Driven by 'technical cost reduction + policy advantages', Analysts are Bullish on the opportunities for the scaled explosion of hydrogen energy.

① Recently, the "Hydrogen Teng" Fuel Cell Energy product equipment successfully generated power in Antarctica, marking the first application of hydrogen energy technology in Antarctic conditions globally. ② Sinolink pointed out that the domestic market is developing rapidly due to policy consistency, the speed of technology cost reduction, and regional cluster advantages, closely focusing on "technology cost reduction + policy advantages" to seize the opportunity for hydrogen energy to transition from demonstration to large-scale explosion.

cls.cnMar 5 19:10 ET

Increasing investment in automotive electronics, DBG Technology plans to acquire symbol Assets of 0.733 billion yuan from Aerospace Hi-Tech Holding Group | Quick Announcement

① DBG Technology plans to acquire 100% equity of AC Company for 0.733 billion yuan and 0.003% equity of TIS Company; ② The equity of the restructured symbol companies, including AC Company, is held by a subsidiary of Aerospace Hi-Tech Holding Group.

cls.cnMar 4 10:11 ET

Humanoid robots collaborate to create new tricks! Collective intelligence has become a new trend in development, opening up prospects for industrial scenario applications.

① The official WeChat account of UBTECH released a video, showcasing the Walker S series robots in a collaborative training at the ZEEKR 5G smart factory. ② This collaborative training was completed using the collective brain network Software architecture and humanoid intelligent network integration hub. ③ Brokerages believe that the iteration on the Software side is key to continuously enhancing the product strength of humanoid robots.

cls.cnMar 2 21:53 ET

This week, 14 more companies have been added! Goertek Inc. and several other stocks have disclosed their shareholding repurchase and refinancing plans, here is a list of the relevant A-shares.

① The Share Buyback and Shareholding via re-loan continues to be implemented. According to incomplete Statistics, as of the time of writing, 14 listed companies have disclosed relevant information on Share Buyback and Shareholding via re-loan (attached table); ② The related Shareholders of Goertek Inc. and China Northern Rare Earth received the highest special loan amount, with the loan amount not exceeding 0.9 billion yuan.

cls.cnMar 1 03:07 ET

In some Industries, investment has slowed down alongside changes in demand structure, resulting in a decline in both revenue and net profit for Lingyun in 2024.

① Recently, the humanoid robots of Yushu Technology have attracted the attention of investors in the Capital Markets, and the stock price of Lingyun Guang, as a "Robot Concept stock," has shown significant fluctuations; ② The company stated that as of now, the total service revenue provided to Yushu Technology is only 0.01 million yuan, and there are no outstanding Orders from Yushu Technology.

cls.cnFeb 27 20:39 ET

Tesla is ready to deploy FSD functionality in China, with Asia Vets driving new growth.

① Informed sources revealed that Tesla is preparing a software update for Chinese customers to provide driving assistance features similar to those of the "Full Self-Driving" (FSD) in the USA market. ② China International Capital Corporation's Research Reports indicate that 2025 is expected to be a significant year for the quality development of intelligent driving, with the dual potential positive catalysts of Tesla's FSD entering China and Robotaxi being one of the main themes for the entire year.

cls.cnFeb 24 19:08 ET