The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.

Track the entire lifecycle of the main Sector.

cls.cn20:26 ET

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".

cls.cnFeb 17 18:33 ET

Jiangxi Special Electric Motor: Futures hedging offsets the impact of falling lithium prices, reducing losses compared to last year | Interpretations

① Jiangxi Special Electric Motor announced a performance预亏 notice, expecting a net income loss of 0.236 billion - -0.285 billion yuan in 2024; ② In 2023, there was a loss of 0.397 billion yuan, reflecting a reduction in losses compared to the previous year. Jiangxi Special Electric Motor stated that the Futures hedging business for lithium carbonate has reduced the adverse impact of the continuous decline in lithium carbonate prices.

cls.cnJan 13 10:56 ET

Huawei significantly increases investment in its subsidiary, Jimu siasun robot&automation company, as humanoid robots receive another major boost.

① Recently, Dongguan Jimu Machinery Co., Ltd. underwent a business change, with registered capital increasing from 0.87 billion yuan to 3.89 billion yuan, an increase of about 347%. Dongguan Jimu Machinery Co., Ltd. was established in June 2023 and is wholly owned by Huawei Technologies Co., Ltd. ② Shanghai securities analysis pointed out that the upstream of the industry has recently welcomed intensive catalysts, further accelerating the development of the siasun robot&automation industry chain.

cls.cnDec 8, 2024 19:04 ET

The proposed fundraising will not exceed 2 billion yuan! Xiangtan Electric Manufacturing plans to invest in and build a new project for "low-altitude economy" | Brief announcement.

1. xiangtan electric manufacturing plans to raise no more than 2 billion yuan through private placement, for the serialization research and industrialization project of aviation electrical systems, the research and industrialization project of high-speed electric machine systems using magnetic levitation bearings, and supplementary working capital. 2. The company stated that the funds raised from this issuance will be used to improve and expand the company's main business.

cls.cnNov 25, 2024 10:05 ET

Industry giants are stepping in, and the siasun robot&automation industry is expected to see an explosive growth.

1. With companies like Huawei and contemporary amperex technology ramping up their investments and local policies being introduced, the industrialization process of domestic embodied asia vets is accelerating. 2. In a recent research report, Open Source Securities believes that Huawei possesses capabilities similar to those of Tesla and has a core competitive advantage in developing the humanoid robot industry.

cls.cnNov 19, 2024 19:02 ET