The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
Investment has significantly increased, and Institutions state that the domestic production rate of the Semiconductors Industry is expected to accelerate.
①According to media reports, the latest report from the International Semiconductor Industry Association (SEMI) indicates that the global semiconductor manufacturing equipment shipment value will reach 117.1 billion dollars in 2024, an increase of 10% compared to 106.3 billion dollars in 2023. ②Soochow has released a Research Report stating that the localization rate of equipment is expected to accelerate. Bullish on upstream and downstream semiconductor equipment and component manufacturers.
Multiple stocks hit the upper limit of 20CM. This week's list of A-shares disclosing progress on mergers and reorganizations is as follows.
According to incomplete Statistics from the Financial Association, a total of 18 A-share listed companies disclosed progress on mergers and acquisitions this week (see attached table); By Friday's close, Jinghua Micro, 3peak Incorporated, and Shenzhen MinDe Electronics Technology all reached a 20CM limit up, while Shandong Dawn Polymer, Wuxi Huadong Heavy Machinery, and Konka Group Co.,Ltd also hit the limit up.
Exceeding 1.39 trillion! The dividend distribution of companies in the Shanghai market for 2024 is "in progress". Shareholders of the Star are enhancing their sense of gain.
① The dividend data for listed companies in the Shanghai market for the year 2024 is impressive. Currently, a total of 519 companies have disclosed dividend plans amounting to 895.1 billion yuan; coupled with previous interim dividends, companies that have disclosed annual reports for the fiscal year 2024 have a total dividend of 1.39 trillion yuan. ② The vitality and momentum of dividend payments among Star companies continue to improve, with 84 Star companies disclosing distribution plans, and the total dividend amount exceeding 12 billion yuan.
[Data Review] Northbound funds sold off Focus Media Information Technology for over 1 billion, with Institutions and speculative funds joining forces to buy SGSG Science&Technology.
① Focus Media Information Technology faced a net Sell of 1.06 billion from HK->SZ positions today, while receiving a Buy of 0.803 billion from four Institutions. The stock disclosed the "Plan for Issuing Shares and Paying Cash to Acquire Assets and Related Transactions" last night, proposing to acquire 100% of New Wave Media for 8.3 billion. ② SGSG Science&Technology in the Internet Finance Concept gained over 60 million in Buys from three Institutions, while also receiving purchases from two leading speculative positions.
Which Technology stocks have alpha potential under the "tariff storm"? A lengthy report from Morgan Stanley reveals the key words: AI, cloud platforms, and Cybersecurity.
The report specifically pointed out that AI/ML occupies the highest priority in the IT budget, followed closely by Cybersecurity Software, while Microsoft and Amazon continue to lead the wave of cloud migration.