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Express News | Robot concept stocks continue to rise, with stocks like Zhejiang Changsheng Sliding Bearings and Ningbo Zhongda Leader Intelligent Transmission reaching historic highs.
Siling Co., Ltd. (301550.SZ): Has established communication and cooperation with major customers such as Beiqi Foton Motor, Chery Automobile, FAW-Volkswagen, and SAIC Maxus.
Gelonghui reported on February 11 that Siling Co., Ltd. (301550.SZ) recently stated in an investor relations activity that currently, the company's Bearing products are primarily aimed at the automotive Industry's aftermarket and OEM market. The final customers in the aftermarket are mainly independent brand operators and large terminal chains, while the final customers in the OEM market are mainly domestic OEM manufacturers and their first-tier suppliers. The company has established communication and cooperation with OEM customers such as Beiqi Foton Motor, Chery Automobile, FAW-Volkswagen, and SAIC Maxus, and is actively working to establish long-term and stable cooperative relationships directly with more vehicle manufacturers.
Express News | In the first week of February, 123 public offerings conducted 381 research meetings, with the Optics Optoelectronics Industry being the most focused on.
Sling Co., Ltd. (301550.SZ): The third phase of investment in Sling's Thailand factory has been initiated, with completion expected in Q1 of this year.
On February 7, Gu Long Hui reported that Seling Co., Ltd. (301550.SZ) recently indicated during investor relations activities that the second phase of investment in the Seling Thailand factory will be completed in Q1 2024, primarily to supplement the Industry Chain processes. The third phase of investment in the Seling Thailand factory has been initiated, with completion expected in Q1 of this year, which will enhance the existing capacity of the Thailand factory and help the company secure more overseas customer Orders. At the same time, the company will also consider increasing investment in the future based on customer demand and the situation of Orders.
Siling Co., Ltd. (301550.SZ): The core equipment for the Harmonic Drive has been gradually put in place by the end of 2024, and plans to invest in a second production line in H1 of this year.
On February 7, Gelonghui reported that Suling Co., Ltd. (301550.SZ) recently indicated in investor relations activities that the company is currently focused on the research and development and mass production of Harmonic Drive, which is suitable for various application scenarios such as industrial robots, collaborative robots, and humanoid robots. The core equipment for the Harmonic Drive is expected to be in place by the end of 2024, and small batch mass production can begin after installation and debugging are completed. At the same time, the company plans to invest in a second production line in the first half of this year to reserve more capacity to meet future market demand growth.
Express News | Silling Co.: The impact of the USA's increased tariffs on the company is minimal. Harmonic Drive is expected to begin small-scale production this year.
