Key technologies in quantum computing continue to make breakthroughs, and Institutions recommend focusing on opportunities in the related industry chain.

On January 21, Honeywell's quantum computing company Quantinuum announced plans to establish a cutting-edge R&D center in New Mexico, USA, which will focus on photonic technology. Zheshang pointed out that, from the perspective of the Industry Chain, opportunities in quantum chips, dilution refrigerators, and other Industry Chain segments should be given special attention.

cls.cnJan 22 19:06 ET

Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.

① According to media reports, recently, Professor Gong Wei, a member of the Provincial Political Consultative Conference and Vice President of Wuhan University, introduced to reporters that the Tianwen project is moving from the laboratory to the production line, with plans for mass production in 2025. ② Cui Yan from Minsheng Securities analyzed that the technology of humanoid robots is evolving rapidly, with the industrial trend continuously strengthening, and the long-term potential consistently expanding, remaining bullish on investment opportunities in the humanoid robot sector.

cls.cnJan 20 19:02 ET

First loss since going public, Cybrid Technologies Inc.: Actively expanding overseas Business with higher margins and innovative products | Interpretations

① According to the performance forecast, Cybrid Technologies Inc. may experience its first loss since going public in 2024, which company personnel attribute to competition within the photovoltaic Industry. ② According to the announcement, the sales prices of Cybrid Technologies Inc.'s two main products - photovoltaic encapsulants and photovoltaic backsheets - both saw a decline last year. ③ The personnel indicated that the company achieved growth in non-photovoltaic Sectors last year and is also expanding into higher-margin overseas Businesses and innovative products.

cls.cnJan 16 09:11 ET

The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.

① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.

cls.cnJan 9 08:29 ET

Beijing Tianyishangjia New Material Corp. has new progress in Aviation aerospace products: the rocket fairing has passed static load tests, but has not yet generated direct benefits.

① Beijing Tianyishangjia New Material Corp. stated that according to the delivery process, after completing the static test, the next step is to conduct flight tests. If there are no issues with the product performance throughout the entire process, it will enter the later stage for contract signing and realize product commercialization; ② A person from the company's board secretary office stated that the company's application areas have expanded from a single High-speed Rail transportation Business Sector to four major Business Sectors: photovoltaic monocrystalline auxiliary materials, Autos, and Aviation.

cls.cnJan 3 05:21 ET

Operating performance did not meet expectations, Chengdu Haoneng Technology offers a 90% discount on the sale of 34% equity in Aerospace Shenkun | Quick read announcement.

① Just three years in, Chengdu Haoneng Technology couldn't wait to "sell off" Aerospace Shenkun, with the transfer price being only 10.81% of the initial investment; ② While effectively cutting off "one wing" in the commercial aerospace field, Chengdu Haoneng Technology continues to increase its investment in aviation aerospace components.

cls.cnDec 27, 2024 09:03 ET