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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.
Last year's revenue was nearly 70 billion yuan. Lens Technology plans to accelerate its Global layout this year | Interpretations.
① In 2024, Lens Technology's revenue increased by 28.27% year-on-year, and net income grew by 19.94% year-on-year. ② This year, the company will continue to improve its global production capacity layout, including Southeast Asia and North America.
The industry leader issued a price increase notice, and the storage Industry prices and demand are expected to gradually recover.
According to TrendForce, Micron Technology has recently sent a price increase letter to customers, indicating that both the Memory Chip and storage markets have begun to recover, with growth expected by 2025 and 2026. Shengan Securities believes that the supply and demand relationship in the Industry may gradually improve, and Memory Chip prices and demand are expected to gradually rebound.
Under the warming of emotions, the concept of price increases continues to ferment, pay attention to the continuity of Siasun Robot&Automation and deep-sea Technology repairs.
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Goertek Inc.'s revenue in 2024 has surpassed 100 billion, with a Net income growth of 144.9%. Q4 Net income decreased by 71.5% quarter-on-quarter | Insights from the Earnings Reports.
In the context of the overall slowdown in growth within the Consumer Electronics Industry, Goertek Inc. delivered an unexpectedly strong performance in its 2024 report, with steady annual revenue growth and a nearly 1.5-fold increase in Net income. Revenue in the fourth quarter reached a record high for the year, but due to increased cost pressures, Net income saw a significant decline quarter-on-quarter. On the 26th, Goertek Inc. released its 2024 performance report, with the following key points: Steady revenue growth: In 2024, revenue reached 100.954 billion yuan, breaking the 100 billion mark for the first time, and growing 2.41% year-on-year; Q4 revenue was 31.308 billion yuan, the highest quarterly revenue for the year. Significant improvement in profitability: Annual Net income.
Giantec Semiconductor Corporation's annual revenue has first surpassed the 1 billion yuan mark.
① The annual Earnings Reports released by Giantec Semiconductor Corporation indicate that in 2024, revenue reached 1.028 billion yuan, a year-on-year increase of 46.17%, with Net income increasing by 189.23% year-on-year; ② Products from Giantec Semiconductor Corporation used in DDR5 memory modules, auto electronics, and industrial control in high value-added markets have become important drivers for the expansion of revenue scale and improvement of profitability.
The training tool for Siasun Robot&Automation is here! The embodied intelligence simulation platform "Ge Wu" is officially released.
① It is reported that "Ge Wu" integrates advanced reinforcement learning frameworks and multimodal motion control technology. ② Professor Ye Linqi, an open-source contributor to the "Ge Wu" platform, believes that future embodied intelligence needs to meet the most basic survival needs. ③ Brokerage firms believe that the second half of 2025 will be a stage for the rapid advancement of humanoid robot commercialization.
The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.
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Star Evening Report | The Grand Fund intends to Shareholding Debang Technology, Yunlu Co., Ltd. issues an unusual announcement.
① Huаrui Precision has provided some tool product samples to Yushu Technology; ② Autel Intelligent Technology Corp.,Ltd. is accelerating the research and development of humanoid robots and recruiting for multiple key positions; ③ Chengdu Huawi has signed a Global Strategy cooperation agreement with Bodily Technology.
The trade price could not be negotiated, and the acquisition plan of Intersil has failed. The symbol Huimangwei has twice terminated its IPO.
① Yingjixin indicates that, due to the failure of the parties involved in the Trade to reach a consensus on the core terms of the reorganization plan, including the trading price, it has been decided to terminate the planning of this reorganization matter; ② Regarding whether other acquisition projects will be considered in the future, a representative from the Yingjixin securities department stated that there will not be any new acquisition plans for at least one month, and one should pay attention to the company's announcements for specifics.
Another one! The "A+H" wave continues as Lens Technology plans to list in Hong Kong | Quick announcement
① Lens Technology plans to issue H shares and be listed on the Main Board of the Hong Kong Stock Exchange. ② This year, several listed companies are planning the "A+H" listing model in order to accelerate the promotion of their Global Strategy.
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.
The industry conference will be held, and the industrial application of solid state batteries is expected to accelerate.
① The 2025 Solid State Battery Technology Exchange Conference and the First Dry Electrode Technology Seminar will be held in Bengbu, Anhui from March 18 to 19, 2025. ② Yang Jingmei from Western Securities stated that the rapid development of emerging fields such as humanoid robots, eVTOL, and AI glasses has created an urgent demand for increased battery energy density, and the industrial application of Solid State Batteries is expected to accelerate.
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 >>
Track Hyper | Domestic CIS Technology Reaches New Heights: Is it Huowei Technology again?
The big player behind Xiaomi's global showcase.
Star Evening News | Yijixin plans to acquire the controlling interest in Huimao Micro, and Xinxiangwei intends to purchase the controlling interest in Aixiangsheng.
① The "Action Plan for Accelerating the Development of the AI Terminal Industry in Shenzhen (2025-2026)" has been issued; ② The manned flight mission for 2025 has been announced; ③ The China Academy of Information and Communications Technology will hold a special seminar on promoting the AI glasses industry on March 12.
This week, 14 more companies have been added! Goertek Inc. and several other stocks have disclosed their shareholding repurchase and refinancing plans, here is a list of the relevant A-shares.
① The Share Buyback and Shareholding via re-loan continues to be implemented. According to incomplete Statistics, as of the time of writing, 14 listed companies have disclosed relevant information on Share Buyback and Shareholding via re-loan (attached table); ② The related Shareholders of Goertek Inc. and China Northern Rare Earth received the highest special loan amount, with the loan amount not exceeding 0.9 billion yuan.
Apple entering the foldable smartphone market is expected to bring significant incremental Orders to related manufacturers.
Market news indicates that Apple plans to finalize the supply chain for the foldable iPhone by April this year and expects to begin large-scale production of related components in the second half of this year. This phone is expected to be released in the second half of 2026.
Tesla is ready to deploy FSD functionality in China, with Asia Vets driving new growth.
① Informed sources revealed that Tesla is preparing a software update for Chinese customers to provide driving assistance features similar to those of the "Full Self-Driving" (FSD) in the USA market. ② China International Capital Corporation's Research Reports indicate that 2025 is expected to be a significant year for the quality development of intelligent driving, with the dual potential positive catalysts of Tesla's FSD entering China and Robotaxi being one of the main themes for the entire year.