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The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
It is indeed a "policy year" for Siasun Robot&Automation! Guangdong plans to promote industrial innovation and development in 12 areas.
① Recently, policies on embodied intelligent robots have significantly gained momentum: the government work report mentioned embodied intelligence for the first time, and relevant policies have been introduced in Shenzhen, Peking, and other places. ② Brokerages point out that 2025 will be the policy year for humanoid robots in China, and local governments are expected to become the main purchasers and driving forces in the humanoid robot industry. ③ In A-shares, related companies in the Industry Chain of robots from Guangdong, Shanghai, Jiangsu, Anhui, Chongqing, and Peking include these >>
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.
Yushu Technology is heavily recruiting as the domestic humanoid robot industry accelerates its explosion.
① According to the official account "Binjing Release" of the Publicity Department of the Binjiang District Committee of Hangzhou City, Yushu Technology is hiring for several positions, including Mechanical Structure Engineers. ② Xiao Qunxi from GTJA Securities believes that Yushu Technology has already formed a complete product layout in the Siasun Robot&Automation field, focusing on domestic Siasun Robot&Automation manufacturers and core component suppliers.
Driven by humanoid robots, the demand for PEEK materials is expected to grow significantly.
Institutions point out that the humanoid robotics industry has recently experienced intensive catalysis. Driven by the demand for humanoid robotics materials, PEEK stands out in the Lightweight solutions for humanoid robots due to its excellent characteristics such as being lightweight, wear-resistant, and having outstanding mechanical properties, and is expected to illuminate a new demand area.
The subsidiary signed a large contract worth 3.664 billion yuan. Can it provide Weihai Guangwei Composites with a sense of assurance? | Quick read of the announcement.
① Weihai Guangwei Composites announced that its wholly-owned subsidiary, Weihai Expansion, signed a "Material Purchase Contract" with Client A, with a total contract amount of 3.664 billion yuan. ② In the company's Carbon Fiber Business, the growth of Aviation-related sectors is relatively fast, including T300 grade/T700G grade/T800H grade.
blackstone Investments and 14 other institutions formed a consortium to invest in kuang-chi technologies. Super materials have also set their sights on the low-altitude economy.
1. kuang-chi technologies introduced three strategic investors through equity transfer agreements, two of which have state-owned backgrounds; 2. Recently, kuang-chi technologies has been focusing on the low-altitude economic industry, releasing the world's first all-body super material drone this month.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Breakthrough in solid state battery technology stimulates rapid development of related industries.
① Penghui Energy's official WeChat announced that a major breakthrough in all-solid-state batteries is coming soon. The 2024 Penghui Energy Product Technology Conference will be held on August 28, and a series of major new products will be released soon. ② CITIC Construction Investment estimates that by 2025, the global market space for various types of solid-state batteries may reach tens to hundreds of GWH or 100 billion yuan.
Shenzhen Tongyi Industry Nets $95 Million From Private Share Sale
Cosco Haite, * ST Zhongfu and other nine companies announced bad news on September 23rd.
1. Wachovia New Materials: shareholders Zhang Shengye and Zhang Chaokai plan to reduce their holdings by no more than 4%, shareholders Zhang Shengye intends to reduce their holdings by no more than 2%, and shareholders Zhang Chaokai plans to reduce their holdings by no more than 2%. two。 Cosco Haite: shareholder Qianhai open source plans to reduce its holdings by no more than 5%, and shareholder Qianhai open source fixed increase 11 asset management plan plans to reduce holdings by no more than 5%. 3. Hanyu Group: 13.28% shareholder verve Trading plans to reduce its stake of not more than 2.75%. Hanyu Group announcement, 13.28% shareholder Shenyun Trading Plan will be delivered 15 times from the date of disclosure of the announcement.
The pre-announcement of the third quarterly report unveiled a substantial increase in the performance of these stocks (list)
With the end of the semi-annual report of listed companies, some companies have also begun to issue earnings forecasts for the third quarter of 2021, and a high-quality three-quarter report will boost share prices and investor confidence. Compared with previous years, the companies that take the lead in the "spoiler" three-quarter report this year are "rare". The market expects that the double season may be approaching, after which there will be a wave of intensive three-quarter forecast period. Statistics show that as of September 16, a total of 61 companies have issued three-quarter forecasts, accounting for more than 80% of the performance stocks (pre-increase, slight increase, profit continuation, reversal of losses). From performance
The announcement of the third quarterly report is unveiled. Which stocks are worth paying attention to? (attached shares)
It has been two weeks since the end of the report, during which many listed companies have begun to disclose their third-quarter earnings forecasts. In fact, stock speculation is expected, expected good stocks will naturally attract much attention and become the object sought after by investors. In fact, the market has already reacted to the pre-increased stocks in the three quarters. Yesterday night, Igor released a forecast of results for the first three quarters, which is expected to achieve a net profit of 177 million yuan to 185 million yuan, with a year-on-year increase of 458.79% to 484.03%. Today, the stock price directly pulls up the trading limit. Yan'an Bikang announced that in the first three quarters of the company,
Tianji shares forecast a sharp increase in results in the third quarter. What are the other electrolyte concept stocks?
