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.
On March 5, A-share investment warning: Jiangnan Yifan: Shareholders Chen Yuanji and Gong Jianfen plan to collectively reduce their shareholding by no more than 3%; Warom Technology Incorporated: The application of related Siasun Robot&Automation products
Shareholder Ze Guang Investment of Wenkexin Co. plans to reduce its shareholding by no more than 1.6%; shareholders Yi Li Su Xin and Dao Feng Investment of Maixinlin plan to reduce their holdings by 2.9085 million shares; shareholders Chen Yuanji and Gong Jianfen of Jiangnan Yifan plan to collectively reduce their holdings by no more than 3%; Zhejiang Tengen Electrics' actual sales revenue in the Siasun Robot&Automation industry is less than 2 million yuan; Shanghai Highly stated that Shanghai Highly Special Cooling has sales of Cooling System for Lithography Equipment, which is a small scale Business; Warom Technology Incorporated indicated that the related robot products' application in Asia Vets Business is still in the initial stage.
Jiangnan Yifan (301023.SZ): Song Yiqun intends to reduce his shareholding by no more than 1%.
On March 4th, Gelonghui announced that Ms. Song Yiqun, a Shareholder of Jiangnan Yifan (301023.SZ), plans to reduce her Shareholding by no more than 556,008 shares (accounting for 1% of the total share capital after excluding the number of shares repurchased by the company) within three months after 15 trading days from the date of this announcement through a centralized bidding trade.
Jiangnan Yifan (301023.SZ): The "construction project for the Energy Storage Electric Machine and RV Electric Machine" and the "Research and Development Center construction project" are proposed to be postponed until March 2026.
On February 27, Gelonghui reported that Jiangnan Yifan (301023.SZ) announced that it held the 17th meeting of the fourth Board of Directors and the 12th meeting of the fourth Supervisory Committee on February 26, 2025, to respectively review and approve the "Proposal for the Extension of Fundraising Investment Projects," agreeing to extend the expected usable status date of the fundraising investment projects "Energy Storage Electric Machine and RV Electric Machine Production Base Construction Project" and "Research and Development Center Construction Project" to March 2026, in line with the actual progress of the projects.
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Jiangnan Yifan (301023.SZ): Projected net income growth of 80.64%-101.65% for the year 2024.
On January 15, Glodon announced the 2024 annual performance forecast for Jiangnan Yifan (301023.SZ), predicting a net income attributable to shareholders of the listed company of 86 million to 96 million yuan in 2024, an increase of 80.64% to 101.65% compared to the same period last year; the net income after deducting non-recurring gains and losses is expected to be 83 million to 93 million yuan, marking a growth of 76.17% to 97.39% year-on-year. Due to the impact of the international economic situation, the company's RV orders significantly decreased in the first three quarters of 2022 and 2023. Starting from the fourth quarter of 2023, client inventory.
Jiangnan Yifan: 2024 Annual Results Forecast
Jiangnan Yifan (301023.SZ): Appointed Shou Chenxi as the company's deputy general manager.
On December 27, 2023, Gelonghui reported that Jiangnan Yifan (301023.SZ) announced that the fourth Board of Directors held its sixteenth meeting on December 26, 2024, and reviewed and approved the proposal for appointing senior management personnel. Upon the nomination by the general manager and the qualification review by the Nomination Committee of the fourth Board of Directors, the Board agreed to appoint Mr. Shou Chenxi as the deputy general manager, mainly responsible for the company's various business lines, with a term starting from the date of approval by this Board of Directors until the expiration of the term of the fourth Board of Directors. The number of directors serving as senior management personnel concurrently on the Board does not exceed the total number of directors.
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Jiangnan Yifan (301023.SZ): Currently, the order status is already saturated.
Gelonghui November 22nd | Jiangnan Yifan (301023.SZ) stated in a recent investor relations activity that currently, the company's order status is already saturated.
Jiangnan Yifan (301023.SZ): In the electrical utilities sector, annual growth is expected to maintain between 15% and 20%.
On November 22, Gelonghui reported that Jiangnan Yifan (301023.SZ) indicated during a recent investor relations event that the company's performance in the electrical utilities sector is stable, with an expected annual growth maintained between 15% and 20%. Regarding the recreational vehicle business, the current customer base is relatively singular, and the company is actively expanding its new client base to develop the market. However, due to the complexity of the international political environment and the uncertainty of tariff policies, the growth potential of the export business is currently unclear, and a certain amount of pre-stock inventory cannot be ruled out.
Jiangnan Yifan (301023.SZ): Samples of some specifications of the hollow cup motor have been developed and are expected to enter the market next year.
Gelonghui November 22nd Jiangnan Yifan (301023.SZ) mentioned in recent investor relations activities that some specifications of hollow cup motors have been developed, and are expected to enter the market only next year.
Jiangnan Yifan (301023.SZ): has not yet established a direct partnership with siasun robot&automation manufacturers.
Gelonghui November 22nd: Jiangnan Yifan (301023.SZ) stated in recent investor relations activities that the company is currently adopting a model of complementary advantages and synergistic cooperation, that is, "Jiangnan Yifan provides deceleration electric machines, while partners provide control and drive systems", in order to jointly carry out research and development work with partners. The developed truss robot can then be digested, verified, and tested internally at Jiangnan Yifan. The company has not directly established cooperation with robot manufacturers, but indirectly serves the robot industry through our partners.
Jiangnan Yifan (301023.SZ): The company's electric machine can be used in different application scenarios, not limited to "humanoid robots".
On November 22, Glory Exchange reported that Jiangnan Yifan (301023.SZ) recently indicated during an investor relations event that the company's electric machine can be applied in various scenarios, not limited to "humanoid robots." Initially, it will mainly be used in fields such as truss robots, collaborative robots, medical, instruments, and cloud platforms. Currently, the company is at a critical stage of product research and design, and it is expected to conduct verification and supply in small batches next year.
Jiangnan Yifan (301023.SZ) plans to distribute a cash dividend of 5 yuan per 10 shares, with ex-rights and ex-dividends on November 26th.
Jiangnan Yifan (301023.SZ) announced that the proposed distribution of equity for the first three quarters of 2024 is: to distribute to all shareholders every...
Jiangnan Yifan (301023.SZ): Currently, it has started strategic layout in multiple areas such as electric bicycles (e-bike), gate systems, and humanoid robots.
Jiangnan Yifan (301023.SZ) accepted a specific target survey on November 12, 2024, and when asked 'Does the company have operations in other industries in addition to its current application areas?', the company stated that it adheres to the operation philosophy of 'thorough understanding leads to integration'. Currently, it has begun strategic layout in multiple areas such as electric bicycles (e-bike), barrier systems, and humanoid robots. The company's professional team has been established and is conducting close collaborative research and development work with partners.
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Jiangnan Yifan: Report for the third quarter of 2024
Jiangnan Yifan (301023.SZ) released the performance for the first three quarters, with a net income of 72.0699 million yuan, an increase of 87.59%.
Jiangnan Yifan (301023.SZ) released the third quarter report of 2024, with the company's revenue in the first three quarters reaching 2...