Market Analysis - The market experienced narrow fluctuations with slight increases in major indices, while the North Stock Exchange 50 index fell over 4%, reaching a new low for the period. The total trading volume in the Shanghai and Shenzhen markets was 1.28 trillion, a decrease of 157.7 billion compared to the previous trading day [2][6]. Industry Insights - The humanoid robot market in China is projected to reach 2.76 billion by 2024 and is expected to grow into a trillion-yuan market by 2030. This sector is gaining attention and investment due to its significant market potential. Analysts suggest focusing on key components with high investment value and technological barriers, such as actuators and sensors, as the industry enters mass production by 2025 [6][8]. - NVIDIA has developed the second generation of its general-purpose robot model, RVT-2, which boasts a training efficiency six times faster than its predecessor and a twofold increase in inference efficiency. This advancement is crucial for the commercial application of humanoid robots, as AI capabilities are currently a major technical bottleneck [8][25]. - The Shanghai municipal government has announced plans to build a large-scale autonomous computing cluster to support AI innovation applications. This includes developing autonomous computing chips and enhancing the city's computing resource management capabilities [9][26]. Concept Highlights - The humanoid robot sector is witnessing the emergence of new players, with the recent launch of the MATRIX-1 prototype by Shanghai Matrix Super Intelligence Systems, which is set for mass production next year. This indicates a growing competitive landscape in the humanoid robotics field [22]. Market Performance - Financial stocks showed strong performance, with notable gains in sectors such as insurance, banking, and computing power. Conversely, sectors like agriculture and tourism faced declines [4][17].
华龙证券：华龙内参2024年第240期，总第1799期（电子版）-20241231
华龙证券·2024-12-31 08:00