Ningbo Tuopu Group's Q3 revenue and non-GAAP net profit hit a single-season historical high, with automotive electronics revenue increasing more than 9 times year-on-year | Interpretations
① Since the beginning of the year, Ningbo Tuopu Group's revenue and profit have maintained rapid growth, with Q3 company revenue and non-GAAP net profit both reaching a single-quarter historical high; ② Ningbo Tuopu Group stated that the short-term construction of factories has brought certain cost pressures, but it is currently in a period of rapid development in the new energy automotive industry.
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.
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.
Tencent has launched its new generation of siasun robot&automation hardware, ushering in a year of accelerated development.
On September 24th, Tencent Robotics X Lab announced the latest developments in robotics research, launching its fifth generation robot - The Five. citic sec research reports believe that technology companies entering the robotics industry is a general trend, accelerating the application and implementation of robots. Robotics development emphasizes "hardware first", with current focus on two major areas: sensors and drivers.
Three years after Ye Fei reported, guangzhou haozhi industrial's senior management involved in eating billions of yuan 'penalties', the controlling shareholder's family once 'precisely reduced their shareholding' by billions | Speed reading announcement
①The China Securities Regulatory Commission is planning to impose a fine of 10.9 billion yuan on the chairman of Guangzhou Haozhi Industrial, Tang Xiuqing, and a fine of 2 million yuan on the secretary of the board, Xiao Yonglin; ②In May 2021, Weibo celebrity Ye Fei exposed Guangzhou Haozhi Industrial and other companies colluding with 'whales' in 'market cap management' to manipulate stock prices; ③Between 2019 and 2020, Guangzhou Haozhi Industrial saw a significant increase in market cap, then experienced a flash crash in January 2021, with Tang Xiuqing and others 'accurately reducing their shareholdings' by billions.
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%.