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.
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 "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
Shagang Group has become the largest Shareholder of Fushun Special Steel. The integration of its special steel Business is still to be explored. | Read the announcement quickly.
① Northeast Special Steel has overdue loans and tight cash flow, transferring part of the pledged equity to Shagang Group, which subsequently becomes the largest shareholder of Fushun Special Steel; ② Both Northeast Special Steel and Shagang Group are controlled by the same ultimate controller, Shen Bin, and the ultimate controller remains Shen Bin after this change; ③ Shen Bin promises to eliminate the existing competition in the special steel business he controls through restructuring, mergers, and acquisitions by 2028.
A fine of 5.85 million! The actual controller of yongjin technology group took advantage of the buyback to gather wealth, more insider trading details revealed | Quick read of the announcement.
1. After 4 months, the punishment results for the actual controller Cao Peifeng were announced; 2. Confiscated illegal gains of about 0.55 million yuan, and fined about 5.85 million yuan; 3. Cao Peifeng had engaged in insider trading during the sensitive period of two rounds of company buybacks; 4. Before this, Cao had also conducted short-term trades, with a scale reaching tens of millions.
The demand for ultra-supercritical coal-fired power units in the downstream continues to grow. Shengtak New Materials' Q3 performance doubles interpretations.
① shengtak new materials' performance in the first three quarters increased by 166.30% year-on-year, and the company's performance in the third quarter increased by 231.61% year-on-year, with performance growth continuing to rise. ② Company officials stated that the main reason for the performance growth is the demand from the downstream thermal power boiler market. Currently, the company's orders are sufficient, and the inclusion of Jiangsu Ruimei is also one of the reasons for the performance growth.