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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.
Open Source Securities: Humanoid robots are accelerating their evolution, focusing on common key technologies and core components.
Open Source Securities believes that humanoid robots are expected to exceed expectations in mass production in 2025-2026 both domestically and internationally.
Long Hu Bang | Zhen Yu Technology's stock price hits a new high with a 20% limit up, two Institutions net Sell of 0.181 billion yuan.
Zhenyu Technology (300953.SZ) today hit a 20% limit up, with the stock price reaching an all-time high, and a transaction amount of 2.264 billion yuan, with a Turnover Ratio of 16.44%. Data from the Dragon and Tiger list shows that two Institutions ranked first and third in selling positions, with a net Sell of 0.181 billion yuan; HK->SZ bought 0.125 billion yuan while selling 87.5217 million yuan, resulting in a net Buy of 37.0629 million yuan; the speculative funds 'Leisure Faction' ranked second in buying positions, with a net Buy of 0.101 billion yuan; 'Xu Xiao' ranked third in buying positions, with a net Buy of 69.3263 million yuan. (Gelonghui)
Zhenyu Technology (300953.SZ): The company has established a semi-automatic production line for planetary roller screws and has begun mass production.
On March 4, Glonghui reported that Zhenyu Technology (300953.SZ) recently stated during an on-site investigation that the company has established a semi-automatic production line for planetary roller screw rods and has begun mass production, with a daily capacity expanded to 50 sets. A self-built screw rod comprehensive testing laboratory has been put into use, allowing for the autonomous completion of testing and verification of key parameters such as lead accuracy, transmission efficiency, and ten thousand times life running-in. To meet market demand, the company has begun building a second semi-automatic production line, expected to be operational in Q1 2025. Based on the high requirements of industry customers for the consistency of screw rod component accuracy, the company also plans to build another line within the year that integrates additional functions.
Zhenyu Technology (300953.SZ): The company's Siasun Robot&Automation components and precision parts products are all in the investment phase.
On March 4, Gelonghui reported that Zhenyu Technology (300953.SZ) recently expressed during an on-site investigation that the company agrees with the view that the Siasun Robot&Automation Industry Chain will be a long-term track comparable to the new energy electric vehicle industry chain. In the early stage of industry development, relevant component manufacturers including the company are proving their capability to do and do well, while in the later stage of industry development, it is necessary to verify the company's ability to continuously reduce costs under the premise of ensuring consistent quality in large-scale production processes. The company's main business revenue for the first three quarters of 2024 is expected to be 5 billion, and the estimated net income attributable to the parent for the whole of 2024 is 220 million yuan.
Zhenyu Technology (300953.SZ): The company expects that the business revenue of each division will see varying degrees of growth in 2025.
On March 4th, Gelonghui reported that Zhenyu Technology (300953.SZ) recently stated during a field survey that, benefiting from the expected domestic economic growth, the company anticipates that the business revenue of each division will grow to varying degrees in 2025. The draft for the Stock-based Incentive announced in June 2024 specifies the revenue and profit assessment targets for 2025. The management team and all employees will strive to perform well in all aspects of Operation, although there are still many uncertainties in the actual Operation process. The quarterly operating performance for 2025 will be based on the subsequent disclosure of regular reports.
Even With A 44% Surge, Cautious Investors Are Not Rewarding Ningbo Zhenyu Technology Co., Ltd.'s (SZSE:300953) Performance Completely
