Hoyuan Green Energy forecasts its first loss for the 2024 annual report and plans to sell silicon material assets to 'weather the winter' | Interpretations
① The company expects to incur losses in 2024, with the loss amounting to between 2.5 billion and 2.7 billion yuan, and the loss in Q4 ranging from 0.87 billion to -1.07 billion yuan, which is an increase compared to Q3; ② The reduction in Global Strategy has also become an important means to reduce losses, and the company plans to sell its silicon material Assets to minimize subsequent losses.
Once the largest business, now it has become a "burden" on performance. Guangdong Topstar Technology expects to report its first loss since going public | Interpretations.
①Due to the halving of revenue from the formerly largest business, resulting in a loss of approximately 0.2 billion yuan and the recognition of impairment losses, the Robot Concept stock Guangdong Topstar Technology may experience its first loss since going public last year. ②The company stated that significantly shrinking the scale of the Asia Vets Energy and Environmental Management System business has a substantial impact on Net income. ③In the future, Guangdong Topstar Technology will continue to focus on developing business related to robots, CNC machine tools, DKM Injection Machine, and other product categories.
Two companies have new developments: Changchun Up Optotech and Lingyun Guang's subsidiary Changguang Chenxin's IPO has been terminated. Sizhirui has updated the submission of financial materials | Star IPO Weekly Report.
① Changchun Up Optotech and Lingyun Optical are both publicly listed companies that hold more than 5% of the shares in Changguang Chinchip, with Changchun Up Optotech holding a share of 25.56%; Lingyun Optical holds 10.22%. ② The domestic surgical robot manufacturer Siasun Robot&Automation is a company that is listed under the fifth set of standards on the Star, with its core product being the "Kangduo" surgical endoscopic robot.
Chang Guangchenxin's Star IPO has been terminated, and the rationality of the hundred billion valuation has been questioned. Changchun Up Optotech and Lingyun Optics hold shares.
① The Shanghai Stock Exchange announced that Changguang Chenshin and its sponsor GTJA have withdrawn their application for issuance and listing, deciding to terminate the review for its Star issuance and listing; ② Before the termination of the IPO, Changguang Chenshin had been inquired by the Shanghai Stock Exchange regarding related party transactions, valuation rationality, and whether it harmed the interests of public investors, and it was not until February 2024 that Changguang Chenshin responded.
[Market Data Analysis] IF and IM index futures bulls significantly increased their positions, and four Institutions jointly decided to Buy Guangdong Topstar Technology.
① If the Block Orders for the IF index futures increase by more than 5,000 contracts, and the IM contracts increase by more than 3,000 contracts, the increase in quantity is significantly greater than the short positions. ② The Robot Concept stock Guangdong Topstar Technology has been heavily purchased by four Institutions, with a total buying amount reaching 0.173 billion.
Google collaborates with leading companies to develop a new generation of humanoid robots, and the robot sector is expected to remain vibrant.
① According to media reports, Google DeepMind announced a collaboration with Siasun Robot&Automation and Apptronik to develop a new generation of humanoid robots to tackle complex operational challenges in dynamic real-world environments. ② Wang Haiyang from Minsheng Securities believes that 2025 will mark the first year of mass production for humanoid robots, serving as the starting point for the leap in their general capabilities, with thousands of humanoid robots entering factory scenarios for training globally.