XPENG(US:XPEV) Xin Lang Cai Jing·2026-01-20 12:11Group 1: Glass Substrate Industry - The demand for glass substrates is continuously expanding, expected to support the development of next-generation advanced packaging technologies [1] - The glass substrate industry is transitioning from technology validation to early-stage mass production, with a potential commercial shipment milestone in 2026 [1] - Yole Group forecasts a compound annual growth rate (CAGR) of over 10% for semiconductor glass wafer shipments from 2025 to 2030 [1] - Major companies like TSMC and Intel are increasingly adopting glass substrates for advanced packaging technologies such as CoWoS and HBM [1] - Domestic demand for glass substrates is growing, with local manufacturers accelerating breakthroughs through technological innovation [1] Group 2: AI and Robotics - IBM has launched enterprise-level AI agent expansion services to facilitate large-scale applications of autonomous AI technology [3] - IDC reports that by 2026, 70% of organizations will adopt a composite AI that integrates generative, procedural, predictive, and agent technologies [3] - The AI model industry in China is entering a phase of systematic layout and ecosystem construction, with expectations of significant advancements by 2026 [3] - Xiaopeng Motors has made significant progress in humanoid robots, with the first ET1 version robot developed to meet automotive standards [4] - The humanoid robot industry is accelerating towards commercialization, with various companies providing solutions for robotic components and systems [5] Group 3: Aviation Industry - The AG600 aircraft has transitioned from the research and test flight phase to preparations for commercial operation, with standardized training tests recently conducted [7] - The Chinese aviation market is experiencing significant growth, with a projected demand of approximately 48.5 trillion yuan over the next 20 years [7] - Companies like Triangle Defense are actively expanding into the large aircraft sector, focusing on components and assembly [8] - Aviation industry reports indicate that domestic aircraft manufacturing is achieving breakthroughs in large-scale production [7][8]