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.
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.
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.
The latest trend of QFII hold positions exposed: In the third quarter, 206 new stocks entered the top ten list of circulating shareholders, with Annada adding the most overseas institutional holdings.
1. A-share listed companies have entered the peak of the third quarterly report disclosure, qfii appeared intensively in the list of top ten circulating shareholders of 260 individual stocks in the third quarter; 2. Among them, in the list of top ten circulating shareholders of 206 individual stocks, Andeavor received the most qfii holdings from newly added institutions, up to 6; 3. Attached is a list of A-share stocks with the highest number of new institutions holding positions in the third quarter (see table).
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Physical intelligence has become the focus of attention in the field of AI. Humanoid robots are expected to be applied in various industries.
The 2nd China Embodied Intelligence and Humanoid Robot Innovation Development Conference will be held in Guangzhou, China from September 19th to September 20th, 2024. China International Capital Corporation's research reports indicate that the shipment volume of humanoid robots in China is expected to reach 0.35 million units by 2030, with a market space expected to reach 58.1 billion RMB. The 2024-30E CAGR is expected to exceed 250%.