Gree Electric Appliances, Inc. of Zhuhai's net income increased by 11% last year, and there are subtle changes in the income composition classification that has been used for three years.| Interpretations
① Gree Electric Appliances, Inc. of Zhuhai's net income attributable to shareholders in 2024 grew by only about 11% compared to the previous year. The weakness in growth of traditional home appliances is an undeniable fact, and finding new performance increments is one of the most important issues facing these manufacturers. ② In the 2024 annual report, Gree Electric Appliances, Inc. of Zhuhai adjusted the revenue composition that had been used for many years, which may reveal the psychological changes of Gree Electric Appliances, Inc. of Zhuhai when facing diversification issues.
Sungrow Power Supply has recently reported single-digit revenue growth for the first time, with a sharp decrease in revenue growth in the overseas market | Interpretations
① In 2022 and 2023, the company's revenue growth rates reached 66.79% and 79.47% respectively, while the growth rate for the year 2024 is only 7.76%; ② In 2024, the growth rate of the overseas market plummeted, with a year-on-year increase of only 8.76%. In 2023, the revenue growth rate for this segment reached 75.05%.
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.'
Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
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Humanoid robots have already entered factories to work as a structured team, and this field may become one of the first practical applications for Siasun Robot&Automation.
According to media reports, the Walker S1 industrial humanoid robot from Shenzhen UBTECH Technology Co., Ltd. in Guangdong has now officially started working at the ZEEKR 5G smart factory of Geely Autos located in Ningbo's Qianwan New Area, Zhejiang. CITIC SEC's Research Reports indicate that since 2023, there has been an explosive growth in new humanoid robot products both domestically and internationally, and it is expected that industrial manufacturing will become the first scenario for humanoid robots to be implemented.
Hainan Drinda New Energy Technology's "three battles" for a Hong Kong IPO, the solar cells factory aims to accelerate its overseas expansion.| Quick read of the announcement.
① After the prospectus for Hainan Drinda New Energy Technology submitted to the Hong Kong Stock Exchange became invalid for the second time, the company quickly initiated a third submission; ② The company's performance has experienced net income losses for the fourth consecutive quarter, targeting high-value overseas markets.