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Founder Securities pointed out that since the the Political Bureau of the Communist Party of China (CPC) Central Committee meeting in September, various localities have implemented a package of incremental policies, and with the recent introduction of a series of favorable policies, the momentum of economic development has been improving. At present, the PE-TTM of Shenwan food and beverage sector is 21.13 times, and the valuation quantile in the last three years is only 12.9%, and the valuation quantile in the last five years is 7.8%. The policy catalysis drives the sentiment of the sector to improve, and we are optimistic about the layout opportunities at the bottom of the sector, focusing on the pro-cyclical segmentation sectors such as catering supply chain and head liquor.In the news, the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9th to analyze and study the economic work in 2025. The meeting pointed out that next year, we should implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, strengthen unconventional countercyclical adjustment, lay a good policy "combination boxing", and improve the forward-looking, targeted and effective macro-control. We should vigorously boost consumption, improve investment efficiency and expand domestic demand in all directions.According to the agency, Tesla Optimus, as a pioneer of "intelligent body", is expected to take the lead in mass production. Domestic manufacturers continue to iterate on the ontology structure, motion control algorithm and software engineering of humanoid robots, and actively explore downstream industrial application scenarios. It is expected to become the first year of mass production of humanoid robots in 2025. It is suggested to pay attention to the suppliers of core links such as layout actuators, reducers, lead screws and sensors in the industrial chain of the OEM with rapid mass production progress.

A50, Hong Kong stocks mutation! A-share heavy volume, large consumption, collective pull-up and active AI application conceptAnalysts believe that on the one hand, it may be related to the external environment. During the Asian session today, the world's major stock index futures all fell. The market expects that the Fed may cut interest rates next week, but it tends to be more hawkish in the interest rate outlook. On the other hand, because it is Christmas Eve, the willingness of foreign investors to do more may not be strong. On the domestic side, it is also at the end of the year, so the market may be cautious.In addition, Ubisoft announced on the 9th that on December 7th, the extremely smart factory ushered in the 400,000th car off the assembly line, and the industrial humanoid robot WalkerS1, who is training in the extremely smart factory, participated in and witnessed this moment. As the first humanoid robot "employee" of Krypton Smart Factory, WalkerS1 became the "quality inspector" of Krypton Smart Factory, and personally got on the bus to experience the latest intelligent black technology such as the gathering and sitting of Krypton MIX, Smart Island, and intelligent voice assistant Eva.

CITIC Securities said that it is expected that the main directions of subsequent release will include multimodal, Agent and platform tools, AI applications, etc. The main products will include the foresight of important products such as Sora and Operator. At present, the rapid prosperity of model ecology, considering the upgrading of model capabilities and the lowering of industrialization threshold, combined with the application landing forms such as Agent, it is expected that the landing of AI applications will continue to accelerate in 2025, and it is suggested to pay attention to the three main lines of platform services, application scenarios and computing power.Nearly 2,900 shares in the market floated red, and consumer sectors such as food and beverage, catering, home appliances, retail and brewing collectively rose, while insurance, banking and brokerage sectors also rose. Guosheng Gold controlled the daily limit, and China Merchants Securities, China Merchants Bank and Bank of Ningbo rose more than 2%. The concept of humanoid robot broke out again, and the two boards of China Research Institute, Eft and Keli sensing reached new heights; The concept of AIGC is active, Shensi Electronics is worth buying a 20% daily limit, and Jincai Internet, Huayang Lianzhong and Tianyu Digital Branch have won 4 consecutive boards; The concept of commercial aerospace has also shown some performance, with the daily limit of Huachangda, China Satellite and Seiko Technology.CITIC Securities said that it is expected that the main directions of subsequent release will include multimodal, Agent and platform tools, AI applications, etc. The main products will include the foresight of important products such as Sora and Operator. At present, the rapid prosperity of model ecology, considering the upgrading of model capabilities and the lowering of industrialization threshold, combined with the application landing forms such as Agent, it is expected that the landing of AI applications will continue to accelerate in 2025, and it is suggested to pay attention to the three main lines of platform services, application scenarios and computing power.