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.
The Chairman of LONGi Green Energy Technology once again increased shareholding today to support the market, and several Electrical Utilities and Energy companies also took action to convey bullish signals.
① Currently, Zhong Baoshen's total amount of Shareholding in two rounds has reached 0.188 billion yuan; ② In addition, today several Energy companies announced the release of Bullish Signals through share buybacks or increasing their shareholdings.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
Jiangsu Canlon Building Materials invests 0.48 billion in a cross-border acquisition of an optoelectronic company. Can a performance commitment with an average growth rate of 40% be achieved?| Read the announcement.
① Against the backdrop of losses in the waterproof materials main business, the acquisition by Jiangsu Canlon Building Materials is an attempt at diversification and also aims to enhance profitability; ② The Trade set a performance commitment of a cumulative 0.24 billion yuan over the next three years, but the competition in the Industry is quite fierce, so there is certain risk regarding the ability to achieve this; ③ The Trade will also trigger a simultaneous Shareholding reduction by the controlling shareholder and actual controller, who will transfer 14.49% of the total share capital of the listed company.
Concerns remain as the market shows signs of recovery after hitting a bottom, with deep-sea Technology and cyclical stocks becoming the focus of attention.
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Real reversal or short-term warming? A surge in distributed photovoltaic installations is happening, with some Dealers claiming to have encountered "order cancellations".| Fax
① Under the rush of photovoltaic installations, an outbreak of demand has led to insufficient supply, causing conflicts in production and sales, with some Dealers claiming that they have had their orders "canceled" by component manufacturers; ② Dealers state that their current focus is entirely on the rush of installations for the two key deadlines of April 30 and May 31, feeling overworked and primarily concentrating on installation; ③ Analysis suggests that the current emphasis on controlling production capacity in the photovoltaic Industry has reached an unprecedented level, which will effectively alleviate the situation of oversupply.
102884128 : getting disappointed with this counter. every day drop.