The industry scale will double in four years! Morgan Stanley: China is the largest robotics market in the world, and drones will account for 40%.

Morgan Stanley analysts believe that China has established a complete supply chain system for Robotics from design to assembly, achieving large-scale localized production of key components. The market size for Robotics in China is expected to reach 108 billion dollars by 2028, with a compound annual growth rate of 23%. This growth is primarily driven by drones, mobile robots, and collaborative robots. Key components such as motors, Batteries, sensors, and vision systems will become the most promising investment symbols, with sensors and vision systems expected to achieve the fastest growth.

wallstreetcnJun 17 03:56 ET

Goldman Sachs invented a "new slogan": China's "ten private giants", directly comparable to the "seven sisters" of the US stock market.

Goldman Sachs believes that the investment value of China's private enterprises is recovering, especially the leading companies that show significant potential due to low market concentration, policy support, technological innovation, competitiveness in overseas markets, and attractive valuations. The "Top Ten Private Enterprises" in China are: Tencent, Alibaba, Xiaomi, BYD, Meituan, NetEase, Midea, Hengrui Pharmaceuticals, Trip.com, and Anta.

wallstreetcnJun 15 23:43 ET

Can the Copper Master, with IP collaborations and cross-industry gold and silver, break new ground in the Hong Kong stock market?

The ceiling has been revealed.

wallstreetcnJun 14 04:26 ET

In financial data, the growth rate of deposits and loans varies from month to month. Authoritative experts say: it is necessary to combine on-balance-sheet deposits and off-balance-sheet wealth management for interpretation.

① Firstly, when looking at financial total data, it is not sufficient to only consider absolute amounts and absolute growth rates; relative amounts and relative growth rates must also be taken into account. ② Secondly, in recent years, there have been months in which China's deposit and loan growth rates are inconsistent, suggesting that on-balance-sheet deposits and off-balance-sheet wealth management should be considered together, while also taking into account the more diversified channels of derived bank liabilities and assets.

cls.cnJun 13 05:16 ET

Is range extension the best solution to "breaking the competition"? Wholesale sales increased by nearly 50% in May, with seven brands including Xiaomi and Shangjie entering the market for the first time.

① A new high-end range-extended six-seat SUV, possibly named Xiaomi YU9, has had its spy shots exposed. ② According to incomplete Statistics from the Caixin News Agency, at least seven brands will enter the range-extended electric vehicle market from the second half of 2025 to 2026, including Shangjie, Zhiji, and FAW-Volkswagen.

cls.cnJun 11 03:46 ET

Discover high-quality 3A projects! Seventeen departments in Zhejiang issued documents to support the overseas expansion of games, with ongoing signals of Bullish industry policy being released.

① The measures indicate that cities with conditions should increase policy support, promoting games to grow larger and stronger and develop internationally. ② Guotai Junan Securities expressed a bullish outlook on the development trends of the game industry in terms of product development and overseas expansion. ③ From January to April this year, the actual sales revenue of domestically developed games in the overseas market was approximately 6.4 billion USD.

cls.cnJun 11 02:15 ET