SIASUN(SZ:300024) Xin Lang Cai Jing·2025-11-28 06:33Industry Developments - OpenEuler released the world's first operating system for super nodes on November 15 [1] - EverMind team announced the launch of EverMemOS, a world-class long-term memory operating system for AI entities on November 16 [1] - Samsung Electronics announced a plan to invest 450 trillion KRW (approximately 2.2 trillion RMB) in AI infrastructure and R&D over the next five years on November 16 [1] - China Academy of Information and Communications Technology promoted two new proposals: EAI-bench for embodied intelligence system benchmarking and evaluation framework, and technical requirements for data collection systems for remote operation in real scenarios on November 17 [1] - Figure's founder revealed that Figure 02 has participated in the production of 30,000 BMW vehicles, executing welding and setting performance metrics [1] Capital Trends - Yuanli Lingji received hundreds of millions in A+ round financing from Alibaba on November 14 [2] - Jinwo Co., Ltd. raised 721 million RMB through a private placement for the expansion of bearing sleeve production base and forging capacity on November 18 [2] - Zhaomin Technology plans to issue convertible bonds to raise no more than 590 million RMB for precision components and the construction of a production base in Thailand [2] - Xingdong Jiyuan completed nearly 1 billion RMB in A+ round financing [2] Insights of the Week - Embodied intelligence is considered the strongest application of AI, with humanoid robots being a key direction [3] - The ROBO+ track, representing electrification, is expected to reshape the entire automotive industry chain and become a major industry trend [3] - Automotive manufacturers and 3C brands are gaining competitive advantages due to their understanding of demand scenarios and hardware supply chains [3] - Companies like Huawei, ByteDance, and Xiaomi, which possess brain and hardware iteration capabilities, are seen as having the most coherent business logic in humanoid robotics [3] - Tesla's supply chain is expected to quickly enter small-batch production, with a temporary halt followed by a restart [3] - Changes in the Zhiyuan supply chain are focused on the reconstruction of vertical business models, while Huawei's supply chain emphasizes the implementation of downstream vertical application scenarios [3]