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Earnings Not Telling The Story For Hanyu Group Joint-Stock Co., Ltd. (SZSE:300403) After Shares Rise 48%
Is Hanyu Group (SZSE:300403) A Risky Investment?
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 >>
Hanyu Group Joint-Stock (300403.SZ): Tongchuan Technology's Harmonic Drive achieved a market share of 15% in the domestic market.
On March 7, Glonghui reported that Hanyu Group Joint-Stock (300403.SZ) stated on the investor interaction platform that, according to public media reports, in the field of industrial robots, the market share of Tongchuan Technology's Harmonic Drive in the domestic market reached 15%, mainly serving industrial robot companies; based on the needs of production and operation, Tongchuan Technology engages in technical exchanges with companies involved in the Business of robotics during product research and development. If there are any significant business activities that affect the listed company's operating performance in the future, please pay attention to the disclosed information from the listed company.
Hanyu Group Joint-Stock (300403.SZ): Tencent has purchased products from Tongchuan Technology.
On March 7, Gelonghui reported that Hanyu Group Joint-Stock (300403.SZ) stated on the investor interactive platform that its associated company Tongchuan Technology focuses on the research, production, and sales of core components for Siasun Robot&Automation, with main products being Harmonic Drive and mechatronic joints. Tencent has procured products from Tongchuan Technology, and the business scale does not have a significant impact on Tongchuan Technology's operating performance.
Hanyu Group's (SZSE:300403) 13% CAGR Outpaced the Company's Earnings Growth Over the Same Five-year Period
