The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
Sf Diamond Co., Ltd.'s net profit has declined for two consecutive years, and borrowing will "surge" in 2024 | Interpretations
① Sf Diamond Co., Ltd. disclosed the 2024 Earnings Reports, with double-digit declines in Net income for two consecutive years; ② In 2024, loans increased more than 2.5 times year-on-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.
Henan Yicheng New Energy lists its subsidiary for sale, with liabilities exceeding 0.2 billion and receivables likely difficult to recover | Quick read announcement
① Henan Yicheng New Energy transferred 100% of its shares in Hengrui. Previously, Pingmei Longji had been "relieved of burden" by the listed company; ② Due to significant losses in the Solar Cells business of Pingmei Longji and other reasons, Henan Yicheng New Energy expects a net loss attributable to the parent company of 0.6 billion to -0.7 billion yuan in 2024.
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%.
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.