Security Concept
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Well-known manufacturers are raising prices. Institutions are Bullish on the recovery of the storage Industry cycle.
① Recently, SanDisk, a globally renowned Memory Chip manufacturer, sent a price increase notice to its customers, stating that it will raise prices for its products starting April 1, with an overall increase of more than 10%. ② A Research Report from CITIC SEC pointed out that as the impact of original manufacturers' production control becomes evident and industry inventory gradually gets digested, the demand driven by AI is expected to increase, and mainstream NAND Flash prices are likely to rise in the second quarter of 2025.
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 >>
Significant Asset Restructuring! Zhongke Tongda intends to acquire StarHub Beihai.
1. Zhongke Tongda is planning to acquire 100% equity of StarHub (Beihai) Technology Co., Ltd. held by Shenzhen StarHub Power Technology Co., Ltd. through the issuance of shares and cash payment, and to raise matching funds. 2. Zhongke Tongda stated that this Trade is expected to constitute a significant Asset reorganization, which will not change the company's controlling Shareholder or actual controller, and does not constitute a reorganization listing.
Star evening news | Zhongke Tongda plans to purchase equity in StarHub Beihai, National Silicon Industry Group plans to buy minority equity in its subsidiary.
① Shareholders of Aike Cyber plan to reduce their shareholding by no more than 2% of the company's shares; ② The application review status of Hanbang Technology for listing on the Star has been updated; ③ The issuance of shares and payment in cash for acquiring assets by Xinxiangwei is currently in progress.
[Data View] Institutions have been continuously increasing their positions in Asia Vets, while powerful speculators are selling Hainan Huatie for over 0.6 billion.
① The AI all-in-one machine Concept stock, Zhimei Asia Vets, received over 80 million from Institutions buying in, and this stock has been significantly bought by Institutions for two consecutive days. ② The computing power Concept stock Hainan Huatie has been Sold for 0.662 billion by GTJA's Shanghai Haiyang West Road branch.
Intending to acquire 0.324 billion yuan for 3D visual Sensor supplier Zhejiang Crystal-optech to create a complete closed loop of perception + display system | Quick read announcement.
① Echoes is one of the few companies in the 3D vision Industry that covers both automotive electronics and Consumer Electronics, able to provide end-to-end and cost-effective solutions for terminals; ② Zhejiang Crystal-optech stated that this acquisition is primarily based on predictions of Industry trends and industrial synergies, expecting a positive impact on the company's performance; ③ In the first three quarters of last year, Echoes reported a net loss of 37.4457 million yuan; in February this year, the company just completed its Series C financing.
Increasing investment in automotive electronics, DBG Technology plans to acquire symbol Assets of 0.733 billion yuan from Aerospace Hi-Tech Holding Group | Quick Announcement
① DBG Technology plans to acquire 100% equity of AC Company for 0.733 billion yuan and 0.003% equity of TIS Company; ② The equity of the restructured symbol companies, including AC Company, is held by a subsidiary of Aerospace Hi-Tech Holding Group.
The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
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After three consecutive years of losses, how can Costar Group break the deadlock? | Company Research
① After three consecutive years of total losses nearing 0.8 billion yuan, plans are underway to break the deadlock; ② The company will achieve breakthroughs through aspects such as 'increasing efficiency and reducing costs'; ② The Autos optoelectronics Business is one of the important supports for the company's future performance improvement.
The9 Forms Joint Venture With Chengdu Qing Cheng Network To Expand Mobile Game Operations In China's Sinking Market
The DeepSeek Concept may enter a phase of reduction and focus, pay attention to the recovery strength of the high-standard money-losing effect.
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Siasun Robot&Automation is the most critical equipment link, and the dexterous hand market is expected to usher in a period of explosive growth.
The rapid development of the humanoid robot industry will create incremental demand for the dexterous hand market. According to predictions from the Toubao Research Institute, it is expected that in a conservative scenario, the global market size for humanoid robot dexterous hands will reach 32.06 billion yuan by 2030, with a compound annual growth rate of 81.2%. In an optimistic scenario, it could reach 87.97 billion yuan, with a compound annual growth rate of 109.3%.
Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.
① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.
The stock surged before the major Assets restructuring disclosure. Shida Group plans to acquire Assets with a new symbol, the 2000P computing power project has been put into operation | Quick announcement.
① Shida Group intends to acquire 51% equity of Fujian Shuchan Ming Shang Technology Co., Ltd. The computing power scale of the smart computing center built by Shuchan Ming Shang is 2000P, which has been put into operation and started generating revenue. ② Due to changes in the business sector of Star Cloud Big Data, the Big Data Group stated that the assets injected into the listed company will be changed to Shuchan Ming Shang. ③ On the last trading day (24th), Shida Group opened its limit up during the session, and today there was unusual activity in the collective bidding.
Wuhan Guide Infrared reports its first loss since going public, with a Q4 expected loss exceeding 0.4 billion yuan | Interpretations
① After three consecutive years of performance pressure, Wuhan Guide Infrared experienced its first annual loss since its listing; ② It is expected that the company's losses in Q4 will exceed 0.4 billion yuan.
In 2024, the largest loss since going public was encountered, with Costar Group losing 0.8 billion over three years丨Interpretations.
① Costar Group will experience losses for three consecutive years; ② the total loss is approximately 0.8 billion yuan.
The Doubao platform has launched a new AI programming feature, and the AI + low-code platform is expected to open up growth potential.
① The Doubao official WeChat account shows that the Doubao desktop and web versions have launched new AI programming features. ② Lyu Wei from Minsheng Securities stated that from 2021 to 2025, there will be an addition of 0.5 billion applications globally, and by 2024, 65% of applications worldwide will be developed using low-code platform models.
The fair value changes of the invested enterprises are expected to drag Pci Technology Group's net loss to over 100 million last year | Interpretations
① Pci Technology Group is expected to turn positive in terms of non-recurring profit last year, and the company's fundamentals have seen some improvement. ② However, due to the impact of fair value fluctuations from CloudWalk Technology and others, Pci Technology Group expects a net loss for the entire year. ③ Pci Technology Group has frequently sold shares of CloudWalk Technology, stating that the shareholding will not affect the cooperation between the two parties.
In 2024, a net loss is anticipated to exceed 0.6 billion; Hangzhou Century resorts to selling land to "ease its troubles" after financial fraud | Interpretations
① Hangzhou Century expects a net income loss attributable to shareholders of the listed company of 0.419 billion yuan to 0.629 billion yuan for the fiscal year 2024, with narrowing losses; ② Hangzhou Century was heavily fined by regulators for fabricating false content in the 2019 and 2020 annual reports as well as in the 2021 Convertible Bonds public issuance documents; ③ To alleviate cash flow issues, the company plans to sell assets.
Premium rate of 200%, valuation increased fivefold. Eve Energy Co., Ltd. intends to acquire employee-held subsidiary equity for 0.579 billion yuan ｜ Quick announcement read.
① Eve Energy Co.,Ltd. (300014.SZ) plans to acquire part of the equity of its subsidiaries held by the employee stock ownership platform for 0.579 billion yuan; ② A report by Caixin found that the employees spent 0.193 billion yuan to acquire this part of the equity that year, with a premium rate of 200%, but the valuation of the equity subsidiaries has increased fivefold compared to that year.