[Data Watch] The trading volume of the S&P 500 ETF surged 24 times as multiple funds engage in a showdown over Guangdong Topstar Technology.
① The S&P 500 ETF (159612), which hit the daily limit at the end of trading, saw its trading volume increase by 2425% compared to yesterday. ② Guangdong Topstar Technology, a Robot Concept stock, received Buy orders exceeding 80 million from two Institutions, with purchases from two Algo funds, while three frontline speculative funds collectively Sold over 0.26 billion.
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.
Kaierda's revenue and net profit both increased in 2024, with industrial robot sales rising by 36.16% year-on-year.
① In 2024, Kaierda achieved a revenue of 0.557 billion yuan, a year-on-year increase of 15.66%; the net income attributable to the parent company reached 31.2402 million yuan, a year-on-year increase of 25.61%; ② In 2024, the sales volume of Siasun Robot&Automation reached 3965 units, a year-on-year increase of 36.16%, of which the sales volume of self-produced robots was 1468 units, a year-on-year increase of 39.94%.
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.'
Humanoid robots have already entered factories to work as a structured team, and this field may become one of the first practical applications for Siasun Robot&Automation.
According to media reports, the Walker S1 industrial humanoid robot from Shenzhen UBTECH Technology Co., Ltd. in Guangdong has now officially started working at the ZEEKR 5G smart factory of Geely Autos located in Ningbo's Qianwan New Area, Zhejiang. CITIC SEC's Research Reports indicate that since 2023, there has been an explosive growth in new humanoid robot products both domestically and internationally, and it is expected that industrial manufacturing will become the first scenario for humanoid robots to be implemented.