Decrease in revenue but increase in profits! Contemporary Amperex Technology will generate over 50 billion in 2024｜Interpretations

① In 2024, Contemporary Amperex Technology's performance will see a decrease in revenue but an increase in profit, with a Net income reaching 50.7 billion yuan; ② The Battery Business remains the largest source of revenue for Contemporary Amperex Technology; ③ The inventory impairment reserve of Contemporary Amperex Technology has significantly increased compared to the previous year.

cls.cn01:06

The "King Ning" is heading towards a new battlefield.

Reconstruct the Global Industry Chain.

wallstreetcnMar 14 23:13

Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.

In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.

cls.cnMar 14 08:46

"The first stock of collaborative robots is on fire! Yujian humanoid robots plan to begin trial production by mid-year, and these aspects may open the gap for embodied intelligence applications first."

① As the first stock of collaborative robots, Siasun Robot&Automation states that its new humanoid robot will undergo trial production and mass production by mid this year; ② Several collaborative robot manufacturers are investing in the humanoid robot sector. Advanced Machinery mentions that mature collaborative robot companies have developed technologies in areas such as joint components and controllers, and collaborative robotic arms have been validated in the market, which is expected to further promote the application and market development of humanoid robots.

cls.cnMar 13 09:41

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

The industry conference will be held, and the industrial application of solid state batteries is expected to accelerate.

① The 2025 Solid State Battery Technology Exchange Conference and the First Dry Electrode Technology Seminar will be held in Bengbu, Anhui from March 18 to 19, 2025. ② Yang Jingmei from Western Securities stated that the rapid development of emerging fields such as humanoid robots, eVTOL, and AI glasses has created an urgent demand for increased battery energy density, and the industrial application of Solid State Batteries is expected to accelerate.

cls.cnMar 12 07:53