Midea's entry into humanoid robots, UBS Group: Not surprising, Midea can leverage supply chain resources.
UBS Group believes that by 2035, the market size for humanoid robots in China is expected to reach 200-300 billion yuan. Domestic companies place greater emphasis on Hardware and system integration capabilities. Although there is limited profit contribution in the short term, due to the increasing market attention on the white goods Industry and AI/Siasun Robot&Automation themes, the stock price of Midea may continue to rise in the short term.
Autonomous driving battle: BYD's price "weapon" vs Tesla's "difficult" problem.
Barclays believes that although Tesla has a leading position in autonomous driving technology, it faces dual challenges from regulatory oversight and market competition in China.
Morgan Stanley discusses BYD's "5-minute supercharge": It is time to break through the biggest bottleneck in the popularization of electric vehicles.
Morgan Stanley maintains a "hold" rating on BYD, while expecting the annual penetration rate of new energy Autos in China to reach 50% this year and 75% by 2030. However, the deployment timeline of BYD's new technology, its impact on Battery life, and the cost gap with the existing 800V platform remain uncertain.
Charging is faster than refueling, BYD is set to revolutionize RBOB Gasoline vehicles.
Technical breakthrough.
The kilovolt high-voltage architecture and 0.03 million revolutions electric drive assembly support the Super E platform. BYD: Only the Xiaomi SU7 Ultra can catch up with us.
① BYD's "Megawatt Flash Charging" technology can achieve a maximum charging voltage of 1000V, a maximum charging current of 1000A, a maximum charging rate of 10C, and a maximum charging power of 1MW. ② BYD has simultaneously opened pre-sales for two flagship models, the Han L EV and Tang L EV, with pre-sale prices ranging from 0.27 million to -0.35 million yuan and 280,000 to -0.36 million yuan respectively.
0.124 billion USD! FOSUN PHARMA and United Family Healthcare "completely part ways" | Quick announcement.
① FOSUN PHARMA's subsidiary plans to sell a 6.6% stake in the symbol company for 0.124 billion USD; ② The relationship between FOSUN PHARMA and Huameijia can be traced back to 2009; ③ After this Trade is completed, FOSUN PHARMA will completely exit Huameijia.
Saywallahcuzzy : what's your expectation for next week? the earnings release should drive this up?!
Mr Value investor OP Saywallahcuzzy : in my opinion more volatile next week, after Apr 2nd once Trump’s reciprocal tariffs hit market, it may try to find a direction.
Saywallahcuzzy Mr Value investor OP : keep falling then?