华龙证券华龙内参2024年第57期，总第1616期（电子版）

Market Overview - The market experienced a decline, with major indices such as the Shanghai Composite Index falling by 1.26%, the Shenzhen Component Index by 2.4%, and the ChiNext Index by 2.81% [5][24]. - Notable declines were observed in computing power concept stocks and Xiaomi automotive concept stocks, with several stocks dropping over 10% [2][4]. Sector Analysis - Sectors that saw gains included NMN, banking, and food, while sectors such as Xiaomi automotive, computing leasing, photolithography, and data security faced significant losses [4]. - The NMN concept stocks showed resilience, with companies like Yabent Chemical and Jindawei reaching their daily limit up [12]. Investment Insights - The report highlights the upcoming first China Embodied Intelligence Conference (CEAI 2024) and other related events aimed at promoting academic and industrial collaboration in the field of embodied intelligence and humanoid robotics [8]. - The report suggests that advancements in AI technology will enhance the general and intelligent levels of humanoid robots, accelerating their commercialization process, benefiting core component manufacturers with technological advantages [8]. Key News - The report mentions that Geely Auto has completed the world's first autonomous drifting test using its self-developed AI digital chassis, indicating a significant advancement in the autonomous driving sector [16]. - China FAW has begun recruiting for positions related to flying cars, signaling a strategic move towards low-altitude economy development, with projections indicating a compound annual growth rate of 12.4% for the global eVTOL market from 2022 to 2032 [16].