Auto Parts Concept
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JD.com's domestic mobile phone sales have increased by 200% month-on-month, and mobile phone supply chain manufacturers are expected to release performance elasticity.
According to media reports, as of January 20th at 12:00, the national subsidy activities in Peking, Hubei, Jiangsu, Zhejiang, and Shaanxi are fully launched on JD.com, and activities in other provinces and cities are also being rolled out. Among the provinces and cities where the national subsidy is launched, smartphone sales have increased by 200% month-on-month, and tablet sales have increased by 300%.
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.
[Data Watch] Renowned capital with over 100 million yuan aggressively invests in Shenzhen Woer Heat-shrinkable Material, with Zhejiang XCC Group being jointly bought by two Algo seats.
① The Copper cable high-speed connection concept stock Shenzhen Woer Heat-shrinkable Material received a Buy of 0.125 billion from the Dalian Huanghe Road office of Galaxy Securities. ② The Robot Concept stock Zhejiang XCC Group received a total Buy of over 0.2 billion from two Algo seats.
[Data View] Institutions and speculative funds are selling off Leo Group Co., Ltd. with powerful positions exceeding 0.4 billion to seize Zhejiang XCC Group.
① Leo Group Co., Ltd. under the Douyin concept stocks was sold by Institutions for 0.319 billion, with two major speculative seats combined selling 0.265 billion. ② Zhejiang XCC Group under the Robot Concept stocks was purchased by GTJA's Shanghai Haiyang West Road branch for 0.421 billion, and was bought by Huaxin Securities' Shanghai Wanping South Road branch for 0.204 billion.
The performance and stock price of Robot Concept stocks are both soaring, with Ningbo Shuanglin Auto Parts reporting over 0.1 billion in net profit in Q4, maintaining high growth | Interpretations
① The company's Q4 net profit attributable to shareholders exceeded 0.1 billion yuan, achieving a new high for the year; ② Based on the upper limit of the forecast, the company's performance will exceed market expectations; ③ The growth mainly comes from the New energy Fund driving demand; ④ The company has entered the Siasun Robot&Automation Industry, with both stock price and performance soaring together.
[Market Analysis] Established speculators are selling Zhejiang XCC Group for nearly 0.2 billion, while Algo fund activity has dropped to a freezing point.
① The Robot Concept stock Zhejiang XCC Group was sold by the GTJA Shanghai branch trading department in the amount of 0.19 billion. ② The activity of Algo funds has significantly decreased, with multiple Algo fund seats not recording any trades exceeding 20 million in individual stocks.
Musk: The goal this year is to manufacture thousands of Optimus humanoid robots, aiming for a tenfold increase each year over the next two years.
Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.
The "budget version" of the iPhone is about to begin mass production, highlighting opportunities in the Apple Industry Chain.
① According to media reports, sources from the Industry Chain have revealed that Apple's spring "budget version" iPhone new model will begin mass production in mid-January 2025. ② Tianfeng previously stated that the iPhone is expected to become an important traffic entrance for Gen AI, highlighting opportunities in the Industry and Industry Chain.
Plan to acquire Electric Machine Business to enter the Siasun Robot&Automation sector. The leading automotive parts company IKD Co., Ltd. revitalizes its "machine" | Quick read announcement.
① Although the acquisition of Zhuoerbo by IKD Co., Ltd. is not well-known, it still attracts market attention due to the uniqueness of its main Business; ② Based on the needs of Operation, IKD Co., Ltd. has established a wholly-owned subsidiary, Shundong Robot Technology (Ningbo) Co., Ltd. in December 2024; ③ The pricing of this Trade will be based on the report provided by the evaluation Institutions and will be determined through negotiation among the parties involved.
In order to reduce liabilities and improve profitability, Sanzigaoke plans to restructure its Business in Europe | Quick Reading Announcement.
① Recently, Shanzi Gaoke reached an agreement with the European Silver Syndicate, intending to complete the debt restructuring of the European subsidiary PPS syndicated loan by paying 0.032 billion Euros; ② Due to supply chain issues and other internal coordination factors, the performance of the joint venture PPET under PPS did not meet expectations, resulting in substantial losses.
Brokerage morning meeting highlights: It is expected that 2025 will be the first year when the Real Estate Industry truly achieves stability and long-term development.
At today's Brokerage morning meeting, CITIC SEC proposed that 2025 will be the year when the Real Estate Industry truly stabilizes and moves forward; Tianfeng stated that industry demand is expected to recover, and the Autos Sector may gradually become optimistic; China Securities Co.,Ltd. pointed out that the current valuation of the Baijiu(Chinese Liquor) Sector remains low overall, highlighting its long-term investment value.
Operating performance did not meet expectations, Chengdu Haoneng Technology offers a 90% discount on the sale of 34% equity in Aerospace Shenkun | Quick read announcement.
