Net profit in Q4 increased by over 437%. Hengdian Group DMEGC Magnetics turns its performance around against the winds | Interpretations

①Hengdian Group DMEGC Magnetics experienced explosive performance in Q4, contributing nearly half of the annual profits; ②The company's performance exceeded some Brokerage expectations; ③The Lithium Battery Business contributed significantly, mainly through gross margin recovery in core business; ④The company aims for double growth in revenue and profits by 2025.

cls.cnMar 11 11:26 ET

The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?

Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.

cls.cnMar 10 21:22 ET

Guangdong promotes legislation in the AI and Siasun Robot&Automation sectors, with ongoing policy support for the Industry.

① The General Office of the People's Government of Guangdong Province issued several policy measures to promote the innovative development of the AI and Siasun Robot&Automation industries. It mentions that legislation in the fields of AI and Siasun Robot&Automation should be accelerated to provide institutional safeguards for the development of the AI and Siasun Robot&Automation industries. ② Deutsche Bank believes that humanoid robots will experience large-scale production and widespread application in the next decade. By 2035, the market size for humanoid robots is expected to reach 75 billion dollars.

cls.cnMar 10 19:56 ET

China Academy of Information and Communications Technology has initiated the development of technical standards for multimodal Asia Vets, marking the explosive year of AI agents.

① To further accelerate the empowerment of industries by Asia Vets and promote the high-quality development of multimodal Asia Vets, the China Academy of Information and Communications Technology has officially launched the preparation of technical specifications for multimodal Asia Vets. ② Industrial giants are focusing on AI Agents, marking the explosive growth year for AI Agents.

cls.cnMar 10 19:56 ET

Well-known manufacturers are raising prices. Institutions are Bullish on the recovery of the storage Industry cycle.

① Recently, SanDisk, a globally renowned Memory Chip manufacturer, sent a price increase notice to its customers, stating that it will raise prices for its products starting April 1, with an overall increase of more than 10%. ② A Research Report from CITIC SEC pointed out that as the impact of original manufacturers' production control becomes evident and industry inventory gradually gets digested, the demand driven by AI is expected to increase, and mainstream NAND Flash prices are likely to rise in the second quarter of 2025.

cls.cnMar 10 19:56 ET

New round of cycle starting point? In February, the excavator domestic sales data "exploded" while the main machine manufacturers remain "calm" | Industry observation

① In February of this year, domestic excavator sales increased by 99.4% year-on-year; exports increased by 12.7% year-on-year. ② In Q1, the production scheduling of upstream supporting manufacturers grew rapidly year-on-year, and this year may enter a new rising cycle.

cls.cnMar 10 09:42 ET