BK0957 Automation Equipment
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The low-altitude economy is accelerating in various regions, and this segmented field is expected to lead the way in expanding sales volume.
Open source securities believes that in 2024, logistics drones are expected to become the first scenario to increase production in the low-altitude economy, benefiting from the opening of low-altitude airspace for drones, accelerated airworthiness approval for medium and large-sized drones, local government subsidies, and viable business models.
Enter the medical laser circuit! Hummer has developed a long-wave infrared continuously tunable desktop femtosecond laser to advance the industrialization process
① According to Hymo Star, the research result is a pioneering product in the world. At present, the expert group agreed that the technical indicators implemented by the project have reached the international advanced level based on the results of the third party's authoritative review and appraisal of the R&D results. ② Against the backdrop of overcapacity in photovoltaics and lithium batteries, Haimxing is actively exploring new fields such as medical lasers, and has invested in the establishment of Sichuan Huachuan Starlight Medical Technology Co., Ltd., which is also in the process of collecting medical device evidence.
Sine Electric: This year's gross margin is expected to remain flat year on year. Future overseas layout in Southeast Asia, the Middle East, etc. | Direct performance
① Tu Conghuan, chairman and general manager of the company, said that the decline in performance in the first quarter was mainly controlled by the domestic real estate industry, and the company's customer demand in the construction machinery industry shrank; overall revenue is expected to improve this year; ② (new energy business) revenue is expected to increase significantly from 2023. Currently, new energy customers are mainly concentrated in the fields of microgrid energy storage and construction machinery.
Guoxin Securities's re-receipt warning letter concerns the use of capital raised by science and technology innovation board company Opt
① Xu Xueliang, director of Opt, once told the “Science and Technology Innovation Board Daily” reporter, “Mainly because the early plans between fund-raising projects were not clear, but the funds for the fund-raising projects were distributed normally to the project, and no fund-raising project funds were misappropriated.” ② Guoxin Securities also received 2 warning letters in April of this year, which involved various issues relating to the company's compliance and internal control. At the same time, the company's executive positions also recently completed a new round of changes.
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.
Heavy warehouse bought back Meituan Kuaishou! Zhong Geng Qiu Dongrong's quarterly report revealed that there were many moves to adjust positions
Early this morning, Qiu Dongrong's products revealed a quarterly report.
IperionX to Supply Titanium Products to United Stars
I bought 13 yuan and threw it off for 21 yuan, but it still “sold out.” The supervisor of Krei Mechatronics received a regulatory warning letter due to her husband's short-term transaction
① He Xiaoyue, the supervisor of Kelai Mechatronics, was issued a warning letter by the Shanghai Securities Regulatory Bureau due to her husband Hao Jiefeng's short-term trading company shares; ② Hao Jiefeng bought it on the eve of a sharp rise in the current round, but was in a hurry to sell halfway, which not only triggered short-term trading, but also missed the second half of the market; ③ In less than two years, Kelai Mechatronics Director and Supervisor Gao has twice apologized for short-term trading announcements from relatives.
Another humanoid robot industry conference was held, and related manufacturers are expected to enter the “fast track” of development
① From April 9th to 10th, Beijing Zhongguancun will host the first China humanoid robot industry conference. 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.
Tesla will launch the driverless taxi smart driving industry or welcome a new round of opportunities
① Musk posted on social media platform X that Tesla plans to launch driverless taxis (robotaxis) on August 8. ② According to the Minsheng Securities Research Report, intelligent driving is gradually entering a triple inflection point in technology, user acceptance, and business models, and is optimistic about high-quality autonomous vehicle companies with relatively leading intelligent layouts and improved product cycles and brand cycles.
[Looking at the data] The turnover of many ETFs related to Hong Kong stocks surged, and “mysterious capital” surged to the bottom of 300 million dollars. Roboco
① The top ten ETFs with a month-on-month increase in turnover compared to yesterday were all ETFs related to Hong Kong stocks and Chinese securities. Among them, the Hong Kong Stock Technology 50 ETF (513980) ranked first with a turnover increase of more than 2 times month-on-month. ② Roboco, the CPO concept stock that fell to 20CM today, was bought 273 million by Huatai Securities's Beijing Yonghegong Sales Department. This seat was rarely listed before.