① Just three years in, Chengdu Haoneng Technology couldn't wait to "sell off" Aerospace Shenkun, with the transfer price being only 10.81% of the initial investment; ② While effectively cutting off "one wing" in the commercial aerospace field, Chengdu Haoneng Technology continues to increase its investment in aviation aerospace components.
Jiangnan Mould & Plastic Technology reduced its shareholding in Bank Of Jiangsu by 25 million shares, and multiple listed banks have seen shareholding reductions by shareholders this year.
① On the evening of December 11, the listed company Jiangnan Mould & Plastic Technology (000700) announced that it had recently reduced its shareholding in Bank Of Jiangsu by 25 million shares, with a transaction amount of 0.226 billion yuan. ② Throughout the year, there have been multiple cases where shares of listed banks have been reduced by Shareholders, involving Bank Of Changsha, Bank Of Hangzhou, Qilu Bank, and others.
[Data Watch] Multiple soybean bag concept stocks were Sold by Institutions, while private funds and Algo collaborated to invest in Zhejiang XCC Group.
① Today, the soybean bag concept stocks surged, but many stocks were sold by Institutions, with Espressif Systems being sold off 0.192 billion. ② The Robot Concept stocks of Zhejiang XCC Group received nearly 0.25 billion in purchases from two leading speculative positions; it also received 0.139 billion from one Algo position.
After two rounds of review inquiries, Jun Cheng technology's restructuring failed, and the symbol company's financial irregularities have become the focus of regulatory attention. | Quick read announcement.
Jun Cheng Technology announced the abandonment of the planned assets restructuring that had been planned for over a year. This involved the acquisition of a controlling stake in the automotive instrument company New Times for 0.247 billion yuan; During the planning period, the company received two rounds of "Inquiry Letters for Review" issued by the Shenzhen Stock Exchange, and recently disclosed a revised report draft; The Shenzhen Stock Exchange has noticed that New Times has used borrowed funds for the family consumption of the actual controller, involving behaviors such as receiving, transferring, and misappropriating funds by others.
The intensive release of new products represented by the Huawei Mate 70 marks the arrival of the traditional Q4 peak season in the consumer electronics industry.
① According to media reports, Huawei's terminal BG CEO He Gang stated in an interview on the evening of December 4 that the pre-orders for the Huawei Mate70 series have exceeded 6.7 million, and due to high demand, the initial supply is still slightly insufficient. ② Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will see a wave of device replacements and drive inventory stocking in related supply chains.
Xpeng's Heavenshuttle flying autos will start pre-sale this month. Low-altitude economy is expected to take off.
①At the Xiaopeng AI Technology Day, Xiaopeng Autos Chairman He Xiaopeng revealed that Xiaopeng Huitian's global first mass-produced split-type flying car will have its global public maiden flight at the Zhuhai Air Show in November, and officially start pre-sale in December. ②Galaxy Securities pointed out that looking ahead, the trillion-level low-altitude economy market is gradually approaching, leading infrastructure first, with manufacturing and operations progressing in tandem.
Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.
① The proportion of hundreds of billions of private equity firms in the top ten of the private equity research ranking has decreased, with the top position being held by Zhengyuan Investment, the only private equity firm with over a thousand research visits this year; ② Overall, private equity is more focused on stocks in the star; ③ Several hundred billion private equity firms are still clustered around researching hangzhou hikvision digital technology and luxshare precision industry; ④ This year, Feng Liu has researched hangzhou hikvision digital technology three times, and Deng Xiaofeng has researched luxshare precision industry four times.
The humanoid robot industry end is experiencing intensive catalysis, and the commercialization of the industry is expected to land.
① On November 25, media reports stated that the humanoid robot venture MagicLab is developing third-generation humanoid robot products, currently testing assembly line capabilities in an electrical appliance factory. ② Liu Yangdong from shanghai Securities noted that there has been a surge of catalysts in the recent industry, further accelerating the development of the humanoid robot industry chain, and the entry of humanoid robots into industrial scenarios has become a highly certain application trend both domestically and internationally.
Hang Zhou Radical Energy-Saving Technology announced the termination of the acquisition as the shareholder shareholding plan expires, temporarily suspending the extension of the industry chain. | Quick Read Announcement
①The trading price of the target company has not been announced yet, hang zhou radical energy-saving technology's move into the screw competition track has been "withdrawn"; ②When hang zhou radical energy-saving technology officially announced the termination of the acquisition, there was only one day left before the completion of Hangzhou Juwo, the acting party of the actual controller of the company, in this round of shareholding reduction plan; ③At that time, hang zhou radical energy-saving technology expressed that this equity acquisition would help the company further explore the research and application of products in emerging fields such as precision transmission and smart equipment.