China's quadruped robot dog is globally leading and is expected to be the first branch of Siasun Robot&Automation to land.
Recently, Yunshenchu and its official partner EasternGreenPower collaborated closely, using the self-developed X30 quadruped robot and digital technology to successfully deliver the Electrical Utilities tunnel inspection solution for the Singapore Energy Group. Additionally, Meng Pengfei from Open Source Securities pointed out that currently, the quadruped robotic dogs in China are globally leading, continually expanding their application from military to civilian uses.
Tomorrow, the stock will be suspended as Gao Ling Information plans to purchase equity in Xin Nuo Communication, which once aimed for a star IPO.
① The acquired company Xinnuo Communication applied for a listing on the star in June last year and voluntarily withdrew the application in June this year, terminating the IPO; ② Gaoling Information has shown a declining performance in recent years, with losses in each quarter this year. It stated that the future direction to turn around would be, first, military industry communication, and second, content security business, confirming that revenue will be concentrated in the second half of 2024.
Guobor Electronics: High linear control device business has been mass supplied. Multiple satellite communication products have been introduced to customers. | Direct hit at earnings conference
①Mei Bin, Chairman of Guobo Electronics, stated that the company's Q3 revenue and profits declined mainly due to industry factors and the pace of orders, resulting in a decrease in revenue from source phased array T/R components and RF module business; ②Multiple RF integrated circuits have been applied in 5G-A sensing integrated stations, for bulk supply of business high-linearity control components for the new generation of smart antennas in stations.
Chengdu M&S Electronics Technology: A small quantity of low-orbit satellite products has been delivered for application, and efforts are being made to connect and promote related work in the domestic aircraft pre-installation market | Focus on the earning
① The chairman of chengdu m&s electronics technology, Xiang Rong, stated that after communicating with downstream clients, there is a sense of improvement in the industry; as the industry's impact gradually diminishes, the company expects its revenue scale to recover and achieve growth; ② As one of the main suppliers in the satellite-related equipment field, chengdu m&s electronics technology has increased its research and development applications in areas such as low-earth orbit satellites, civil aviation airborne, and electronic countermeasures in recent years, with some projects making new progress.
The International Low Altitude Economic Development Conference is about to be held. Institutions suggest paying attention to the subsequent sector market trends.
The 2024 China (Xi'an) International Low Altitude Economic Development Conference will be held from November 22 to 24 at the Xi'an International Convention and Exhibition Center. Open Source Securities' Yin Shenglu stated that the low altitude economy has already experienced a vertical implementation from macro (national level industry planning) to meso (local subsidies) and then to micro (infrastructure mainframe bidding, application scenario creation), suggesting to pay attention to the subsequent sector market of the low altitude economy.
Zhenhua Wind Power: Expanding into new markets. Some products in the commercial aerospace sector have already generated orders | Directly hit the earnings conference
①The person in charge of Zhenhua Fengguang stated that currently the company has a wide range of products, with over 700 customers, generating new orders every month. The backlog of orders is in line with industry trends; ②The company has launched more than 60 new products this year, with 49 new products already in trial use and supply. Over 30 new products in the commercial aerospace sector have completed experiments, with some products already having received orders.