Auto Parts Concept
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Another automotive parts company has entered the field of embodied intelligence, with Hang Zhou Radical Energy-Saving Technology establishing a wholly-owned subsidiary for Siasun Robot&Automation.
① After car companies began to "build robots," the auto parts industry also started to focus on embodied intelligence; ② After announcing the acquisition of the precision transmission company Chengzhan Precision, Hang Zhou Radical Energy-Saving Technology established a wholly-owned subsidiary for robots; ③ Recently, auto parts companies such as Fulin Precision and Anhui Zhongding Sealing Parts have also announced their entry into the robot sector.
Anhui Zhongding Sealing Parts: Siasun Robot&Automation reducer mass production is imminent. "Air suspension + Lightweight" is expected to open up growth space | Company research.
① Anhui Zhongding Sealing Parts is entering the humanoid robot field through three lines: technology, ecology, and production capacity; ② the company's robot cooperation initially focuses on the joint assembly direction; ③ the first mass production line for robot components is expected to be put into production in May-June of this year.
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 market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?
Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.
Deepening the "binding" Fulin Precision's cooperation with Contemporary Amperex Technology extends to Siasun Robot&Automation | Quick reading of the announcement
① Contemporary Amperex Technology will invest 0.4 billion yuan to subscribe for shares in Fulin Precision's subsidiary; ② Fulin Precision and Contemporary Amperex Technology are deepening their partnership, extending cooperation from lithium iron phosphate to Asia Vets.
Less than 5 months since its listing, New Aluminum Era plans to acquire Assets, with the symbol backed by the Foxconn factory?|Quick read announcement
① New Aluminum Era plans to purchase equity in Honglian Electronics, with the trading plan expected to be disclosed within no more than 10 trading days. ② The trading symbol for Honglian Electronics shows a lengthy introduction about Hanhai Group on its official website, which primarily acts as an OEM for manufacturers such as Compal, Wistron, and Fujifilm Holdings Corporation Unsponsored ADR. ③ New Aluminum Era has been listed on A-shares for less than 5 months, the actual net amount raised from the IPO fell short of expectations, and the operational performance has also raised concerns among investors.
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 >>
Yahagi Construction Industry, Nipro [5% rule]
＜1870＞ The shareholding ratio of Yahagi Construction Industry Co., Ltd. in Meitetsu EI Engineering Co., Ltd. 0.13% → 0.23% Reporting obligation start date 2025/02/25 ＜8086＞ The shareholding ratio of Nipro Corporation in Japan Electricity Glass Co., Ltd. 7.96% → 6.96% Reporting obligation start date 2025/02/27
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.
[Data View] Multiple chip stocks were bought by Institutions, with retail investors and Algo teaming up to scoop up Zhejiang Yinlun Machinery.
① Multiple RISC-V Chip Concept stocks were Buy by Institutions, among them, Unigroup Guoxin Microelectronics was bought by two institutions for 0.135 billion. ② The computing power concept stock Zhejiang Yinlun Machinery received a total Buy of 0.479 billion from two frontline speculative positions, and was bought by one Algo position for 0.12 billion.
The market is still in a short-term retreat phase; after the peak of Solid State Battery, disagreements may intensify.
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The battle for intelligent driving among car companies has begun, and the penetration rate of intelligent driving is expected to enter a period of rapid increase.
① Domestic car companies have announced the sales data for February 2025, and are generating buzz for new products. Among them, BYD's sales in February exceeded 320,000 units, reaching 322,800 units, a year-on-year increase of 164%, and has initiated the "Smart Driving Equality" campaign. ② Kaiyuan Securities pointed out that supply drives demand, and the resonance of technology costs and experiences may lead to a rapid increase in the penetration rate of smart driving.
【Data Watch】Institutions are fiercely competing over Shanghai CDXJ Digital Technology, while three speculators team up to offload shares of Power HF Co., Ltd.
① The concept stock related to computing power, Shanghai CDXJ Digital Technology, was sold by an institution for 0.286 billion while receiving a buy from another institution for 0.164 billion. ② In the end, Power HF Co., Ltd. experienced a 'Tian Di Ban' performance, with three top-tier speculative trading positions collectively selling over 90 million.
Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the
① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.
Peking promotes the large-scale deployment of 10,000 embodied Siasun Robot&Automation, with policy support accelerating industry development.
The "Peking Embodied Asia Vets Technology Innovation and Industry Cultivation Action Plan (2025-2027)" was officially released in Peking. The "Action Plan" states that by 2027, efforts will aim to implement the large-scale deployment of ten thousand embodied Siasun Robot&Automation units and cultivate a trillion-level industrial cluster.
Wang Xingxing stated that "this year humanoid robots will reach a new level," Zhejiang XCC Group plans to invest 1.5 billion in the screw project | Brief announcement.
① After expanding the screw rod production capacity by changing part of the fundraising projects in September last year, Zhejiang XCC Group plans to invest 1.5 billion yuan to construct projects such as planetary roller screws; ② Zhejiang XCC Group stated that the past two years have been an important stage for the company's business transformation and upgrading, focusing on the new screw rod business; ③ Recently, Wang Xingxing, the founder of Yushu Technology, mentioned that the entire AI humanoid robot is expected to reach a new level by the end of this year.
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
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1 euro sells off 6 European subsidiaries, Ningbo Huaxiang Electronic aims to solve the long-term losses in its Europe Business.
① Ningbo Huaxiang intends to sell Ningbo Huaxiang Europe, which includes six companies in Germany, Romania, and the United Kingdom, with a preliminary transaction price set at 1 Euro; ② Since 2014, Ningbo Huaxiang's European Business has been suffering from significant losses for a long time, greatly affecting the overall development of the listed company; ③ Currently, Ningbo Huaxiang implements a long-term Global Strategy of "expanding in North America, reducing in Europe, and stabilizing in China."
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.