Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.

① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.

cls.cnMar 30 11:14 ET

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.

cls.cnMar 12 00:30 ET

Driven by 'technical cost reduction + policy advantages', Analysts are Bullish on the opportunities for the scaled explosion of hydrogen energy.

① Recently, the "Hydrogen Teng" Fuel Cell Energy product equipment successfully generated power in Antarctica, marking the first application of hydrogen energy technology in Antarctic conditions globally. ② Sinolink pointed out that the domestic market is developing rapidly due to policy consistency, the speed of technology cost reduction, and regional cluster advantages, closely focusing on "technology cost reduction + policy advantages" to seize the opportunity for hydrogen energy to transition from demonstration to large-scale explosion.

cls.cnMar 5 19:10 ET

Only a year and a half apart, both chairmen of ST Dongshi have been dismissed by the Board of Directors | Quick read of the announcement.

① The chairman of ST Dongshi has been removed by the Board of Directors, with several directors believing that the chairman's tenure saw a continued deterioration in the company's operational conditions, chaotic internal management, and unclear strategic direction, which severely affected the company's operation and future development; ② This is the second chairman to be dismissed at ST Dongshi within a year and a half, and both are brothers; ③ Currently, the company also faces operational pressure and issues with the controlling shareholder's illegal appropriation of company funds.

cls.cnFeb 26 19:21 ET

Recently, the catalysts related to Solid State Battery have been continuously emerging. Analysts claim that Solid State Battery is still undervalued by the market.

① The 2025 China Solid State Battery Technology Innovation and Industrialization Seminar will be held from March 26 to 28, 2025. ② Everbright's Research Reports state that the market has underestimated the support that all-solid state batteries will provide in terms of safety and endurance after the demand surges in humanoid robots and the low-altitude economy.

cls.cnFeb 25 19:13 ET

Regions are 'gobbling up' the low-altitude economy, and the Industry is expected to welcome a period of rapid development.

① The first meeting of the Jiangsu Province Global Strategy XINXINGCHANYE Mother Fund for Spring 2025 was successfully held on the 12th, with the signing of the Jiangsu Wuxi Low-altitude Economy and Aerospace Industry Special Mother Fund (tentative name) with a scale of 2 billion yuan. ② According to data from the Civil Aviation Administration of China, by 2025, the market size of China's low-altitude economy is expected to reach 1.5 trillion yuan, and by 2035, it is expected to reach 3.5 trillion yuan, with the low-altitude economy poised for a rapid development period.

cls.cnFeb 12 18:59 ET