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

Driven by 'technical cost reduction + policy advantages', Analysts are Bullish on the opportunities for the scaled explosion of hydrogen energy.

① Recently, the "Hydrogen Teng" Fuel Cell Energy product equipment successfully generated power in Antarctica, marking the first application of hydrogen energy technology in Antarctic conditions globally. ② Sinolink pointed out that the domestic market is developing rapidly due to policy consistency, the speed of technology cost reduction, and regional cluster advantages, closely focusing on "technology cost reduction + policy advantages" to seize the opportunity for hydrogen energy to transition from demonstration to large-scale explosion.

cls.cnMar 5 19:10 ET

The market is still in a short-term retreat phase; after the peak of Solid State Battery, disagreements may intensify.

Track the entire lifecycle of the main Sector.

cls.cnMar 3 20:26 ET

【Data Watch】Institutions are fiercely competing over Shanghai CDXJ Digital Technology, while three speculators team up to offload shares of Power HF Co., Ltd.

① The concept stock related to computing power, Shanghai CDXJ Digital Technology, was sold by an institution for 0.286 billion while receiving a buy from another institution for 0.164 billion. ② In the end, Power HF Co., Ltd. experienced a 'Tian Di Ban' performance, with three top-tier speculative trading positions collectively selling over 90 million.

cls.cnMar 3 05:14 ET