The Steel Industry continues to feel the chill. The "top student" Hunan Valin Steel expects a maximum decline of 60% in performance for 2024 | Interpretations.
① Hunan Valin Steel expects to achieve a Net income of 1.7 billion yuan to -2.3 billion yuan attributable to the shareholders of the listed company in 2024, a year-on-year decline of 55% to 67%. ② The company announced on the same day that it intends to repurchase shares using self-owned funds or self-raised funds amounting to 0.2 billion yuan to -0.4 billion yuan, with the repurchase price not exceeding 5.80 yuan per share.
[Data Watch] Renowned capital with over 100 million yuan aggressively invests in Shenzhen Woer Heat-shrinkable Material, with Zhejiang XCC Group being jointly bought by two Algo seats.
① The Copper cable high-speed connection concept stock Shenzhen Woer Heat-shrinkable Material received a Buy of 0.125 billion from the Dalian Huanghe Road office of Galaxy Securities. ② The Robot Concept stock Zhejiang XCC Group received a total Buy of over 0.2 billion from two Algo seats.
[Data View] Institutions and speculative funds are selling off Leo Group Co., Ltd. with powerful positions exceeding 0.4 billion to seize Zhejiang XCC Group.
① Leo Group Co., Ltd. under the Douyin concept stocks was sold by Institutions for 0.319 billion, with two major speculative seats combined selling 0.265 billion. ② Zhejiang XCC Group under the Robot Concept stocks was purchased by GTJA's Shanghai Haiyang West Road branch for 0.421 billion, and was bought by Huaxin Securities' Shanghai Wanping South Road branch for 0.204 billion.
[Market Analysis] Established speculators are selling Zhejiang XCC Group for nearly 0.2 billion, while Algo fund activity has dropped to a freezing point.
① The Robot Concept stock Zhejiang XCC Group was sold by the GTJA Shanghai branch trading department in the amount of 0.19 billion. ② The activity of Algo funds has significantly decreased, with multiple Algo fund seats not recording any trades exceeding 20 million in individual stocks.
Shanghai is making moderate advancements in the layout of hydrogen-based energy, and policies are expected to promote a double increase in both supply and demand in the hydrogen energy market.
① The General Office of the Shanghai Municipal People's Government issued the "Work Plan for Innovative Development Led by New Energy Storage Demonstration in Shanghai (2025-2030)", focusing on green alcohol and green ammonia, with a long-term goal of forming four hydrogen-based Energy bases in the Lingang New Area, Jiading District, Chemical Zone, and Shanghai Waigaoqiao Free Trade Zone Group. ② Zhang Jin from Huabao Securities believes that with the implementation of related policies, the supply and demand in the "production, storage, transportation, and use" segments of the hydrogen energy market are expected to see a double increase.
Musk: The goal this year is to manufacture thousands of Optimus humanoid robots, aiming for a tenfold increase each year over the next two years.
Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.