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Open Source Securities: Humanoid Robot Global Strategy High Ground Domestic Operating Systems welcome a "comeback" moment.
Keen on the development of domestic robot operating systems, benefiting symbols: Kyland Technology (300353.SZ), Saimo Technology (300466.SZ).
Morgan Stanley downgraded Sunny Optical (02382.HK) to "in line with the market" and raised the Target Price for AAC Technologies (02018.HK) to 65 yuan.
Morgan Stanley stated that the target price for Sunny Optical (02382.HK) has been raised from 72 yuan to 80 yuan, but believes that its expected PE of 23 times in 2025 is not attractive compared to Largan Precision, thus downgrading its rating from 'Shareholding' to 'In line with the market'. Since November 1, 2024, Sunny Optical has outperformed Largan Precision by 46 percentage points, and the firm considers that positive factors have already been reflected in the stock price. Morgan Stanley upgraded Largan Precision's rating from 'In line with the market' to 'Shareholding', with the target price raised to 3,200 new Taiwan dollars. It is recommended to switch from Sunny Optical to Largan Precision. The firm expects Largan Precision's shipment volume to strengthen again.
In February, the mobile phone shipment volume in the mainland market increased by 37.9% year-on-year.
The latest data released by China Communications Institute shows that in February 2025, the mainland market's smartphone shipments reached 19.662 million units, an annual growth of 37.9%. Among them, 5G smartphones accounted for 17.982 million units, an annual growth of 43.5%, making up 91.5% of the total smartphone shipments during the same period. In the first two months of this year, the mainland market's smartphone shipments totaled 46.905 million units, an annual growth of 1.9%, with 5G smartphones comprising 41.619 million units, an annual growth of 7.6%, accounting for 88.7% of total shipments during the same period.
Siasun Robot&Automation race between China and the United States: Tesla is not firmly seated on the throne, and the Chinese team has already overtaken on the curve.
While Tesla's "Optimus Prime" is still stumbling through production, humanoid robots from China have quietly taken the stage on the world scene.
The pattern of "weak performance of the technology stocks" in the Hong Kong stock market is intensifying. What direction will the market take next?
① Currently, the profit growth of Hong Kong stocks mainly relies on the optimization of profit margins in the Technology Sector rather than revenue expansion. Does this imply that the foundation for sustained market growth in the future is relatively weak? ② For the "Adjustment of Technology Positions + Dividend Hedging" strategy proposed by CICC, how should investors balance the conflict between short-term volatility defense and long-term strategy adherence?
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
