Global wafer fab equipment expenditures remain strong as demand in this segment continues to increase.
① The 2025 China International Advanced Technology and Application Conference for Semiconductors, hosted by an advanced semiconductor industry cluster, will be held in Suzhou on April 22. ② Industrial Securities analysis indicates that Global wafer fab equipment spending remains strong, with a continuous increase in demand for Lithography Equipment.
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.
"Both production and sales are booming" Contemporary Amperex Technology's net profit in Q1 is approximately 14 billion yuan, a year-on-year increase of over 30%|Interpretations
① In Q1 of this year, Contemporary Amperex Technology achieved a net income of 13.963 billion yuan attributable to shareholders of the listed company, a year-on-year increase of 32.85%; ② The company's revenue in Q1 of this year was 84.705 billion yuan, a year-on-year increase of 6.18%, marking the first growth after five consecutive quarters of year-on-year decline in revenue.
In Q1, Contemporary Amperex Technology's revenue grew by 6.2% year-on-year, and Net income increased by 32.9% year-on-year | Earnings Reports insights.
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Net profit growth may reach as high as 50%, with PICC's first quarter performance expected to set a new historical record.
On April 14, The People's Insurance was the first to disclose first quarter performance, forecasting a net profit attributable to shareholders of 11.652-13.445 billion yuan, with a year-on-year growth rate of 3...
Brokerage morning meeting highlights: Listed companies significantly Increase Stake & Buy Back, demonstrating determination and strength.
In today's brokerage morning meeting, Founder Securities believes that listed companies are significantly increasing their Increase Stake & Buy Back measures to demonstrate resolve and strength; China International Capital Corporation suggested that the Federal Reserve is not expected to cut interest rates in the short term, with a potential restart of rate cuts possibly in the third quarter; HTSC believes that the Real Estate property management Sector has both improvement potential and dividend value.