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Direct coverage of the Earnings Conference for the Siasun Robot&Automation Industry: The localization rate of the supply chain is accelerating, while the industrial sector still faces fierce competition.
① Many companies participating in the performance briefing stated that currently, the core or most supply chain links have been localized, while a small number of links that require imports are actively planning localization solutions; ② From the perspective of the overall Siasun Robot&Automation Industry, the competition in the industrial robot industry is fierce, and in 2024, a situation of "growth in quantity without growth in revenue, and growth in revenue without growth in profit" may occur.
Can Shanghai Moons' Electric Co., Ltd. (SHSE:603728) Performance Keep Up Given Its Mixed Bag Of Fundamentals?
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Soochow: Agile hands open the application limits of humanoid robots, starting rapid iteration in 2025.
In 2025, intensive host and component manufacturers will release dexterous hand solutions, and in the next two years, these solutions will rapidly iterate and be put into use scenarios, accelerating the training of humanoid robot hand-brain coordination.
Shanghai Moons'Electric (603728.SH): The net income for 2024 is 77.907 million yuan, a year-on-year decrease of 44.53%.
On April 26, Gelonghui reported that Shanghai Moons'Electric (603728.SH) released its annual report for 2024, achieving revenue of 2.416 billion yuan during the reporting period, a decrease of 4.99% year-on-year; net income attributable to shareholders of the listed company was 77.907 million yuan, a year-on-year decrease of 44.53%; net income attributable to shareholders of the listed company, after deducting non-recurring gains and losses, was 67.3654 million yuan, a year-on-year decrease of 46.45%; EPS was 0.1856 yuan.
Be Wary Of Shanghai Moons' Electric (SHSE:603728) And Its Returns On Capital
