Market Overview - The A-share market experienced fluctuations in the morning session, with the ChiNext index rebounding from a low point, while the Shanghai Composite Index slightly increased, reaching a new high for the year [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.57 trillion yuan, an increase of 59.1 billion yuan compared to the previous trading day [1] Sector Performance - Digital currency concept stocks saw a collective surge, with companies like Yuyin Co., Ltd. hitting the daily limit [3] - Oil and gas stocks showed strong performance, with companies like Zhun Oil Co., Ltd. also reaching the daily limit [3] - Storage chip concept stocks were active, with companies like Zhaoyi Innovation hitting the daily limit [3] - In contrast, AI hardware stocks, particularly liquid cooling servers, experienced significant declines, with Feilong Co., Ltd. hitting the daily limit down [3] - The sectors with the highest gains included digital currency, oil and gas, software development, and beauty care, while the sectors with the largest declines included liquid cooling servers, PCB, PEEK materials, and rare earth permanent magnets [3] - By the end of the trading session, the Shanghai Composite Index rose by 0.35%, the Shenzhen Component Index increased by 0.45%, and the ChiNext Index gained 0.21% [3]

Robotics - Unitree Technology has launched a new quadruped robot, Unitree A2, weighing approximately 37 kilograms with a range of 20 kilometers and a maximum speed of 5 meters per second [1] - Major technology companies like Tesla, Huawei, and Figure AI are investing in humanoid robotics, which is expected to accelerate industry advancements and commercialization [1] - The global market for humanoid robots is projected to exceed $150 billion by 2035, driven by policy support, technological maturity, and increasing demand [1] Computing Power - Huawei announced the full open-source of its Ascend hardware and CANN, enabling users to develop custom applications [2] - The national integrated computing power network has completed the release of nine technical documents, marking a transition from planning to application [2] - The computing power industry is experiencing high growth, with potential valuation increases due to ongoing demand and supply chain dynamics [2] Autonomous Driving - Tesla is advancing its Full Self-Driving (FSD) technology, with a new model expected to be released by the end of next month, featuring ten times the parameters of the current version [3] - The FSD system has shown strong performance in complex driving scenarios, and its deployment in the U.S. is planned for this year [3] - The introduction of FSD in the domestic market is anticipated to accelerate the development of the intelligent driving industry in China [3] Nano-Imprinting - China has successfully developed its first PL-SR series inkjet stepper nano-imprinting equipment, breaking foreign monopolies in high-end semiconductor manufacturing [4] - The new equipment supports nano-imprinting lithography processes with linewidths smaller than 10nm, surpassing similar products from international competitors [4] - This technology is expected to reduce equipment investment costs by 60% compared to traditional EUV lithography [4] Environmental Protection - A new round of global negotiations on plastic pollution is underway, aiming to establish a legally binding international agreement [5] - The global waste plastic market is projected to exceed $137 billion by 2025, with China being the largest producer of plastic [5] - The recycling and regeneration market in China is expected to surpass 400 billion yuan by 2030, driven by chemical recycling and biodegradable materials [5] Macro and Industry News - The National Development and Reform Commission and the National Energy Administration have issued basic rules for electricity market measurement and settlement, marking a significant step in market construction [6] - The Ministry of Transport aims to complete the construction of 300,000 kilometers of new and renovated rural roads by 2027 [7] - Shanghai's government has released a development plan for the embodied intelligence industry, targeting a core industry scale of 50 billion yuan [8]