Mining equipment "going abroad" accelerates, Citic Heavy Industries' total overseas effective orders in 2024 hit a new high | Interpretations
① Citic Heavy Industries achieved a revenue of 8.034 billion yuan last year, a year-on-year decline of 15.93%. The net income after deduction for non-recurring gains and losses was 0.398 billion yuan, an increase of 34.41% year-on-year; ② The company's overseas revenue grew rapidly, with the company achieving over 80% year-on-year growth in overseas effective orders last year.
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 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.
Electrolyte is trapped in a low stock price competition dilemma, with Rui Tai New Materials expecting a decline in net profit for two consecutive years | Interpretations
① Rui Tai New Material's projected Net income for 2024 is expected to decrease by about 80%, and the company will experience a decline in Net income for two consecutive years; ② The continuous release of production capacity for Battery materials has led to intensified competition in the Industry, with a noticeable decrease in product prices last year; ③ Due to substantial losses from the affiliated listed company Tonze New Energy Technology, the company expects to recognize investment losses of 0.075 billion yuan to -0.09 billion yuan.
The controlling shareholder's more than 80% of the shares are temporarily frozen, ningbo shanshan's control rights face the risk of change | Quick Read Announcement
① Less than two years after the death of Ningbo Shanshan's founder Zheng Yonggang, the company's ownership faces the risk of change; ② Ningbo Shanshan Group, the controlling shareholder, had multiple shares frozen pending, accounting for 80.89% of its holdings in the company; ③ In the past year, Ningbo Shanshan Group faced debt defaults, downgrades in entity and debt credit ratings, as well as significant litigation or arbitration related to debt issues.
Shanxi Meijin Energy Chairman Yao Jinlong: Next year, the overall revenue is expected to reach a new high, and the goal of building a hydrogen supply network by 2030 remains unchanged. | Exclusive interview with the leader.
①In Yao Jinlong's view, the company is expected to usher in a turning point in performance next year. If the acquisition goes smoothly, the assets of three coal mines are expected to be injected next year; ②Regarding this transaction, shanxi meijin energy stated that the purpose includes solving issues of industry competition, and expanding the company's reserve advantage in scarce coking coal resources; ③It should be pointed out that although the current global inventory of hydrogen fuel autos is only over 0.06 million, the industry has already started to become more competitive.