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

Another overseas L in the month, Beijing Easpring Material Technology signed a long-term supply agreement worth 14 billion yuan with LGES | Quick Read Announcement.

① Beijing Easpring Material Technology has signed another overseas L, a long-term supply agreement worth 14 billion yuan with LGES; ② Last Monday, the company announced a framework supply agreement of 0.017 million tons for lithium battery cathode material with "old friend" SK On.

cls.cnMar 10 11:55 ET

Due to intensified market competition and fluctuations in raw material prices, Ningbo Ronbay New Energy Technology expects both revenue and net profits to decline in 2024.

① According to the performance forecast by Ningbo Ronbay New Energy Technology, it is estimated that the net income attributable to the parent company in the fourth quarter of 2024 will reach 0.176 billion yuan, which would be the highest quarterly profit in 2024; ② Ningbo Ronbay New Energy Technology disclosed that the second phase of its South Korea factory is expected to begin trial production in the first half of this year; breakthroughs are anticipated in the precursor product line this year; the layered oxide material is expected to achieve large-scale mass production and delivery within the year.

cls.cnFeb 14 08:20 ET

Before the holiday, funds seeking safe havens caused stocks in the Hong Kong metal Sector to decline, with CMOC Group Limited dropping nearly 6%.

① Ahead of the holiday, capital seeking safety caused the Hong Kong stock market's Metals Sector to decline. What Bearish factors may continue to ferment? ② CMOC Group Limited fell nearly 6%, how did Other leading stocks perform?

cls.cnJan 27 22:21 ET

Both "dual giants" suffered huge losses, with GANFENGLITHIUM expected to incur a loss of over 1.4 billion in 2024 | Interpretations

① GANFENGLITHIUM expects a net loss of 1.4 billion to -2.1 billion yuan last year, compared to a net income of 4.95 billion yuan in the same period last year; ② GANFENGLITHIUM stated that the performance change was mainly affected by the decline in sales prices of lithium salts and Lithium Battery products, the decline in the prices of financial assets held by the company, and additionally, the company made provisions for depreciation of inventory and other related Assets; ③ Known as the "Twin Heroes", both Tianqi Lithium Corporation and GANFENGLITHIUM have encountered losses, resulting in their worst performance since going public.

cls.cnJan 24 10:22 ET

The net profit in 2024 is expected to reach 32 billion yuan, with Zijin Mining Group achieving its best performance since listing. Production expectations for 2025 are anticipated to decline slightly | Interpretations

① Zijin Mining Group's net profit is expected to increase by more than 50% in 2024, achieving the best annual performance since its listing; ② The company's recently announced production plan for 2025 has substantially reduced growth expectations compared to previous forecasts.

cls.cnJan 21 10:20 ET