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Huawei significantly increases investment in its subsidiary, Jimu siasun robot&automation company, as humanoid robots receive another major boost.
① Recently, Dongguan Jimu Machinery Co., Ltd. underwent a business change, with registered capital increasing from 0.87 billion yuan to 3.89 billion yuan, an increase of about 347%. Dongguan Jimu Machinery Co., Ltd. was established in June 2023 and is wholly owned by Huawei Technologies Co., Ltd. ② Shanghai securities analysis pointed out that the upstream of the industry has recently welcomed intensive catalysts, further accelerating the development of the siasun robot&automation industry chain.
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.
Private capital will be introduced in the new approved projects. China National Nuclear Power is still in a stage of rapid growth and development | Highlights from the earnings conference.
① The company will introduce private capital into the newly approved projects; ② "The company's asset scale has exceeded 600 billion yuan and is still in a stage of rapid growth."
In the third quarter, the loss amount is close to the annual level of last year. How to solve the "dilemma" of the steel industry? Suggestions from the industry recommend actively reducing production.
①In the third quarter, the losses in the steel industry worsened, with 21 out of 27 listed steel smelting companies experiencing losses, totaling over 14.5 billion yuan, with the total quarterly loss amount almost approaching that of the entire previous year. ②Industry experts believe that the main reason for the losses is the overcapacity in the steel industry itself, poor industry self-discipline, failure to actively limit production, oversupply of products, continuous decline in steel prices, slow decrease in raw material prices, and severe industry profit compression.
Steel prices continue to fall, gross margin decreases, baoshan iron & steel Q3 performance drops by 60% | Interpretations
①Due to the steel prices falling more than the raw material prices, the profit margin continues to shrink, baoshan iron & steel's third-quarter performance has declined by more than 60%. ②At the same time, the decline in steel production and sales volume in the third quarter, as well as the impairment of assets extracted by the company in the third quarter, have had a certain impact on the company's performance in terms of both operational and financial data changes.
"Restructured 'demon stock' baoding tianwei baobian electric turned losses into profits in the first three quarters, with a high increase in net profit quarter-on-quarter and year-on-year | Interpretations"
1. Baoding Tianwei Baobian Electric's net profit in the first three quarters exceeded 80 million yuan, with a single quarter net profit in Q3 exceeding 60 million yuan, setting a new quarterly high since 2020; 2. Since announcing the integration of the controlling shareholder with the electrical equipment group business last month, Baoding Tianwei Baobian Electric's stock price has soared, achieving 10 consecutive days of hitting the limit.