The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
Brokerage morning meeting highlights: Listed companies significantly Increase Stake & Buy Back, demonstrating determination and strength.
In today's brokerage morning meeting, Founder Securities believes that listed companies are significantly increasing their Increase Stake & Buy Back measures to demonstrate resolve and strength; China International Capital Corporation suggested that the Federal Reserve is not expected to cut interest rates in the short term, with a potential restart of rate cuts possibly in the third quarter; HTSC believes that the Real Estate property management Sector has both improvement potential and dividend value.
The Peking State-owned Assets Supervision and Administration Commission proposed to effectively maintain the Market Cap of listed companies. Institutions are Bullish on the allocation value of central state-owned enterprises.
① Recently, the State-owned Assets Supervision and Administration Commission of Peking held a symposium for municipal state-owned enterprises and publicly listed companies, firmly maintaining the stability of the Capital Markets and fully promoting the high-quality development of listed companies. ② China International Capital Corporation stated that the related systems for Market Cap management of central state-owned enterprises are expected to continue improving, and the motivation for central state-owned enterprises to engage in Market Cap management in practice is also expected to continue strengthening. It is advised to pay attention to the allocated value of the Market Cap management theme of central state-owned enterprises.
Anhui Gujing Distillery's performance slightly falls short of institutions' expectations, with revenue and total profit not meeting the annual growth targets | Interpretations
① Last year, Anhui Gujing Distillery's net income grew by about 20%, but the company failed to achieve its previously set revenue growth target; ② In Q4 of last year, revenue growth was about 4.85%, and the net income attributable to the parent company slightly decreased year-on-year, possibly mainly due to the company's control over speed to reduce channel inventory; ③ Currently, Anhui Gujing Distillery's core product - Gu 20 is priced at less than 500 yuan per bottle on the PDD Holdings platform, and the profits for channel merchants are relatively slim.
Rare! A-share announcement of a repurchase wave: the Zhongshan system, Moutai, Midea, and GTJA have all joined in.
A-shares listed companies act with confidence, injecting stable signals into the market.
The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.
① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.