Spring Festival Gala AI shines on the stage, SeaTech (02706) protects reunion and industry security with "trusted AI"

In 2026, the stage of the CCTV Spring Festival Gala became a national-level showcase window for the Chinese AI industry: on one side, dozens of humanoid Siasun Robot&Automation by Yushu Technology completed martial arts flips and synchronized dance moves like flowing water, becoming an overnight sensation globally and garnering praises from top AI experts overseas; on the other side, the skit "AI Partners" went viral on the internet, raising awareness about the security risks brought by deepfake AI and making "AI trustworthiness and security" the most talked-about tech topic at the beginning of the year. These two phenomena, one positive and one negative, not only showcased the vibrant vitality and innovation height of Chinese AI technology to the world but also directly confronted the core issue of the AI era - how to make technology both limitless in its possibilities and always safe, controllable, trusted, and reliable. The Spring Festival Gala stage: the dual-sided mirror of Chinese AI, from high-profile appearances to security issues In response to the stunning performance of Yushu Siasun Robot&Automation at the Spring Festival Gala, Agility Robotics research scientist Chris Paxton and Tesla Optimus machine learning engineer Yi Li provided insightful professional evaluations. Yi Li frankly stated that nowadays there are almost no companies developing open-source humanoid Siasun Robot&Automation architectures other than Yushu, which has completely dominated the open-source ecosystem in this field. The two experts reached a consensus that the strategy of providing a bottom-level development platform for the entire industry had previously led to the success of Apple and was sure to also lead to the success of Yushu in the future. This industry recognition did not happen overnight. Over the past five years or even longer, while tech giants did not focus on the Siasun Robot&Automation open-source track, Yushu has been dedicated to it: catering to global universities and enterprises, Yushu researchers continuously output hardware-reliable, cost-friendly, and software-ground-level fully open machine dogs and humanoid Siasun Robot&Automation products. This path may not bring immediate enormous profits in business terms, but it quietly built a ecological barrier for Yushu. Today, almost all cutting-edge research on humanoid Siasun Robot&Automation motion control is based on the Yushu G1 platform. Perhaps Yushu did not intentionally plan to build an empire of global Siasun Robot&Automation platforms from the beginning, but by making the hardware extremely reliable and the software extremely user-friendly for developers, it unexpectedly gained the title of "open-source industry leader" in the neglected edge field, confirming the indisputable truth of the tech industry: Innovation always happens at the edges. Appearing on stage alongside Yushu Siasun Robot&Automation at the Spring Festival Gala were visible AIs such as AI DIGIHUMAN and creative programs generated by large models, which immersed millions of viewers in the technological atmosphere through cool visual effects. The skit "AI Partners," which went viral on the internet, showed the other side of AI technology to the public: when AI can easily forge audio and video, generate false information, the security risks of deepfake AI are no longer a distant industry issue but a real challenge relevant to everyone. Under the impetus of this national-level event, the market collectively realized that the governance of AI and content security had evolved from optional configurations in industrial development to mandatory requirements, driven by regulatory demands and technological risks. Beyond the stage, while millions of people marveled at the infinite potential of AI and remained vigilant of its potential risks, an invisible force of "unseen AI" had long been deepening the track of trusted AI for more than a decade. This force, hidden in the fabric of the lunar new year reunion atmosphere, had laid down a solid technological barrier at the foundation of AI security, and it is Haizi Technology (02706). Behind the scenes: Haizi Technology strengthens the foundation of Lunar New Year reunion with trusted AI People may not have noticed, but the orderly flow of tens of billions of people during the Spring Festival travel rush on the national road network and the stable power supply for every household under the high electricity consumption load during the lunar new year, rely on the trusted AI foundation that Haizi Technology has built using graph fusion technology. The path it has taken strikingly resembles that of Yushu: while general large models were gathering in a red sea, it chose the path of trusted AI which few had ventured into, focusing on solving core AI pain points in vertical industries such as energy, transportation, finance, and government. The two main focal points of the lunar new year are the "safe journey home" and the "brightly lit home." These solemn industrial scenarios are precisely the forbidden zones of the illusory problems of general large models - a mistake in scheduling could potentially delay countless people on their way home and disrupt the reunions of countless families. Haizi Technology's unique graph fusion technology fundamentally solves this core problem. By integrating the knowledge graph, hailed as the AI "digital brain," with large models throughout the entire process, rather than