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Guosen: The development of humanoid robots is accelerating, and there is vast potential for domestic screw replacement.
Some domestic players are gradually entering the humanoid siasun robot&automation screw industry layout based on their own capabilities, and domestic rolling screw is gradually being recognized and adopted in high-end application fields.
Ningbo Tuopu GroupLtd (SHSE:601689) Might Have The Makings Of A Multi-Bagger
Tianfeng Securities: Commercialization of FSD+Robotaxi may accelerate, recommend focusing on self-driving cars related symbol.
Intellifence Finance APP learned that Tianfeng Securities released a research report stating that according to Tesla official sources, the FSD V13 version is about to be released, with performance expected to increase by 6 times. At the same time, v12.5.2 will continue to be optimized and upgraded using HW3.0. FSD will also launch Cybertruck. By combining low-cost models with advanced intelligent driving functions, Tesla is poised to capture a certain market share in China. Tesla's pure vision solution with its dual technological and price advantages may further enhance domestic market share. Robotaxi, as one of the commercialized scenarios of autonomous driving, has the potential to empower the entire industry chain with breakthroughs in technology and policy support, leading to overall development. It is recommended to pay attention to smart supply chains, Tesla's supply chain, and related vehicle targets.
Yongmao (605208.SH): The annual procurement volume of 0.15 million tons of aluminum directly supplied by ningbo tuopu group for cooperation and comprehensive disposal and utilization of production waste business projects is steadily progressing as planned
Gelonghui on November 13th: yongmao Tai (605208.SH) stated at the performance briefing that the annual procurement volume of 0.15 million tons of aluminum liquid supplied directly by Ningbo Tuopu Group and the comprehensive disposal and utilization business of production waste are steadily progressing as planned. The Guangde integrated die-casting project is still under construction, for specific progress please refer to the regular reports or ad hoc announcements.
Ningbo Tuopu Group (601689.SH): The company has cooperation with Chongqing Sokon Industry Group Stock and other automotive companies.
gelonhui November 13th: ningbo tuopu group (601689.SH) stated on the investor interaction platform that the company has cooperation with chongqing sokon industry group stock and other car companies.
ningbo tuopu group (601689.SH): with a deep reserve of technology in powertrain chassis systems, all products can meet various needs of supporting vehicle models.
Gelonghui November 11th | Ningbo Tuopu Group (601689.SH) stated on the investor interaction platform that the company has a strong reserve of power chassis system technology, and all products can meet various needs of supporting vehicle models.