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Release calming signals! Hong Kong A-shares of Autos staged a frenzied "feast", with multiple stocks strongly locked on the board.
Multiple Bullish factors support.
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.
Zhongtai Securities: Multiple resonances from policy, industry, and technology will usher in the era of mass production of Siasun Robot&Automation in 2025.
Zhongtai released a Research Reports stating that in terms of policy, "embodied intelligence" has been included in the government work report for the first time, with a high level of importance placed on the strategic level.
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.
Shenzhen Zhaowei Machinery & Electronics (003021.SZ): Currently, the sales revenue from direct exports to the USA is relatively low.
On April 10, Longguo Hui reported that Shenzhen Zhaowei Machinery & Electronics (003021.SZ) stated on the investor interaction platform that the recent fluctuations in secondary market stock prices are influenced by multiple factors, such as tariff policies, and the company is closely monitoring the trends in secondary market stock prices. Investors are also advised to be aware of investment risks. Currently, the company's sales revenue from direct exports to the USA accounts for a low proportion, and it mainly adopts the FOB pricing model, so the sales side is less affected by tariff policies. The company's procurement of main raw materials is primarily from domestic suppliers, and there are alternative options for key raw materials. Additionally, the company has flexible order and production management capabilities, therefore the impact on the supply chain is minimized.
New stock news | Shenzhen Zhaowei Machinery & Electronics (003021.SZ) plans to be Listed in Hong Kong, promoting the company's Global Strategy.
On April 7, Shenzhen Zhaowei Machinery & Electronics (003021.SZ) announced that the company plans to issue shares Overseas (H shares) and list on the Main Board of the Hong Kong Stock Exchange.