Is it 'virtual fire' or 'betting big' that leads to success? The 'New Year妖' Guangdong Dongfang Precision Science & Technology stock price has fluctuated again, and the actual controller has already cashed out 100 million yuan. | Quick read of the announc
① Guangdong Dongfang Precision Science & Technology achieved two consecutive limit-up boards due to the Robot Concept, and issued a notice of unusual activity this evening; ② Last November, the company's stocks experienced an eight consecutive limit-up board, with the company's controlling shareholder and one of the actual controllers cashing out approximately 0.102 billion yuan; ③ Smart packaging equipment still accounts for an absolute proportion of the company's overall revenue. It remains to be seen whether its investments in controllable nuclear fusion and robots are 'fake heat' or successful 'bets'.
Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.
①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.
Chang Guangchenxin's Star IPO has been terminated, and the rationality of the hundred billion valuation has been questioned. Changchun Up Optotech and Lingyun Optics hold shares.
① The Shanghai Stock Exchange announced that Changguang Chenshin and its sponsor GTJA have withdrawn their application for issuance and listing, deciding to terminate the review for its Star issuance and listing; ② Before the termination of the IPO, Changguang Chenshin had been inquired by the Shanghai Stock Exchange regarding related party transactions, valuation rationality, and whether it harmed the interests of public investors, and it was not until February 2024 that Changguang Chenshin responded.
The Meituan Robot Research Institute's academic annual conference is about to open, and commercial service robots are expected to enter a Gold development period.
① The 2024 Meituan Robot Research Institute Academic Annual Conference will be held in Shenzhen on December 27. ② It is expected that by 2030, the Global commercial service robot market size will exceed 10 billion yuan, with an average annual growth rate of 20.3%.
Changan's first flying car is expected to debut on December 21, marking a critical point for the industrialization of flying cars.
① Recently, Chongqing Changan Automobile released a teaser poster in Weifang, which seems to indicate that the company's first flying car is about to be unveiled. ② China Merchants Research Reports point out that the growth of the low-altitude economy is expected to continue over the next 3-10 years, and with the maturity of eVTOL technology and the expansion of the market, a new trillion-level market is expected to form.
Sungrow Power Supply's Director has "settled" in Hefei Taihe Intelligent Technology Group. The new management team stated that they will strengthen technical collaboration in the future | Focus on the Shareholders' Meeting.
① Sungrow Power Supply is valued at 19 billion and has acquired Hefei Taihe Intelligent Technology Group, with the latter's actual controller changing to Cao Renxian; ② The Board of Directors of Hefei Taihe Intelligent Technology Group has four non-independent directors, three of whom were nominated by the New energy Fund. The new management has stated that they will consider technical synergies between the two in the future.