Track Hyper | Zhejiang Sanhua Intelligent Controls: Tesla "T-chain" Bright Card.
Similar to Ningbo Tuopu Group, but there are risks.
Another automotive parts company has entered the field of embodied intelligence, with Hang Zhou Radical Energy-Saving Technology establishing a wholly-owned subsidiary for Siasun Robot&Automation.
① After car companies began to "build robots," the auto parts industry also started to focus on embodied intelligence; ② After announcing the acquisition of the precision transmission company Chengzhan Precision, Hang Zhou Radical Energy-Saving Technology established a wholly-owned subsidiary for robots; ③ Recently, auto parts companies such as Fulin Precision and Anhui Zhongding Sealing Parts have also announced their entry into the robot sector.
EHang's eVTOL delivery volume increased more than three times in 2024, and the low-altitude economy is entering a fast track of development.
On March 12, EHang disclosed its financial performance report. EHang achieved sales and deliveries of 216 eVTOLs in fiscal year 2024, more than tripling compared to 2023, helping the company reach a historic high in total annual revenue. Tianfeng Securities analyst Wu Li pointed out that various regions across the country are introducing policy measures to support the development of the low-altitude economy.
Another one! The "A+H" wave continues as Lens Technology plans to list in Hong Kong | Quick announcement
① Lens Technology plans to issue H shares and be listed on the Main Board of the Hong Kong Stock Exchange. ② This year, several listed companies are planning the "A+H" listing model in order to accelerate the promotion of their Global Strategy.
Anhui Zhongding Sealing Parts: Siasun Robot&Automation reducer mass production is imminent. "Air suspension + Lightweight" is expected to open up growth space | Company research.
① Anhui Zhongding Sealing Parts is entering the humanoid robot field through three lines: technology, ecology, and production capacity; ② the company's robot cooperation initially focuses on the joint assembly direction; ③ the first mass production line for robot components is expected to be put into production in May-June of this 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.