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.
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.
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.
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.
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.
Encourage social capital to participate in Railroads construction and Operation. The Railroads Industry is expected to welcome a high prosperity cycle.
① The General Office of the Communist Party of China and the General Office of the State Council issued an opinion on accelerating the construction of a unified and open Transportation market. It mentions encouraging and guiding social capital to legally and properly participate in Railroads construction and Operation; ② Southwest Securities Research Reports point out that with the accelerated replacement of equipment, increased maintenance of high-speed trains, and improvement in the bidding and delivery of new locomotives, Railroads equipment is experiencing a new prosperity cycle.
BIR : That's an injection; it's useless to get it a few more times
Huang he : China will not have a normal stock market. First of all, when will Futu and Tiger be liberated? Will they be legalized? Secondly, when can we freely post?
炒股混饭 Huang he : You can't wait for this day in this life, and you don't have to worry about this day. If you are optimistic, go long; if you don't look good, go short; don't get carried away with money
Brianjh : Thanks for the info
Huang he 炒股混饭 : The stock market is not a casino, investing is not gambling.
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