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Lucky Harvest Technology (002965.SZ): has supplied metal structural components and related products to UBTECH and KUKA.
Gelonghui reported on January 21 that Lucky Harvest (002965.SZ) stated on the investor interaction platform that currently, the humanoid robot's hardware layer includes control, perception, motion, power, heat dissipation, and assembly modules. There is a certain overlap in the potential Industry Chain of robots and the supply chain technology of electric vehicle components. The company has supplied Metal structural parts related products to Ubtech and KUKA, and continues to make relevant technological reserves. During the collaboration to establish the 'Joint Technology Innovation Center for Key Components of Humanoid Robots', the Intelligent Manufacturing Research Institute of the Guangdong Academy of Sciences is responsible for providing the company with technology in the product development field of key components of humanoid robots.
[Hong Kong Stock Connect] UBTECH (09880) rose by 3.45%. Institutions expect the trend of humanoid robot industry to further accelerate.
Jinwu Finance News | UBTECH (09880) opened lower but then rose, with a current increase of 3.45%, priced at 61.45 Hong Kong dollars, with a transaction volume of 0.637 billion Hong Kong dollars. On the news front, China Securities Co.,Ltd. released a Research Report indicating that the current stock performance is diverging, with high attention on the autonomous driving, Siasun Robot&Automation, and low-altitude economy Sectors. It is recommended to allocate undervalued, high-performing blue-chip symbols and symbols with new growth curves. Recently, Musk updated the expected shipment volume of Tesla's humanoid robots for the next three years during an interview, which is projected to be 0.005-0.01 million in 2025, 0.05-0.1 million in 2026, and 0.5-1 million in 2027.
Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.
① According to media reports, recently, Professor Gong Wei, a member of the Provincial Political Consultative Conference and Vice President of Wuhan University, introduced to reporters that the Tianwen project is moving from the laboratory to the production line, with plans for mass production in 2025. ② Cui Yan from Minsheng Securities analyzed that the technology of humanoid robots is evolving rapidly, with the industrial trend continuously strengthening, and the long-term potential consistently expanding, remaining bullish on investment opportunities in the humanoid robot sector.
Ubtech Robotics Appoints Yunnan International Trust as Trustee for Share Repurchase Scheme
The market maintains a rebound structure with fluctuations upward, paying attention to the rotational opportunities within the broad Technology sector.
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Hong Kong stocks morning report on January 20: The Securities Regulatory Commission has approved GTJA to absorb and merge HAITONG SEC. This year, there will be a large increase in southbound funds' Shareholding in the three major state-owned Banks.
① The Securities Regulatory Commission has agreed to GTJA's absorption and merger with HAITONG SEC and to raise matching funds. ② Financial Secretary Paul Chan Mo-po will attend the Davos Annual Meeting. ③ This year, southbound funds have significantly increased their Shareholding in the three major state-owned Banks. ④ CITIC SEC's profit in 2024 is nearly 22 billion yuan.
