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China's robot market is growing rapidly, and the industry chain has great potential for long-term growth
① Professor Gao Feng's team from the School of Mechanical and Power Engineering at Shanghai Jiao Tong University developed a “six-legged robot for the blind”. This robot has visual environment sensing functions, and can autonomously navigate to the destination, dynamically avoid obstacles, and recognize traffic lights. ② The Chinese robot market has the highest sales volume in the world and has maintained a rapid growth trend, which provides market opportunities for the development of domestic robot companies.
New Managing Partner of Qiming Venture Capital
① Qiming Venture Capital announced the promotion of Zhou Zhifeng as managing partner. This “promotion” has formed a top management team led collectively by Kuang Ziping, Liang Yuyu, Hu Xubo, and Zhou Zhifeng. ② In the next 10 years, Qiming Venture Capital believes that the “deep technology” sector of the Chinese investment market will develop very well, and hopes to match corresponding talents in this field.
A number of Silicon Valley funds have funded Dr. Stanford's AI startup project and raised nearly 10 million US dollars
① Recently, AI medical imaging company Shenzhen Zhi Tu Medical completed a B+ round of financing of nearly 10 million US dollars. Investors include the new US dollar fund Jiajia Capital; ② Gong Enhao, co-founder of Shenzhen Zhi Tou Medical, is also a serial entrepreneur who previously co-founded the professional retouching software Polarr.
Tesla Optimus welcomes new progress, humanoid robots enter “the night before commercialization explodes”
① On May 5, Tesla released Optimus's latest progress video showing its ability to sort batteries, walk, and perform factory tasks, with the caption “Recently trying to become useful!” ② China Aviation Securities stated that with the launch of Tesla Optimus, humanoid robots will enter the first year of mass production in 2025.
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.
Northbound Capital Purchase Report: Mindray Healthcare Receives Net Sales of 416 Million Yuan
Northbound Capital had a sharp net sale of 2,793 billion yuan today.
66 billion! The first “A Control A” order on the Science and Technology Innovation Board is here: Mindray teamed up with the “Queen of Mergers and Acquisitions” Liu Xiaodan and Qiming also earned “a lot of money”
① Mindray Healthcare announced that it plans to use 6.65 billion yuan of its own capital to acquire control of Huitai Medical, a medical device company listed on the Science and Technology Innovation Board, through an “agreement transfer+voting rights” method. ② Through this merger and acquisition, the cooperation between Mindray and Chenyi Investment came to light. “Brother Device” and “Queen of Mergers and Acquisitions” joined forces to contribute to the opening of the year. ③ Mindray hopes to enter the cardiovascular circuit as an industrial side through the acquisition of Huitai.
The first acquisition in the A-share medical device sector in 2024: Mindray Healthcare spent 6.6 billion yuan to join the leading electrophysiology company Huitai Medical, and there was a huge surge in response
① This is the first acquisition in the A-share medical field in 2024, and the first “Cash A Collection A” order of the Science and Technology Innovation Board to achieve a transfer of control; ② The consolidated valuation of the transaction was 30.2 billion yuan, corresponding to Huitai Medical's closing price premium rate of 25% on January 26, referring to Huitai Medical's average price premium rate of 23% for the first 60 days; ③ The cardiovascular related field ranked second in the global medical device market size ranking.
Gülen's latest quarterly report: The supply and demand pattern in the healthcare industry is expected to improve further
Gülen, which is good at investing in pharmaceuticals, has released its quarterly report, just at a time when pharmaceutical stocks are getting more and more attention.
The commercialization of the BMW factory pilot application humanoid robot industry chain continues to accelerate
Following Tesla, BMW has joined the humanoid robot army and will pilot applications at its factory in Spartanburg, South Carolina.
Cycle reversal and AI demand expansion highlights investment value in the memory chip industry
① The price of SSD hard drives is rising. From October to December 2023, the prices of the SSD index products TLC 256GB and 512GB all increased 9% month-on-month, the first increase in nine quarters. ② Huafu Securities believes that demand for AI servers has increased, and CPUs, GPUs, DRAM, HBM, and SSD are core devices, and they still have great market potential in the future.
