Midea's entry into humanoid robots, UBS Group: Not surprising, Midea can leverage supply chain resources.

UBS Group believes that by 2035, the market size for humanoid robots in China is expected to reach 200-300 billion yuan. Domestic companies place greater emphasis on Hardware and system integration capabilities. Although there is limited profit contribution in the short term, due to the increasing market attention on the white goods Industry and AI/Siasun Robot&Automation themes, the stock price of Midea may continue to rise in the short term.

wallstreetcnMar 20 03:59 ET

In 2024, Muyuan Foods turns losses into profits, with fixed asset depreciation first exceeding capital expenditures丨 Interpretations.

① In 2024, Muyuan Foods achieved total operating revenue of 137.947 billion yuan and a Net income of 17.881 billion yuan; ② This year, the depreciation of fixed Assets by Muyuan Foods exceeded capital expenditures for the first time.

cls.cnMar 19 08:58 ET

Accelerating store closures and adjustments, globally recruiting a CEO, Yonghui has officially entered the "Ye Guofu Era."

Clear out the inventory stores in two years.

wallstreetcnMar 19 05:34 ET

Debt-for-equity Swaps have nearly doubled the returns of SPIC Industry-Finance Holdings in nuclear energy over five years, and China Life Insurance has raised stakes in SPIC Industry-Finance Holdings looking to establish an exit route.

① In 2018, China Life Insurance entered the electric investment in nuclear energy in the form of 8 billion in Debt-for-equity Swaps to ease the financial burden. The latest asset valuation of electric investment in nuclear energy is 57.123 billion yuan, and the value of shares held by China Life Insurance has reached 15.2 billion. In just five years, the returns have nearly doubled. ② Industry insiders believe that China Life Insurance initially held equity in real enterprises in a phased manner through Debt-for-equity Swaps, and now it can exit normally, obtaining shares of the listed company.

cls.cnMar 19 02:53 ET

Yonghui Shareholder Meeting: 2k-3k medium and small supermarkets are a trend for transformation, the "Fat Donglai model + quality retail" is the future of supermarkets in China.

CEO of MINISO, Ye Guofu, stated that we are currently on the eve of a major reshuffle in offline supermarkets. In the future, 1-2 national supermarket leaders will emerge, with high-quality products and services along with stores and distribution centers spread across the country forming the foundation of future consumer demand. Small and medium-sized supermarkets of 2,000-3,000 square meters are the trend for transformation. Yonghui will adhere to the Fat Donglai model and the strategic direction of quality retail, which represents the future of supermarkets in China.

wallstreetcnMar 18 04:30 ET

How to grasp the main line in a volatile market? Technology and Consumer dual-driven may be key.

Yesterday, the market fluctuated throughout the day, with a single-day transaction volume shrinking by over 200 billion. After experiencing last Friday's significant rise in volume, the Index's decline in volume and retracement is also reasonable, and the subsequent view will still lean towards a fluctuating upward structure.

cls.cnMar 17 21:18 ET