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 computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.
Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.
[Data View] Multiple chip stocks were bought by Institutions, with retail investors and Algo teaming up to scoop up Zhejiang Yinlun Machinery.
① Multiple RISC-V Chip Concept stocks were Buy by Institutions, among them, Unigroup Guoxin Microelectronics was bought by two institutions for 0.135 billion. ② The computing power concept stock Zhejiang Yinlun Machinery received a total Buy of 0.479 billion from two frontline speculative positions, and was bought by one Algo position for 0.12 billion.
The market is still in a short-term retreat phase; after the peak of Solid State Battery, disagreements may intensify.
Track the entire lifecycle of the main Sector.
【Data Watch】Institutions are fiercely competing over Shanghai CDXJ Digital Technology, while three speculators team up to offload shares of Power HF Co., Ltd.
① The concept stock related to computing power, Shanghai CDXJ Digital Technology, was sold by an institution for 0.286 billion while receiving a buy from another institution for 0.164 billion. ② In the end, Power HF Co., Ltd. experienced a 'Tian Di Ban' performance, with three top-tier speculative trading positions collectively selling over 90 million.
The recovery of Semiconductors could not withstand the erosion of costs, Hunan Kaimeite Gases' losses widened last year | Interpretations
① Hunan Kaimeite Gases expects to incur a net income loss of 43.8 million yuan to 54 million yuan in 2024; ② The company stated that the main reasons for the decline in performance are: first, the prices of rare gas related products decreased; second, the termination of the restrictive stocks incentive plan implemented in 2022, which will be included as corresponding costs and expenses in 2024.