SERES(SH:601127) Xin Lang Cai Jing·2025-09-28 05:56Group 1: Emerging Industries and Policies - The Ministry of Industry and Information Technology (MIIT) aims to cultivate emerging industries during the "14th Five-Year Plan" period (2026-2030), focusing on humanoid robots, brain-computer interfaces, the metaverse, and quantum information [1] - The National Development and Reform Commission (NDRC) will launch research topics related to macro-level issues, including the impact of global technological revolutions and industrial transformations on China [1] Group 2: Figure's Go-Big Project - Figure is constructing the world's largest humanoid pre-training dataset through a partnership with Brookfield, utilizing human video data for end-to-end learning [2] - The Helix neural network can now output operations and navigation based on language and pixel inputs, indicating significant advancements in machine learning [2] - The investment in data collection centers by Figure highlights the necessity of vast real-world data for humanoid robot model iterations, positioning Figure as a leader in the industry [2] Group 3: Automotive Industry Developments - Chery Automobile successfully listed on the Hong Kong Stock Exchange, raising HKD 9.14 billion, with 20% of the funds allocated for overseas market expansion [3] - Chery aims to leverage international capital to strengthen its overseas channel advantages and accelerate global expansion [3] - Seres has initiated its "A+H" dual capital market strategy, focusing on R&D, overseas marketing, and charging network development [4] Group 4: Investment Recommendations - The humanoid robot sector presents new opportunities, with a continued positive outlook for the automotive industry [4] - Recommended companies include Rongtai Co., Kedi Co., Shuanglin Co., and others involved in key components for humanoid robots and automotive parts [4]