Shanghai Electric Group's Q1 Net income surged by 145.7%, with an increase in gross profit margin from core Business | Earnings Reports insights.
In the first quarter, Shanghai Electric Group's performance showed a significant recovery, with operating income increasing by 8.06% year-on-year, and net income increasing sharply by 145.69%. The net income excluding non-recurring items turned a loss into a profit. This improvement in performance is mainly attributed to the steady development of the company's core business, with an increase in core business revenue and gross profit during the reporting period compared to the same period last year.
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.'
[Data View] Northbound funds are bottom-fishing Chifeng Jilong Gold Mining, while four speculative funds join forces to buy Suzhou Hailu Heavy Industry.
① Today, Chifeng Jilong Gold Mining, which hit the daily limit down, saw a net purchase of over 0.2 billion from the HK ->SH seats, while the stock was sold by three Institutions totaling 0.348 billion. ② The controllable nuclear fusion Concept stock Suzhou Hailu Heavy Industry received a total purchase of 0.176 billion from four top speculative funds.
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.
"430" and "531" policy nodes are approaching, and the photovoltaic industry is expected to迎来 a phase of rush orders.
According to the latest survey by TrendForce, China's policies have stimulated the overall demand for the photovoltaic Industry Chain, creating a tense atmosphere in component supply. It is expected that there will be a small peak in demand in March and April 2025, which may consequently drive up prices in the Industry Chain in the second quarter.