GuShiio.com ① The National Ordinary Conference has made heavy deployments, which are related to boosting consumption. ② China is drawing up a list of antitrust investigations against U.S. technology companies? The Ministry of Foreign Affairs responded ③ Spot gold hit a new high ④ BYD’s entire range of models are equipped with high-end smart cars, starting at 69,800 yuan ④ Vanke A: Shenzhen Railway Group plans to provide the company with a shareholder loan of 2.8 billion yuan.
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macro news
1. Li Qiang chaired an executive meeting of the State Council yesterday to study work related to boosting consumption. The meeting pointed out that it is necessary to effectively change concepts and put boosting consumption in a more prominent position. The meeting pointed out that support for domestic reinvestment by foreign-invested enterprises should be increased and foreign investors should be encouraged to carry out equity investment in China. The meeting also pointed out that we should support the accelerated development of new consumption and promote “artificial intelligence + consumption”.
2. The State Council appoints and removes state functionaries. Appointed Zou Lan as Vice President of the People’s Bank of China; Appointed Sun Meijun (female) as Director of the General Administration of Customs; Appointed Shu as Director of the National Certification and Accreditation Administration Commission, and Deng Zhiyong as Director of the National Standardization Administration Commission; Appointed Liu Guohong as Director of the State Forestry and Grassland Bureau (National Park Administration); Appointed Huang Ming and Chen Jun as Vice Presidents of the China Academy of Engineering Physics, and Tang Li as Director of the Science and Technology Committee of the China Academy of Engineering Physics; Liu Kun was appointed chairman of the National social protection Fund Council.
3. It is reported that China is drawing up a list of U.S. technology companies that will face antitrust investigations. In response, Foreign Ministry Spokesperson Guo Jiakun said at a regular press conference yesterday that China has always opposed the practice of generalizing the concept of national security and politicizing economic, trade and scientific and technological issues. China has always insisted on creating a market-oriented, legal and international business environment. China’s market treats all countries equally and is equally open to enterprises from all countries.
industry news
1. Under the joint witness of the two prime ministers, Liu Sushe, deputy director of the National Development and Reform Commission, signed two cooperation documents with the heads of relevant Thai departments on artificial intelligence and exchanges and cooperation in the fields of economic development on the 6th.
2. Yesterday evening, BYD Chairman and President Wang Chuanfu said at the BYD Intelligent Strategy Conference that the high-end intelligent driving system “Eye of God” was officially released and divided into three versions, of which the three laser versions are mainly used in the Looking Up model. Wang Chuanfu said that the “Eye of the God” high-end smart driving can achieve full high-speed zero take-over. Wang Chuanfu announced that all BYD models are equipped with the “Eye of the God” high-end smart driving, and the first batch of 21 models will be launched later. Yang Dongsheng, senior vice president of BYD Group and president of the Automotive New Technology Research Institute, introduced that BYD’s “Xuanji Architecture” is fully connected to DeepSeek. A total of 20 BYD car series have been launched, all of which are equipped with the Eye of God smart driving. Their overall selling price range is 69,800 – 249,800 yuan.
3. Spot gold in London exceeded US$2900/ounce yesterday, hitting a record high again. Although the price hit a new high, institutions are still optimistic about the future trend of gold prices.
4. OpenAI’s Altman said that it is estimated that the cost of using AI drops 10 times every 12 months. Altman also proposed two points: the intelligence level of AI models is roughly equal to the number of development resources, and the social and economic value created by linearly growing intelligence will increase exponentially. OpenAI announced that it will fully deploy AI agents, and technology giants are also increasing related investment.
5. According to the official name “Binjiang Release” of the Propaganda Department of Binjiang District Committee of Hangzhou City, Yushu Technology is recruiting mechanical structural engineers, embedded software engineers, embedded hardware engineers, generative AI algorithm engineers, deep reinforcement learning algorithm engineers, robot perception algorithm engineers and other positions. Among them, the highest-paid position is a deep reinforcement learning algorithm engineer, with a monthly salary ranging from 40,000 to 70,000. Calculated based on 13 salary +, the maximum annual salary of this position will exceed 900,000 yuan.
6. Gong Min, head of research for the automotive industry in China at UBS Investment Bank, pointed out that in the long run, the bank expects China automakers to take the lead in smart innovation and promote these technologies in mass-market vehicles, although their valuation only accounts for about 10% of the market value of global automakers. UBS expects that new car-building forces with technical backgrounds will be the focus of attention because of their layout in automotive AI development and application and manufacturing processes. UBS expects to mention AI extensively in future earnings calls.
7. The Information Office of the Hangzhou City Government held a press conference on several policies of Hangzhou City to promote high-quality economic development, and introduced the “Several Policies on Promoting High-quality Economic Development (2025 Edition)”, which is the 2025 edition of Hangzhou City’s “8+4” economic policies. Municipal fiscal funds for the “8+4” economic policy increased from 49 billion yuan last year to 50.2 billion yuan. Specially coordinate 15% of industrial policy funds, focus on high-quality and new productivity, and increase support for future industries such as general artificial intelligence and humanoid robots.
company news
1. Vanke A announced that Shenzhen Metro Group Co., Ltd., the company’s largest shareholder, plans to provide the company with a shareholder loan of 2.8 billion yuan at an annualized loan rate of 2.34%.
2. China Ordnance Equipment Group Co., Ltd. announced that it is planning reorganization matters with other state-owned central enterprise groups.
3. *ST Xintong announced that the listing of the company’s shares may be terminated.
4. Evert announced that shareholders plan to reduce their shares by no more than 3%.
5. Daily interactive announcement that there are no circumstances that should be revised in the company’s performance forecast.
