Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.
① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.
A significant bullish announcement is coming! Which directions might be the core of capital's attention?
Track the entire lifecycle of the main sector.
Huawei significantly increases investment in its subsidiary, Jimu siasun robot&automation company, as humanoid robots receive another major boost.
① Recently, Dongguan Jimu Machinery Co., Ltd. underwent a business change, with registered capital increasing from 0.87 billion yuan to 3.89 billion yuan, an increase of about 347%. Dongguan Jimu Machinery Co., Ltd. was established in June 2023 and is wholly owned by Huawei Technologies Co., Ltd. ② Shanghai securities analysis pointed out that the upstream of the industry has recently welcomed intensive catalysts, further accelerating the development of the siasun robot&automation industry chain.
The new Huawei foldable screen phone sold out in seconds after its release, and its market penetration rate is expected to rise rapidly.
① On December 6, Huawei officially launched the foldable screen phone Mate X6 at its global flagship store in Nanshan. After the X6 went on sale at 10:08, it sold out quickly online at the Huawei store, with all models temporarily out of stock. ② Haitong sec believes that foldable screen phones are expected to continue to improve in quality, slimness, price, and other aspects, achieving an increase in penetration rate.
The International Low Altitude Economic Development Conference is about to be held, and institutions suggest paying attention to the subsequent sector market trends.
The 2024 ****'an) International Low-altitude Economic Development Conference will be held from November 22 to 24 at the Xi'an International Convention and Exhibition Center. Open source securities Yin Shenglu stated that the low-altitude economy has already seen a vertical implementation from the macro (national level industry planning) to the meso (local subsidies across regions) and finally to the micro (infrastructure main machine bidding and application scenario creation), and it is recommended to pay attention to the subsequent sector trends of the low-altitude economy.
With a one-word limit down! Since September, 10 listed companies have announced the termination of restructuring matters, with the popular robot concept shareholder Guangdong Dongfang Precision Science & Technology prominently included.
①Since September, a total of 10 listed companies have announced the termination of restructuring matters (see attached table), with the popular robot concept stock Guangdong Dongfang Precision Science & Technology prominently listed; ②The termination of restructuring matters has hit many stocks hard, with Shimao Energy falling by the daily limit on the day after the announcement, and Mogao Co., Ltd. and Shenzhen Roadrover Technology closing down by the daily limit; ③Infotmic Co., Ltd. has terminated its restructuring matters due to insider information leakage by personnel related to the restructuring parties.