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.
It is indeed a "policy year" for Siasun Robot&Automation! Guangdong plans to promote industrial innovation and development in 12 areas.
① Recently, policies on embodied intelligent robots have significantly gained momentum: the government work report mentioned embodied intelligence for the first time, and relevant policies have been introduced in Shenzhen, Peking, and other places. ② Brokerages point out that 2025 will be the policy year for humanoid robots in China, and local governments are expected to become the main purchasers and driving forces in the humanoid robot industry. ③ In A-shares, related companies in the Industry Chain of robots from Guangdong, Shanghai, Jiangsu, Anhui, Chongqing, and Peking include these >>
The Shanghai Aladdin Biochemical Technology Co.,Ltd fundraising project has been repeatedly delayed, raising market concerns, as the leading biological reagent company faces construction difficulties.
① This is not the first time that Shanghai Aladdin Biochemical Technology Co., Ltd.'s three major projects have not met expectations. As early as March 8, 2024, Aladdin had issued a similar announcement regarding the delay of fundraising projects. ② Currently, some domestic enterprises are rapidly seizing the market and expanding their revenue scale mainly through representing foreign brands, even resorting to Low Stock Price competition, which has lowered the competition threshold in the Industry.
Talkweb Information System: Rumors circulating that "the company intends to adjust the major asset reorganization plan" are false information.
Talkweb Information System issued a clarification announcement stating that it has noticed online messages claiming that "the company plans to adjust its major asset restructuring方案." The company and the Board of Directors attach great importance to this matter and, in order to avoid any misleading information affecting the public and investors, hereby clarifies the situation.
Channel SSD storage prices have risen for two consecutive weeks, and domestic enterprise-level SSDs are expected to welcome an increase in demand opportunities.
At the beginning of March, benefiting from the shortage of Low Stock Price resources and continuous price increases, the rising costs have driven some channels' SSD finished product prices to increase for two consecutive weeks. Guosen stated that AI has opened up the incremental market for SSDs, and domestic production has opened a verification window, providing incremental opportunities for domestic enterprise-level SSDs.
[Data Monitoring] Institutions Sell multiple Robot Concept stocks, three speculative funds join forces to acquire Talkweb Information System.
① Multiple Robot Concept stocks were sold by Institutions, among which Shenzhen Zhaowei Machinery & Electronics was sold 0.144 billion. ② The popular stock in the Computing Sector, Talkweb Information System, received a total Buy of 0.474 billion from three leading speculative trading seats.