Zheng Quan Shi Bao Wang·2025-09-18 12:59Group 1: Storage Industry Insights - In the second half of 2023, storage prices hit a low, with some products like NAND Flash experiencing a decline of over 60% [1] - Starting in 2024, manufacturers are expected to reduce production to stabilize prices, leading to a full price increase cycle by 2025 [1] - The global storage market is projected to reach a historical high, with an estimated scale of over $250 billion to $300 billion by 2025, driven by continuous data growth and increased domestic production rates [1] Group 2: Company Performance and Strategy - Co-creation Data (300857) demonstrates strong competitiveness in the storage sector, offering a complete product line in SSDs that meet the high-performance storage demands of the AI era [1] - The company is expected to benefit from three favorable factors: price elasticity in the storage industry, deepening domestic substitution, and technological upgrades, which will support its performance [1] Group 3: Innovations in Robotics and Automation - Co-creation Data has made significant innovations in industrial automation and intelligent robotics, addressing key challenges in efficient and low-cost robot development and deployment [2] - The FCloud OmniBot platform utilizes a "cloud-edge-end" collaborative architecture to redefine the entire process of robot research and application, enhancing developer efficiency [2][3] Group 4: OmniBot Platform Features - The OmniBot platform integrates NVIDIA's simulation environments and models, creating a comprehensive and user-friendly cloud-based robot development and operation system [2][3] - The platform supports various functionalities, including cloud simulation, model training, and seamless deployment to multiple robot hardware [3] Group 5: Market Potential and Future Growth - The AI server market is experiencing explosive growth, with major tech companies planning to invest hundreds of billions in large model training over the next three years, indicating a significant increase in enterprise-level computing demand [4] - Co-creation Data's dual focus on storage and robotics positions it well to capitalize on growth opportunities in both high-growth sectors, enhancing its market competitiveness [6]