GuShiio.com ① The Third Session of the 14th National Committee of the Chinese People’s Political Consultative Conference opened today ② Shenzhen issued three articles on artificial intelligence and robots ③ NVIDIA fell more than 8%④ China Information and Technology Institute will hold a special seminar on promoting the AI glasses industry on March 12 ③ Gree Electric: Beijing-Shanghai Internet plans to increase its stake in the company by 1.05 billion yuan to 2.1 billion yuan.
macro news
1. The press conference for the Third Session of the 14th National Committee of the Chinese People’s Political Consultative Conference was held on the afternoon of March 3. Liu Jieyi introduced that the third session of the 14th National Committee of the Chinese People’s Political Consultative Conference will open at 3 pm on March 4 at the Great Hall of the People and close on the morning of March 10, with a duration of six days. The main agenda of the conference is: to listen to and review the work report of the Standing Committee of the National Committee of the Chinese People’s Political Consultative Conference and the report on the work of proposals; to attend the Third Session of the 14th National People’s Congress to listen to and discuss the government work report and other relevant reports. In addition to yesterday’s press conference, the conference will also hold three “member channel” interview activities. Liu Jieyi said that vigorously promoting the development of new productive forces is an important focus of the National Committee of the Chinese People’s Political Consultative Conference. China will implement a wider, wider and deeper opening up to the outside world, and China’s door to opening up will only open wider and wider.
2. Foreign Ministry Spokesperson Lin Jian held a regular press conference on March 3. A reporter asked questions and reported that China is formulating countermeasures against US tariffs, including some coercive measures on US agricultural products. Lin Jian said that China firmly opposes the United States ‘use of the fentanyl issue as an excuse to threaten to impose tariffs on China’s products exported to the United States, and will take all necessary measures to firmly safeguard its legitimate interests.
3. Recently, the State-owned Assets Supervision and Administration Commission of the State Council revised and issued the “Operational Rules for the Trading of State-owned Assets of Enterprises”. This revision and improvement of the operating specifications for state-owned assets transactions of enterprises, adding new standardized operating procedures and principles for capital increase of state-owned enterprises and transfer of physical assets of state-owned enterprises, filling gaps in relevant systems, promoting standardized transactions of various assets, and effectively preventing state-owned assets. Loss.
industry news
1. China Academy of Information and Communication plans to hold a “Symposium on Promoting AI Eyewear Industry” at the Institute of Computer Innovation and Technology of Zhejiang University on March 12. It is understood that this seminar is mainly to promote the healthy development of the AI glasses industry and strengthen exchanges and cooperation between upstream and downstream enterprises in the industrial chain.
2. The National Cyber Security Notification Center issued a notice on the security risks of the large model tool Olama. According to analysis by the Joint Research Center for Cyberspace Surveying and Mapping of Tsinghua University, the default configuration of the open source cross-platform large model tool Olama has security risks such as unauthorized access and model theft. In view of the extensive research, deployment and application of large models such as DeepSeek, most users use Ollama to privatize deployment without modifying the default configuration. There are security risks such as data leakage, computing power theft, and service interruption, which can easily lead to network and data security incidents.
3. The State Administration of Financial Supervision and the National Development and Reform Commission held a pilot symposium on equity investment of financial asset investment companies in Beijing on February 26. The meeting emphasized that promoting equity investment pilots of financial asset investment companies will better support private enterprises in developing new productive forces.
4. Tencent Yuanbao APP rose to first place in the free App download rankings in the Apple App Store in China, surpassing DeepSeek.
5. The Shenzhen Municipal Bureau of Industry and Information Technology issued the “Shenzhen Action Plan to Accelerate the Construction of an Artificial Intelligence Pioneer City (2025-2026)”. It is proposed to build multiple 10E-level intelligent computing power clusters, and by 2026, real-time available intelligent computing power will exceed 80E FLOPS.
6. The “Shenzhen Municipal Action Plan for Technological Innovation and Industrial Development of Personalized Intelligent Robot (2025-2027)” was issued. It mentioned that by 2027, the scale of the customized intelligent robot industry will reach more than 100 billion yuan, and there will be more than 1200 companies related to industrial clusters. It also mentioned that it will focus on supporting key core technologies such as core components of embodied intelligent robots, AI chips, bionic dexterous hands, large models in base and vertical fields, and body control.
