Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
Tianyue Advanced is expected to turn losses into profits in 2024, with overseas revenue reaching a new high since its listing.
① During the reporting period, the company's overseas revenue was 0.84 billion yuan, a year-on-year increase of 104.43%; ② In 2024, the company's Silicon Carbide substrate production will be 0.4102 million pieces, an increase of 56.56% compared to 2023; ③ Currently, the company has achieved quality and mass supply of 8-inch conductive type substrate products.
The industry leader issued a price increase notice, and the storage Industry prices and demand are expected to gradually recover.
According to TrendForce, Micron Technology has recently sent a price increase letter to customers, indicating that both the Memory Chip and storage markets have begun to recover, with growth expected by 2025 and 2026. Shengan Securities believes that the supply and demand relationship in the Industry may gradually improve, and Memory Chip prices and demand are expected to gradually rebound.
Huicheng Co., Ltd. will see revenue growth without profit increase in 2024, focusing on automotive display driver chips.
① Benefiting from stable downstream demand, Huicheng Co., Ltd. continues to see an increase in shipment volume; ② In recent years, as new manufacturers in the Industry gradually establish production capacity, competition in the display driver chip packaging and testing sector has intensified.
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.
Yingli Green Energy: 2024 revenue is expected to grow by 24%, turning losses into profits, with photovoltaic and energy storage Business becoming new growth engines.
Key points summary of performance turnaround: In 2024, Yingli Co., Ltd. achieved revenue of 1.843 billion yuan, an increase of 24.18% year-on-year; the net income attributable to shareholders of the listed company was 10.2677 million yuan, a significant increase of 129.33% year-on-year, successfully reversing the loss from the previous year. Basic EPS changed from -0.27 yuan to 0.06 yuan. Normalized net income turned positive: After deducting non-recurring gains and losses (mainly including asset disposal losses, some government subsidies, changes in the fair value of financial instruments and disposal gains and losses, asset impairment, etc.), the net income reached 13.0053 million yuan, an increase compared to the previous year.