This week, 14 more companies have been added! Goertek Inc. and several other stocks have disclosed their shareholding repurchase and refinancing plans, here is a list of the relevant A-shares.
① The Share Buyback and Shareholding via re-loan continues to be implemented. According to incomplete Statistics, as of the time of writing, 14 listed companies have disclosed relevant information on Share Buyback and Shareholding via re-loan (attached table); ② The related Shareholders of Goertek Inc. and China Northern Rare Earth received the highest special loan amount, with the loan amount not exceeding 0.9 billion yuan.
Apple entering the foldable smartphone market is expected to bring significant incremental Orders to related manufacturers.
Market news indicates that Apple plans to finalize the supply chain for the foldable iPhone by April this year and expects to begin large-scale production of related components in the second half of this year. This phone is expected to be released in the second half of 2026.
Lenovo will deploy the DeepSeek large model locally in AIPC, and the AIPC industry is expected to experience a boom.
① LENOVO GROUP announced that it will deploy the DeepSeek large model locally on the AIPC edge, marking the company as the first PC manufacturer globally to deploy DeepSeek on the edge. ② GTJA Shudi stated that compared to other terminals, PCs have the properties of productivity tools, and users pursue performance experience more, making them the preferred terminals for hosting larger local models.
The China Academy of Information and Communications Technology has launched a special test for AI glasses, which are expected to see explosive growth.
① The China Academy of Information and Communications Technology (CAICT) Teher Terminal Laboratory, in collaboration with S-Dream Lab, tested the RayBan-Meta Wayfarer smart glasses, aiming to provide reference evaluation Indicators for the Asia Vets Industry. ② According to WellsennXR, the Global sales volume of AI smart glasses in 2024 is projected at 2.34 million units, with a forecast of 5.5 million units by 2025 (year-on-year +135%).
The Robot Concept is experiencing explosive growth! The strongest stock has risen nearly 7 times, and these stocks have all reached new historical highs.
YuTree Technology's Wang Xingxing recently stated that by the end of this year, the entire humanoid robot in the field of AI will reach a new level.
Siasun Robot&Automation is the most critical equipment link, and the dexterous hand market is expected to usher in a period of explosive growth.
The rapid development of the humanoid robot industry will create incremental demand for the dexterous hand market. According to predictions from the Toubao Research Institute, it is expected that in a conservative scenario, the global market size for humanoid robot dexterous hands will reach 32.06 billion yuan by 2030, with a compound annual growth rate of 81.2%. In an optimistic scenario, it could reach 87.97 billion yuan, with a compound annual growth rate of 109.3%.