SIASUN(SZ:300024) Zhong Guo Neng Yuan Wang·2025-08-27 01:34Group 1: Industry Developments - UBTECH has led the establishment of two national technical standards for humanoid robots, focusing on "Positioning and Navigation" and "Human-Machine Interaction" [1][2] - NVIDIA and Foxconn are collaborating to manufacture a humanoid robot, with the first model expected to be unveiled in November [2] Group 2: Solar Industry Initiatives - The China Photovoltaic Industry Association (CPIA) has proposed initiatives to strengthen industry self-discipline and maintain fair competition in the solar market [3] - A meeting was held by six departments to address low-price competition and promote the orderly exit of outdated production capacity in the solar industry [4] Group 3: Pricing Trends - The average price of polysilicon remains stable at 44.0 CNY/kg, with a total of six companies signing contracts this week [5] - Prices for silicon wafers and battery cells have also remained stable, with specific prices reported for various types of products [6][7] Group 4: Investment Recommendations - Companies recommended for investment include Aiko Solar and LONGi Green Energy in the BC technology direction, and Daqo New Energy and First Solar in the supply-side improvement direction [8] - Humanoid robot-related stocks to watch include UBTECH, Zhongdali, and Yijiahe among others [9]