BYD: In Q1, revenue and net profit both saw growth, with the New energy Fund driving record performance.
BYD Q1 revenue and net profit both increased: New energy Fund driven record performance, expanding production to prepare for Global market. Key points: Strong performance growth: Q1...
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.'
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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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.
Who is providing support to the Siasun Robot&Automation half marathon champion? | Focus
① The market generally believes that this event is not only a concentrated demonstration and testing of robotic technology, but also marks a critical point for humanoid robots transitioning from the laboratory to industrialization; ② Obizunlight claims that in the consumer goods industrial sector, humanoid robots have the potential to replace industrial robots and end effectors, especially exhibiting significant advantages in precision operation.
Goertek Inc.: In the first quarter, Net income increased by 23.53% year-on-year, and research and development investment rose significantly by 32.83%.
Goertek Inc. Q1 report: Net income increased by 23.53% year-on-year, R&D investment significantly increased by 32.83%. Key highlights: Financial performance: Goertek Inc.'s revenue for Q1 2025 was 16.205 billion yuan, a year-on-year decrease of 15.57%; net income was 0.469 billion yuan, a year-on-year increase of 23.53%; net income excluding non-recurring items was 0.292 billion yuan, an increase of 6.09% year-on-year. Profitability improvement: Despite the decline in revenue, profitability has significantly improved, with EPS of 0.14 yuan, an increase of 27.27% year-on-year. Increased R&D investment: R&D expenses reached 1.096 billion yuan, a substantial year-on-year increase of 32.83%.
This week, over 30 more companies added! Goertek Inc. and many other stocks disclosed shareholding repurchase and refinancing plans, a list of related A-shares is presented.
① According to incomplete Statistics, as of the time of writing, 34 A-share listed companies have disclosed information related to repurchase Shareholding and re-loan this week (attached table); ② Aluminum Corporation Of China has the highest special loan limit, with the loan amount not exceeding 1.8 billion yuan.
Frontline | The "tariff war" has caused fluctuations in imported cars in the USA: multiple brands have pressed the "pause button," and a "price increase wave" is about to arrive?
① "The store has already issued a notice that all imported cars from the USA have had their reservations canceled." On April 15, a sales representative from a certain BMW 4S store located in Peking told the Securities Times reporter. ② The Tesla China official website shows that the Model S/X no longer offers a separate "order new car" option, and the corresponding model pages only display a "view stock" button.
Trump Hints at Auto Tariff Reprieve as Companies 'Need Time' to Adjust Supply Chains
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.
Sentenced to 7 years! The actual controller of Shenzhen Zowee Technology passively disposes of shares. The Consumer Electronics manufacturer with a market cap of 4.8 billion may change ownership | Quick summary of the announcement.
① More than a year later, the verdict on the insider trading case of Xia Chuanwu has been announced; ② Xia Chuanwu has appealed, and the listed company has not disclosed the details of the insider trading; ③ Most of the shares under Xia Chuanwu's name are facing auction, and the listed company is likely to change ownership.
Old models are being cleared out, smart driving and megawatt charging, BYD continues to compete for young people from traditional RBOB Gasoline vehicles丨Frontline.
① BYD has launched the intelligent driving versions of the Han L and Tang L models, with the inventory of the older non-intelligent driving models almost cleared. ② Following the "same price for oil and electricity," BYD will implement the "megawatt fast charging" technology in cars, proclaiming the slogan "same speed for oil and electricity."
Cost pressure or shared by three parties? Apple is impacted by Trump's tariff policies, prompting a response from the "fruit supply chains."
① Under the new tariff policy of Trump, Apple Inc. may face a sudden increase in costs due to the Global supplier strategy; ② Since April 3rd, Apple and its supply chain stocks have significantly dropped, with the three major A-share supply chain companies falling more than 30%; ③ Several interviewees believe that Apple may address this cost pressure through three aspects: increasing terminal prices, compressing supply chain costs, and bearing the costs itself.
The negative effects of tariffs are beginning to show: imports of Autos from the USA are gradually "stopping," and businesses are reluctant to invest recklessly in the USA.
① The 25% tariff imposed by President Trump on imported cars took effect last week, causing many Auto Manufacturers to suspend deliveries to the USA market; ② Brands such as Jaguar Land Rover, Stellantis, and Audi have announced a halt to exports to the USA or production in North America; ③ The tariff has had a destructive impact in the short term, and many companies have not yet made the decision to increase production capacity in the USA, which may undermine Trump's ambitions for American manufacturing.
Strong policies to maintain stability inject confidence, the Agriculture chain and CSI Consumer 360 index are expected to progress together.
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【Data Viewing】Four Institutions join forces to bottom-feed Goertek Inc. Retail funds and Algo activity remain persistently sluggish.
① Apple Supplier stock Goertek Inc. has experienced a consecutive three trading days of limit downs, with data from the market showing that the stock received a total Buy of 0.146 billion from four Institutions today. ② The Index rebounded, but the activity of first-tier speculative capital and Algo funds remains quite sluggish, with a low number of stocks being traded.
In the first quarter, a pre-profit of 10 billion, a year-on-year growth of 100%. BYD continues to seek growth in overseas markets.
① BYD, which has achieved exponential growth in overseas New energy Fund sales, is conducting intensive recruitment in multiple countries and gradually expanding its ocean freight fleet to deepen its Global Strategy. ② According to reports from various recruitment platforms, BYD's recent overseas recruitment involves several countries including Indonesia, Hungary, Chile, Thailand, Brazil, and covers multiple job positions.
Huijin takes action to stabilize! The A-shares' "deep squat" may welcome a recovery window.
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Track Hyper | "Fruit chain" under pressure: Lens Technology transforms.
The real market test is roaring in.
Alibaba Cloud is racing wildly in the automotive industry.
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