Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.
① According to media reports, recently, Professor Gong Wei, a member of the Provincial Political Consultative Conference and Vice President of Wuhan University, introduced to reporters that the Tianwen project is moving from the laboratory to the production line, with plans for mass production in 2025. ② Cui Yan from Minsheng Securities analyzed that the technology of humanoid robots is evolving rapidly, with the industrial trend continuously strengthening, and the long-term potential consistently expanding, remaining bullish on investment opportunities in the humanoid robot sector.
[Data Watch] Renowned capital with over 100 million yuan aggressively invests in Shenzhen Woer Heat-shrinkable Material, with Zhejiang XCC Group being jointly bought by two Algo seats.
① The Copper cable high-speed connection concept stock Shenzhen Woer Heat-shrinkable Material received a Buy of 0.125 billion from the Dalian Huanghe Road office of Galaxy Securities. ② The Robot Concept stock Zhejiang XCC Group received a total Buy of over 0.2 billion from two Algo seats.
Breaking! The leading company of phased array TR chips announces a possible (Delisted) risk warning | After-hours announcement highlights.
Baolingbao: The company's products involved in the case have been subjected to a 34.4% anti-dumping duty by the EU, while other related companies in China have been subjected to anti-dumping duties ranging from 78.4% to 233.3%.
High concentration of clients and delays in demand planning adjustments. China Spacesat expects net profit to decrease by about 80% in 2024 | Interpretations
① China Spacesat's performance in 2024 is under pressure, with a net income expected to decrease by about 80% year-on-year; ② mainly affected by factors such as high customer concentration and delays in demand planning adjustments.
The total losses over four years may exceed 0.6 billion, with investors suing for over 27 million due to false statements from Shaanxi Aerospace Power Hi-tech | Interpretations
① Shaanxi Aerospace Power Hi-tech may face consecutive losses for four years; ② The main reasons include the decline in gross margin of the main business and inventory impairment provisions; ③ The company is facing investor claims for previous false statements.
Wedge Industrial is focusing on the "Two Machines" Industry Chain and plans to invest 0.5 billion to establish an industry merger and acquisition Fund in collaboration with AVIC Asset Management | Quick Read Announcement.
① Wedge Industrial announced plans to invest 0.5 billion yuan to jointly establish a merger and acquisition Fund with Qingdao Honghua, primarily focusing on integrated investments in the aerospace industry; ② High-temperature Alloy is one of Wedge Industrial's main businesses, with aviation engines and gas turbines as its main downstream products. In the first half of last year, revenue from related Business was 0.095 billion yuan, a year-on-year decline of 12%; ③ Qingdao Honghua is affiliated with AVIC Asset Management Co., Ltd., which holds a 35% equity stake.