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.

Brokerage ChinaApr 28 07:16

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.

cls.cnApr 25 07:54

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.'

cls.cnApr 24 21:16

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.

cls.cnApr 22 09:29

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.

cls.cnApr 19 08:25

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.

cls.cnApr 18 23:59

AVIC Industry-Finance Holdings officially announced that it has been "entrusted" under management, with CCB and Guotou Taikang entering the scene. AVIC Industry-Finance has just initiated the active (Delisted) process.

① Sources revealed to reporters that personnel from the custodial unit are now in place, but the specific division of responsibilities is not yet clear. ② Previously, on April 14, AVIC Industry-Finance Holdings (600705.SH) announced that the voluntary delisting matter was approved by the shareholders' meeting.

cls.cnApr 18 19:28

Enhancing high-end production capacity Qinchuan Machine Tool & Tool Group Share: The high-end Industrial Mother Machine innovation base project will be completed by the end of this year | Direct coverage of the Earnings Conference.

1. The Qinchuan Machine Tool & Tool Group Share high-end Industrial Mother Machine innovation base project is expected to be completed by the end of 2025, and part of it has already been put into use, with production capacity gradually being released. In 2024, the number of five-axis machine tools produced at this base is expected to increase by over 100% year-on-year; 2. The company's industrial robot joint reducers have five major series, over 40 specifications, and more than 140 gear ratios, with an annual production capacity of 60,000 to 90,000 sets.

cls.cnApr 16 20:12

The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.

① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.

cls.cnApr 15 07:48

AI Asia Vets concept stocks are prominently listed! A list of popular stocks with the highest number of institutional research visits in March.

① The Concept stock of AI Asia Vets, Newcapec Electronics, has seen a maximum cumulative increase of 98% since the low point in March; ② A list of the top ten stocks that received institutional research visits and the number of visits during the period from March 1 to March 29 (attached table) and the latest institutional research situation for hot stocks in the past month.

cls.cnMar 29 18:16

The second company within 8 days! AVIC Industry-Finance Holdings plans to voluntarily (Delisted), with a premium of 0.10 on the Cash / Money Market option but still below net asset value | Quick read of the announcement.

① After a one-day suspension, it was announced to voluntarily delist; ② The current exercise price of the cash option is significantly lower than the net asset value per share.

cls.cnMar 29 09:48

A list of A-shares that disclosed merger and reorganization progress this week is available.

① According to incomplete Statistics from the Financial Alliance, there are 21 A-share listed companies that disclosed progress on mergers and acquisitions this week (attached table); ② Youon Technology closed with a five-day limit up, Dong Yi Ri Sheng Home Decoration Group with a three-day limit up, Yongda Co., Ltd. with a two-day limit up, and Zhonghua Equipment and Fujian Zhangzhou Development both reached the limit up.

cls.cnMar 22 17:05

The "hot battles" of humanoid robots have begun: with an intensive release of new products, has the year of mass production really arrived?

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 13:49

The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?

Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.

cls.cnMar 11 09:22

Guangdong promotes legislation in the AI and Siasun Robot&Automation sectors, with ongoing policy support for the Industry.

① The General Office of the People's Government of Guangdong Province issued several policy measures to promote the innovative development of the AI and Siasun Robot&Automation industry. It mentioned that efforts should be accelerated to promote legislation in the fields of AI and Siasun Robot&Automation to provide institutional guarantees for the development of the AI and Siasun Robot&Automation industry. ② Deutsche Bank believes that humanoid robots will experience large-scale production and widespread application in the next decade. By 2035, the market size for humanoid robots is expected to reach 75 billion dollars.

cls.cnMar 11 07:56

NBTM New Materials Group's full control of Shanghai Fuchi is changing. Shenzhen Yuanzhi "refuses to exit"? | Quick reading of the announcement.

① Compared to the previous announcement, NBTM New Materials Group's acquisition this time has reduced the shareholding ratio by 15%, indicating that its plan to fully control Shanghai Fuchi has faced obstacles; ② Currently, the valuation of 100% equity of Shanghai Fuchi is approximately 1.35 billion yuan, a decrease of 0.25 billion yuan compared to the valuation in September 2023; ③ According to the capital increase agreement at that time, if qualification listing is not completed within 5 years, Shanghai Fuchi should pay back the repurchase price to Yuanzhi Xinghuo in cash.

cls.cnMar 10 23:05

Star Evening Report | BEIGENE expects revenue of 35.2-38.1 billion yuan in 2025. Huazhu High-Tech Shareholders intend to reduce their Shareholding by no more than 2%.

① Two departments: Increase financial support for charging infrastructure. ② Zhejiang is piloting the use of quadrupedal robots in the civil aviation sector for the first time. ③ Lei Jun: R&D investment is expected to reach 30 billion yuan by 2025.

cls.cnFeb 27 20:55

Inertial Sensors, an important component of humanoid robots, may soon see an explosive demand.

Ye Zhongzheng from Shanxi stated that inertial Sensors are an important component of the Sensory Ontology for humanoid Siasun Robot&Automation, and the Inertial Measurement Unit (IMU) can effectively avoid problems caused by obstacles and the execution of complex movements, making it the most feasible solution for assisting humanoid robots in achieving bipedal movement.

cls.cnFeb 25 08:08

NBTM New Materials Group aims to fully control Shanghai Fuchi MIM New Materials technology platform, which has become an important growth engine for the company. | Read the announcement.

① NBTM New Materials Group intends to plan to acquire 35.75% of the shares of Shanghai Fuchi by issuing shares and paying cash, while also planning to issue shares to raise matching funds; ② NBTM New Materials Group will establish Shanghai Fuchi as the R&D center, marketing center, and high value-added product production base for MIM, with the main business revenue of the MIM New Materials technology platform expected to grow by more than 85% year-on-year in 2024.

cls.cnFeb 24 23:15

Cost of goods sold increased, and YUEAN New Materials' revenue and net profit both fell in 2024.

① Yuen An New Materials stated that the main reason is the conversion of construction projects to fixed assets while the production capacity is still in a ramp-up stage, leading to an increase in the cost of goods sold, as well as an increase in Property, land, and related taxes and surcharges; ② Analyzing revenue by product, Yuen An New Materials' main products are carbonyl iron powder and atomized Alloy powder, which are further processed into soft magnetic powder, Metal injection molding feedstock, and wave-absorbing materials.

cls.cnFeb 23 21:10