [3] - The real estate market in Beijing is experiencing policy relaxations, including the removal of purchase limits outside the Fifth Ring Road, which is anticipated to stimulate the real estate sector and may lead to similar actions in other first-tier cities [9] - The humanoid robot market is projected to see annual shipment volumes double in the coming years, driven by continuous model iterations and expanding application scenarios, suggesting a significant growth phase for the embodied intelligence industry [10]