Ningbo Shuanglin Auto Parts: It is expected that the net profit in Q1 this year will double year-on-year, and the Siasun Robot&Automation business may become a new driving force | Interpretations
① Ningbo Shuanglin Auto Parts achieved a Net income of 0.492 billion yuan in 2024, representing a year-on-year increase of 508.43%; ② The company expects to achieve a Net income of 0.15 billion yuan to -0.18 billion yuan in the first quarter of 2025, with a year-on-year growth of 93.35% to 132.02%; ③ The company stated that its independently developed reverse planetary roller screw products have core advantages of "high load, high precision, and long service life."
The Ministry of Industry and Information Technology will approve the production access of L3 level autonomous driving vehicles, highlighting investment opportunities in the Industry.
On March 29, Vice Minister of the Ministry of Industry and Information Technology, Xin Guobin, stated at the China Electric Vehicle 100 People Forum (2025) that the development of the autonomous driving industry should be accelerated, the access and road trials of Asia Vets should be promoted, the standards system should be improved, and conditional approval for the production access of L3 level autonomous driving vehicles should be granted.
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
Ningbo Joyson Electronic Corp. announces the long-term plan for Siasun Robot&Automation development, addressing the strategic considerations behind the adjustment of overseas business | Insights from the Earnings Conference.
① The company has for the first time classified robots as Global Strategy Business and proposed a long-term development plan; ② The company's overseas Business restructuring and adjustment will impact short-term performance in 2024; ③ The company responded to the subsequent effects of the overseas restructuring, stating that capacity transfer is an inevitable trend.
Under the warming of emotions, the concept of price increases continues to ferment, pay attention to the continuity of Siasun Robot&Automation and deep-sea Technology repairs.
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Concerns remain as the market shows signs of recovery after hitting a bottom, with deep-sea Technology and cyclical stocks becoming the focus of attention.
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