Changxin Storage achieves a breakthrough in domestic DDR500, and the domestic storage industry chain is expected to fully benefit
① According to Changxin Storage's official website, Changxin Storage has launched the latest LPDDR5 DRAM memory chip. It is the first domestic brand to launch a LPDDR5 product developed and produced independently, achieving a breakthrough of zero in the domestic market. ② As domestic mobile phone brands continue to launch in the second half of the year, upstream shipping pressure will gradually ease, the memory chip adjustment cycle is coming to an end, and the entire storage market is expected to reach an inflection point.
The Ministry of Industry and Information Technology issued a major document on humanoid robots, and the industrialization of humanoid robots accelerates
① The Ministry of Industry and Information Technology issued the “Guiding Opinions on the Innovation and Development of Humanoid Robots”. By 2025, the humanoid robot innovation system will be initially established, and breakthroughs have been made in a number of key technologies such as the “brain, cerebellum, and body” to ensure the safe and effective supply of core components. ② The demand for humanoid robots is estimated to be about 1.77 million units in 2030, the global market space is expected to reach 169.2 billion yuan, and the 2023-2030 CAGR will reach 25%.
Star Fund Manager's Q3 Positions Released! Recent investment trends such as Zhang Kun, Liu Yanchun, and Zhu Shaoxing revealed
The words and actions of well-known fund managers have attracted much attention from the market.
Aerospace Changfeng: The decline in performance is affected by military prices and will seek to restart the infrared optoelectronics business and suspend the model project|Direct click on the performance meeting
① Xiao Haichao, chairman of Aerospace Changfeng, acknowledged that the company's stock price was indeed not as good as expected, saying that a number of measures have been taken to enhance the company's intrinsic value in recent years; ② Su Zihua, president of the company, said that the military electronics industry's mid-infrared optoelectronics business declined in the first half of the year, mainly due to military price factors and the suspension of delivery of some batch production ancillary products.
The Fund's second quarterly report is out! The latest trends of Xie Zhiyu, Zhu Shaoxing, and Fu Pengbo revealed
While Xie Zhiyu can invest in Hong Kong stocks, Xie Zhiyu also increased her holdings in CXO (Pharmaceutical Outsourcing) leading Pharmaceutical Biology and reduced her holdings in Huahong Semiconductor, Shunyu Optical Technology, and Jianyou shares.
Beishui sold Tongwei shares of nearly HK$600 million and slightly increased SMIC's holdings by nearly HK$200 million; Nanshui sold Tongwei shares of 600 million yuan
Nanxia Capital made net purchases of Hong Kong stocks of HK$3,062 million today; Meituan-W and Li Ning received net purchases of HK$177 million and HK$175 million respectively; Nanshui sold 7.619 billion yuan today, and Kweichow Moutai and Ping An of China received net sales of 541 million yuan and 539 million yuan respectively.
Beishui bucked the trend and bought SMIC for nearly 800 million Hong Kong dollars and continued to sell Tencent over 300 million Hong Kong dollars; Nanshui sold Longji Green Energy for nearly 800 million yuan
Southbound Capital made net sales of HK$5.149 billion today. Profit Fund, Hang Seng China Enterprises and China Construction Bank received net sales of HK$2,802 billion, HK$2,108 million, and HK$524 million respectively; Northbound Capital made net purchases of $4.691 billion, and Hang Seng Electronics, China Merchants Bank and Gree Electric received net purchases of $455 million, $266 million and $214 million respectively.
Beishui continues to drastically increase China Mobile's holdings by more than HK$1 billion and Tencent sells more than HK$700 million; Nanshui buys Ningde Shidai for more than 400 million yuan
Southbound Capital made net purchases of HK$7.427 billion today. Profit Fund and Hang Seng China received net purchases of HK$3.12 billion and HK$1,373 million respectively; Northbound Capital made net purchases of $1,918 million today, while China China Free Bank and Kweichow Moutai received net purchases of $440 million and $271 million respectively.
Pharmaceutical stocks led the two markets, and Kangfang Biotech soared nearly 24%! Institutions: Now is the starting point for a new round of the pharmaceutical industry
Institutions believe that when the post-epidemic recovery and superposition policy cycle is cleared, investors can embrace the new cycle. Recommended segments such as traditional Chinese medicines, chemical preparations, and innovative pharmaceutical devices removed during the policy cycle; medical services, pharmacies, and vaccines that were gradually repaired during the epidemic cycle; and pharmaceutical CXO and API drugs that were eliminated during the cost and large order cycle.