Ousheng Electric (301187) Update: Expanding Overseas Production Capacity; Care Robots Unlock New Growth Potential

Report Summary: The company's performance has been under pressure due to its overseas capacity deployment and foreign exchange gains and losses. We expect the earnings drag from ramping up overseas capacity to gradually ease, and the forward-looking investment in care robots will become the company's second growth curve. Investment highlights

Guotai Haitong SecuritiesJun 17 00:00

Ousheng Electric (301187.SZ): Terminates Joint Investment in Industrial Fund with Professional Institution

Gelonghui, June 16 — Ousun Electric Co., Ltd. (301187.SZ) announced that, following a careful assessment of the current progress of the project and the company’s overall strategic development plan, and after amicable consultations with Fangyuan Jinding Investment, both parties have reached a mutual agreement and executed the 'Agreement on Termination of the Partnership Agreement of Gongqingcheng Jinyue Venture Capital Partnership Enterprise (Limited Partnership) and Related Supplementary Agreements,' thereby formally terminating this investment matter. The original agreement is hereby rescinded, and all rights and obligations of the parties thereunder are terminated. The parties agree as follows regarding this termination agreement: 1. Both parties unanimously agree that, effective as of the date of execution of this agreement, the original agreement shall be terminated, and all rights and obligations of the parties under the original agreement shall cease.

Gelonghui FinanceJun 16 16:19

Huachuang Securities Starts Suzhou Alton Electrical & Mechanical Industry at Add With 21.12 Yuan Price Target

MT NewswiresJun 10 18:04 · Ratings

Ousun Electric (301187) In-Depth Research Report: Deep Expertise in Air Power, Intelligent Leadership in Care Solutions

Introduction: In 2025, tariff-related disruptions and capacity ramp-up led to quarterly fluctuations in the company's performance, with revenue in Q1/Q2/Q3/Q4 2025 increasing by +61%, -15%, -1%, and +15% year-over-year, respectively. As the Malaysia plant’s production capacity gradually ramps up

Huachuang SecuritiesJun 9 19:36

When Elder Care Meets AI | On-site Coverage of the Aging Industry Expo

① At this year’s Senior Industry Expo, multiple AI-powered elderly care products were showcased, highlighting a clear trend toward 'embracing AI'—a development that even drew groups of seniors to visit the exhibition; ② Across the broader industry, manufacturers are actively deploying AI in elderly care with distinct strategic focuses, with sectors such as millimeter-wave radar already reaping notable benefits; ③ For AI-enabled elderly care solutions to achieve widespread adoption in households, significant challenges remain—including poor age-appropriateness, an underdeveloped payment infrastructure, and data security concerns.

cls.cnJun 7 19:10

Orient Securities: Home appliance industry maintains overall operational stability amid a high base, with cost reduction and efficiency improvement outcomes becoming evident.

Leading companies exhibit higher operational efficiency and maintain greater stability during periods of rising costs. Combined with attractive dividend yields, they represent a preferred choice for stable allocation.

Zhitong FinanceMay 6 10:04