Juquan Technology: The first industrial-grade BMS AFE chips are being delivered one after another, focusing on the research and development of chip for smart grids terminal devices in the future | Directly covering the earnings conference.
① The chairman of Jquank Technology, Yang Shicong, stated that the first industrial-grade BMS AFE chip developed by the company has received orders from downstream customers and is currently being actively stocked and shipped in succession. ② General Manager Zheng Wenchang noted that the company continues to focus on the research and development of chips for smart grids terminal equipment, updating and iterating on existing products.
Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.
① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.
After two rounds of review inquiries, Jun Cheng technology's restructuring failed, and the symbol company's financial irregularities have become the focus of regulatory attention. | Quick read announcement.
Jun Cheng Technology announced the abandonment of the planned assets restructuring that had been planned for over a year. This involved the acquisition of a controlling stake in the automotive instrument company New Times for 0.247 billion yuan; During the planning period, the company received two rounds of "Inquiry Letters for Review" issued by the Shenzhen Stock Exchange, and recently disclosed a revised report draft; The Shenzhen Stock Exchange has noticed that New Times has used borrowed funds for the family consumption of the actual controller, involving behaviors such as receiving, transferring, and misappropriating funds by others.
The quadrupedal siasun robot&automation has entered the mass production stage and is expected to be the first to achieve commercial deployment.
① Recently, a robotic dog learned the skills of chasing a ball and overcoming obstacles from ai-generated images and videos, which may be a shortcut to training robots more quickly and accurately. The related research results were recently published on arXiv. ② citic sec suggests paying attention to the overall robotics industry for opportunities to benefit from multiple catalysts and the bullish effect of humanoid robots promoting cost reductions in components.
Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
Wangbian Electric: Some fundraising project purposes were changed without following procedures and were ordered to correct. Plans to permanently adjust project purposes | Quick read announcement.
①At the beginning of this month, Electric Power Energy expected to receive an administrative supervision measure decision from the Chongqing Securities Regulatory Bureau, ordering rectification, as the office building in the investment project was not used as planned. ②The company issued a rectification report this evening, stating that the company plans to permanently adjust the project's office building for use by the personnel of the company's group headquarters.