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2024-12-14 01:49:15

Consumer sectors such as food and beverage, catering, brewing, retail, and home appliances collectively soared in intraday trading.[AI application is very active, "loose" is good for big consumption! 】According to the agency, Tesla Optimus, as a pioneer of "intelligent body", is expected to take the lead in mass production. Domestic manufacturers continue to iterate on the ontology structure, motion control algorithm and software engineering of humanoid robots, and actively explore downstream industrial application scenarios. It is expected to become the first year of mass production of humanoid robots in 2025. It is suggested to pay attention to the suppliers of core links such as layout actuators, reducers, lead screws and sensors in the industrial chain of the OEM with rapid mass production progress.


In terms of industry, OpenAI announced that it will announce new products and functions for 12 consecutive working days starting from December 5. At present, the official version of o1, ChatGPTPro, enhanced fine-tuning and other functions have been released.In the news, the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9th to analyze and study the economic work in 2025. The meeting pointed out that next year, we should implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, strengthen unconventional countercyclical adjustment, lay a good policy "combination boxing", and improve the forward-looking, targeted and effective macro-control. We should vigorously boost consumption, improve investment efficiency and expand domestic demand in all directions.Founder Securities pointed out that since the the Political Bureau of the Communist Party of China (CPC) Central Committee meeting in September, various localities have implemented a package of incremental policies, and with the recent introduction of a series of favorable policies, the momentum of economic development has been improving. At present, the PE-TTM of Shenwan food and beverage sector is 21.13 times, and the valuation quantile in the last three years is only 12.9%, and the valuation quantile in the last five years is 7.8%. The policy catalysis drives the sentiment of the sector to improve, and we are optimistic about the layout opportunities at the bottom of the sector, focusing on the pro-cyclical segmentation sectors such as catering supply chain and head liquor.


In addition, Ubisoft announced on the 9th that on December 7th, the extremely smart factory ushered in the 400,000th car off the assembly line, and the industrial humanoid robot WalkerS1, who is training in the extremely smart factory, participated in and witnessed this moment. As the first humanoid robot "employee" of Krypton Smart Factory, WalkerS1 became the "quality inspector" of Krypton Smart Factory, and personally got on the bus to experience the latest intelligent black technology such as the gathering and sitting of Krypton MIX, Smart Island, and intelligent voice assistant Eva.The two major stock indexes of Hong Kong stocks both plunged in late trading, the Hang Seng Index turned green, and the Hang Seng Technology Index fell more than 1%. Chinese brokerage stocks that strengthened yesterday fell sharply. At the close, China Merchants Securities fell more than 10%, CITIC Securities, Shenwan Hongyuan Hong Kong and Everbright Securities fell about 6%, and CICC fell about 5%.Founder Securities pointed out that since the the Political Bureau of the Communist Party of China (CPC) Central Committee meeting in September, various localities have implemented a package of incremental policies, and with the recent introduction of a series of favorable policies, the momentum of economic development has been improving. At present, the PE-TTM of Shenwan food and beverage sector is 21.13 times, and the valuation quantile in the last three years is only 12.9%, and the valuation quantile in the last five years is 7.8%. The policy catalysis drives the sentiment of the sector to improve, and we are optimistic about the layout opportunities at the bottom of the sector, focusing on the pro-cyclical segmentation sectors such as catering supply chain and head liquor.

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