BK0339 Agricultural Machinery
- 1062.893
- -7.816-0.73%
Concept News | Financial Federation adds “commercial aerospace” to the theme library
① From the mention of commercial space at the Central Economic Work Conference in 2023 to being included in the government work report in 2024, commercial space has ushered in new opportunities. ② List of commercial aerospace concept stocks.
Robot leaders did not increase revenue, did not increase profits, and market competition intensified Eston's losses for the second consecutive quarter
① Eston's 2023 and 2024 Q1 continued to experience no increase in revenue and profit, and last year's Q4 and this year's Q1 also experienced the first loss of non-net profit deduction since listing. ② The company explained that competition in the industry market intensified, and the company expanded to undertake intelligent production line business, resulting in a certain decline in gross margin. ③ In terms of business development, the company is speeding up the deployment of segments such as photovoltaics, power batteries, energy storage, and new energy vehicles.
Zoomlion Heavy Industry Science and Technology Reports FY Results
Xiaomi Auto applied for a satellite-related patent this year may be the first year that satellite communication will be launched on a large scale
① According to Tianyancha's intellectual property information, on March 29, the “Star Alignment Method, Device, Medium and Vehicle” patent applied for by Xiaomi Auto Technology Co., Ltd. was announced. ② Some agencies predict that this year is likely to be the first year of satellite communication technology for Chinese automobile companies. Compared to mobile phones, automotive satellite communication also has many advantages.
Overseas revenue exceeded 10 billion dollars for the first time, Liugong's net profit growth rate was higher than revenue last year|Annual Report Interpretation
① Last year, Liugong's revenue and net profit increased by 3.93% and 44.80%, respectively. ② The company's overseas revenue was 11.46 billion yuan, up 41.18% year on year, accounting for more than 40%. ③ Some projects of the Liugong excavator smart factory project have been completed, and the project reached the scheduled state of use at the end of July this year.
The share of export sales revenue fell below 50%, and Zongshen Power's revenue and net profit both fell in a row | Annual Report Interpretation
① Since 2022, Zongshen Power's revenue and net profit have both declined continuously, and its net profit has declined three times since 2021; ② Zongshen Power's net profit loss in the fourth quarter of 2023 was 11.355 million yuan, with a net loss of 4.774,400 yuan in the same period last year, which continued to lose and expand losses; ③ Fluctuations in the company's performance were also related to a sharp decline in export sales revenue and an increase in period expenses.
The share of overseas revenue rose, and Zoomlion Heavy Industries's net profit increased by more than 50% last year|Annual Report Interpretation
① The company's revenue and net profit last year increased by 13.08% and 52.04%, respectively. It is proposed to distribute a cash dividend of 3.20 yuan (tax included) for 10 shares, with a dividend rate of about 80%. ② In 2023, the company's overseas revenue increased 79.2% year-on-year, and the share of revenue increased to 38.04%.
Global industrial robot leaders actively deploy AI institutions and are optimistic about the trend of AI-enabled robots
① Recently, at an artificial intelligence strategy conference held by ABB, a global leader in industrial robotics, Dr. An Shiming, president of ABB's Robotics and Discrete Automation Division, told reporters that ABB has embedded artificial intelligence into its entire business, and more than 100 AI projects are underway. ② Zheshang Securities believes that future software capabilities will still be the biggest variable for robot implementation and mass production, and humanoid robots are the best carriers for AI visualization.
January excavator data “corrected” after the holiday, many companies got off to a good start. The industry predicts that domestic sales in Q1 may be better than last year|Industry News
Total monthly sales ended the trend of continuous decline last year, and total excavator sales achieved positive growth in January this year. After the Spring Festival holiday, many machinery companies also spread good news and got off to a good start in sales. Does this mean that the downward cycle of the construction machinery industry is over, and the inflection point has quietly arrived?
