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Brokerage morning meeting highlights: There is still significant room for improvement in China Consumer, with service consumption having more space than Commodity consumption.
At today's Brokerage morning meeting, Tianfeng stated that Hong Kong stocks still have appeal for mainland investors from a configuration perspective; China Securities Co.,Ltd. predicted that the growth momentum of construction machinery domestic sales is expected to continue in March; China International Capital Corporation believes that there is still significant room for improvement in Consumer spending, and the space for service consumption is greater than that for Commodity consumption.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
ZOOMLION (01157.HK) held a Board of Directors meeting on March 24 to discuss and approve the annual performance.
Gelonghui reported on March 11 that ZOOMLION (01157.HK) announced that the Board of Directors will convene on March 24, 2025 (Monday) to consider and approve (including) the company's and its subsidiaries' annual performance for the year ending December 31, 2024, its publication, the consideration of the final dividend payment (if any), and to address any other matters.
ZOOMLION: NOTICE OF BOARD MEETING
The Market Doesn't Like What It Sees From Zoomlion Heavy Industry Science and Technology Co., Ltd.'s (SZSE:000157) Earnings Yet
New round of cycle starting point? In February, the excavator domestic sales data "exploded" while the main machine manufacturers remain "calm" | Industry observation
① In February of this year, domestic excavator sales increased by 99.4% year-on-year; exports increased by 12.7% year-on-year. ② In Q1, the production scheduling of upstream supporting manufacturers grew rapidly year-on-year, and this year may enter a new rising cycle.
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