Motor II
- 1403.942
- +40.768+2.99%
Breaking! This company and its actual controller have been investigated by the CSRC for suspected violations of information disclosure laws and regulations | Post-market announcement highlights.
Sufa Technology Industry: plans to acquire 71.965% equity of China Nuclear West Instruments, which is expected to constitute a significant asset restructuring.
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 proposed fundraising will not exceed 2 billion yuan! Xiangtan Electric Manufacturing plans to invest in and build a new project for "low-altitude economy" | Brief announcement.
1. xiangtan electric manufacturing plans to raise no more than 2 billion yuan through private placement, for the serialization research and industrialization project of aviation electrical systems, the research and industrialization project of high-speed electric machine systems using magnetic levitation bearings, and supplementary working capital. 2. The company stated that the funds raised from this issuance will be used to improve and expand the company's main business.
Major players are stepping in, and the siasun robot&automation industry is expected to experience a surge.
①With companies like Huawei and Contemporary Amperex Technology increasing their investments, local policies are being successively introduced, accelerating the industrialization process of intelligent humanoid robots in China. ②According to recent research reports by Kaiyuan Securities, Huawei has similar capabilities to Tesla and possesses core competitive advantages in developing the humanoid robot industry.
changzhou shenli electrical machine incorporated is planning for a change of ownership again. Will the "mining tycoon" make another move? | Quick Announcement
①Changzhou Shenli Electrical Machine Incorporated's actual controller, Chen Zhongwei, is planning to transfer shares, which may result in a change of ownership of the listed company; ②The company's stock price has already shown unusual movements, with two consecutive trading days closing at the limit up; ③There are rumors that the buyer will be Shengtun Group. The company had previously planned to merge into the 'Shengtun Group,' but it did not materialize; ④Shengtun Group's founder, Yao Xiongjie, already owns two listed companies and is famous for his aggressive investment style.
Huawei is accelerating the advancement of its asia vets: investing in multiple key core technologies, with many listed companies expected to participate.
1. Huawei (Shenzhen) global body-based intelligent industry innovation center will integrate Huawei's various departments' body-based intelligent related capabilities, co-build key root technologies such as body-based intelligent brain, cerebellum, toolchain; 2. Huawei will also collaborate with ontology manufacturers and manufacturing enterprises to solve enterprise technical challenges, creating body-based explosive products that solve actual enterprise problems. The first batch of participating companies in the project include Shenzhen Zhaowei Machinery & Electronics, Leju Robotics, Guangdong Topstar Technology, etc.
The latest trend of QFII hold positions exposed: In the third quarter, 206 new stocks entered the top ten list of circulating shareholders, with Annada adding the most overseas institutional holdings.
1. A-share listed companies have entered the peak of the third quarterly report disclosure, qfii appeared intensively in the list of top ten circulating shareholders of 260 individual stocks in the third quarter; 2. Among them, in the list of top ten circulating shareholders of 206 individual stocks, Andeavor received the most qfii holdings from newly added institutions, up to 6; 3. Attached is a list of A-share stocks with the highest number of new institutions holding positions in the third quarter (see table).
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Physical intelligence has become the focus of attention in the field of AI. Humanoid robots are expected to be applied in various industries.
The 2nd China Embodied Intelligence and Humanoid Robot Innovation Development Conference will be held in Guangzhou, China from September 19th to September 20th, 2024. China International Capital Corporation's research reports indicate that the shipment volume of humanoid robots in China is expected to reach 0.35 million units by 2030, with a market space expected to reach 58.1 billion RMB. The 2024-30E CAGR is expected to exceed 250%.
【Data Analysis】The trading volume of multiple cross-border ETFs has increased significantly. Institutions have sold nearly 100 million yuan of shanghai moons'electric.
① Among the top ten ETFs with a month-on-month increase in turnover compared to yesterday, there were 5 cross-border ETFs. Among them, the Saudi ETF (159329) turnover increased 145% month-on-month. ② Mingzhi Electric, a robotics concept stock that has fallen to a standstill, was sold by three organizations for a total of nearly 100 million yuan.
Sec Electric Machinery, Heilongjiang Interchina Water Treatment, Zhong Fu Tong Group... rose sharply before the release of multiple bullish announcements over the past week. Who's stealing sips of the insider trading "fruit juice"?
Recently, stocks such as SEC Electric Machinery, Heilongjiang Interchina Water Treatment, Zhong Fu Tong Group, Harson Trading(China)Co., and Jiangsu Changbao Steel Tube have all experienced significant increases in stock prices, even rising to the limit before the release of bullish news announcements. Frequently present are the traces of arbitrageurs lying in wait, particularly with respect to the PENGXIN SYSTEMS company where a certain seat of arbitrageurs frequently engages in transactions. Industry experts believe that these transactions obviously exceed the scope of ordinary market transactions and that regulation of insider trading needs to be strengthened.
