国泰海通:具身智能迈向商业验证阶段 国内商业航天进展加速
智通财经网·2025-12-23 22:45

Group 1: Tesla and Autonomous Driving - Tesla's CEO Elon Musk confirmed the company has begun testing autonomous taxis without safety drivers, indicating a breakthrough in embodied intelligence technology [1][2] - The investment landscape in the embodied intelligence sector is shifting towards leading companies and addressing supply chain gaps, with 35 financing deals reported in November 2025 [2] Group 2: Space Policy and Commercial Launches - On December 18, former President Trump signed an executive order outlining a vision for a "America First" space policy, aiming for a return to the Moon by 2028 and establishing initial facilities for a permanent lunar outpost by 2030 [3] - The Long March 12 rocket successfully launched from Hainan on December 12, delivering 16 low-orbit satellite internet satellites, marking a significant advancement in China's commercial space efforts [3] Group 3: Engineering Machinery Exports - In October 2025, China's engineering machinery trade reached $4.844 billion, with exports totaling $4.668 billion, reflecting a year-on-year increase of 1.29% [4] - November saw strong sales in key engineering machinery products, with excavator sales at 20,027 units (up 13.9% year-on-year) and loader sales at 11,419 units (up 32.1% year-on-year), indicating robust growth in overseas expansion for domestic companies [4]