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New themes are gradually emerging as market styles shift between high and low, but the strength of the Technology mainline's recovery remains crucial.
Yesterday, the market continued to adjust, and all three major Indexes fell, returning to a consolidation structure in the short term.
Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.
Gunze, Osaka Gas, ETC [List of materials from newspapers]
*Gunze <3002> is restructuring its organization to strengthen fiber materials and expand towards the Autos and civil engineering sectors (Nikkei Industrial, Front Page) -○ *Osaka Gas <9532> is making a growth investment of 209 billion yen for the fiscal year ending March 2026, with a focus on U.S. Shale Gas (Nikkei Industrial, Page 3) -○ *Suzuki <7269> Sagara also partially halted operations due to the impact of the explosion incident at Central Springs (Nikkei Industrial, Page 3) -○ *TOPPANHD <7911> will merge three business companies next spring to create synergies (Nikkei Industrial, Page 5) -○ *Mori Riku HD <4249> is withdrawing from Mexico, considering U.S. tariffs affecting the German company.
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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.