Overseas business volume, Zoomlion Heavy Industries's net profit for the year increased by more than 40%
① The company expects net profit of 3.38 billion yuan to 3.62 billion yuan in 2023, an increase of 46.57%-56.98% year-on-year. ② The regions along the “Belt and Road” are the main contributors to the company's exports, and the future target is to account for more than 50% of the company's overseas business.
Heavy trucks are picking up, Weichai Power's performance has increased dramatically, and the 2024 heavy truck market is still promising
① Weichai Power released a performance forecast. Benefiting from the recovery of the heavy truck market and structural growth opportunities in the industry, the company's performance for the full year of 2023 is expected to increase by up to 90%; ② Industry insiders expect demand in the heavy truck industry to reach 1 million vehicles in 2024, and the heavy truck industry will perform well in the next few years.
Xuelong Group: A number of new energy technology reserves will be put into production of new products to help double Q3 net profit | Direct impact on performance meetings
① The company's performance growth is due to a significant increase in sales volume of the new electronically controlled silicon oil clutch fan assembly product. ② The plastic liquid level sensor independently developed by the company has now also passed testing and verification, and will soon be put into production. ③ A number of high-efficiency low-voltage motor fan assemblies developed by the company for light trucks are currently in the production line construction stage.
Can the decline in sales volume and the growth rate of performance continue? Yituo Shares: Big and Medium Dragging Sales Volume Is Expected to Steady and Rebound | Direct Impact on Performance
① Yituo Co., Ltd. chose to raise product sales prices after the country 4 switch, while increasing overseas sales revenue to ensure performance growth. Issues such as the 2024 agricultural machinery market conditions and how to guarantee performance growth were frequently mentioned at the company's performance meeting today; ② Wei Tao, general manager, said that as the National 4 models are accepted by the market and recognized by users one after another, sales volume in the industry is expected to rise steadily.
The Zhijie S7 will begin pre-sales on November 9, and the competitiveness of the Huawei automobile industry chain is expected to continue
① Hongmeng Zhixing's first high-energy smart sedan, the Zhijie S7, will begin pre-sale on November 9. ② With the support of Huawei's intelligent and marketing channel capabilities, the advantages of the smart car selection model gradually became apparent with delivery, and the Zhijie S7 is expected to drive further growth in demand.
Huawei, which is “too heavy”, throws a “deep water bomb” into the capital market: the four-fold leader Huali created “Stop talking”, and the “real hammer stock” Ophelia overtook the lead and turned over, yet the mobile phone industry was still “stuck in t
① Huawei phones overtook the market, and Apple's market share in the domestic market jumped first in a single week. Ophelia's “real hammer” cooperated with Huawei to “turn over”, Huali created a “stop talking” and soared into the air, and Fukuri Electronics issued a clarifying announcement and fell to a standstill the next day; ② Huawei disrupted the rearrangement of smartphone tables, and vivo, OPPO, or “bore the brunt”, sorting through the recommended targets of the Huawei mobile phone industry chain brokerage research report.
Selected Announcements | Huadian International Revenue: Net profit for the first three quarters is expected to increase 76% to 111% year-on-year; China Ping An's original premium income for the first 9 months was nearly 640 billion yuan
Weichai Power Yingxi: Net profit is expected to increase by about 80% to 100% in the first three quarters; China Financial Insurance increased capital to People's Insurance by 980 million yuan, maintaining 49% shareholding; Shimao Group: Cumulative contract sales for the first nine months totaled 35.34 billion yuan.
China's history of banning motorcycles: 30 years that made way for the automobile industry
The motorcycle industry is recovering, is it time to lift the ban on motorcycles?
Regarding “Hongtu 3,” Tesla mentioned this new energy industry for the first time
Analysts noticed that Tesla mentioned the application of hydrogen energy in the industrial, energy storage, and chemical fields for the first time, and emphasized the route of wind-light coupling of electrolyzed water to produce hydrogen.
Express News | Daiwa: The rating of Zhonglian Heavy Industries was raised to the purchase target price to HK$7
Express News | Bank of America Securities: Raising the target price of Zhonglian Heavy Stock to HK$4.5 with a neutral rating