The humanoid robot Industry Chain is flourishing, and Institutions suggest paying attention to domestic component manufacturers that will benefit from it.
Shanghai Securities pointed out that recently, there has been an intensive catalyst in both domestic and international Industry Chain, with a significant increase in market entrants. The emergence of AI companies like DeepSeek is driving the development of general-purpose robotic large models, and the humanoid robot Industry Chain has entered a stage of "a hundred flowers bloom, a hundred schools of thought contend".
Contemporary Amperex Technology submitted a listing application to the Hong Kong Stock Exchange, with fundraising directed towards a project in Hungary | Quick read announcement.
1. Contemporary Amperex Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with sponsors and coordinators including Bank of America, CICC, JPMorgan, Goldman Sachs, UBS Group, and others; 2. According to the application materials, part of the funds raised from the Hong Kong stock listing will be used to promote the first and second phases of the Hungary project.
Contemporary Amperex Technology is making a push for the Hong Kong Stock Exchange.
Accelerate the pace of going abroad.
Another Lithium company is heading to Africa! Canmax Technologies plans to invest 1.4 billion to develop Lithium in Nigeria.
① Canmax Technologies intends to invest 1.4 billion to develop Lithium mines in Nigeria; ② In recent years, Africa has become a popular area for investment by Chinese Lithium companies due to its rich Lithium resources. Sinomine Resource Group, Chengxin Lithium Group, Sichuan Yahua Industrial Group, and other Chinese listed companies have all gone to Africa to establish Lithium mining investment projects.
Target Price raised by 33%! JPMorgan is bullish on Contemporary Amperex Technology: technological innovation and global market expansion drive growth.
JPMorgan believes that due to the accelerated growth in sales, potential increases in unit economic efficiency, and its position as a CSI Leading Technology Index, the core competitive advantages of Contemporary Amperex Technology are promising. The target price has been significantly raised from 300 yuan to 400 yuan, indicating a potential increase of 53.9% compared to Tuesday's closing price.
Peking University has made breakthroughs in Solid State Battery materials technology, which is expected to bring new development opportunities to the Industry.
According to reports, journalists learned from Peking University that the team led by Pang Quanquan at the School of Materials Science and Engineering has developed a new type of Glass phase sulfide solid electrolyte material, and used this material to create an all-solid-state lithium-sulfur battery with excellent fast-charging performance and ultra-long cycling life.