Nuclear Power is receiving a strong boost! The State Council has approved the Zhejiang Sanmen Phase III project and other Nuclear Power projects.
Analysis suggests that this is undoubtedly a significant Bullish factor for the Nuclear Power Industry Chain.
In the first quarter, Longda Co., Ltd. saw a simultaneous increase in revenue and net profit, with the product structure focusing on the high-temperature Alloy field.
① Longda Co., Ltd. stated that the main reason for the growth in Q1 performance is the company's focus on seizing development opportunities in both international and domestic markets, achieving continuous growth in the Aviation engine and gas turbine Business sectors; ② The company mentioned that the revenue growth in high-temperature Alloy is mainly attributed to the increase in sales volume of deformed high-temperature Alloy and the growth in the sales scale of cast high-temperature Alloy.
Yuean New Materials will increase revenue but not profit in 2024, as Ruizhong Life Insurance has entered the top ten circulating Shareholders.
① Among the newly entered circulating Shareholders, Ruizhong Life Insurance Co., Ltd. holds 2.3367 million shares of its own funds in this period, accounting for 1.95% of the circulating shares; ② Yue'an New Materials stated that the performance of carbonyl iron powder products is good, but it also faces the issue of high costs limiting the scale of application.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Express News | Shares of Jl Mag Rare-Earth surged over 17% in Hong Kong! Elon Musk stated that Tesla is cooperating with Peking to obtain export licenses for the use of rare-earth magnets.
Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.