Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.
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.
Net profit in Q4 increased by over 437%. Hengdian Group DMEGC Magnetics turns its performance around against the winds | Interpretations
①Hengdian Group DMEGC Magnetics experienced explosive performance in Q4, contributing nearly half of the annual profits; ②The company's performance exceeded some Brokerage expectations; ③The Lithium Battery Business contributed significantly, mainly through gross margin recovery in core business; ④The company aims for double growth in revenue and profits by 2025.
This week, 13 more companies were added! Gree Electric Appliances, Inc.of Zhuhai and several other stocks revealed plans for shareholding and repurchase loans, a list of related A-shares is provided.
According to incomplete statistics from the Financial Association, 13 A-share listed companies announced the disclosure of shareholding related to repurchase and refinancing this week (see attached table); Gree Electric Appliances, Inc. of Zhuhai shareholder, Ocean Connect, receives the highest specific loan amount, which does not exceed 1.47 billion yuan.
Weather vane? On the eve of the full market entry of distributed photovoltaics, Trina Solar Co., Ltd. is steering Trina Wealth jointly with its first and second generations.
① Trina Solar ranks in the top two of the market, and its development adjustments are seen as a barometer for the distributed photovoltaic market; ② Analysts believe that under the new policy environment of market-oriented Trade in Electrical Utilities, it is necessary to integrate and coordinate the scenarios of distributed photovoltaic, customer-oriented electrical Trade, financial solutions, and Operation and maintenance solutions.
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.