Nuclear Power is receiving a strong boost! The State Council has approved the Zhejiang Sanmen Phase III project and other Nuclear Power projects.
Analysis suggests that this is undoubtedly a significant Bullish factor for the Nuclear Power Industry Chain.
Yuean New Materials will increase revenue but not profit in 2024, as Ruizhong Life Insurance has entered the top ten circulating Shareholders.
① Among the newly entered circulating Shareholders, Ruizhong Life Insurance Co., Ltd. holds 2.3367 million shares of its own funds in this period, accounting for 1.95% of the circulating shares; ② Yue'an New Materials stated that the performance of carbonyl iron powder products is good, but it also faces the issue of high costs limiting the scale of application.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.
Net profit fell by over 27%. Gold Orange will increase R&D investment in 2024 amidst intensifying Industry competition.
In 2024, Jinchengzi achieved a revenue of 0.212 billion yuan, a year-on-year decrease of 3.44%, and a net income attributable to the parent company of 0.03 billion yuan, down 27.78% year-on-year. The company continues to increase its investment in research and development, with R&D expenses rising by 11.31% year-on-year, while actively expanding into emerging fields such as high-precision digital mirrors and laser flexible manufacturing platforms.
Tianjin Jiuri New Materials' losses narrowed by more than 40% in 2024. Photoresist has been supplied in bulk, but the Business remains relatively low in proportion.
① Regarding the narrowing of Net income losses, Tianjin Jiuri New Materials stated that there are two reasons: first, the sales of photo-initiators have broken historical records, reaching 0.0231 million tons, a year-on-year increase of 20.21%; ② Regarding the impact of tariffs in the USA, Tianjin Jiuri New Materials indicated that the company's exports to the USA account for about 8%, and most of the company's products are not subject to the recent tariffs imposed by the USA.