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The market continues to shrink and adjust, raising concerns about a retreat in the Siasun Robot&Automation Sector. Can the deep-sea Technology Concept hold the flag and launch a counterattack?
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The training tool for Siasun Robot&Automation is here! The embodied intelligence simulation platform "Ge Wu" is officially released.
① It is reported that "Ge Wu" integrates advanced reinforcement learning frameworks and multimodal motion control technology. ② Professor Ye Linqi, an open-source contributor to the "Ge Wu" platform, believes that future embodied intelligence needs to meet the most basic survival needs. ③ Brokerage firms believe that the second half of 2025 will be a stage for the rapid advancement of humanoid robot commercialization.
The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.
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[Brokerage Focus] Minsheng Securities initially gives SUNNY OPTICAL (02382) a "Recommended" rating, expecting the company's profitability to see improvement.
Jingwu Financial News | According to Research Reports from Minsheng Securities, SUNNY OPTICAL (02382) achieved total revenue of 18.86 billion yuan in the first half of 2024, a year-on-year increase of 32.1%; net income attributable to the parent company was 1.079 billion yuan, a year-on-year increase of 147.1%. By business segment, optoelectronic products, optical components, and optical instruments contributed revenues of 13.191 billion, 5.48 billion, and 0.189 billion yuan respectively. By downstream application scenarios, mobile phones, automotive, and XR-related products contributed revenues of 13.029 billion, 2.877 billion, and 0.992 billion yuan respectively. The company's product downstream application scenarios are continuously expanding, with emerging optics in automotive and XR fields.
After a continuous reduction in market trading volume, a short-term directional choice may be faced, waiting for new hotspots to break through.
Yesterday, the market continued a low-volume consolidation structure. From the Index perspective, although it is still in a relatively strong consolidation structure, the narrow fluctuations over the past three days may indicate that the market is facing a new round of directional choices. If it cannot attack with increased volume again, the probability of subsequent corrective consolidation may further increase.
The market continues to shrink and fluctuate, and after the acceleration of themes rotation, funds are expected to flow back to the core main lines.
As the premium for new themes decreases, some funds still choose to flow back into the two major core directions of Siasun Robot&Automation and AI.
Cui Nyonya Kueh OP : "Despite feeling happy and bright ("sunny") in the present moment, the speaker recently experienced a period of significant sadness and hardship ("filled with rain") in the past ("yesterday") which she is now overcoming; essentially, looking back on a difficult time while appreciating the current positive situation."
