Lightweight iteration creates new material demands. Kingfa Sci. & Tech.: has supplied modified polymer materials to some downstream Siasun Robot&Automation companies.
① The lightweight iteration trend in the low-altitude economy and robotics industry is driving the urgent demand for new materials; ② It has been reported that in the fields of embodied robotics and low-altitude economy, Kingfa Sci. & Tech.'s plastic substitute for steel materials and Carbon Fiber composites have already been successfully applied among multiple leading clients.
The "solar sell shovelers" Laplace expects a slight decrease in gross margin in 2024, while Overseas income skyrockets.
① In the fourth quarter, achieved a Net income of 0.153 billion yuan, a year-on-year decrease of 43.76%, and a quarter-on-quarter decline of 31.76%; ② Revenue growth is mainly attributed to the technological advantages of new high-efficiency Solar Cells equipment and the progress of client equipment delivery acceptance; ③ Laplace faces risks such as high customer concentration and emerging cash flow pressure.
The energy storage industry held a discussion meeting on anti-involution, which is expected to drive the Industry Chain back to a high growth trend.
According to a report by Sina Finance, following the self-discipline initiative in the photovoltaic Industry, the Power Inverter and energy storage Industry may follow suit. Recently, the China Photovoltaic Industry Association organized a seminar to prevent "involution-style" vicious competition in the Power Inverter and energy storage sectors, where an initial review of the initiative for healthy development in the Power Inverter and energy storage Industry was conducted.
Minority Shareholders can't wait three years? Hainan Development Holdings Nanhai's duty-free Assets injection faces another reversal as the controlling Shareholder's delay is unsuccessful | Quick read announcement.
① The proposal for Hainan Development Holdings Nanhai's controlling shareholder to postpone the fulfillment of the Duty Free Shop Concept asset injection commitment was not approved by the shareholders' meeting; ② In 2020, the company's controlling shareholder changed to Hainan Holdings, and the Duty Free Shop Concept became a major trend in the market that year, leading Hainan Development to become a strong stock; ③ After a second reversal, there is now less than a month until the originally scheduled commitment expiration date, making the future direction of this event worth watching.
Hong Kong "opens its arms" to welcome back Chinese concept stocks, is there a possibility of inflow for stocks like PDD Holdings?
The Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange are prepared to make Hong Kong the preferred listing location if Chinese companies listed overseas wish to return.
The market continues to rebound with reduced volume, continuously monitoring the rotational opportunities between the CSI Consumer 360 index and self-control.
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