Decoding the IPO of United Power: The potential and challenges of Xiaomi and Ideal's electric drive business.
Ride the wind New energy Fund
[Data Analysis] Institutions are intensely competing over Luxshare Precision Industry, with a significant decrease in the activity level of Algo funds.
① The limit-down Luxshare Precision Industry was bought by four institutions for 0.593 billion, while it was sold by four institutions for 0.443 billion. In addition, multiple Consumer Electronics and high export proportion Concept stocks were sold by institutions. ② The activity of Algo funds decreased today, with a clear reduction in the amount and number of stocks being bought and sold.
Little K broadcasts the morning news | Contemporary Amperex Technology denies that the accident vehicle of Xiaomi is equipped with its Battery. OpenAI releases AI Agent evaluation benchmarks.
① Four departments: Shanghai and nine other cities included in the first batch of pilot zones for large-scale applications of vehicle-network interaction; ② Hubei: Focused support for the cultivation of trillion-level clusters in fields such as Wuhan Asia Vets connected Autos; ③ ShanDong: Plans to issue three action plans integrating culture and Technology, Brain-computer Interface, and quantum Technology.
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.
In the past four years, is this the "best start"? New Hope Liuhe expects to turn a profit in Q1 compared to the same period last year | Quick read announcement.
1. New Hope Liuhe is expected to achieve a net income of 0.43 billion to -0.5 billion yuan in the first quarter of this year, marking the first profit in the first quarter in nearly four years; 2. The decline in breeding costs and the dual increase in fodder quantity and profit are the main factors affecting the company's performance; 3. The company's revenue in 2024 will experience a decline for the first time in nearly 9 years.
DeepSeek's layout has attracted attention. Digital China Group: 300 all-in-one machine samples have been deployed at customer sites | Directly covering the Earnings Conference.
① The sales of the Shenzhou Kuntai learning and integration machine, DeepSeek version, are quite promising, with the first batch of 300 prototypes almost fully deployed at customer sites. ② Chairman Guo Wei stated that the open-source nature of DeepSeek has led to the popularization of AI, which will drive demand for computing power. ③ The IIC Assets have had a negative impact on the company's Operation, with last year's Net income for the parent company decreasing by more than 30% year-on-year.
