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Express News | The Robot Concept fluctuates and rebounds, Ningbo Tuopu Group hits the limit up.
The "hot battles" of humanoid robots have begun: with an intensive release of new products, has the year of mass production really arrived?
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
It is indeed a "policy year" for Siasun Robot&Automation! Guangdong plans to promote industrial innovation and development in 12 areas.
① Recently, policies on embodied intelligent robots have significantly gained momentum: the government work report mentioned embodied intelligence for the first time, and relevant policies have been introduced in Shenzhen, Peking, and other places. ② Brokerages point out that 2025 will be the policy year for humanoid robots in China, and local governments are expected to become the main purchasers and driving forces in the humanoid robot industry. ③ In A-shares, related companies in the Industry Chain of robots from Guangdong, Shanghai, Jiangsu, Anhui, Chongqing, and Peking include these >>
Citi has given JOhnson Elec H (00179) a "Buy" rating, raising the Target Price to 19 HKD.
However, as the new Business develops, the earnings per share forecast for the 2026 to 2027 financial year has been raised by 1% to 2%.
A-shares movement: Jiangsu Leili Motor once dropped nearly 9%, humanoid robot component products have not yet been supplied in bulk.
On February 24, Gelonghui reported that Jiangsu Leili Motor (300660.SZ), which hit its daily limit and set a historic high last Friday, experienced a drop of nearly 9% in early trading today, currently down 5.11% at 70.98 yuan, with a total market value of 22.67 billion yuan. Jiangsu Leili announced an abnormal fluctuation in Stocks trading, noting that there has been significant market attention recently on the Concept related to humanoid robots. The company's humanoid robot component products are still in the research and development phase and are undergoing sample testing, and they have not yet supplied the market in bulk. Additionally, there is substantial uncertainty regarding future product collaborations, and the company will fulfill its information disclosure obligations promptly should there be significant developments.
Jiangsu Leili Motor (300660.SZ): The company's humanoid robot component products are still in the research and development and sample testing phase.
Jiangsu Leili Motor (300660.SZ) announced that the company's Stocks have been suspended for three consecutive trading days (February 19, 2025...