The Siasun Robot&Automation industry is experiencing a rise with a noticeable increase in entrants, and the Sector is expected to continue to be in the spotlight.
① According to Statistics from the new strategy humanoid robot research institute, as of December 2024, the number of Global humanoid robot Ontology companies has surpassed 220. Among them, companies from China account for half, exceeding 110. ② Shanghai Securities stated that the Industry Chain for humanoid robots has entered a phase of "a hundred flowers bloom, a hundred schools of thought contend," and the commercialization of humanoid robots is promising. It is recommended to pay attention to domestic component manufacturers that will benefit.
The A-share market is experiencing another wave of buybacks in April! 35 listed companies have set a buyback plan with a ceiling exceeding 0.5 billion yuan, and Will Semiconductor intends to change the use of 1 billion yuan of repurchased shares to cancel
According to incomplete Statistics, in April, 35 A-share listed companies plan to repurchase a maximum amount exceeding 0.5 billion yuan (see attached table); Contemporary Amperex Technology ranks first with a planned repurchase amount cap of 8 billion yuan, while XCMG Construction Machinery has two repurchase plans within the month with a cumulative amount cap of 4.2 billion yuan, ranking second; 18 stocks announced plans to change the purpose of repurchased shares to cancellation (see attached table), among which Will Semiconductor plans to cancel 1 billion yuan of repurchased shares.
The acceleration of the penetration of smart technology in mobile phones and autos has led to a 55% increase in Will Semiconductor's net income in Q1 | Earnings Reports.
Benefiting from the high-end Smart Phone market and the accelerated penetration of Autos intelligence, the company achieved a revenue growth of 14.68%. Coupled with internal product structure optimization and improved supply chain management, the overall gross margin has significantly increased, and the Net income surged by 55%, clearly outpacing revenue growth.
BOE Technology Group's Q1 performance saw double growth: Net income surged by 64%, and R&D investment continued to increase | Earnings Reports insights.
In the first quarter, BOE's revenue reached 50.6 billion yuan, a year-on-year increase of 10.27%. More significantly, the company's net income attributable to the parent reached 1.614 billion yuan, a substantial increase of 64.06% year-on-year, while the net income after deducting non-recurring gains and losses was 1.352 billion yuan, surging 126.56% year-on-year, indicating a significant improvement in the profitability of the company's core business.
In 2024, GeKwei's net profit increased more than twofold year-on-year, but this year's Q1 loss was 51.73 million yuan.
① In the first quarter of 2025, GeKewi's revenue was 1.524 billion yuan, a year-on-year increase of 18.21%; the net income attributable to the parent was -51.7309 million yuan, a year-on-year decrease of 271.50%; ② In 2024, GeKewi achieved revenue of 6.383 billion yuan, a year-on-year increase of 35.90%; the net income attributable to the parent was 0.187 billion yuan, a year-on-year increase of 287.20%.
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.