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.

Track the entire lifecycle of the main Sector.

cls.cn21:21 ET

ZTE: Revenue in the first quarter of 2025 increased against the trend, but the decline in gross margin has raised market concerns.

In the first quarter of 2025, ZTE's revenue grew against the trend, but the decline in gross margin raised concerns. Key points: Revenue growth is strong: In the first quarter, revenue reached 32.968 billion yuan, a year-on-year increase of 7.82%, indicating that the company's main Business maintains steady growth. Profitability is under pressure: Net income attributable to shareholders is 2.453 billion yuan, a decrease of 10.50% year-on-year; deducting non-recurring items, the net income is 1.957 billion yuan, a significant drop of 26.14% year-on-year. The decline in gross margin is noticeable: The growth rate of cost of goods sold far exceeds the revenue growth rate, with cost of goods sold increasing by 22.13% year-on-year, while revenue only grew by 7.82%. The cash flow situation has worsened: cash from operating activities.

wallstreetcnApr 22 06:41 ET

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.

cls.cnApr 21 21:29 ET

Who is providing support to the Siasun Robot&Automation half marathon champion? | Focus

① The market generally believes that this event is not only a concentrated demonstration and testing of robotic technology, but also marks a critical point for humanoid robots transitioning from the laboratory to industrialization; ② Obizunlight claims that in the consumer goods industrial sector, humanoid robots have the potential to replace industrial robots and end effectors, especially exhibiting significant advantages in precision operation.

cls.cnApr 21 20:45 ET

The first "half marathon" for humanoid robots has begun. How can they overcome their "physical limits"?

① The journalist interviewed the participating star seed players Song Yan Power, Lingbao Siasun Robot&Automation, and Peking Human-Robot Innovation Center; ② The challenge of robots running a half marathon mainly lies in Hardware stability, including the Ontology and joints' load-bearing capacity, durability, heat dissipation, as well as Battery endurance and energy management.

cls.cnApr 18 20:18 ET

As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.

① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.

cls.cnApr 15 22:25 ET