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.
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This week, 9 more companies! Zhengzhou Coal Mining Machinery Group and several other stocks disclosed plans for shareholding repurchase and relending, a list of A-share companies.
① According to incomplete Statistics from Caixin, 9 listed companies on the A-share market announced the disclosure of shareholding repurchase and related loan information this week (see attached table); ② Zhengzhou Coal Mining Machinery Group received a loan commitment letter from China CITIC Bank Corporation for no more than 0.17 billion yuan to repurchase A-share Stocks.
Shanghai Haohai Biological Technology 2024 Annual Report: The proportion of medical aesthetics business has further increased, and the impact of policies such as centralized procurement has not yet faded.
① The medical beauty Sector achieved revenue of 1.195 billion yuan, a year-on-year increase of 13.08%, with the business proportion rising from 39.96% to 44.38%, becoming the core driving force behind the company's current performance growth. ② Compared to the "counter-trend growth" of the medical beauty Sector, multiple sectors of Shanghai Haohai Biological Technology experienced varying degrees of revenue decline, and have not yet overcome the painful adjustment period of policies.
Zijin Mining Group's revenue has exceeded 300 billion, achieving a historic high. Chen Jinghe: There should be a mindset of preparation for "winter" | Interpretations
① In 2024, Zijin Mining Group's net profit increased by more than 50% to reach 32.051 billion yuan, with revenue exceeding 300 billion yuan for the first time; ② The company's Director, Chen Jinghe, emphasized the need to be prepared for 'winter' in terms of mindset.
Wu Shujiang from Botao Bio: Focus on differentiated competition in the in vitro diagnostic Industry POCT subdivision, the commercialization of microfluidic testing products has arrived in its inaugural year | Dialogue with technology innovators.
① "Currently, microfluidic detection products have achieved technical breakthroughs, and customer feedback has been relatively positive." Microfluidic detection products will be the company's new generation of rapid diagnostic products handed over to the market. ② The company focuses on overseas markets, with overseas business accounting for 70%, and the North American and Latin American markets are growing rapidly.
Saywallahcuzzy : what's your expectation for next week? the earnings release should drive this up?!
Mr Value investor OP Saywallahcuzzy : in my opinion more volatile next week, after Apr 2nd once Trump’s reciprocal tariffs hit market, it may try to find a direction.
Saywallahcuzzy Mr Value investor OP : keep falling then?