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The 2024 Quantum Technology and Industry Conference is about to be held, accelerating the commercialization of the quantum computing market.
①On November 29th-30th, 2024, the Quantum Technology and Industry Conference will be held in Hefei City, with the theme of "Quantum Leap, Future Prospects." ②China Great Wall Securities believes that China's quantum information technology is gradually breaking through the global leading position, the core system is gradually achieving independent controllability, and in the future, with the continuous evolution of policies and industries, remains bullish on the continuous expansion of the quantum computing industry.
The star repurchase wave is heating up: more than 240 companies have announced related plans this year, and cases of special loans are frequently seen | Focus
Since the central bank officially launched the share buyback and shareholding refinancing on October 18, 20 companies on the star have disclosed buyback plans or proposed buyback announcements, with a total proposed buyback amount limit of 1.63 billion yuan; Many companies will use the repurchased shares for stock-based incentives or employee stock ownership plans, and if the shares are not fully transferred within the specified period, the untransferred shares will be canceled.
Huawei's global embodied asia vets industry innovation center has been launched, institutions suggest paying attention to the Huawei siasun robot&automation ecosystem.
On November 15, a conference will be held in Qianhai, Shenzhen, and Bao'an to release innovative achievements in ai applications. At that time, Huawei (Shenzhen) global embodied intelligence industry innovation center will start its operation and hold a preferred partner signing ceremony. The open-source securities machinery team believes that Huawei possesses capabilities similar to Tesla, and has already made early investments in the siasun robot&automation field, initially establishing an ecosystem. Currently, it has advantages in global ai and large model software.
Yifei Laser: Order growth rate of 46 series equipment is significantly accelerating, actively promoting the research and development of solid state battery related technologies | Direct hit on earnings conference
①In the revenue of Yifei Laser in the first three quarters of this year, the cylindrical full-pole ear cell equipment and module PACK equipment business revenue accounts for a high proportion, and the revenue growth of the cylindrical full-pole ear cell equipment business is fast. Among them, the 46 series equipment orders grow significantly; ②The chairman and general manager of the company, Wu Xuan, stated that in the future, large cylindrical full-pole ear batteries will be one of the mainstream battery technology paths; the company has also made new breakthroughs in multiple laser research and development areas.
STAR Evening News | Hao Europe Borg Holdings' shareholder control changes, stocks to resume trading tomorrow, Suzhou Veichi Electric plans to establish Asia Vets robot&automation project
1. As an electric autos company, BYD Company Limited's quarterly revenue exceeded Tesla for the first time; 2. Six departments: promoting the installation of photovoltaic systems on existing building roofs; 3. Three departments: supporting the IPO financing of relevant enterprises that meet the conditions of new materials big datacenter.
Jiangsu Beiren Smart Manufacturing Technology's Zhu Zhenyou: In the first year of going global, secured a large order exceeding 0.4 billion yuan. From intelligent manufacturing to intelligent 'quality' manufacturing|Dialogue with Innovation and Entreprene
①The production line delivered by jiangsu beiren smart manufacturing technology can achieve product completion in 21 days, with a product manufacturing qualification rate of over 95%; ②2023 is the first year of the company's layout in the energy storage business, and it is expected that this business will have a positive impact on the company's performance in 2025; ③In the new energy field, the company plans to extend its layout to wireless charging products. The wireless charging product prototype has been designed, tested, and is currently progressing through the commercialization process.
Leading explosive financial report confirms the hot demand for HBM, which semiconductor companies in A-shares are likely to benefit?
①SK Hynix announced its third-quarter performance, with HBM sales increasing by more than 330% year-on-year; ②Bank of America expects that SK Hynix's HBM sales in the next two years will reach $9.2 billion and 15.8 billion respectively; ③Brokerage view suggests focusing on new materials related to AI investment themes such as computing power, storage, and advanced packaging.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
The world's first humanoid siasun robot&automation factory has started production, and companies in the component sector are expected to benefit first.
According to media reports, Agility Robotics announced last year the establishment of the world's first humanoid robot factory, RoboFab. It is reported that the factory has officially started assembling robots. Guotou Securities stated that robots' learning capabilities on the software algorithm side are continuously strengthened, industrial application scenarios are constantly being breakthrough, humanoid robots are expected to enter the mass production stage relatively quickly.
13 Chinese companies have joined the global lighthouse network, propelling the intelligent manufacturing industry into the fast lane of development.
① Recently, the World Economic Forum announced that 22 innovative manufacturing companies have joined the Global Lighthouse Network. As a result, the number of members in this network has reached 172. Of the 22 new lighthouse factories, 13 are from China. ② According to the “China Intelligent Manufacturing Industry Development Report (2022)”, China's smart factory scale is 856 billion yuan in 2020, and is expected to exceed 1.4 trillion yuan in 2025, with a compound growth rate of 10%.
