Semiconductors rise in adversity, Innovative Drugs make significant strides overseas, and Star companies work together to cope with external shocks.
① The increase in tariffs impacts the global business order, and companies on the Star are responding to challenges with their own innovations, becoming an important force in promoting Technology self-reliance and strength; ② Industry insiders point out that changes in overseas trade policies will force China's high-end manufacturing sector to further enhance its Technology innovation level, Industry Chain resilience, and globalization capabilities, thereby maintaining strategic determination and competitive advantage amidst tariff impacts, and accumulating energy for China to gain initiative in international competition.
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
Last year, electromagnetic wire contributed over 40% of the profits. Gold cup Electric Apparatus: it is expected that the new capacity of 6,000 tons for the flat electromagnetic wire Phase III will be added in Q2 | Interpretations.
① The demand for electromagnetic wire is strong, and the company's revenue in 2024 is expected to grow by 15.54% year-on-year; the Net income attributable to the parent company is expected to grow by 8.78% year-on-year. ② The expansion of production capacity for the special flat electromagnetic wire for New energy Fund Electric Machine by Jinbei is progressing, with the first batch of 6000 tons of capacity expected to be gradually released in Q2 of this year.
The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.
With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.
The 2025 International Hydrogen Energy Conference is just around the corner, and the supply and demand in various segments of the hydrogen energy market are expected to experience double growth.
① From March 26 to 28, the "2025 International Hydrogen Conference and International Hydrogen and Fuel Cell Industry Exhibition" hosted by the China Hydrogen Energy Alliance and CHINA POWER Enterprise Federation will kick off at the National Conference Center in Peking. ② According to Everbright Research Reports, in 2020, the penetration rate of green hydrogen in China was about 2%. Since 2021, the number of green hydrogen demonstration projects in China has continued to grow, and the water electrolysis hydrogen production has entered a new stage of large-scale demonstration.
The Huawei China Partner Conference is about to be held, and the Huawei Industry Chain may welcome new investment opportunities.
① According to media reports, the Huawei China Partner Conference 2025 will be held from March 20 to 21 at the SHENZHEN INT'L Convention and Exhibition Center (Baoan). ② Open Source Securities stated that 2025 will be a critical year for the native Huawei Hongmong, expected to bring substantial business growth to Industry Chain partners. Bullish on the trend of Huawei Hongmong's rise, it is recommended to pay attention to investment opportunities with ecological partners.