Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
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Humanoid robots have already entered factories to work as a structured team, and this field may become one of the first practical applications for Siasun Robot&Automation.
According to media reports, the Walker S1 industrial humanoid robot from Shenzhen UBTECH Technology Co., Ltd. in Guangdong has now officially started working at the ZEEKR 5G smart factory of Geely Autos located in Ningbo's Qianwan New Area, Zhejiang. CITIC SEC's Research Reports indicate that since 2023, there has been an explosive growth in new humanoid robot products both domestically and internationally, and it is expected that industrial manufacturing will become the first scenario for humanoid robots to be implemented.
[Data View] Northbound funds are bottom-fishing Chifeng Jilong Gold Mining, while four speculative funds join forces to buy Suzhou Hailu Heavy Industry.
① Today, Chifeng Jilong Gold Mining, which hit the daily limit down, saw a net purchase of over 0.2 billion from the HK ->SH seats, while the stock was sold by three Institutions totaling 0.348 billion. ② The controllable nuclear fusion Concept stock Suzhou Hailu Heavy Industry received a total purchase of 0.176 billion from four top speculative funds.
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 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: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.