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.
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 "sanitary napkin renovation" incident impacted the factory's commercial performance, Chongqing Baiya Sanitary Products Q1 online revenue growth sharply reduced | Interpretations
① Chongqing Baiya Sanitary Products' Q1 performance continues to grow, but there are drastic changes on the channel side; ② The offline channel suddenly surged, with a year-on-year growth rate of 49%, becoming the growth engine; ③ The previously rapidly developing online channel has stalled, with a year-on-year growth rate dropping to 8.6%, lagging behind the Industry Large Cap.
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.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
The key materials in Siasun Robot&Automation's dexterous hands have a demand for tendons that is expected to accelerate growth.
① Currently, the robotics Industry Chain is receiving widespread attention. As one of the key materials in the robotics industry, tendon strings are replacing torsion springs, becoming a critical material; they are comparable to human tendons, pulling finger movements to complete various actions. ② HAITONG SEC points out that UHMWPE fibers are the main tendon string material for sophisticated robotic hands, and in the future, the demand is expected to accelerate due to the development of humanoid robots.