Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.
① According to media reports, recently, Professor Gong Wei, a member of the Provincial Political Consultative Conference and Vice President of Wuhan University, introduced to reporters that the Tianwen project is moving from the laboratory to the production line, with plans for mass production in 2025. ② Cui Yan from Minsheng Securities analyzed that the technology of humanoid robots is evolving rapidly, with the industrial trend continuously strengthening, and the long-term potential consistently expanding, remaining bullish on investment opportunities in the humanoid robot sector.
Hunan Jiudian Pharmaceutical will no longer monopolize the market? Leming Luosuolofen Sodium Gel Patch has been approved, and experts predict it will accelerate the Industry review process.
① Lemin Pharmaceutical's loxoprofen sodium gel patch has officially been approved, marking it as the first to pass the consistency evaluation for approval. From this point on, the market monopoly held by Hunan Jiudian Pharmaceutical has been broken. ② Experts say this indicates new progress in the review process, marking a trend toward a unified standard for the consistency evaluation of external patches, which will result in more pharmaceutical companies being reviewed and approved.
2.28 billion "integrated project" has failed. Ningbo Bohui Chemical Technology: cost of goods sold has significantly increased, and a loss is expected in 2024 | Quick announcement.
① Eleven months after signing the investment cooperation agreement, the integrated project for 1.6 million tons/year of New Materials and high-end Chemicals, in collaboration with the Ningbo Economic Development Committee, has been canceled; ② Ningbo Bohui Chemical Technology stated that due to significant changes in the current internal and external environment, there is considerable uncertainty in the continued implementation of the integrated project; ③ In 2024, Ningbo Bohui Chemical Technology expects a loss of 0.235 billion yuan to 0.411 billion yuan, and the total tax amount to be supplemented by the company is 0.48 billion yuan.
Peking University has made breakthroughs in Solid State Battery materials technology, which is expected to bring new development opportunities to the Industry.
According to reports, journalists learned from Peking University that the team led by Pang Quanquan at the School of Materials Science and Engineering has developed a new type of Glass phase sulfide solid electrolyte material, and used this material to create an all-solid-state lithium-sulfur battery with excellent fast-charging performance and ultra-long cycling life.
The planned total investment amount is 5.5 billion yuan. Jchx Mining Management Longxi Copper Mine announces a plan to double production | Quick read announcement.
① The Longxi Copper Mine, acquired by Jchx Mining Management four years ago, may see a doubling in production; ② An investment of 5.5 billion yuan is made to develop the East Mining Area; ③ After reaching full capacity in the East Mining Area, the total output of the mine is expected to reach 0.1 million tons per year.
Another 20 companies added this week! Zhejiang Huayou Cobalt and several other stocks have disclosed shareholding repurchase and loan plans, a list of related A-shares is provided.
① The number of A-share listed companies receiving special loan support continues to expand. According to incomplete Statistics, as of this report, 20 listed companies have disclosed information regarding share repurchase and increased shareholding related to re-loaning this week (attached table); ② Zhejiang Huayou Cobalt has the highest amount of special loan funds, with a loan of 0.36 billion yuan.