Star Evening Report | The Grand Fund intends to Shareholding Debang Technology, Yunlu Co., Ltd. issues an unusual announcement.
① Huаrui Precision has provided some tool product samples to Yushu Technology; ② Autel Intelligent Technology Corp.,Ltd. is accelerating the research and development of humanoid robots and recruiting for multiple key positions; ③ Chengdu Huawi has signed a Global Strategy cooperation agreement with Bodily Technology.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
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".
【Data Observation】Institutions are buying multiple AI Asia Vets Concept stocks, with retail investors and Algo working together to aggressively acquire Anhui Xinke New Materials.
① AI Concept stocks surged, with multiple stocks receiving Buy from Institutions, among which Hand Enterprise Solutions received 0.179 billion from Institutions. ② The Copper connection Concept stock Anhui Xinke New Materials received over 0.3 billion from three leading speculative positions and nearly 100 million from two Algo positions.
Longda Co., Ltd.: Some production capacity of high-temperature Alloy will be released overseas, and the scale of international Business revenue will increase this year | Directly targeting the Earnings Conference
① It is expected that by the end of 2024, the company will establish a production capacity of 5,000 tons of cast high-temperature Alloy mother Alloy and 8,000 tons of deformed high-temperature Alloy in its Sector; in the future, some of the high-temperature Alloy Business Sector's capacity is anticipated to be released overseas; ② Pu Yilong stated that the company will continue to pay attention to relevant policies on mergers and acquisitions from various regulatory authorities and, based on the company's own situation, actively research the work of mergers and acquisitions.
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.