Driven by 'technical cost reduction + policy advantages', Analysts are Bullish on the opportunities for the scaled explosion of hydrogen energy.

① Recently, the "Hydrogen Teng" Fuel Cell Energy product equipment successfully generated power in Antarctica, marking the first application of hydrogen energy technology in Antarctic conditions globally. ② Sinolink pointed out that the domestic market is developing rapidly due to policy consistency, the speed of technology cost reduction, and regional cluster advantages, closely focusing on "technology cost reduction + policy advantages" to seize the opportunity for hydrogen energy to transition from demonstration to large-scale explosion.

cls.cnMar 5 19:10 ET

The Robot Concept is experiencing explosive growth! The strongest stock has risen nearly 7 times, and these stocks have all reached new historical highs.

YuTree Technology's Wang Xingxing recently stated that by the end of this year, the entire humanoid robot in the field of AI will reach a new level.

cls.cnFeb 19 01:30 ET

Regions are 'gobbling up' the low-altitude economy, and the Industry is expected to welcome a period of rapid development.

① The first meeting of the Jiangsu Province Global Strategy XINXINGCHANYE Mother Fund for Spring 2025 was successfully held on the 12th, with the signing of the Jiangsu Wuxi Low-altitude Economy and Aerospace Industry Special Mother Fund (tentative name) with a scale of 2 billion yuan. ② According to data from the Civil Aviation Administration of China, by 2025, the market size of China's low-altitude economy is expected to reach 1.5 trillion yuan, and by 2035, it is expected to reach 3.5 trillion yuan, with the low-altitude economy poised for a rapid development period.

cls.cnFeb 12 18:59 ET

Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.

① According to media reports, recently, Professor Gong Wei, a member of the Provincial Political Consultative Conference and Vice President of Wuhan University, introduced to reporters that the Tianwen project is moving from the laboratory to the production line, with plans for mass production in 2025. ② Cui Yan from Minsheng Securities analyzed that the technology of humanoid robots is evolving rapidly, with the industrial trend continuously strengthening, and the long-term potential consistently expanding, remaining bullish on investment opportunities in the humanoid robot sector.

cls.cnJan 20 19:02 ET

Wedge Industrial is focusing on the "Two Machines" Industry Chain and plans to invest 0.5 billion to establish an industry merger and acquisition Fund in collaboration with AVIC Asset Management | Quick Read Announcement.

① Wedge Industrial announced plans to invest 0.5 billion yuan to jointly establish a merger and acquisition Fund with Qingdao Honghua, primarily focusing on integrated investments in the aerospace industry; ② High-temperature Alloy is one of Wedge Industrial's main businesses, with aviation engines and gas turbines as its main downstream products. In the first half of last year, revenue from related Business was 0.095 billion yuan, a year-on-year decline of 12%; ③ Qingdao Honghua is affiliated with AVIC Asset Management Co., Ltd., which holds a 35% equity stake.

cls.cnJan 15 09:47 ET

Operating performance did not meet expectations, Chengdu Haoneng Technology offers a 90% discount on the sale of 34% equity in Aerospace Shenkun | Quick read announcement.

① Just three years in, Chengdu Haoneng Technology couldn't wait to "sell off" Aerospace Shenkun, with the transfer price being only 10.81% of the initial investment; ② While effectively cutting off "one wing" in the commercial aerospace field, Chengdu Haoneng Technology continues to increase its investment in aviation aerospace components.

cls.cnDec 27, 2024 09:03 ET