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Guotai Junan Securities: The potential of humanoid robot Bearings is enormous, and there is a broad space for domestic substitution.
Humanoid robots are on the rise, and the demand for Bearings is benefiting.
Tianyu Digital Technology (002354): The three major business platforms continue to gain momentum, and performance is expected to reach a turning point.
Investment highlights: In 2024, losses are significantly narrowed year-on-year, with a substantial revenue growth in Q1 of 2025. (1) In 2024, revenue is 1.579 billion yuan (YOY -10.38%), and the net income attributable to the parent is -0.118 billion.
Tianyu Digital Technology (002354): Revenue growth of 31% in the first quarter of 2025, with a forward-looking layout in AI/embodied intelligence.
In the first quarter of 2025, revenue increased by 31.2%, and Net income turned positive. 1) The company's revenue in 2024 was 1.58 billion, a year-on-year decrease of 10.4%; the net income attributable to shareholders was -0.12 billion yuan, with the loss narrowing by 89.2% year-on-year.
Dragon and Tiger List | Tianyu Digital Technology has reached the upper limit, with a net Buy of 0.214 billion yuan.
Gelonghui, May 7|Tianyu Digital Technology (002354.SZ) is limit up today, with a Turnover Ratio of 24.92% and a transaction volume of 2.781 billion yuan. Data from the dragon and tiger list shows that HK->SZ bought 0.13 billion yuan, sold 96.0804 million yuan, resulting in a net buy of 33.6748 million yuan; the speculative funds "Algo hitting the board" ranked fourth in buying, with a net buy of 42.2441 million yuan; "ZhongShanDong Road" ranked fifth in buying, with a net buy of 40.2697 million yuan. The ranked seats bought 0.43 billion yuan throughout the day, sold 0.216 billion yuan, totaling a net buy of 0.214 billion yuan. (Gelonghui)
Express News | DeepSeek released the Prover-V2 model, with a parameter count reaching 671 billion.
Express News | Tianyu Digital Technology: Currently, production and operation activities are normal, and there are no significant matters that need to be disclosed but have not been disclosed.