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Ruijing Technology (301525): The inventory reduction of heat pumps in Europe is nearing its end, and the Autos sector is expected to continue significant growth.
Subsidies in Germany have been implemented, and the depletion of heat pumps in Europe is nearing its end, which indicates that the heat pump Business is expected to recover to a positive growth. The German "Heating Act" has opened applications in 2024 to private owners of apartment buildings and self-occupied individual Residence, as well as to associations of apartment owners with centralized heating systems.
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.
Cinda Securities: Strengthening the certainty of white goods through trade-ins and embracing highly elastic Consumer options.
Under the promotion of the old-for-new subsidy policy, outdated home appliances in China may enter an accelerated scrapping phase, with the actual scrapping rate of Air Conditioners and Refrigerators expected to increase significantly.
Rujing Technology (301525.SZ): Relevant technology can be applied to Datacenter power management products.
On January 10, Gelonghui reported that Rujing Technology (301525.SZ) stated on the investor interaction platform that the "company's digital power and electrical power conversion Hardware platform" mainly refers to the hardware technology platform independently developed by the company, with the related hardware technology applied to the main Business products such as variable frequency drives and system controllers in HVAC and refrigeration, New energy Fund thermal Management, and servo fields. The related technology can be applied to Datacenter power management products, but the company has not yet engaged in this specific business area.
Rujing Technology (301525.SZ): Products in the humanoid robot field are currently in the research and development stage.
On January 10, Gelonghui reported that Siasun Robot&Automation (301525.SZ) stated on the investor interactive platform that its humanoid robot products are currently in the research and development stage, and no related commercial products have been launched yet, thus no direct benefits have been generated.
Express News | CITIC SEC: The year of mass production for Optimus is expected to inject strong confidence into the humanoid robot Sector.