Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.
① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.
[Data Viewing] Institutions are actively acquiring multiple Copper high-speed connection Concept stocks, while four speculative funds are jointly offloading Leyard Optoelectronic.
① Multiple copper cable high-speed connection concept stocks have been bought by Institutions, among which Ruikeda has been bought by four Institutions for 0.276 billion. ② AI glasses and Robot Concept stocks Leyard Optoelectronic have been sold by four retail trading spots, with a total selling amount exceeding 0.48 billion.
This week, another 10 companies added! Hangzhou Hikvision Digital Technology and several other stocks have disclosed shareholding repurchase plans and renewed loan plans, a list of related A-shares is as follows.
① This week, the special loans for Share Buyback and Shareholding continue to surge. According to incomplete Statistics from Caixin, 10 A-share listed companies announced the relevant situation of Share Buyback and Shareholding related to re-loans (attached table); ② Hangzhou Hikvision Digital Technology plans to use its own funds and special loans for the largest amount of share buyback, with a maximum not exceeding 2.5 billion yuan.
[Data Observation] The four major futures indexes have substantially reduced short positions, and two Institutions Sell Leyard Optoelectronic 0.528 billion.
① Among the four major Equity Index Block Orders, only IM has slightly increased long positions, while the short positions in all four contracts have significantly decreased. ② First-line funds maintain a high level of activity, with Siasun Robot&Automation and Consumer still being the key areas of focus.
The four associations suggest cautious procurement of usa chips, while domestic chips welcome a catalytic opportunity.
On the evening of December 3rd, the China Internet Association, China Semiconductor Industry Association, China Auto Industry Association, and China Communication Enterprises Association successively released statements, recommending caution in purchasing usa chips. East Sea Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.
Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.
① The proportion of hundreds of billions of private equity firms in the top ten of the private equity research ranking has decreased, with the top position being held by Zhengyuan Investment, the only private equity firm with over a thousand research visits this year; ② Overall, private equity is more focused on stocks in the star; ③ Several hundred billion private equity firms are still clustered around researching hangzhou hikvision digital technology and luxshare precision industry; ④ This year, Feng Liu has researched hangzhou hikvision digital technology three times, and Deng Xiaofeng has researched luxshare precision industry four times.