Tesla will showcase its latest achievements in humanoid robots. Institutions claim that the progress of industrialization is expected to exceed expectations.
Journalists from Star Daily learned that Tesla will showcase its Cyber Off-Road Traveler, Optimus humanoid robot, FSD latest achievements and more during this year's World Artificial Intelligence Conference (to be held on July 4-6). Zhejiang Merchants Securities expects that 2024 will be the first year of small-scale production of humanoid robots in the industry, and the progress of industrialization landing is expected to exceed expectations.
Asia Vets robots and automation once again receive policy stimulation. The National Development and Reform Commission encourages the development of humanoid robots based on AI modeling.
The National Development and Reform Commission and other departments issued "Measures for Creating New Consumption Scenes and Cultivating New Growth Points for Consumption". It mentioned that the development of software and hardware functions such as artificial intelligence assistants and end-side large models will be strengthened, and humanoid robots based on artificial intelligence large models will be explored and developed. Caitong Securities believes that the best hardware direction for AI is intelligent robots, and continues to suggest that investors focus on layout.
AI innovation empowers the new future of consumer electronics. China's consumer electronics market is expected to continue to recover.
According to the latest data released by IDC, the shipment of wearable devices in China in the first quarter of 2024 was 33.67 million units, a year-on-year increase of 36.2%. With the increase in sales volume, the market shipment pace has obviously accelerated. The leading companies in the industry chain have jointly invested in AI technology, and AI-side innovation is accelerating. Seize the investment opportunities brought by continuous innovation on the AI-side.
Due to the pre-announcement of performance turning from profit to loss, Zhejiang Founder Motor, a company with poor information disclosure, received a warning letter and was asked to learn from the lesson.
Due to inaccurate information disclosure and suspicion of violations of information disclosure laws and regulations, Zhejiang Founder Motor has received multiple warning letters and administrative penalty decisions within the past four months. In addition to submitting a written rectification report to the Zhejiang regulatory bureau, Zhejiang Founder Motor also needs to submit relevant explanatory materials to the Shenzhen Stock Exchange before June 6th. The reason for Zhejiang Founder Motor's negative reviews is its repeated violations of disclosure regulations.
China's robot market is growing rapidly, and the industry chain has great potential for long-term growth
① Professor Gao Feng's team from the School of Mechanical and Power Engineering at Shanghai Jiao Tong University developed a “six-legged robot for the blind”. This robot has visual environment sensing functions, and can autonomously navigate to the destination, dynamically avoid obstacles, and recognize traffic lights. ② The Chinese robot market has the highest sales volume in the world and has maintained a rapid growth trend, which provides market opportunities for the development of domestic robot companies.
Tesla Optimus welcomes new progress, humanoid robots enter “the night before commercialization explodes”
① On May 5, Tesla released Optimus's latest progress video showing its ability to sort batteries, walk, and perform factory tasks, with the caption “Recently trying to become useful!” ② China Aviation Securities stated that with the launch of Tesla Optimus, humanoid robots will enter the first year of mass production in 2025.
The release of the world's first pure electric anthropomorphic running robot “Tiangong” is expected to build a new engine for industry growth
① On April 27, the Beijing Humanoid Robot Innovation Center released the world's first full-size humanoid robot “Tiangong” with pure electric drive and anthropomorphic running, which can run stably at a speed of 6 km/h. ② Open Source Securities said that 2024 may be the first year of mass production of humanoid robots. The holding of the humanoid robot industry conference is also expected to drive the rapid development of the industry, and humanoid machine manufacturers are expected to enter the “fast track” of development.
Up to 8 consecutive boards! Five low-altitude economic bullish stocks announced risks. Xianheng International, Rice Information, and Wolong Electric Drive said the impact on performance was limited
① 5-day 3-board Xianheng International, Rice Information, whose stock price increased by more than 2 times in February, and 4-day 3-board Wolong Electric Drive all announced that low-altitude economy-related businesses had little impact on performance. ② Zongheng Co., Ltd., which once rose and stopped at 20CM during the intraday period, 8-board Yongyue Technology, and 4-channel Oriental Fashion all expect net profit losses in 2023. ③ Yongyue Technology and Oriental Fashion both disclosed the risk of the company being investigated.
The commercialization of the BMW factory pilot application humanoid robot industry chain continues to accelerate
Following Tesla, BMW has joined the humanoid robot army and will pilot applications at its factory in Spartanburg, South Carolina.