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Morgan Stanley: Capital expenditure in the manufacturing and construction sectors in mainland China for the first two months exceeded expectations, with Weichai Power (02338) as the top choice.
The bank believes that, benefiting from the government's stimulus policies of trade-ins and debt conversions, capital expenditures this year have been better than expected, and most of the capital expenditures are not from industries with serious overcapacity.
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.
It is indeed a "policy year" for Siasun Robot&Automation! Guangdong plans to promote industrial innovation and development in 12 areas.
① Recently, policies on embodied intelligent robots have significantly gained momentum: the government work report mentioned embodied intelligence for the first time, and relevant policies have been introduced in Shenzhen, Peking, and other places. ② Brokerages point out that 2025 will be the policy year for humanoid robots in China, and local governments are expected to become the main purchasers and driving forces in the humanoid robot industry. ③ In A-shares, related companies in the Industry Chain of robots from Guangdong, Shanghai, Jiangsu, Anhui, Chongqing, and Peking include these >>
Shenzhen Inovance Technology Co.,Ltd (SZSE:300124) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected
Shenzhen Inovance Technology (300124.SZ): is actively developing parts products related to humanoid robots.
On February 26, Gelonghui reported that Shenzhen Inovance Technology (300124.SZ) stated on the investor interaction platform that the company is actively developing components related to humanoid robots, including Electric Machines, drives, actuator modules, and more.
Nomura Adjusts Shenzhen Inovance Technology's Price Target to 90 Yuan From 70 Yuan, Keeps at Buy
102884128 : getting disappointed with this counter. every day drop.