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.

cls.cnMar 2 21:09 ET

Investing in industry funds + establishing a joint venture, Cathay Biotech Inc. "leverages" Contemporary Amperex Technology and Hefei State Assets.

① Behind Cathay Technology are two major giants, Cathay Biotech Inc. and Contemporary Amperex Technology. ② Cathay Technology mainly engages in the research, production, and sales of products applying Cathay Biotech Inc.'s polyamide composite materials in the fields of power batteries, energy storage, and other New energy areas. ③ The招商凯赛新材料基金 (Zhaoshang Cathay New Materials Fund), co-founded by Cathay Biotech Inc., Hefei State-owned Assets, and China Merchants Shekou Industrial Zone Holdings, was established with a registered capital of 0.65 billion yuan.

cls.cnFeb 28 03:32 ET

Recently, the catalysts related to Solid State Battery have been continuously emerging. Analysts claim that Solid State Battery is still undervalued by the market.

① The 2025 China Solid State Battery Technology Innovation and Industrialization Seminar will be held from March 26 to 28, 2025. ② Everbright's Research Reports state that the market has underestimated the support that all-solid state batteries will provide in terms of safety and endurance after the demand surges in humanoid robots and the low-altitude economy.

cls.cnFeb 25 19:13 ET

"Transfer" 2 billion to build a factory overseas, Shenzhen Senior Technology Material plans to change the purpose of raised funds | Quick reading of the announcement.

① Shenzhen Senior Technology Material plans to use 2.08 billion yuan of raised funds that have not yet been used for domestic projects for the Malaysia project; ② From the perspective of Industry development, the overseas production capacity weight of lithium battery companies is gradually increasing.

cls.cnFeb 20 09:40 ET

Siasun Robot&Automation is the most critical equipment link, and the dexterous hand market is expected to usher in a period of explosive growth.

The rapid development of the humanoid robot industry will create incremental demand for the dexterous hand market. According to predictions from the Toubao Research Institute, it is expected that in a conservative scenario, the global market size for humanoid robot dexterous hands will reach 32.06 billion yuan by 2030, with a compound annual growth rate of 81.2%. In an optimistic scenario, it could reach 87.97 billion yuan, with a compound annual growth rate of 109.3%.

cls.cnFeb 18 19:00 ET

Due to intensified market competition and fluctuations in raw material prices, Ningbo Ronbay New Energy Technology expects both revenue and net profits to decline in 2024.

① According to the performance forecast by Ningbo Ronbay New Energy Technology, it is estimated that the net income attributable to the parent company in the fourth quarter of 2024 will reach 0.176 billion yuan, which would be the highest quarterly profit in 2024; ② Ningbo Ronbay New Energy Technology disclosed that the second phase of its South Korea factory is expected to begin trial production in the first half of this year; breakthroughs are anticipated in the precursor product line this year; the layered oxide material is expected to achieve large-scale mass production and delivery within the year.

cls.cnFeb 14 08:20 ET