The performance and stock price of Robot Concept stocks are both soaring, with Ningbo Shuanglin Auto Parts reporting over 0.1 billion in net profit in Q4, maintaining high growth | Interpretations
① The company's Q4 net profit attributable to shareholders exceeded 0.1 billion yuan, achieving a new high for the year; ② Based on the upper limit of the forecast, the company's performance will exceed market expectations; ③ The growth mainly comes from the New energy Fund driving demand; ④ The company has entered the Siasun Robot&Automation Industry, with both stock price and performance soaring together.
Multifunctional legged robots are mainly used in reconnaissance and attack. Robot Concept stocks surged this week, as Institutions conducted intensive research on the relevant listed companies.
① Jianshe Industry Group published the summary of the institutional research on Monday, indicating that the company's multifunctional foot-type robots are primarily used for reconnaissance, strikes, and daily inspections. In the secondary market, Jianshe Industry Group closed limit-up on Friday. ② An overview of the industry sectors most focused on by institutions this week (attached table), a list of listed companies (with stocks), and the latest research in the Siasun Robot&Automation industry.
Plan to acquire Electric Machine Business to enter the Siasun Robot&Automation sector. The leading automotive parts company IKD Co., Ltd. revitalizes its "machine" | Quick read announcement.
① Although the acquisition of Zhuoerbo by IKD Co., Ltd. is not well-known, it still attracts market attention due to the uniqueness of its main Business; ② Based on the needs of Operation, IKD Co., Ltd. has established a wholly-owned subsidiary, Shundong Robot Technology (Ningbo) Co., Ltd. in December 2024; ③ The pricing of this Trade will be based on the report provided by the evaluation Institutions and will be determined through negotiation among the parties involved.
In order to reduce liabilities and improve profitability, Sanzigaoke plans to restructure its Business in Europe | Quick Reading Announcement.
① Recently, Shanzi Gaoke reached an agreement with the European Silver Syndicate, intending to complete the debt restructuring of the European subsidiary PPS syndicated loan by paying 0.032 billion Euros; ② Due to supply chain issues and other internal coordination factors, the performance of the joint venture PPET under PPS did not meet expectations, resulting in substantial losses.
Brokerage morning meeting highlights: It is expected that 2025 will be the first year when the Real Estate Industry truly achieves stability and long-term development.
At today's Brokerage morning meeting, CITIC SEC proposed that 2025 will be the year when the Real Estate Industry truly stabilizes and moves forward; Tianfeng stated that industry demand is expected to recover, and the Autos Sector may gradually become optimistic; China Securities Co.,Ltd. pointed out that the current valuation of the Baijiu(Chinese Liquor) Sector remains low overall, highlighting its long-term investment value.
Operating performance did not meet expectations, Chengdu Haoneng Technology offers a 90% discount on the sale of 34% equity in Aerospace Shenkun | Quick read announcement.
① Just three years in, Chengdu Haoneng Technology couldn't wait to "sell off" Aerospace Shenkun, with the transfer price being only 10.81% of the initial investment; ② While effectively cutting off "one wing" in the commercial aerospace field, Chengdu Haoneng Technology continues to increase its investment in aviation aerospace components.