The growth in production of long-chain nylon materials has led to Orinko Advanced Plastics achieving a net profit increase of over 30% year-on-year in 2024, while gross margin is under pressure.

① During the reporting period, Orinko Advanced Plastics increased its investment in new markets such as smart home, New energy Fund, and Consumer Electronics, with steady growth in revenue in these areas; ② During the reporting period, the revenue from long carbon chain nylon materials increased by 105.39% compared to the previous period, entering a stage of healthy expansion.

cls.cnApr 22 11:02 ET

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

Lightweight iteration creates new material demands. Kingfa Sci. & Tech.: has supplied modified polymer materials to some downstream Siasun Robot&Automation companies.

① The lightweight iteration trend in the low-altitude economy and robotics industry is driving the urgent demand for new materials; ② It has been reported that in the fields of embodied robotics and low-altitude economy, Kingfa Sci. & Tech.'s plastic substitute for steel materials and Carbon Fiber composites have already been successfully applied among multiple leading clients.

cls.cnApr 19 05:08 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

Vitamin prices have fallen, but it has not impacted performance; Zhejiang Nhu and Brother Enterprises Holding's Q1 performance remained basically stable compared to the previous quarter | Interpretations

① Zhejiang Nhu and Brother Enterprises Holding achieved a strong start in their performance in the first quarter of this year; ② Due to the influence of the order cycle, the price drop in Vitamins has not yet significantly impacted manufacturers' performance in the first quarter of this year; ③ In April, Vitamin prices continued to decline, putting short-term pressure on manufacturers' performance.

cls.cnApr 14 11:11 ET

The QFII annual report "shopping list" is here! In Q4, 95 new stocks entered the top ten circulating shareholders list, with Hanyu Group Joint-Stock having the highest number of shareholding increase.

① A-share listed companies are entering the peak period for the disclosure of 2024 annual reports, with Qfii Hold Position appearing intensely in the top ten circulating shareholders of 129 individual stocks in the fourth quarter of 2024; ② Among them, 95 new individual stocks have entered the top ten circulating shareholders list, with Hanyu Group Joint-Stock receiving the highest number of new institutions from Qfii Hold Position, reaching 4; ③ Attached is the list of A-share stocks with the highest number of new institutions in Qfii Hold Position for the fourth quarter of 2024 (attached table).

cls.cnApr 6 03:01 ET