Group 1 - 12306 has optimized its ticket selection interface to avoid misunderstandings regarding window seats, clarifying that A and F seats are still window-side but may not be directly in front of a window [2] - The search for the wreckage of Malaysia Airlines flight MH370 will resume on December 30, 2023, after being lost since March 8, 2014, with 239 people on board [4] - The Industrial and Commercial Bank of China has raised the minimum deposit for its 3-year large-denomination certificates of deposit to 1 million yuan, with an interest rate of 1.55% [7][8] Group 2 - Cambodia will implement a visa-free policy for Chinese citizens from June 15 to October 15, 2026, allowing a 14-day stay without a visa [9] - The French fashion brand Etam has announced the closure of its online stores in China, indicating a potential exit from the market [10] - The Chinese tablet market saw Huawei leading with a 31% market share in Q3 2025, while Apple's iPad market share dropped to 23% [10]

Group 1 - Industrial and Commercial Bank of China (ICBC) has raised the minimum deposit for its 3-year large-denomination certificates of deposit to 1 million yuan, with an annual interest rate of 1.55% [5] - Wanda Group has made its first buyback of a Wanda Plaza after selling over 40 plazas, indicating a strategic shift in its asset management [5] - The storage industry is experiencing significant price increases, leading to predictions of rising prices for smartphones and computers, with manufacturers caught off guard [4] Group 2 - Dell founder Michael Dell and his wife have donated $6.25 billion to establish investment accounts for American children, aiming to provide a financial foundation for 25 million children [8] - The French fashion brand Etam has announced the closure of its online stores in China, indicating a potential exit from the market due to business adjustments [7] - Huawei has regained the top position in China's tablet market with a 31% market share, while Apple's iPad has seen a significant decline in market share to 23% [7]

Core Viewpoint - The human-shaped robot trend is gaining momentum in the Hong Kong stock market, attracting significant capital interest as companies in the robotics industry rush to list on the Hong Kong Stock Exchange [1] Group 1: Market Activity - Several robotics companies, including Sanhua Intelligent Control and Junsheng Electronics, have successfully listed on the Hong Kong Stock Exchange this year, raising substantial capital [1] - As of now, dozens of robotics companies have either submitted listing applications or are planning to issue shares, including Top Group and leading commercial robot companies [1] - The recent approval of Youdi Robotics' IPO on December 2, with plans to issue up to 73.6 million shares, highlights the ongoing interest in the sector [1] Group 2: Performance of Listed Companies - Sanhua Intelligent Control's IPO was highly successful, with an oversubscription rate of 747 times and actual fundraising amounting to 10.7 billion HKD, making it one of the top IPOs of the year [4] - Junsheng Electronics also completed its IPO in November, raising approximately 3.4 billion HKD, indicating strong market demand for robotics companies [5] - Companies like Geek+ and Cloudwise Technology have shown stable market performance post-IPO, with Geek+ maintaining a market value around 30 billion HKD and Cloudwise's stock price rising significantly since its listing [5] Group 3: Future Prospects and Challenges - Despite the excitement surrounding new listings, the performance of robotics companies post-IPO has shown significant divergence, raising concerns about valuation and market expectations [1][8] - The Hong Kong market's international valuation system and flexible financing mechanisms are attractive to growing robotics companies, but the window for high valuations may be limited [8] - Challenges such as the lack of commercial viability in the robotics industry and long return cycles may impact future listings and company valuations [10]

21世纪经济报道记者赵云帆 人形机器人热潮正席卷港股，成为资本竞逐的焦点。从核心部件到整机制 造，机器人产业链公司正以前所未有的密度冲刺港交所。 据21世纪经济报道记者统计，今年以来，已有三花智控、均胜电子等机器人执行器、躯干总成企业，以 及极智嘉、云迹科技等机器人细分赛道企业成功登陆港股并完成募资。 在头部企业示范效应下，机器人公司赴港上市热度持续攀升。截至目前，已有数十家机器人产业链公司 正式递表或筹划发行，其中包括特斯拉机器人产业链企业拓普集团，以及商用机器人头部企业优艾智 合、仙工智能、斯坦德机器人等。 最新信息显示，12月2日，优地机器人港交所IPO获证监会备案，拟发行不超7360万股。 三花智控在年内完成H股IPO。由于被市场推崇为国内最为纯正的特斯拉人形机器人概念股，三花智控 在IPO期间的表现一度非常亮眼：IPO超额认购倍数达到747倍，触发最高档回拨机制，并按绿鞋机制全 额超配股份。而合计107亿港元的实际募资金额也令三花智控成为了继宁德时代、恒瑞医药以及海天味 业之后，年内第四个合计融资超百亿港元的IPO企业。 值得注意的是，作为龙头企业的"功勋章"，三花智控在港股IPO首月的H/A折价率 ...

