[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.
Hymson Laser Technology Group: Solid state batteries are in the early stages of development but have considerable gross margin. Orders for 3C business are steadily increasing | Focus on earnings conference
①Regarding existing orders, as of the end of September, the company has approximately 7.5 billion in existing orders, with lithium batteries accounting for 80%, and the rest for 3C and photovoltaics; It is expected that there will be a significant increase in new signed orders this year, especially in the photovoltaic field; ②The mass production orders of solid state batteries are currently in the final stage of technical solution confirmation; ③Currently, solid state batteries are in the early stage of technical development, and the company's gross margin for related business is about 10 percentage points higher than traditional technologies.
The 2024 Quantum Technology and Industry Conference is about to be held, and the quantum computing market is accelerating commercialization.
On November 29-30, 2024, the Quantum Technology and Industry Conference will be held in Hefei, with the theme of "Quantum Leap, Future Prospects." China Great Wall Securities believes that China's quantum information technology is gradually breaking through the global leading position, with core systems gradually achieving independent controllability. In the future, with continuous evolution on the policy and industrial fronts, we remain bullish on the continuous expansion of the quantum computing industry.
Yifei Laser: Order growth rate of 46 series equipment is significantly accelerating, actively promoting the research and development of solid state battery related technologies | Direct hit on earnings conference
①In the revenue of Yifei Laser in the first three quarters of this year, the cylindrical full-pole ear cell equipment and module PACK equipment business revenue accounts for a high proportion, and the revenue growth of the cylindrical full-pole ear cell equipment business is fast. Among them, the 46 series equipment orders grow significantly; ②The chairman and general manager of the company, Wu Xuan, stated that in the future, large cylindrical full-pole ear batteries will be one of the mainstream battery technology paths; the company has also made new breakthroughs in multiple laser research and development areas.
STAR Evening News | Hao Europe Borg Holdings' shareholder control changes, stocks to resume trading tomorrow, Suzhou Veichi Electric plans to establish Asia Vets robot&automation project
1. As an electric autos company, BYD Company Limited's quarterly revenue exceeded Tesla for the first time; 2. Six departments: promoting the installation of photovoltaic systems on existing building roofs; 3. Three departments: supporting the IPO financing of relevant enterprises that meet the conditions of new materials big datacenter.