7. The “Shenzhen Action Plan for Accelerating the Development of the Artificial Intelligence Terminal Industry (2025-2026)” was issued. It is proposed that by 2026, we will strive to reach 1 trillion yuan in scale of the artificial intelligence terminal industry and gather no less than 10 phenomenal artificial intelligence terminal companies.
8. Although the MSCI China Index has risen by more than 30% in the past year, investment bank UBS said that the risk of China outperforming is higher than the risk of underperforming, and it maintains an overallocation of Chinese stocks. As for tariff risks, the bank believes that tariffs will have less direct impact on listed stocks.
9. Jiangsu organized an action to unveil the list of strong computing bases. Facing the six key directions of computing power networks, including computing, storage, network, application, green, and security, we will explore a group of enterprises and institutions that master key core technologies and have strong innovation capabilities, and break through a number of landmark technical products and solutions. In terms of applications, we will strengthen the deep integration of computing power and the industry to achieve convenient computing in multiple scenarios.
company news
1. China Shipbuilding announced that its subsidiaries have signed shipbuilding contracts of 18 billion to 19 billion yuan.
2. Fengmao Co., Ltd. recently stated in a roadshow that it had conducted preliminary technical discussions and exchanges with Yushu Technology on the application of its products in robots.
3. Wanchen Group announced that Chairman Wang Jiankun was detained and opened for investigation.
4. Xinxiangwei announced that it plans to purchase control of Aixiesheng and its shares will be suspended.
5. Honghe Technology announced that it plans to distribute a cash dividend of 12.81 yuan for every 10 shares.
6. Jin Yinhe announced that it has recently carried out in-depth cooperation with Microvast Micromacro Group in the field of solid-state batteries and has no significant impact on the company’s performance in the short term.
7. Gree Electric announced that Beijing-Shanghai Internet plans to increase its stake in the company by 1.05 billion yuan to 2.1 billion yuan.
8. Del announced that solid-state battery products are still in the development and trial production stage, and orders have not yet been obtained or revenue has not yet been generated.
9. Dongfang Zirconium announced that the samples provided by the company have been initially recognized for R & D trials by some solid-state battery material manufacturers, and detailed sample experiments will be carried out subsequently.
10. Costar stated in the investor relations activity record that the configuration of data center UPS is still mainly based on lead-acid battery solutions, and the company has a trend of domestic substitution in the data center industry.
11. Shanghai Xiba announced that the company has not yet received bulk orders for its solid-state battery-related business.
12. Yueling announced that Jiesi Jincai will become the company’s largest shareholder and its shares will resume trading today.
13. Zhite New Materials announced that it has signed a strategic cooperation agreement with Quantum Innovation Center and Micro Era.
14. Hengwei Technology announced that the company’s Shengteng Deepseek all-in-one machine is still in the prototype development and promotion stage.
15. Shanghai Laishi announced that controlling shareholder HaiYingkang plans to increase its stake in the company by 250 million yuan to 500 million yuan.
global market
1. The three major U.S. stock indexes collectively closed down. The Dow fell 1.48%, the Nasdaq fell 2.64%, the S & P 500 Index fell 1.76%, large technology stocks fell generally, and Nvidia fell more than 8%. Most popular Chinese stocks closed down, with the Nasdaq China Golden Dragon Index down 2.98%.
2. The settlement price of WTI crude oil futures fell 1.99% to US$68.37/barrel; the settlement price of Brent crude oil futures fell 1.63% to US$71.62/barrel.
3. COMEX gold futures closed up 1.95% at US$2,904.1 per ounce;COMEX silver futures closed up 2.44% at US$32.265 per ounce.
Investment opportunity reference
1. Huawei Shengteng comprehensively accelerates the practice of DeepSeek model at Shengjing Hospital
According to Huawei Computing Public Account, AI intelligent technology is leading changes in all walks of life, and DeepSeek, as one of the leaders, is showing huge potential in the medical field. Shengjing Hospital Affiliated to China Medical University took the lead in introducing the DeepSeek model, and successfully achieved localized deployment and comprehensive application based on Shengteng AI, focusing on medical services, office collaboration and other fields, setting a benchmark for the intelligent transformation of the medical industry. The powerful computing power of Shengteng AI has laid a solid foundation for the efficient operation of Shengjing Hospital’s DeepSeek model, enabling it to quickly process massive medical data and meet the hospital’s strict requirements for real-time and accuracy. Through Shengteng’s powerful empowerment, the DeepSeek model is fully applied in Shengjing Hospital, further promoting the implementation of AI+ medical application scenarios and improving the penetration rate of artificial intelligence in the medical and health field.