每经AI快讯，有投资者在投资者互动平台提问：公司是否给特斯拉擎天柱人形机器人提供操作系统？ 中科创达（300496.SZ）8月12日在投资者互动平台表示，暂无合作。 （文章来源：每日经济新闻） ...

Group 1 - Major players in the "delivery battle" are investing heavily in AI and embodied intelligence, with companies like JD leading funding rounds for startups such as Qianxun Intelligent, Zhujidongli, and Zhongqing Robot [1] - Alibaba's Tongyi Qianwen recently updated its flagship Qwen3 model, while Meituan launched its first AI programming agent, indicating significant investments in AI across various business lines [1][2] - The integration of delivery services and AI technology reflects a strategic shift among Chinese internet giants towards reconstructing their business ecosystems based on an AI technology revolution [1][2] Group 2 - The transformation represented by delivery services addresses the challenge of reaching more life scenarios, which is crucial for generating user behavior data, increasingly viewed as the "new oil" [2] - The evolution of AI and embodied intelligence is designed to leverage this data, creating new technological barriers that feed back into offline operations, thus forming a closed loop from R&D to industry application [2][3] - The current AI boom is characterized not only by "intelligent emergence" but also by "commercial emergence," where high-frequency service businesses like delivery serve as data sources for AI and robotics development [3] Group 3 - Companies must possess the dual capability to manage both short-cycle operations and long-cycle R&D, a unique advantage of internet giants with large user bases and strong capital [3] - The actions of leading tech companies in both China and Silicon Valley indicate a synchronized trend towards leveraging AI technologies in vast markets and diverse application scenarios [4]

Core Viewpoint - The strategic importance of rare earth elements is highlighted, particularly in the context of the automotive industry and emerging technologies, with significant implications for supply chains and market dynamics [2][5][7]. Group 1: Industry Challenges - Ford and Suzuki are struggling to secure necessary rare earth materials for production, leading to temporary factory shutdowns [2] - Indian automakers have reported critical shortages, with only three days of inventory left for rare earth magnets [2] - A coalition of major automotive manufacturers warns that a lack of stable supply of rare earth materials could halt production of essential components [2] Group 2: Market Dynamics - North Rare Earth has seen a stock price increase of over 32% in July, reaching a two-year high following strong performance forecasts [2][3] - The company anticipates a net profit of 136 million to 176 million yuan, marking a year-on-year increase of 1882.54% to 2014.71% [3] Group 3: Strategic Value of Rare Earths - Rare earths are increasingly recognized as critical materials, transitioning from "industrial flavoring" to "technological vitamins" due to their essential role in high-tech applications [5][7] - The military sector relies heavily on rare earths for advanced weaponry, with significant investments from the U.S. government in domestic rare earth production [5][6] Group 4: Future Demand Projections - The demand for praseodymium and neodymium oxide is projected to reach 117,000 tons and 126,900 tons in 2025 and 2026, respectively, with growth rates of 9.7% and 8.4% [8] - The expansion of the low-altitude economy and the rise of humanoid robots are expected to drive new demand for rare earth materials [6][8]

华见早安之声 美联储年内降息预期下降，美债收益率大幅走高，两年期美债收益率突破4%，美元也上涨。 现货黄金跌超1%。白银延续涨势，现货银涨超1.4%后小幅回落。原油看涨情绪高涨，美油涨近2%。 要闻 外交部发言人宣布：应英国政府邀请，中共中央政治局委员、国务院副总理何立峰于6月8日至13日访问英国。其间，与美方举行中美经贸磋商机 制首次会议。 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 周五，非农数据超预期，部分缓解了衰退担忧，叠加贸易消息提振，标普触及6000点。特朗普与马斯克之争暂未进一步加剧，特斯拉盘中一度涨超7%、收 涨超3%。 美股大型科技股整体走强，科技七巨头全线走高。美国稀土概念股普跌。中概指数周五微跌0.06%，全周累计涨超3%。 特斯拉RoboTaxi本周发布！多空激辩：多头看到关键进展，空头质疑规模化路径。 商务部就中重稀土出口管制措施答记者问：实施出口管制符合国际通行做法，已依法批准一定数量的合规申请。 马斯克"悄悄删帖"，特朗普称"关系已经结束"，警告马斯克若资助民主党将面临"严重后果"。"特马"分手内幕流出：药物成瘾、与财长在白宫打 起来、总统助手的报复。颠覆 ...