As one of the electrolyte concept stocks, Skyline shares have risen gratifyingly in the secondary market in the past year, rising more than four times in the past year, and the share price has also risen 178% during the year. Shortly after the end of the reporting season, the company released a three-quarter forecast. On Sept. 14, Skyline shares rose by the daily limit in early trading and opened in the afternoon, finally trading at 46.34 yuan, up 6.28%, with a total market capitalization of 18.636 billion yuan. On the evening of September 14, Skyline issued a performance forecast that it is expected that the net profit attributed to shareholders of listed companies in the first three quarters of 2021 will be 440 million yuan to 460 million yuan, turning losses into profits. Basic
Analysis of the daily limit of Walt shares on September 14: carbon-based materials, graphene, e-cigarette concept hot stocks
Securities Star data Center News, Walt shares rose the limit to close, closing price 24.63 yuan. The stock rose by the daily limit at 10:22 and opened once, with a closing capital of 83.1973 million yuan, accounting for 1.96 per cent of its current market value. In terms of capital flow data, the net outflow of main funds on the same day was 266900 yuan, the net inflow of hot capital was 6.9156 million yuan, and the net outflow of retail funds was 11.3848 million yuan. The capital flow in the past five days is shown in the following table: the stock is a hot stock of carbon-based materials, graphene and e-cigarettes. On the same day, the concept of carbon-based materials rose 2.17%, the concept of graphene rose 0.9%, electricity
Shandong Kaisheng New Materials to Raise $48 Million in Shenzhen IPO
Tongyi Co., Ltd.: Hezhong Asset Management Co., Ltd. investigated our company on September 7.
Tongyi Co., Ltd. (300538) issued an announcement on September 8, 2021: Han Chenyao, Wu Ying and Song Qian of Hezhong Asset Management Co., Ltd. investigated our company on September 7, 2001. the survey was hosted by Chairman Shao Yunan and Board Secretary Li Tao. The main contents of this survey are as follows: first, Mr. Shao Yunan, Chairman of the Board, briefly introduced the situation of the company, as a high-end chemical and electronic materials integration solution provider, Tongyi shares deep ploughing and plasticizing industry for nearly 20 years, with global high-quality customer and supplier resources, excellent information processing ability of the industrial chain. The company has built a "one body and two wings" circular development ecological chain.
Tongyi shares: Minsheng Canada Bank Fund Management Co., Ltd. investigated our company on September 6.
Tongyi (300538) issued an announcement on September 7, 2021: Minsheng Canada Fund Management Co., Ltd. Liu Shiqing, Wang Liang, Zhu Chenzhe and Rui Dingkun investigated our company on September 6, 2021, which was conducted by the chairman, Mr. Shao Yunan. Ms. Li Tao, secretary of the board of directors, is responsible for the reception. The main contents of this survey are as follows: first, Mr. Shao Yunan, Chairman of the Board, briefly introduced the situation of the company, as a high-end chemical and electronic materials integration solution provider, Tongyi shares deep ploughing and plasticizing industry for nearly 20 years, with global high-quality customer and supplier resources, excellent information processing ability of the industrial chain. The company has built "one body and two wings"
Shandong Kaisheng New Materials Launches Shenzhen IPO
The concept of lithium electricity has plummeted, and Tibet's mining industry has fallen by the limit. How much longer will it fall?
September 2 news, lithium stocks fell sharply in early trading, the entire sector fell 1.53%. Tibet Mining, Tibet City Investment and Huayou Cobalt fell by the daily limit, Mingguan new materials fell by more than 12%, and shares of China's Baoan and Enjie followed suit. Lithium electricity plate is different from the previous big rise, nearly two days encountered in September "open the door black", the share price fell collectively. For the ups and downs of the plate, remember as well as the reasons for the current sharp adjustment, some public investors said that it is mainly the transaction level factors, the early plate rose too fast caused market differences to increase. However, the public offering's opinion is divided on whether there will be another style change in the future.