Huawei lays out flying robots at low altitudes and gradually opens up space for imagination
① According to an announcement from the State Intellectual Property Office, Huawei Technologies Co., Ltd. applied for a patent called a “flying robot”. ② The core of the low-altitude economy is the integration of aircraft with various industrial forms and the continuous development of application scenarios, or “low-altitude +”. As application scenarios continue to expand and guidance for consumers and users is strengthened, the room for imagination in the low-altitude economy will gradually open up.
A-share ranking in the first quarter: AI Seiko and Klay Mechatronics both won 13 consecutive boards and tied for the top of the list, while Shenzhen China A won 11 consecutive boards and ranked third
① Continuous bullish stocks emerged in the first quarter. At most, AI Seiko and Klay Mechatronics experienced 13 consecutive ups and downs. At the beginning of the year, Shenzhen China A had 11 consecutive boards and ranked third; ② Attached is the ranking of the number of consecutive A-share listed companies in the first quarter of 2024 (attached table).
Hong Kong stocks and A shares burst out of nowhere! How credible is this rumor?
Today is another day dominated by rumors!
Overseas high-voltage fast charging industry trends may benefit the most from accelerating these core components
① Ford Motor Company and Allego, a leading pan-European public electric vehicle fast and ultra-fast charging network company, announced on Tuesday that they have reached a strategic partnership to provide hundreds of Ford dealers in Europe with ultra-fast charging infrastructure. ② Chen Zikun of GF Securities believes that the links with high future value potential mainly include high-value, high-differentiated component systems. High-end copper alloy tracks that are expected to benefit from high-pressure fast charging industry trends are preferred.
Buke Co., Ltd. lost both revenue and net profit last year, and the robot became the largest business segment
① The robotics industry achieved sales revenue of 189 million yuan last year, an increase of 30.60% over the previous year, accounting for about 37% of revenue, making it the largest industry sector for Buke Co., Ltd. ② Looking ahead to this year's market, Buke Co., Ltd. said in response to institutional research that it will maintain an optimistic and cautious attitude towards 2024 as a whole, and the company believes that the robot industry will maintain a steady growth trend.
The Global Optical Communications Conference was held, and technologies such as optical modules and silicon light are expected to welcome continuous innovation
According to media reports, the 49th Optical Networks and Communications Symposium and Expo (OFC 2024) will be held on March 24-28, and the exhibition will be held on 26-28. Highlights of this exhibition include optical communication technologies such as 1.6T optical modules & 200G optical chips, LPO, silicon & CPO, and thin-film lithium niobate.
Post “Don't spread the word” and post a small essay to blow up the stock price! Inno Laser: Currently, the company does not have a lithography machine
① The “lithography machine” concept has once again become the so-called “wealth code”, and now there are related essays blowing up Inno Laser's stock price; ② Inno Laser said “the company currently does not have a lithography machine,” and there are many questions about the content of the online essay; ③ Industry insiders said that at present, there is still a big gap between domestic EUV and foreign countries.
Tianma Intelligent Control continues to strengthen the main coal mine equipment business to respond to topics such as performance growth, shareholder dividends, and low stock prices|Direct access to shareholders' meetings
① Tianma Intelligent Control belongs to the central enterprise China Coal Technology Group. The company was listed on the Science and Technology Innovation Board in June 2023, with an issue price of 30.26 yuan/share. As of the close of March 22, the company's stock price was 24.17 yuan/share, and the stock was in a broken state; ② Tianma Intelligent Control said that at present, the company's business is progressing normally and its performance is growing steadily, and the company's management and all employees will do their best to promote the development of various businesses.
Tied with Kelai Mechatronics to rank as the top A-share market during the year! The announcement of a new type of industrialized bullish stock on 13 consecutive boards stated that there is a possibility of a rapid decline at any time. 17 stock price chang
① The new industrialized concept stock with a total market value of 4.2 billion yuan and 13 consecutive market prices issued a stock price risk warning notice. Today's intraday volume fell several times. The drumming effect was obvious. There is a risk of irrational speculation, and there is a possibility of a rapid decline at any time. ② The stock equalized the 13-game record previously set by Kelai Mechatronics, and tied with it to become the top A-share chain during the year.