Research Reports dig gold丨Hua Chuang Securities: Initiates a "recommend" rating for Zhenyu Technology, Target Price 190.8 yuan.

Huachuang Securities Research Reports point out that Zhenyu Technology (300953.SZ) is a leader in the precision stamping mold field and ranks among the top in the precision component sub-industry. Based on the accumulated precision manufacturing experience, the company actively expands its Siasun Robot&Automation components Business. The company's main business is steadily growing, and its profitability continues to improve. With the rapid advancement of humanoid robot commercialization, it is expected that the company's EPS for 2024-2026 will be 2.1/3.2/4.4 yuan/share. Referring to the comparable Company Valuation average, a 2025 Target Price of 190.8 yuan/share is given, and an initial coverage rating of "Recommended" is assigned.

Gelonghui FinanceMar 19 17:13 · Ratings

Zhenyu Technology (300953): A leader in precision progressive punch die, deeply laying out the humanoid robot track.

A leader in precision progressive stamping die, ranking among the top in the downstream structural components subdivision of the Industry. The company has a strong foundation in precision stamping die technology and is gradually expanding into the downstream precision structural components field. In the subdivision of the die industry, the company has become a key player in Electric Vehicles Electric Machine.

Huachuang SecuritiesMar 19 08:07

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.

cls.cnMar 12 13:49

Open Source Securities: Humanoid robots are accelerating their evolution, focusing on common key technologies and core components.

Open Source Securities believes that humanoid robots are expected to exceed expectations in mass production in 2025-2026 both domestically and internationally.

Zhitong FinanceMar 12 10:09

Long Hu Bang | Zhen Yu Technology's stock price hits a new high with a 20% limit up, two Institutions net Sell of 0.181 billion yuan.

Zhenyu Technology (300953.SZ) today hit a 20% limit up, with the stock price reaching an all-time high, and a transaction amount of 2.264 billion yuan, with a Turnover Ratio of 16.44%. Data from the Dragon and Tiger list shows that two Institutions ranked first and third in selling positions, with a net Sell of 0.181 billion yuan; HK->SZ bought 0.125 billion yuan while selling 87.5217 million yuan, resulting in a net Buy of 37.0629 million yuan; the speculative funds 'Leisure Faction' ranked second in buying positions, with a net Buy of 0.101 billion yuan; 'Xu Xiao' ranked third in buying positions, with a net Buy of 69.3263 million yuan. (Gelonghui)

Gelonghui FinanceMar 7 17:01

Zhenyu Technology (300953.SZ): The company has established a semi-automatic production line for planetary roller screws and has begun mass production.

On March 4, Glonghui reported that Zhenyu Technology (300953.SZ) recently stated during an on-site investigation that the company has established a semi-automatic production line for planetary roller screw rods and has begun mass production, with a daily capacity expanded to 50 sets. A self-built screw rod comprehensive testing laboratory has been put into use, allowing for the autonomous completion of testing and verification of key parameters such as lead accuracy, transmission efficiency, and ten thousand times life running-in. To meet market demand, the company has begun building a second semi-automatic production line, expected to be operational in Q1 2025. Based on the high requirements of industry customers for the consistency of screw rod component accuracy, the company also plans to build another line within the year that integrates additional functions.

Gelonghui FinanceMar 4 09:22