The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.

① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.

cls.cnApr 14 19:48 ET

After the ownership change, the first quarter performance is expected to double. Loncin Motor: benefiting from the growth in scale of motorcycles and general Machinery | Interpretations

① Thanks to the recovery of the Industry, Loncin Motor's performance continued to show strong growth in the first quarter of this year; ② In 2024, Loncin Motor's Business in motorcycles and general Machinery is expected to grow by 34% and 28% respectively compared to the previous year; ③ The export Business has become a core growth point for Loncin Motor, with an export volume of 0.1 million motorcycles in February this year, a year-on-year increase of 64.2%.

cls.cnApr 14 09:30 ET

The acceleration of globalization transformation has led ZOOMLION's overseas revenue to account for more than half last year | Interpretations

① The company's revenue and Net income attributable to the parent company last year remained basically flat compared to the previous year. ② Last year, the company's share of overseas revenue increased to 51.41%, accelerating the globalization transformation. The company plans to finance through multiple channels and optimize its Assets Institutions.

cls.cnMar 24 19:11 ET

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.

cls.cnMar 12 00:30 ET

The computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.

Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.

cls.cnMar 11 21:17 ET

New round of cycle starting point? In February, the excavator domestic sales data "exploded" while the main machine manufacturers remain "calm" | Industry observation

① In February of this year, domestic excavator sales increased by 99.4% year-on-year; exports increased by 12.7% year-on-year. ② In Q1, the production scheduling of upstream supporting manufacturers grew rapidly year-on-year, and this year may enter a new rising cycle.

cls.cnMar 10 09:42 ET