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.
Last year, electromagnetic wire contributed over 40% of the profits. Gold cup Electric Apparatus: it is expected that the new capacity of 6,000 tons for the flat electromagnetic wire Phase III will be added in Q2 | Interpretations.
① The demand for electromagnetic wire is strong, and the company's revenue in 2024 is expected to grow by 15.54% year-on-year; the Net income attributable to the parent company is expected to grow by 8.78% year-on-year. ② The expansion of production capacity for the special flat electromagnetic wire for New energy Fund Electric Machine by Jinbei is progressing, with the first batch of 6000 tons of capacity expected to be gradually released in Q2 of this year.
The 2025 International Hydrogen Energy Conference is just around the corner, and the supply and demand in various segments of the hydrogen energy market are expected to experience double growth.
From March 26 to 28, the "2025 International Hydrogen Energy Conference and International Hydrogen Energy and Fuel Cell Industry Exhibition" hosted by the CHINA POWER Alliance and the China Electricity Council will be held at the National Conference Center in Peking. According to Research Reports by Everbright, in 2020, the penetration rate of green hydrogen in China was about 2%. Since 2021, the number of green hydrogen demonstration projects in China has continued to grow, and water electrolysis hydrogen production has entered a new stage of large-scale demonstration.
The Huawei China Partner Conference is about to be held, and the Huawei Industry Chain may welcome new investment opportunities.
① According to media reports, the Huawei China Partner Conference 2025 will be held from March 20 to 21 at the SHENZHEN INT'L Convention and Exhibition Center (Baoan). ② Open Source Securities stated that 2025 will be a critical year for the native Huawei Hongmong, expected to bring substantial business growth to Industry Chain partners. Bullish on the trend of Huawei Hongmong's rise, it is recommended to pay attention to investment opportunities with ecological partners.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
The industry conference will be held, and the industrial application of solid state batteries is expected to accelerate.
① The 2025 Solid State Battery Technology Exchange Conference and the First Dry Electrode Technology Seminar will be held in Bengbu, Anhui from March 18 to 19, 2025. ② Yang Jingmei from Western Securities stated that the rapid development of emerging fields such as humanoid robots, eVTOL, and AI glasses has created an urgent demand for increased battery energy density, and the industrial application of Solid State Batteries is expected to accelerate.