6. Jishi Media announced that the company and Beijing Digital Research Institute have only reached preliminary cooperation intentions, and there are uncertainties in the subsequent cooperation model and the specific business development model between the two parties.
7. Chengda Biotech announced that the actual controller plans to change and the stock will be suspended starting today.
8. Fastcloud announced that some of its products have been connected to DeepSeek, but the company has not signed a service cooperation agreement with DeepSeek.
9. Digital China announced that it combined its own brand products and the China Learning Platform to carry out docking and deployment work for the DeepSeek series of models.
10. Tongda Electric announced that there have been no changes in the company’s business with BYD and that it will not involve supplying it with smart driving products related to market hotspots.
11. Trina Solar announced that it would file a lawsuit in court over a patent dispute, involving an amount of approximately 1.058 billion yuan.
12. Chongqing Port announced that Chongqing Logistics, the company’s indirect controlling shareholder, is planning the strategic integration of state-owned assets with China Logistics.
13. Yongxin Optics announced that in the field of intelligent driving, the company’s major customers have not undergone major changes.
14. China Telecom announced that Liang Baojun, executive director, president and chief operating officer, resigned due to job transfer reasons.
15. Inner Mongolia Huadian announced that it plans to purchase a 60% stake in Zhenglan Flag Wind Power and a 75.51% stake in North Duolun, and its shares will be suspended.
global market
1. The three major U.S. stock indexes collectively closed up, with the Nasdaq rising 0.98%, the S & P 500 index rising 0.67%, and the Dow rising 0.38%. Netflix and Meta hit new closing highs. McDonald’s closed up 4.8%, its best one-day performance since 2020. Most popular Chinese stocks rose, with the Nasdaq China Golden Dragon Index rising 2.61%, setting a new close high since mid-October last year. European stocks generally rose, with German and British stocks both hitting record closing highs.
2. The international crude oil futures settlement price closed up by more than 1.5%. WTI crude oil futures rose 1.86% in March, while Brent crude oil futures rose 1.62% in April.
3. Spot gold hit a new high and stood at US$2900 per ounce. COMEX gold futures rose 1.64%, and COMEX silver futures rose 0.87%.
Investment opportunity reference
1. Apple displays AI companion desk lamps, and Byte and Google have laid out AI companionship fields
In an article titled “Elegance: Expressive and Functional Motion Design of Non-humanoid Robots,” Apple’s machine learning research team demonstrated a cute desk lamp that can naturally interact with humans and express “emotions” through a series of behaviors. According to a video released by Apple, when researchers played music, the “expressive” robotic desk lamp could dance to the music.
At CES2025, companion robots became a highlight. Whether providing companionship for the elderly or providing educational support for children, these robots are striving to enrich the human life experience. In addition to Apple, giants such as ByteDance and Google have also laid out the field of AI companionship. Gu Jia of China Merchants Securities pointed out that as domestic and foreign large models continue to iterate rapidly in terms of multimodal and other capabilities, the combination of AI technology and trendy toys has also provided new ideas for end-side AI landing companionship scenarios. At a time when domestic and foreign manufacturers are actively deployed and product performance is relatively eye-catching, we are optimistic about the implementation of AI toys and the acceleration of commercialization.
2. Hefei helps adapt DeepSeek-V2 version to domestic servers
The reporter learned from Anhui Baixin Information Technology Co., Ltd. located in Hefei High-tech Zone that the company has recently taken the lead in completing model adaptation and related performance tuning of DeepSeek-V2 version on domestic servers, realizing DeepSeek’s scheduling work based on domestic computing power, and providing DeepSeek with a set of high-performance hardware platforms based on all-domestic localization. The company’s technicians said,”DeepSeek will finally adapt it on our domestic computing power base to make this computing power model and algorithm achieve better performance.”
It is worth noting that on February 8, the Ministry of Industry and Information Technology announced that all three basic telecommunications companies have fully connected to the DeepSeek open source model. Wang Hongbing of Shanghai Securities believes that DeepSeek significantly reduces the cost of AI training and reasoning, which can promote the transformation of AI from centralization to decentralization. Enterprises no longer rely on expensive computing resources, but instead find smarter solutions that can improve efficiency and innovation.
3. The folding screen market continues to usher in new products, and AI functions further liberate productivity
Technology journalist Mark Gulman revealed that Apple will launch a double-fold (large-fold) mobile phone product next year, which is expected to be equipped with Apple’s own modem. Apple’s future roadmap also shows that the company will also launch an iPhone with an off-screen camera. device.
Currently, the AI functions implemented on mobile phones are limited by the size of the screen, and some functions can never play their true role. The large-screen advantage of the folding screen not only allows these AI functions to play their due role, but also enhances the interactive experience of the folding screen and further liberates the productivity of the folding screen. Guotai Junan Securities pointed out that the folding market continues to welcome new products, and some links have reduced costs rapidly, focusing on companies related to the industrial chain. At the same time, Huawei’s new products and Apple’s entry are expected to drive the product power of folding equipment to a higher level and further optimize the consumer experience.
4. DeepSeek “sweeps” around the car circles, agencies say it is expected to catalyze the development of smart cockpit
According to media reports, the reporter noticed that DeepSeek “swept” around the car circle, highlighting that car companies are seizing the “AI car track.” Recently, Geely Automobile, Lantu Automobile and other car companies have announced that they have completed deep integration with DeepSeek models. The popularity of DeepSeek has made many car company leaders speak out. For example, He Xiaopeng, chairman of Xiaopeng Motors, said that DeepSeek shocked the global technology circle. In the next decade, AI will drive tremendous changes in automobiles, as well as major changes in hardware and software around the world.