The 2024 solid state battery industry conference is about to be held, and the industrialization process of the industry is accelerating comprehensively.
To promote the higher-quality and faster development of the solid state battery industry, TrendBank, in collaboration with Hefei Xinzhan High-tech Zone and Ningbo Solartron Technology, will host the 2024 Solid State Battery Industry Conference on October 14th to October 15th in the Hefei Xinzhan High-tech Zone. China Securities Co.,Ltd. analysis points out that if the performance and cost of solid state batteries make significant progress, their market space will expand, becoming a key technological route for lithium batteries.
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
Physical intelligence has become the focus of attention in the field of AI. Humanoid robots are expected to be applied in various industries.
The 2nd China Embodied Intelligence and Humanoid Robot Innovation Development Conference will be held in Guangzhou, China from September 19th to September 20th, 2024. China International Capital Corporation's research reports indicate that the shipment volume of humanoid robots in China is expected to reach 0.35 million units by 2030, with a market space expected to reach 58.1 billion RMB. The 2024-30E CAGR is expected to exceed 250%.
The Ministry of Industry and Information Technology plans to implement large-scale digital transformation and upgrading of equipment, which will catalyze the industrial software sector.
The Ministry of Industry and Information Technology is soliciting public opinions on the 'Implementation Plan for the Digital Transformation of Light Industry (Draft for Solicitation of Comments)'. It proposes to promote the application of programmable logic controllers (PLC), distributed control systems (DCS), and other industrial control systems, industrial robots, intelligent testing equipment, manufacturing execution systems (MES), and intelligent equipment automation.
"Three expenses" remain high and become a "roadblock" to profitability. Yijiahe's net loss expands | Interpretation of financial report.
1. Yijiahe's revenue in the first half of the year dropped by nearly 50% year-on-year, with a net loss of over 85 million yuan, an increase of about 90% compared to the same period last year; 2. The company stated that the decline in performance was affected by factors such as market environment, order delivery cycle, and that the expense ratio remained at a relatively high level; 3. Among the A-share siasun robot&automation sector companies that have released their half-year reports, Yijiahe ranks second in terms of management expense ratio, and has the highest sales expense ratio and financial expense ratio.
Did the high stock price fail to save the decline in performance? Han's Laser Technology Industry Group's net income for Q2 has continued to fall for three consecutive years | Interpretations
1. Han's Laser Technology Industry Group's H1 net income increased significantly, with the sale of subsidiaries being the biggest contributor. 2. Han's Laser Technology Industry Group's Q2 net income has declined for three consecutive years, and its profitability has declined significantly. 3. Revenue from new projects in semiconductors and new energy funds of the company has declined.
Zhejiang Supcon Technology Co., Ltd. plans to acquire controlling stake in Siasun Robot&Automation after its overseas business increased 188% year-on-year in the first half of the year.
In the first half of the year, zhejiang supcon technology co., ltd. achieved a year-on-year revenue growth of 16.78%, and its net income attributable to the parent company increased 49.80% year-on-year after excluding gains and losses from foreign currency translation. Among them, the revenue of instruments and meters increased by 72.18% year-on-year, which is the fastest growing product; overseas markets achieved breakthroughs, with revenue increasing by 188.22% year-on-year. siasun robot&automation has increased its investment in the field of humanoid robots in recent years, and its related subsidiaries will launch new products in the near future.
Concept Trend | Caixin Theme Library Adds "AI Glasses"
With the explosive development of generative AI technology and the rapid development of MR technology, AI glasses have become an important landing scenario. According to public statistics, major companies such as Apple and Meta are laying out AI glasses products. Here is an overview of concept stocks related to AI glasses.
Tsinghua's optical chip research has made new breakthroughs, and domestic optical chips are expected to accelerate penetration.
Professor Fang Lu's research group of the Department of Electronic Engineering and Academician Dai Qionghai's research group of the Department of Automation at Tsinghua University have pioneered a fully forward-looking, intelligent optical computing training architecture and developed the "Taiji-II" optical training chip. DAMO Academy believes that the integration of optoelectronics, silicon photonics and silicon electronics will drive continuous improvement in computing power. In the next 3 years, silicon photonics chips will support high-speed information transmission in large data centers.
Another humanoid robot has made new progress, and the industry's large-scale application has ushered in a dawn.
On August 8th, in the latest video released by Siasun Robot&Automation, humanoid robot CL-1 was placed in a simulated warehouse and completed a series of heavy-duty and large-scale handling tasks continuously and without interruption between multiple cargo shelves. Wanlian Securities stated that the mass production and large-scale application of humanoid robots are on the horizon and commercialization is expected.