Enhancing high-end production capacity Qinchuan Machine Tool & Tool Group Share: The high-end Industrial Mother Machine innovation base project will be completed by the end of this year | Direct coverage of the Earnings Conference.

1. The Qinchuan Machine Tool & Tool Group Share high-end Industrial Mother Machine innovation base project is expected to be completed by the end of 2025, and part of it has already been put into use, with production capacity gradually being released. In 2024, the number of five-axis machine tools produced at this base is expected to increase by over 100% year-on-year; 2. The company's industrial robot joint reducers have five major series, over 40 specifications, and more than 140 gear ratios, with an annual production capacity of 60,000 to 90,000 sets.

cls.cnApr 16 08:12 ET

Hangzhou Advance Gearbox Group: Sales growth of wind power products drove the company's double-digit growth in performance last year. There are currently no sales for the humanoid robot joint project.｜Interpretations

① Hangzhou Advance Gearbox Group's revenue last year increased by 22.22% year-on-year, mainly due to the rise in revenue from wind power products; ② During the reporting period, the revenue of wind power and industrial transmission products rose by 91.18% year-on-year, while the cost of goods sold also increased by 96.01% year-on-year, and the gross margin decreased by 2.42 percentage points; ③ The project related to the humanoid robot's 'high integration high power density joint component technology' will not generate sales revenue this year.

cls.cnApr 16 07:45 ET

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

Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.

In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.

cls.cnApr 6 20:17 ET

Shanghai Electric Group: The 2024 annual report shows a surge in Orders but a decline in profits, and the risk of accounts receivable remains a concern.

Shanghai Electric Group 2024 Annual Report: A surge in orders cannot hide the decline in profits, and the risk of accounts receivable remains a concern. Key points summarizing financial performance: In 2024, total operating income reached 116.186 billion yuan, a slight increase of 1.2% year-on-year; Net income attributable to shareholders was 0.752 billion yuan, down 6.3% from the restated profit of 0.803 billion yuan in 2023; Basic EPS was 0.048 yuan, lower than the restated 0.052 yuan from the previous year. Gross margin was 18.6%, showing slight improvement. The Board of Directors recommends not to distribute a final dividend for the fiscal year 2024. Progress in core business: Revenue from Energy equipment.

wallstreetcnMar 28 08:58 ET

Aluminum Corporation Of China reported record high net profits, and domestic alumina will shift from shortage to surplus | Interpretations

① In 2024, net profit is expected to increase by over 80%, achieving the best annual performance since the company's listing; ② The company stated that in 2025, the domestic Aluminum oxide fundamentals are expected to shift from a shortage to a surplus.

cls.cnMar 26 11:19 ET