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.
Cost pressure or shared by three parties? Apple is impacted by Trump's tariff policies, prompting a response from the "fruit supply chains."
① Under the new tariff policy of Trump, Apple Inc. may face a sudden increase in costs due to the Global supplier strategy; ② Since April 3rd, Apple and its supply chain stocks have significantly dropped, with the three major A-share supply chain companies falling more than 30%; ③ Several interviewees believe that Apple may address this cost pressure through three aspects: increasing terminal prices, compressing supply chain costs, and bearing the costs itself.
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.
Track Hyper | "Fruit chain" under pressure: Lens Technology transforms.
The real market test is roaring in.
Last year's revenue was nearly 70 billion yuan. Lens Technology plans to accelerate its Global layout this year | Interpretations.
① In 2024, Lens Technology's revenue increased by 28.27% year-on-year, and net income grew by 19.94% year-on-year. ② This year, the company will continue to improve its global production capacity layout, including Southeast Asia and North America.
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