The essence of the brokerage morning meeting | Siasun Robot&Automation, the humanoid robot, begins the year of mass production, and the material end welcomes opportunities.

Yesterday, the market fluctuated and rebounded, with the GEM Index leading the gains. The total trading volume in Shanghai and Shenzhen reached 1.94 trillion RMB for the whole day, an increase of 41.6 billion RMB from the previous trading day. In terms of sectors, steel, photovoltaic, securities, and humanoid Siasun Robot&Automation led the gains, while agriculture, airports, and precious metals sectors led the declines. By the end of yesterday's trading session, the Shanghai Composite Index rose by 1.02%, the Shenzhen Component Index rose by 0.93%, and the GEM Index rose by 1.23%. During today's brokerage morning meeting, Sinolink stated that humanoid Siasun Robot&Automation has entered its year of mass production, presenting opportunities in the materials industry. China Securities Co., Ltd. suggested that artificial intelligence has entered a phase of prosperity verification and is expected to become a long-term market trend. Guotai Junan believes that the shift in power positioning under reform has already occurred, and it is important to seize the structural opportunities in specific sub-sectors. Sinolink: Humanoid Siasun Robot&Automation opens the year of mass production, presenting opportunities in the materials industry Sinolink mentioned that with humanoid Siasun Robot&Automation entering the year of mass production, upstream core chemical new materials will continue to benefit. In terms of the structure of humanoid Siasun Robot&Automation, the related materials involved in the "brain" and "cerebellum" are AI materials, while the "body" part requires the application of chemical new materials to achieve lightweight and "perception" functions. In terms of application direction classification, the materials that primarily help Siasun Robot&Automation achieve lightweight include high-end engineering plastics and carbon fibers. China Securities Co., Ltd.: Artificial intelligence has entered a phase of prosperity verification and is expected to become a long-term market trend China Securities Co., Ltd. stated that breakthroughs in key technologies centered around artificial intelligence are bringing a new wave of industrial innovation, and "artificial intelligence+" has become the most important investment trend in the A-share market. Through a deep comparison and review of two rounds of market trends, China Securities Co., Ltd. believes that artificial intelligence has entered a phase of prosperity verification (similar to the beginning of 2013) and has the potential to become a long-term market trend. Guotai Junan: The shift in power positioning under reform has already occurred, and it is important to seize the structural opportunities in specific sub-sectors Guotai Junan maintains a "hold" rating on the utilities industry. The shift in power positioning under reform has already occurred, and it is important to seize the structural opportunities in specific sub-sectors. Examples include the selection of varieties in the thermal power sector with location advantages and increased dividend attractiveness, and the investment in high-quality large hydropower projects with reverse layouts. Other opportunities include long-term hidden returns in the nuclear power sector and the selection of high-quality stocks with a high proportion of wind power in the wind energy sector. This article is reposted from "Cai Liang She" and edited by GMTEight: Xu Wenqiang.