The World Economic Forum released a report that it is expected that the AI medical market will grow at an annual rate of 43% from 2024 to 2032, and the market size is expected to reach US$491 billion (approximately RMB 3.58 trillion). Soochow Securities believes that AI is comprehensively empowering the medical industry and promoting quality improvement, cost reduction and efficiency improvement. It is expected that in the future, AI will be expected to promote process reengineering in biopharmaceuticals, assisted diagnosis, and hospital/medical insurance information systems, improve R & D and business efficiency and quality while reducing costs.
2. The smart driving war between car companies starts! BYD’s February sales exceeded 320,000, and orders for Xiaomi SU7 Ultra far exceeded expectations
Domestic car companies released sales data for February 2025 and warmed up new products. Among them, BYD’s sales in February exceeded 320,000 units, reaching 322,800 units, a year-on-year increase of 164%, and launched a “smart driving equal rights” campaign. Xiaomi Automobile delivered a total of more than 20,000 new vehicles in February, and announced a reserve order of 113,000 vehicles. The delivery volume exceeded 20,000 for five consecutive months, and the cumulative delivery exceeded 180,000. The number of SU7 Ultra units exceeded 15,000 units in 25 hours after launch. In addition, Tesla announced that it will start pushing the 2024.45.32.12 software update in batches to upgrade Autopilot automatic assisted driving on urban roads, targeting users who have ordered the FSD smart assisted driving function.
Currently, the global autonomous driving industry is making rapid progress. Open Source Securities pointed out that supply drives demand, technology cost experience resonates, and smart driving penetration is expected to usher in a period of rapid improvement. Autonomous driving corresponds to travel needs, and users ‘willingness to use it depends on algorithm and functional maturity. With the development of the industry, smart driving has increasingly become the core reference for consumers to purchase cars, with high certainty of demand.
3. The cost profit margin is as high as 545%! DeepSeek issued a first document to decrypt the V3/R1 reasoning system
DeepSeek published the article “Overview of DeepSeek-V3/R1 Inference System” and published the cost and theoretical revenue. According to DeepSeek calculations, if all tokens are charged according to DeepSeek-R1 pricing, the total daily revenue will reach US$560,000, and the cost-profit margin will be 545%.
Zheng Hongda of Western Securities believes that DeepSeek’s newly disclosed operating cost profit margin indicator shows significant competitive advantages, while there is still broad room for continuous optimization of its technical architecture system. On the one hand, it demonstrates that China’s artificial intelligence industry has formed a feasible commercialization path, on the other hand, it highlights that cloud service providers with core technical barriers can continue to expand economies of scale through architectural innovation, and is optimistic about AIDC-related companies.
4. Another new folding screen product will be released. Agencies say that shipments of folding screen mobile phones are expected to increase significantly in 2026
The “New Generation National Small Fold” Nubian Flip2 will be officially released at 16:00 on March 4. Judging from the official pre-heating poster, the machine will have DeepSeek embedded in the full size, and also supports all-round light and light anti-drop and full-view hover photography. The external screen will also be equipped with “all-voice AI cute pet.”
Recently, there has been constant news on folding screen mobile phones. On February 27, it was reported that Apple’s first folding-screen mobile phone may be released in the second half of 2026. On the same day, Chuanyin’s mobile phone brand Infinix announced the launch of the ZERO series of mini three-fold concept phones. The device features a triple-folding screen and double hinge design that can be folded and unfolded vertically. Minsheng Securities Li Zhe analyzed that shipments of folding screen mobile phones are expected to increase significantly in 2026, and folding screens are also expected to extend to computers and other categories. According to DSCC forecasts, 2026 is expected to be the best year in the history of folding-screen mobile phones, with a growth rate of more than 30%. The growth rate in 2027 and 2028 may also exceed 20%. The first slideable notebook computer will also be available in 2025., more similar products will be launched in 2026.
