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.

cls.cnApr 21 21:29 ET

Baoshan Iron & Steel invests in a subsidiary of Maanshan Iron & Steel, accelerating the integration of Steel assets | Quick-read announcement.

① Baoshan Iron & Steel plans to invest 9 billion yuan to acquire shares in Maanshan Iron & Steel's most severely loss-making subsidiary, Maanshan Limited. ② Baoshan Iron & Steel stated that the investment aligns with the company's Global Strategy, can fully leverage the competitive advantages of its professional Sector, effectively enhance the competitiveness of both parties, achieve synergistic development and share benefits, and further increase regional market influence and competitiveness.

cls.cnApr 17 11:11 ET

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.

cls.cnApr 14 19:48 ET

Wuzhou Special Paper Group and Shandong Sun Paper had strong performances at the beginning of last year but declined later. The drop in raw material prices may drag down this year's papermaking market | Interpretations

① Due to the decline in paper prices last year, the annual profits of the two paper companies started high but ended low; ② Wuzhou Special Paper's performance was slightly below institutional expectations, while Shandong Sun Paper met expectations; ③ In Q1 of this year, the papermaking gross profit showed slight recovery, but in Q2, the decline in raw material prices may drive down market conditions.

cls.cnApr 10 09:44 ET

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.

cls.cnApr 7 20:33 ET

China Tourism Group Duty Free Corporation's revenue and net profit both decreased in 2024. Industry insiders expect that "this year's offshore duty-free sales will drop by another 20%" | Interpretations

China Tourism Group Duty Free Corporation announced that in 2024, it will achieve revenue of 56.474 billion yuan, a year-on-year decrease of 16.38%; the net income attributable to shareholders of the listed company will be 4.267 billion yuan, a year-on-year decrease of 36.44%; analysts expect that this year's sales of duty-free goods in Hainan will further decrease by about 25% compared to 2024.

cls.cnMar 28 11:29 ET