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Trending Industry Today: UBTECH ROBOTICS Leads Gains In Robotics Stocks
Trump's softened stance towards China boosts Hong Kong stocks with two main lines! Leading fruit chain companies surged over 6%, and tech giants followed suit.
① How significant is the profit elasticity of Apple supply chain companies with respect to tariff exemptions? ② How do Institutions view the future performance of Technology stocks?
The trade war urges a breakthrough in chip and AI innovation. This event in Zhangjiang Science City gathers various sectors to explore collaborative development paths.
① In the special event on in-depth insights into AI and chips held in Zhangjiang Science City, guests stated during the speech segment that the tariff war has impacted the chip and AI industries, but there are also positive factors for industry development; ② Edge AI and AI Agent are developing rapidly, and companies should grasp the technology development trends, utilize the characteristics of domestic computing power, seek breakthroughs in difficulties, and promote the sustainable development of the chip and AI industries.
[Brokerage Focus] Guosen maintains a "Outperform Market" rating for HUA HONG SEMI (01347) and is Bullish on its leading process competitiveness.
Jinwu Financial News | Guosen Research indicated that HUA HONG SEMI (01347) achieved sales revenue of 0.5392 billion USD in Q4 2024 (YoY +18.4%, QoQ +2.4%), in line with guidance (0.53-0.54 billion USD), with a gross margin of 11.4% (YoY +7.4pct, QoQ -0.8pct), slightly better than the guidance (9%-11%). The net income for Q4 2024 was affected by foreign exchange losses and increased operating costs of the new factory. The company expects Q1 2025 revenue to be around 0.53-0.55 billion USD, with a gross margin of 11%-13%, overall remaining stable. This institution indicated.
Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.
Who is providing support to the Siasun Robot&Automation half marathon champion? | Focus
① The market generally believes that this event is not only a concentrated demonstration and testing of robotic technology, but also marks a critical point for humanoid robots transitioning from the laboratory to industrialization; ② Obizunlight claims that in the consumer goods industrial sector, humanoid robots have the potential to replace industrial robots and end effectors, especially exhibiting significant advantages in precision operation.
