Military Industry
- 1308.450
- -17.142-1.29%
In 2024, net profits reached a record high, AVIC Shenyang Aircraft: "New generation equipment" has made a comprehensive breakthrough | Interpretations
① AVIC Shenyang Aircraft achieved the best annual performance since its listing; ② The company stated: "The new generation of equipment has made comprehensive breakthroughs."
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
The second company within 8 days! AVIC Industry-Finance Holdings plans to voluntarily (Delisted), with a premium of 0.10 on the Cash / Money Market option but still below net asset value | Quick read of the announcement.
① After a one-day suspension, it was announced to voluntarily delist; ② The current exercise price of the cash option is significantly lower than the net asset value per share.
In 2024, the touch display industry has emerged from its low point, and Landai Technology Group Corp. has turned a profit | Interpretations.
① The touch display Industry is expected to show a recovery trend in 2024, combined with the growth of the company's power transmission Business, Landai Technology Group Corp. has turned a profit; ② With the rapid development of edge AI devices and Smart Automobile, display panels are expected to continue to grow in the future; ③ Landai Technology Group Corp. is currently focusing on the Siasun Robot&Automation field to seek new growth points for performance.
Under the warming of emotions, the concept of price increases continues to ferment, pay attention to the continuity of Siasun Robot&Automation and deep-sea Technology repairs.
Track the entire lifecycle of the main Sector.
In a volatile market, hotspots maintain rapid rotation, and the logic of price increases is receiving more attention from the market.
Yesterday, the market continued to fluctuate and adjust. Although the final drop in the Index was not significant, the ongoing shrinkage in trading volume resulted in a continued decline in short-term sentiment, with over 80 stocks still falling more than 9% yesterday.
Trump plans to charge docking fees for China CSSC? Executives in the U.S. industry oppose it unanimously: it harms both others and oneself!
① President Trump plans to charge fees for Ships that are built in China or fly the Chinese flag docking at USA ports in order to revive the USA shipbuilding Industry; ② however, senior executives in the USA shipping Industry believe this move could backfire, harming domestic Ship operators, seaports, exporters, and job opportunities; ③ Trump's plan may impact many Industries in the USA, such as manufacturing, mining, and Agriculture.
Concerns remain as the market shows signs of recovery after hitting a bottom, with deep-sea Technology and cyclical stocks becoming the focus of attention.
Track the entire lifecycle of the main Sector.
The Shanghai Auto Show will be held in April, the Bullish automotive consumption policies continue, and these Concept stocks frequently receive research.
The 21st Shanghai International Autos Industry Exhibition (2025 Shanghai Auto Show) will be held from April 23 to May 2.
The market continues to shrink and adjust, raising concerns about a retreat in the Siasun Robot&Automation Sector. Can the deep-sea Technology Concept hold the flag and launch a counterattack?
Track the entire lifecycle of the main Sector.
The training tool for Siasun Robot&Automation is here! The embodied intelligence simulation platform "Ge Wu" is officially released.
① It is reported that "Ge Wu" integrates advanced reinforcement learning frameworks and multimodal motion control technology. ② Professor Ye Linqi, an open-source contributor to the "Ge Wu" platform, believes that future embodied intelligence needs to meet the most basic survival needs. ③ Brokerage firms believe that the second half of 2025 will be a stage for the rapid advancement of humanoid robot commercialization.
The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.
Track the entire lifecycle of the main Sector.
Germany increases fiscal spending to promote Energy transition, and China’s solar storage sector welcomes new investment opportunities abroad.
Recently, the German Federal Parliament passed a spending bill worth 500 billion euros with more than two-thirds of the votes. The bill proposes that 100 billion euros be injected into the existing climate and transformation Fund to support the Energy transition and climate protection. The Soochow securities electric new team pointed out that as Germany increases financial support for Energy transition development, the installed capacity of photovoltaic and energy storage is expected to accelerate growth at a turning point, and the demand for Power Inverter exports is expected to benefit.
Geovis Technology Co.,Ltd launched a new product for near-term forecasting of severe convective weather.
Geovis Technology Co.,Ltd indicates that the company already has potential markets and products in the low-altitude economy field, but overall, it is still in the foundational stage. Industry professionals state that at this stage, the low-altitude economy and commercial aerospace have moved from the "Concept validation" phase to the "initial implementation" phase, but the national airspace resource allocation mechanism has not yet been improved, and large-scale commercialization will take some time.
After a continuous reduction in market trading volume, a short-term directional choice may be faced, waiting for new hotspots to break through.
Yesterday, the market continued a low-volume consolidation structure. From the Index perspective, although it is still in a relatively strong consolidation structure, the narrow fluctuations over the past three days may indicate that the market is facing a new round of directional choices. If it cannot attack with increased volume again, the probability of subsequent corrective consolidation may further increase.
Large L orders frequently emerge in the low-altitude economy industry, and policies are driving the Industry into a period of rapid development.
①According to reports, Wuhan city has approved 24 low-altitude flight routes, including 8 manned routes and 16 Drone routes, fully covering various fields such as short-distance transportation, aerial tours, and Logistics Transportation. ②Ping An Securities pointed out that the low-altitude economy is one of the typical representatives of new productive forces, and current policies are driving the low-altitude economy into a period of rapid development.
Yahagi Construction Industry, Kawada Technology, etc.
<1870> Yahagi Construction Industry Co., Ltd. Mitsubishi UFJ Asset Management Co., Ltd. Shareholding ratio 0.38% → 0.38% Reporting obligation date 2025/03/10 <3443> Kawada Technology Co., Ltd. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. Shareholding ratio 0.28% → 0.01% Reporting obligation date 2025/03/10 <4063> Shin-Etsu Chemicals Co., Ltd. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
【Data Observation】 Multiple Hong Kong stock ETFs saw a significant increase in shares last week as Institutions and retail investors joined forces to buy Xiangyang Automobile Bearing.
① Among the top ten ETFs with the largest share growth last week, 7 were Hong Kong stock-related ETFs, with the leading Hang Seng TECH Index ETF (513380) having the largest share growth of 3.198 billion shares. ② The popular stocks in the Siasun Robot&Automation Sector, Xiangyang Automobile Bearing, were bought by an institution for over 50 million, and simultaneously received over 0.15 billion from three leading speculative funds.
NVIDIA has established a "Quantum Day," sparking heated discussions as the Quantum Technology Industry enters a period of intense catalysis.
NVIDIA will hold its annual technology conference GTC 2025 from March 17 to 21, with the newly established "Quantum Day" event being the highlight. The Shanghai Securities believes that quantum computing has become a core area of technological competition among major countries, and China occupies an important position in the multi-path exploration of quantum computing, with enormous potential for the development of the quantum computing industry.
The four departments issued the "AI-generated synthetic content identification method"; the digital watermark Sector may stand at the forefront.
The National Cyberspace Administration and four other departments issued the "AI-generated synthetic content identification measures." Among them, it was proposed to encourage service providers to add implicit identifiers such as digital watermarks to generated synthetic content.