This week, 14 more companies have been added! Goertek Inc. and several other stocks have disclosed their shareholding repurchase and refinancing plans, here is a list of the relevant A-shares.
① The Share Buyback and Shareholding via re-loan continues to be implemented. According to incomplete Statistics, as of the time of writing, 14 listed companies have disclosed relevant information on Share Buyback and Shareholding via re-loan (attached table); ② The related Shareholders of Goertek Inc. and China Northern Rare Earth received the highest special loan amount, with the loan amount not exceeding 0.9 billion yuan.
Wang Xingxing stated, "This year humanoid robots will reach a new level." Zhejiang XCC Group plans to invest 1.5 billion to enhance the screw project | Read the announcement quickly.
① After expanding the screw rod production capacity by changing part of the fundraising projects in September last year, Zhejiang XCC Group plans to invest 1.5 billion yuan to construct projects such as planetary roller screws; ② Zhejiang XCC Group stated that the past two years have been an important stage for the company's business transformation and upgrading, focusing on the new screw rod business; ③ Recently, Wang Xingxing, the founder of Yushu Technology, mentioned that the entire AI humanoid robot is expected to reach a new level by the end of this year.
Xiaomi and Huawei have entered the running fray; where is the "battle of a hundred mirrors" headed?
① There is ongoing speculation in the market about major companies entering the AI glasses segment, making AI glasses a hot field; ② Analysis suggests that with AI support, the shipment volume of AR glasses is expected to exceed 30 million by 2030; ③ Multiple interviews with reporters have revealed that there are challenges to be solved in both software and Hardware aspects of AI + AR glasses.
"Cyber Traditional Chinese Medicine" has become popular! The Server crashed, Orders surged, yet there are still technical and policy issues to be resolved.
① The founder of an AI Traditional Chinese Medicine (TCM) app stated that with the popularity of DeepSeek, the interest in AI TCM has increased, leading to a rapid growth in the number of users after the New Year, causing the Server to crash multiple times. Additionally, industry insiders indicated that the Industry will enter a phase of explosion. ② Several AI TCM brain system service providers expressed their active connection to DeepSeek, and new players have begun to enter the market, leading to market iteration and reshuffling.
In some Industries, investment has slowed down alongside changes in demand structure, resulting in a decline in both revenue and net profit for Lingyun in 2024.
① Recently, the humanoid robots of Yushu Technology have attracted the attention of investors in the Capital Markets, and the stock price of Lingyun Guang, as a "Robot Concept stock," has shown significant fluctuations; ② The company stated that as of now, the total service revenue provided to Yushu Technology is only 0.01 million yuan, and there are no outstanding Orders from Yushu Technology.
Apple entering the foldable smartphone market is expected to bring significant incremental Orders to related manufacturers.
Market news indicates that Apple plans to finalize the supply chain for the foldable iPhone by April this year and expects to begin large-scale production of related components in the second half of this year. This phone is expected to be released in the second half of 2026.