The latest Hold Positions of sovereign wealth funds are revealed. Which stocks do the 'Middle Eastern tycoons' prefer?
① Two major Middle Eastern "tycoons" have focused on Energy stocks, as the Kuwait Investment Authority has newly become the seventh largest circulating Shareholder of Shenzhen Invt Electric, while the Abu Dhabi Investment Authority has appeared among the top ten Shareholders of Zijin Mining Group and Guangdong Orient Zirconic ind sci & tech. During the same period, Guangdong Haid Group and Wireless Media have also been held by the Abu Dhabi Investment Authority; ② GIC has appeared in the top ten circulating Shareholders of Shanghai Friendess Electronic Technology Corporation and Huaming Power Equipment, but overall there has been a reduction in Shareholding.
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 income increased by 89.57% year-on-year, Longyan Zhuoyue New Energy achieved a revenue of 3.563 billion yuan in 2024, and the layout in overseas markets is accelerating.
In 2024, Longyan Zhuoyue New Energy achieved revenue of 3.563 billion yuan, a year-on-year increase of 26.73%, with a net income attributable to Shareholders of the parent company of 0.149 billion yuan, a year-on-year increase of 89.57%. The company expands into the Europe and Southeast Asia markets through overseas platforms such as Dutch Zhuoyue and Singapore Zhuoyue, while also advancing new projects in Thailand, Singapore, and other locations, further improving the Global capacity layout.
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.
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.
The integration of State Grid assets is accelerating. State Grid Yingda and NARI Technology announced the transfer of state-owned equity on the same day | Quick Announcement.
① State Grid Yingda and NARI Technology disclosed the state-owned equity transfer agreements on the same day, both involving Suzhou Electrical Apparatus Science Academy and NARI Group; ② Both belong to the internal gratuitous transfer of state-owned Assets, so it does not involve a takeover bid, and there has been no change in the actual controller; ③ The equity transfer is to implement the requirements of the State-owned Assets Supervision and Administration Commission of the State Council regarding the reduction of the corporate level and to clarify the equity relationships.