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.
The price of FPSO orders has increased by 50% over three years. China International Marine Containers will prioritize improving profitability in future orders | Direct coverage of the Earnings Conference.
① In 2024, the company achieved a revenue of 177.664 billion yuan, a year-on-year increase of 39.01%; the Net income attributable to the parent company was 2.972 billion yuan, a year-on-year increase of 605.60%; ② The company's Chairman, Mai Boliang, stated that this year the FPSO order volume will further increase, and future order acquisitions will focus on enhancing the order value. The demand for containers is also expected to be supported.
[Market Data] IM期指 bulls significantly reduced positions, Institutions continuously sold off Kunshan Kinglai Hygienic Materials.
① The main contract for the IM futures has seen a decrease of nearly 7,000 long positions, with the reduction being significantly greater than that of the short positions. ② Stocks related to the Lithography Equipment Concept, Kunshan Kinglai Hygienic Materials, experienced Sell by Institutions of 0.191 billion, and the stock also faced over 90 million in Sell by Institutions yesterday.
Sf Diamond Co., Ltd.'s net profit has declined for two consecutive years, and borrowing will "surge" in 2024 | Interpretations
① Sf Diamond Co., Ltd. disclosed the 2024 Earnings Reports, with double-digit declines in Net income for two consecutive years; ② In 2024, loans increased more than 2.5 times year-on-year.
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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The expansion of the A-share robot landscape is ongoing: more than ten listed companies have announced related matters this year, including multiple stocks such as Zhejiang XCC Group.
① According to incomplete Statistics, as of the time of writing, 12 A-share listed companies have issued 20 announcements this year, disclosing investments and collaborations related to Siasun Robot&Automation (see attached image). ② Anhui Zhongding Sealing Parts, Zhejiang XCC Group, Zhejiang Rongtai and others have announced specific investment amounts in regards to Siasun Robot&Automation, with amounts ranking high.