[Data Watch] Electric Power stocks are sought after by various capital sources, as Institutions and speculators join forces to acquire Talkweb Information System.
① Electric Power stocks surged, with Institutions, retail investors, and Algo positions all actively Buying; among them, Sichuan Mingxing Electric Power received over 70 million from one Institution, and Guangdong Shaoneng Group received over 100 million from a top retail investor position. ② The computing power Concept stock Talkweb Information System was bought for 0.138 billion by one Institution, and received a total of over 0.27 billion from two top retail investor positions.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Primeton Information Technologies, Inc. will turn a profit in 2024 after a loss of 27.54 million yuan in Q1 this year.
1. Primeton Information Technologies, Inc. achieved revenue of 37.24 million yuan in the first quarter of 2025, a year-on-year decrease of 38.6%; the net income attributable to shareholders narrowed from -39.28 million yuan in the same period last year to -27.54 million yuan; 2. Primeton Information Technologies, Inc. achieved revenue of 0.42 billion yuan in 2024, a year-on-year decrease of 12.63%; the net income attributable to shareholders was 6.5466 million yuan, turning a profit compared to the previous year.
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: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.