Mecca Xincai: Ship coating certification "passed a checkpoint". The new track has great potential but challenges remain | Quick read announcement.
① Maijia Xincai announced today that it has recently obtained the anti-fouling paint certificate from DNV (Det Norske Veritas), making further progress in the ship coating field; ② Industry insiders stated that classification society certification is a necessary condition for the company to enter the ship coating field. Currently, there are about four or five companies in China that have the necessary technological reserves. Maijia Xincai is making rapid progress, but there are still challenges in capturing the market.
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.
The computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.
Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.
Gold prices have repeatedly reached historical highs, and gold companies are showing impressive performances while increasing reserves. The "long bull" trend still exists | Year-end review.
① This year's gold prices have repeatedly hit new highs, performing particularly impressively; ② Among A-share gold companies, SD GOLD, Zijin Mining Group, Shanjin International, and * Special Treat Zhongrun are actively increasing their reserves; ③ Many industry insiders believe that the trend of a "long bull" market for gold still exists; however, the risks of short-term fluctuations cannot be overlooked.
Double down on shanghai film! Dai Yun, General Manager of Shanghai Film, said that the integration of IP business and traditional business will become increasingly important.
① Recently, shanghai film announced plans to acquire 19% of the shares in shanghai film yuan held by shanghai film group and shanghai mei film. After this trade is completed, the equity structure of shanghai film yuan will be 70% held by the company, 30% held by shanghai mei film, and shanghai film group will no longer hold shares directly. ② At the "shanghai film power share meeting" held yesterday, the general manager of shanghai film, Dai Yun, revealed that the integration of the company's IP business with traditional business will increase in the future.
Maco Xinyan: The container coating industry has a good business climate, and mergers and acquisitions are an important path for the development of industrial coating enterprises. | Direct hit on earnings conference
1. The container market continues to rise, Meiga Xincai's revenue continues to increase month-on-month; 2. Chairman Huang Yanyi of the company stated that mergers and acquisitions are an important path for the development of the industrial coatings industry, and the company will comprehensively consider various factors to decide whether to carry out new mergers and acquisitions.