Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.
① According to media reports, recently, Professor Gong Wei, a member of the Provincial Political Consultative Conference and Vice President of Wuhan University, introduced to reporters that the Tianwen project is moving from the laboratory to the production line, with plans for mass production in 2025. ② Cui Yan from Minsheng Securities analyzed that the technology of humanoid robots is evolving rapidly, with the industrial trend continuously strengthening, and the long-term potential consistently expanding, remaining bullish on investment opportunities in the humanoid robot sector.
The performance and stock price of Robot Concept stocks are both soaring, with Ningbo Shuanglin Auto Parts reporting over 0.1 billion in net profit in Q4, maintaining high growth | Interpretations
① The company's Q4 net profit attributable to shareholders exceeded 0.1 billion yuan, achieving a new high for the year; ② Based on the upper limit of the forecast, the company's performance will exceed market expectations; ③ The growth mainly comes from the New energy Fund driving demand; ④ The company has entered the Siasun Robot&Automation Industry, with both stock price and performance soaring together.
Sailun Group: Expanding all-steel tire capacity in Cambodia for sales to North America and the Cambodian market | Quick read announcement
①Sailun Group announced tonight that it plans to expand its full steel tire production capacity in Cambodia, increasing its market share in the North American market and the local Cambodian market; ②According to an interview with a reporter from the Financial Connection, the company has a high market share of full steel tires locally.
Plan to acquire Electric Machine Business to enter the Siasun Robot&Automation sector. The leading automotive parts company IKD Co., Ltd. revitalizes its "machine" | Quick read announcement.
① Although the acquisition of Zhuoerbo by IKD Co., Ltd. is not well-known, it still attracts market attention due to the uniqueness of its main Business; ② Based on the needs of Operation, IKD Co., Ltd. has established a wholly-owned subsidiary, Shundong Robot Technology (Ningbo) Co., Ltd. in December 2024; ③ The pricing of this Trade will be based on the report provided by the evaluation Institutions and will be determined through negotiation among the parties involved.
In order to reduce liabilities and improve profitability, Sanzigaoke plans to restructure its Business in Europe | Quick Reading Announcement.
① Recently, Shanzi Gaoke reached an agreement with the European Silver Syndicate, intending to complete the debt restructuring of the European subsidiary PPS syndicated loan by paying 0.032 billion Euros; ② Due to supply chain issues and other internal coordination factors, the performance of the joint venture PPET under PPS did not meet expectations, resulting in substantial losses.
Brokerage morning meeting highlights: It is expected that 2025 will be the first year when the Real Estate Industry truly achieves stability and long-term development.
At today's Brokerage morning meeting, CITIC SEC proposed that 2025 will be the year when the Real Estate Industry truly stabilizes and moves forward; Tianfeng stated that industry demand is expected to recover, and the Autos Sector may gradually become optimistic; China Securities Co.,Ltd. pointed out that the current valuation of the Baijiu(Chinese Liquor) Sector remains low overall, highlighting its long-term investment value.