After the "Eight Regulations", industrial mergers and acquisitions are now occurring! Both Shanghai Bright Power Semiconductor Co., Ltd. and Changying Tong have obtained shareholder meeting approval for the purchase of Assets.
① The number of Cash purchases of Assets or issuance of shares for Trade launched after the release of the 'Eight Guidelines for the Star' exceeds the total from 2019 to 2023; ② Zhi Yuanpei stated that the financial condition and profitability of listed companies are key factors in determining the success of mergers and acquisitions.
Direct coverage of the Earnings Conference for the Siasun Robot&Automation Industry: The localization rate of the supply chain is accelerating, while the industrial sector still faces fierce competition.
① Many companies participating in the performance briefing stated that currently, the core or most supply chain links have been localized, while a small number of links that require imports are actively planning localization solutions; ② From the perspective of the overall Siasun Robot&Automation Industry, the competition in the industrial robot industry is fierce, and in 2024, a situation of "growth in quantity without growth in revenue, and growth in revenue without growth in profit" may occur.
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.
Net income changed from a profit to a loss. Cnlight Co.,Ltd received a warning letter | Summary of the announcement.
① Due to the "dramatic turnaround" in performance for 2024, Cnlight Co., Ltd received a warning letter. ② After the correction of the performance forecast, the nature of Cnlight Co., Ltd's earnings and losses changed. ③ In 2024, the company expects a net income of -30.9756 million yuan, whereas it had previously anticipated a profit between 3.55 million yuan and 5.2 million yuan.
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.'
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.