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Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.
Tianfeng: The wind turbine Sector is set to undergo a value reassessment.
Tianfeng states that in the context of demand for wind power exceeding expectations, the current logic of the wind turbine industry has undergone significant changes, and the wind turbine sector will face a revaluation of its value.
Sany Renewable Energy (688349.SH): plans to promote an employee stock ownership plan in 2025.
On March 12, Glonghui announced that SANY Heavy Energy (688349.SH) published its employee stock ownership plan for 2025, with a total set up scale not exceeding RMB 91,442,452.12. The funding for this employee stock ownership plan comes from the bonus Fund accrued according to the company's "Key Positions Salary Management Measures" and "R&D Personnel Salary Management Measures", all of which are part of employee compensation. The stocks for this employee stock ownership plan come from the shares repurchased by the company through its dedicated repurchase Account, totaling no more than 3,057,253 shares, which does not exceed 1% of the company's current total capital.
Sany Heavy Energy (688349.SH): Wholly-owned subsidiary plans to purchase Assets.
On March 12, Glory Financial reported that SANY Renewable Energy (688349.SH) announced that, in accordance with the needs of Global Strategy and Business development, its wholly-owned subsidiary SANY Tower intended to sign "Equipment Transfer Contracts" with Anren Steel Structure and SANY Marine Engineering Hunan Branch to acquire the production equipment and inventory related to wind turbine towers held by Anren Steel Structure and SANY Marine Engineering Hunan Branch. The transaction amount for the symbol Assets is approximately 52.8497 million yuan (including value-added tax). Among them, the equipment transaction amount is approximately 32.0119 million yuan, and the transaction amount for raw materials, auxiliary materials, and work-in-progress inventory is approximately 20.8379 million yuan. Wind turbine towers are critical components of wind turbines.
Tianfeng: Price stabilization combined with profits bottoming out creates a resonance in domestic and foreign wind turbine demand.
The recovery of profitability in the wind turbine Business is a lengthy process, and it's expected that 2025 will be the year when the Industry turns a profit, with domestic demand expected to grow beyond expectations.
SANY Group Se Asegura Posición En El Cuadro De Indicadores De Inversión En I+D Industrial De La UE De 2024
Sany Renewable Energy Co.,Ltd. (SHSE:688349) Looks Inexpensive But Perhaps Not Attractive Enough
