Key News
1. The standardization of commercial aerospace is being promoted in a coordinated manner; the Commercial Aerospace Standard System (Version 1.0) has been released.
2. DeepSeek: The price of the V4-Pro model is expected to drop significantly after the mass production and launch of the Ascend 950 supernode in the second half of the year.
3. State Intellectual Property Office: Artificial intelligence, chips, and brain-computer interfaces have been included in the "fast protection" channel.
Individual Stock News
1. Data on main force capital flows shows that N Lianxun saw the largest net inflow of main force capital at 2.473 billion yuan, followed by CATL, Do-Fluoride Chemicals, Kweichow Moutai, and Tianqi Lithium; New Easun saw the largest net outflow of main force capital at 5.557 billion yuan, followed by Shenghong Technology, Tianfu Communication, Foxconn Industrial Internet, and BlueFocus.
2. Cambricon has completed DeepSeek-V4 adaptation.
3. Senba Sensing: High-integration advanced packaging and optoelectronic integrated design have been identified as important technological directions.
4. Pony.ai, in collaboration with CATL, launched the first L4-level autonomous light truck.
5. MAG Intelligent released a new generation of central computing architecture 5G cabin-connected AI module.
6. Beijing Junzheng: DRAM production capacity is very tight this year, but sales are expected to increase to some extent throughout the year.
7. Boson Technology: Blue Ocean Core New Materials has commenced operations, but current revenue is relatively small.
