The acceleration of globalization transformation has led ZOOMLION's overseas revenue to account for more than half last year | Interpretations
① The company's revenue and Net income attributable to the parent company last year remained basically flat compared to the previous year. ② Last year, the company's share of overseas revenue increased to 51.41%, accelerating the globalization transformation. The company plans to finance through multiple channels and optimize its Assets Institutions.
The training tool for Siasun Robot&Automation is here! The embodied intelligence simulation platform "Ge Wu" is officially released.
① It is reported that "Ge Wu" integrates advanced reinforcement learning frameworks and multimodal motion control technology. ② Professor Ye Linqi, an open-source contributor to the "Ge Wu" platform, believes that future embodied intelligence needs to meet the most basic survival needs. ③ Brokerage firms believe that the second half of 2025 will be a stage for the rapid advancement of humanoid robot commercialization.
Germany increases fiscal spending to promote Energy transition, and China’s solar storage sector welcomes new investment opportunities abroad.
Recently, the German Federal Parliament passed a spending bill worth 500 billion euros with more than two-thirds of the votes. The bill proposes that 100 billion euros be injected into the existing climate and transformation Fund to support the Energy transition and climate protection. The Soochow securities electric new team pointed out that as Germany increases financial support for Energy transition development, the installed capacity of photovoltaic and energy storage is expected to accelerate growth at a turning point, and the demand for Power Inverter exports is expected to benefit.
US Morning News Call | Tesla Short Sellers Gain $16.2 Billion Since December 17
Hainan Drinda New Energy Technology increased shipments last year, profits declined. TOPCon Battery accounted for over 90%, struggling to withstand the impact of the cyclical downturn | Interpretations
① Despite the fact that TOPCon Battery sales have exceeded 90%, facing the downward cycle impact, Hainan Drinda New Energy Technology still recorded a loss of 0.591 billion yuan in Net income last year; ② The photovoltaic battery and component sectors also face the challenge of "if not going abroad, then being eliminated," with the company's Oman battery project expected to be put into production this year.
Decrease in revenue but increase in profits! Contemporary Amperex Technology will generate over 50 billion in 2024｜Interpretations
① In 2024, Contemporary Amperex Technology's performance will see a decrease in revenue but an increase in profit, with a Net income reaching 50.7 billion yuan; ② The Battery Business remains the largest source of revenue for Contemporary Amperex Technology; ③ The inventory impairment reserve of Contemporary Amperex Technology has significantly increased compared to the previous year.
