[CSI Headline]

Nvidia release basic model humanoid robot welcome new breakthrough

During the GTC conference, NVIDIA unveiled its latest Project GR00T, which will help advance the development of humanoid robots. GR00T is a fundamental model with broad application potential that promises to revolutionize the way humanoid robots learn in simulated environments and real-world scenarios. Through NVIDIA's GPU acceleration technology, GR00T has achieved significant improvements in simulation training, enabling humanoid robots to quickly master new skills through imitation learning. At the same time, combined with NVIDIA Isaac Lab's reinforcement learning tools, GR00T is able to draw knowledge from limited human presentations and even autonomously generate complex robotic actions based on video data.

Comments: with the breakthrough progress of artificial intelligence technology, the development momentum of humanoid robots is becoming more and more powerful, and the humanoid robots with "brains" and "limbs" are becoming a hot track in the future industry. Authoritative data predicts that the humanoid robot market is expected to reach $154 billion in 2035. A- share-related concept stocks are mainly Yiheda (301029), leading puzzle (002600) and so on.

[CSI Focus]

The world's largest single-unit photothermal power generation project starts with good ecological adaptability

A few days ago, the world's largest single-unit tower photothermal power generation project under construction led by the Northwest Institute of China Electric Power Construction-CGN New Energy Qinghai Delingha Photothermal Storage Integration 2 million kW (Photothermal 200000 kW) Project started, marking the official start of the photothermal storage multi-energy complementary project with the highest energy storage ratio in China, which is also the world's largest single-unit capacity tower photothermal power generation project. The project has good ecological adaptability, power grid friendliness, technical safety and scientific and technological demonstration, and will realize the scientific and technological innovation and demonstration application of photovoltaic, photothermal and energy storage collaborative power generation technology.

Comments: Photothermal power generation, also known as solar thermal power generation, is a new, green solar power generation technology that can generate electricity at night. It tracks the movement of the sun in real time through high-precision intelligent heliostats, reflects and concentrates the direct radiation light of the sun on the heat absorber, heats the molten salt in the heat absorber to a high temperature of more than 560 degrees Celsius, and stores the high-temperature molten salt. When power generation is needed, the high-temperature molten salt exchanges heat with water to generate high-temperature and high-pressure steam to drive the turbine generator set to generate power. As a completely green and clean renewable energy, due to the existence of large-scale molten salt energy storage system, solar thermal power generation can achieve continuous, stable and dispatchable high-quality power output all day long. A- share related concept stocks are mainly Ancai Gaoke (600207), Keyuan Wisdom (002380) and so on.

[Highlights]

○ The General Office of the State Council issued the "Action Plan for Solidly Promoting High-level Opening to the Outside World and Greater Efforts to Attract and Utilize Foreign Investment." The plan proposes to reasonably reduce the negative list of foreign investment access, expand the pilot scope of qualified foreign limited partners, and expand the business scope of foreign financial institutions to participate in the domestic bond market.

○ In order to promote the development of China's hydrogen energy transportation industry and solve the current standard gap in the construction of hydrogen production and hydrogenation integrated stations, Sinopec has issued the first group standard of "Technical Guide for Hydrogen Production and Hydrogenation Integrated Station" in China with dozens of domestic hydrogen energy leading enterprises.

○ On March 18, the Civil Aviation Administration held a meeting of the General Aviation Work Leading Group to study and implement the major decision and deployment requirements of the Party Central Committee and the State Council on building a low-altitude economic strategic emerging industry, and promote the high-quality development of the low-altitude economy.

○ Recently, the State Intellectual Property Office, the Ministry of Industry and Information Technology, the People's Bank of China, the General Administration of Financial Supervision, and the China Securities Regulatory Commission jointly issued the "Implementation Plan for Patent Industrialization to Promote the Growth of Small and Medium-sized Enterprises."

○ On March 19, the opening ceremony of Hongmeng Ecological Innovation Center was held in Shenzhen.

[perspective]

High peak efficiency Weilai The first high-speed optical storage charging and discharging power station is activated

on March 18, weilai officially opened its first high-speed light storage, charging and discharging integrated power station G50 Shanghai-Chongqing high-speed branch Jiangxi service area. This power exchange station adopts HPC two-way high-power liquid-cooled power supply module developed by Wei from research, with a peak efficiency of 98.2 percent. At the same time, it supports two-way interaction and can reverse discharge the power grid in response to power grid dispatching instructions, further improving the stability of the power grid. In addition, the power station is connected to the photovoltaic system in the high-speed service area, which can eliminate more than 1300 degrees of photovoltaic green electricity per day, and provides a number of new functions to realize the demonstration effect of the integrated energy station and the optimization of electricity charges. A- share related concept stocks are mainly Shandong Weida (002026), Zhanpeng Technology (603488) and so on.

Company Trends

○ Godson Zhongke (688047): WeChat Linux Native Version Successfully Started Running on Dragon Architecture Platform Terminal.

○ Yuntian Lifei (688343): On March 28, the company will hold an AI large model product launch conference.

○ Chinese Media (600373): It is planned to acquire 58% shares of langzhi Media for 0.641 billion yuan to further strengthen the content innovation of cultural media.

○ Lian Sheng Technology (300051): Holding Sun Company Signed Major Contracts for Daily Operation.

○ Aixu Shares (600732): Subsidiaries received a total of $0.52 billion in revenue-related government grants.

○ Lunda shares (688231): it is planned to buy back the company's shares at 0.1 billion -0.2 billion yuan.

[Funding Tide]

○ Northbound funds Net sales of $7.011 billion on March 19. Yao Ming Kant, BYD and Longji Green Energy were net sold by 0.761 billion yuan, 0.477 billion yuan and 0.2 billion yuan respectively. Wuliangye's net purchase amount was the highest, with an amount of 0.675 billion yuan.

○ CNOOC Engineering (600583) fell 10.04 percent on March 19, with a turnover of 0.899 billion yuan and a turnover rate of 3.17 percent. After-hours data showed that the Shanghai Stock Exchange special seats bought 39.4102 million yuan and sold 95.143 million yuan, four institutions bought 88.552 million yuan net and four institutions sold 0.359 billion yuan net.

[IPO]

○ Bawei shares: purchase code 889288, purchase price 5.77 yuan/share, issue price-earnings ratio 14 times, the company's main skin care products (except facial mask), facial mask, washing and testing.