Four industry themes: robot data collection comes first, steel competes on costs, while AI devices and screen content seek monetization
Guosheng Securities is optimistic about demand for IMU data collection driven by robot training, while Changjiang Securities focuses on steelmakers’ cost advantages. Competition for the AI device interface is intensifying, while lower screen production costs are shifting value toward IP and distribution.
Guosheng Securities, Changjiang Securities, China Merchants Securities, Soochow Securities ·