SIASUN(SZ:300024) Qian Zhan Wang·2025-11-12 13:17Group 1 - China leads the world in 6G patent applications, accounting for approximately 40.3% of the global total as of June 2025 [2] - China is also the largest holder of artificial intelligence patents globally, with a share of 60% [2] - Multiple listed companies in China are actively entering key technology areas to seize the high ground in next-generation communication technology [2] Group 2 - China's new energy vehicle sales exceeded 50% of total vehicle sales for the first time in October, reaching 51.6% [4] - From January to October, China's total vehicle production and sales reached 27.69 million units, with new energy vehicle production and sales at 13.01 million and 12.94 million units, respectively, reflecting year-on-year growth of 33.1% and 32.7% [4] Group 3 - The world's largest "artificial sun" project, the ITER, has made significant progress with the successful design review of key technologies and processes [3] - The successful review of the Langmuir probe system marks a crucial step for China's involvement in the ITER program [3] Group 4 - The first humanoid robot 7S store in China has opened in Wuhan, integrating sales, service, and product lifecycle support [4] - This store represents a significant milestone in the commercialization of humanoid robots, with all products sourced from local supply chains [4] Group 5 - ZTE has completed key technology tests for 5G-A low-altitude communication under the IMT-2020 (5G) promotion group [5] - This includes both laboratory and field tests, indicating advancements in low-altitude communication technology [5] Group 6 - ByteDance has denied reports of becoming a new shareholder in Zhongtong Express, clarifying that previous investments were minimal and related to internal restructuring [6] - The company aims to clarify misinformation regarding its investment status [6] Group 7 - Burger King is forming a joint venture in China with CPE Yuanfeng, which will hold approximately 83% of the new entity, with an initial investment of $350 million [10] - This partnership aims to expand Burger King's presence in the Chinese market [10] Group 8 - SoftBank has revised its agreement with OpenAI, involving an additional investment of $22.5 billion, with a total potential investment of up to $40 billion [11] - This reflects SoftBank's commitment to supporting OpenAI's growth and development [11] Group 9 - Tesla is preparing to expand its Texas Gigafactory to produce 10 million units of its humanoid robot, Optimus, with production expected to start in 2027 [13] - The Fremont factory will have a production capacity of 1 million units, while the Texas facility aims for a significantly higher output [13] Group 10 - Intel's CTO has moved to OpenAI, with the CEO taking on the CTO role, emphasizing the importance of AI in Intel's future strategy [14] - This transition highlights the ongoing focus on artificial intelligence within the tech industry [14]