Decrease in revenue but increase in profits! Contemporary Amperex Technology will generate over 50 billion in 2024|Interpretations
① In 2024, Contemporary Amperex Technology's performance will see a decrease in revenue but an increase in profit, with a Net income reaching 50.7 billion yuan; ② The Battery Business remains the largest source of revenue for Contemporary Amperex Technology; ③ The inventory impairment reserve of Contemporary Amperex Technology has significantly increased compared to the previous year.
The "King Ning" is heading towards a new battlefield.
Reconstruct the Global Industry Chain.
Track Hyper | Zhejiang Sanhua Intelligent Controls: Tesla "T-chain" Bright Card.
Similar to Ningbo Tuopu Group, but there are risks.
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.