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Narushi Electric (603728): Short-term performance under pressure robot dexterity continues to advance
[Key investment events: The company released performance reports for the year 23 and 24Q1. Revenue was -14%/-6%, respectively, and net profit to mother was -43%/-80%, respectively. Achieved 25.4 revenue in '23/24Q1
Mingzhi Electric (603728) Annual Report Review Report: Short-term performance is under pressure, pending downstream repairs and the expansion of business related to dexterous hands
Event: The company released its 2023 annual report and 2024 quarterly report. The 2023 results are under pressure, and factors such as the relocation of the production base and the failure of the Vietnamese factory to reach production affected profits in the short term. The company achieved operating income of 25.43 in 2023
Narushi Electric (603728): Short-term performance is constrained by the field of supply chain storage robots leading long-term development
Investment highlights: Incident: 2023 revenue of 2,543 billion yuan (-14% year over year), net profit to mother of 140 million yuan (-43% year over year), deducted not 126 million yuan (-46% year over year). 23Q4 Earnings 6
Express News | Ming Zhi Electric: Plans to postpone the “Technology Center Construction Project” and the “Vietnam Hybrid Stepper Motor Production Base Construction Project with an Annual Output of 4 Million Units”
Express News | Narushi Electric: Net profit for the first quarter of 2024 fell 80.03% year on year
The release of the world's first pure electric anthropomorphic running robot “Tiangong” is expected to build a new engine for industry growth
① On April 27, the Beijing Humanoid Robot Innovation Center released the world's first full-size humanoid robot “Tiangong” with pure electric drive and anthropomorphic running, which can run stably at a speed of 6 km/h. ② Open Source Securities said that 2024 may be the first year of mass production of humanoid robots. The holding of the humanoid robot industry conference is also expected to drive the rapid development of the industry, and humanoid machine manufacturers are expected to enter the “fast track” of development.
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