Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.

① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.

cls.cnMar 30 11:14 ET

JD.com enters the field of embodied intelligence, and the humanoid Siasun Robot&Automation Industry Chain welcomes significant investment opportunities.

According to Shanghai Securities News, JD.com has entered the field of embodied intelligence, focusing on home scenarios, and has established relevant business departments. Sealand pointed out that humanoid robot products are emerging and continuously iterating both domestically and internationally, and the humanoid robot Industry Chain will usher in an important investment opportunity "from 0 to 1."

cls.cnMar 24 20:06 ET

NVIDIA has established a "Quantum Day," sparking heated discussions as the Quantum Technology Industry enters a period of intense catalysis.

NVIDIA will hold its annual technology conference GTC 2025 from March 17 to 21, with the newly established "Quantum Day" event being the highlight. The Shanghai Securities believes that quantum computing has become a core area of technological competition among major countries, and China occupies an important position in the multi-path exploration of quantum computing, with enormous potential for the development of the quantum computing industry.

cls.cnMar 16 19:59 ET

Are Steel stocks expected to stage a major reversal? Goldman Sachs: China State Construction Engineering Corporation's activity is showing preliminary signs of recovery, and steel demand is expected to rebound.

① Goldman Sachs stated that as the China State Construction Engineering Corporation activity shows preliminary signs of improvement, it could boost the prices of Steel and other CSI Commodity Equity Index. ② The Chinese government's work report emphasizes Real Estate efforts, proposing goals such as "stabilizing the Real Estate and stock markets" and "promoting the healthy development of the Real Estate and stock markets with greater efforts." ③ According to Goldman Sachs data, demand for CSI Commodity Equity Index related to infrastructure construction has slightly increased for the first time in three years, predicting that China may reduce Steel production by about 50 million tons to restore profitability.

cls.cnMar 14 05:19 ET

EHang's eVTOL delivery volume increased more than three times in 2024, and the low-altitude economy is entering a fast track of development.

On March 12, EHang disclosed its financial performance report. EHang achieved sales and deliveries of 216 eVTOLs in fiscal year 2024, more than tripling compared to 2023, helping the company reach a historic high in total annual revenue. Tianfeng Securities analyst Wu Li pointed out that various regions across the country are introducing policy measures to support the development of the low-altitude economy.

cls.cnMar 12 19:56 ET

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