simply correcting errors externally, every decision and output of AI has verifiable facts and traceable logical chains, perfectly meeting the core requirements of "zero errors" in areas such as transportation and energy, and also providing a technological path to solving deepfakes and false information generation in AI. On the battlefield of transportation security during the Spring Festival travel rush, Haizi Technology's technology was not just a concept in the lab but was implemented throughout the entire traffic management scenario. As the "smart hub" of Shanghai's road transportation, the Yulu Center developed and maintained by Haizi Technology, has core functions in monitoring the operation and intelligent dispatching of the entire road network in the city. During the Spring Festival travel rush, facing the test of increased flow in the Yangtze River Delta and doubled road network load, this system operates 24/7, capturing real-time changes in the city's traffic flow and accurately predicting congestion points, providing decision support for Shanghai's Spring Festival dispatch around the clock, enabling millions of passengers to avoid congestion and travel smoothly. Not limited to smart dispatching on major urban roads, Haizi Technology extended its technology to the "last mile" of returning home. It undertook the upgrading and renovation of some road facilities, completing the full-scale upgrade of traffic sign management, road safety facility control, and the rural road data support system. This system can monitor the status of road safety facilities in real-time, supporting precise management of maintenance of ordinary provincial roads and rural roads, ensuring smooth and clear roads even in remote rural areas. On the railway main artery of the Spring Festival rush, Haizi Technology is also an invisible "safety guard." From 2024 to the present, it has won bids for projects such as the upgrade of Shanghai Railway Public Security Bureau's intelligent policing system and data modeling platform, completing full-function optimization of the policing system and upgrading data processing capabilities. During the peak of Spring Festival passenger flow, this upgraded intelligent system can quickly verify information and handle incidents, significantly improving policing efficiency and fortifying safety barriers for railway travel. On the front line of ensuring power supply during the Spring Festival, Haizi Technology's technology is deeply embedded in the intelligent operation process of the power grid. By using graph fusion technology to analyze the equipment relationships in all aspects of power generation, transmission, transformation, and distribution, it can analyze tens of trillions of operational data points in the power grid in real-time, accurately predict hidden risks of power equipment failures, optimize power consumption dispatch, ensuring the efficient and stable operation of China's power grid under the high load of the Spring Festival. In addition to protecting livelihood scenarios, faced with the AI security pain points revealed in "AI Partners," Haizi Technology's technology is an industrial-level "security lock" for AI deployment. In the financial anti-fraud scenario, it can accurately identify AI-forged identity information and false transactions through graph knowledge; in the government supervision scenario, it can verify the authenticity of AI-generated content through logical reasoning; and in the enterprise digitalization scenario, it ensures that every business decision made by an AI intelligent entity is traceable. Value Anchoring: AI application market differentiation, leading targets welcome configuration opportunities If the Yushu Siasun Robot&Automation on the Spring Festival Gala stage represents the "tech aesthetics" of Chinese AI facing the world and showcases the hard power of the Chinese Siasun Robot&Automation industry with visible splendor, then Haizi Technology's "unseen AI" quietly cultivating in energy, transportation, and safety fields is the "tech backbone" of Chinese AI guarding livelihoods and empowering industries. The two are highly harmonious internally, avoiding the popular tracks where tech giants cluster and choosing to deep dive into the edge fields, focusing on long-term efforts to refine underlying technology. Together, they form a complete and powerful ecosystem for the Chinese AI industry, outlining the most precious foundation of Chinese technological innovation - avoiding temporary noise, resisting short-term profits, innovating at the edges, and focusing on fundamentals, ultimately serving technology to the people, exploring the stars and the oceans, and safeguarding millions of homes. The analysts at China Bank Strategy pointed out that the AI application market is far from over, and the market correction is bringing a golden configuration window for high-quality targets. The subsequent market will accelerate the focus on leading companies with clear business models and rapid industrial deployment progress. As the absolute leader in domestic AI beyond the illusionary track, Haizi Technology has built a solid technological barrier with graph fusion technology and achieved commercialization and verifiable ground in core areas such as transportation, energy, and government affairs, perfectly aligning with the core configuration theme of this round of AI application markets. Coupled with its scarce industrial value and strong performance growth momentum, the company's stock price has sufficient upside potential in the future.