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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.
After ongoing fluctuations, the market may be nearing a directional choice, with the AI, Siasun Robot&Automation, and other Technology growth sectors likely to rebound.
Looking back at the market situation before the festival, the market has been in a state of fluctuating consolidation, and the atmosphere of market observation remains quite strong.
The Siasun Robot&Automation industry is experiencing a rise with a noticeable increase in entrants, and the Sector is expected to continue to be in the spotlight.
① According to Statistics from the new strategy humanoid robot research institute, as of December 2024, the number of Global humanoid robot Ontology companies has surpassed 220. Among them, companies from China account for half, exceeding 110. ② Shanghai Securities stated that the Industry Chain for humanoid robots has entered a phase of "a hundred flowers bloom, a hundred schools of thought contend," and the commercialization of humanoid robots is promising. It is recommended to pay attention to domestic component manufacturers that will benefit.
Next week's important schedule: Federal Reserve interest rate decision, China CPI, import and export, and financial data, AMD Semiconductor Manufacturing International Corporation Earnings Reports.
The Federal Reserve and the Bank of England announced their interest rate decisions, Canadian Prime Minister Carney will meet Trump for the first time in the United States, Musk's Grok 3.5 large model was unveiled, and Auntie in Shanghai plans to list on the Hong Kong Stock Exchange on May 8. In terms of data, pay attention to China's CPI and PPI inflation, foreign reserves, imports and exports, and financial data, while regarding Earnings Reports, focus on AMD, ARM, Semiconductor Manufacturing International Corporation, and others.
The A-share market is experiencing another wave of buybacks in April! 35 listed companies have set a buyback plan with a ceiling exceeding 0.5 billion yuan, and Will Semiconductor intends to change the use of 1 billion yuan of repurchased shares to cancel
According to incomplete Statistics, in April, 35 A-share listed companies plan to repurchase a maximum amount exceeding 0.5 billion yuan (see attached table); Contemporary Amperex Technology ranks first with a planned repurchase amount cap of 8 billion yuan, while XCMG Construction Machinery has two repurchase plans within the month with a cumulative amount cap of 4.2 billion yuan, ranking second; 18 stocks announced plans to change the purpose of repurchased shares to cancellation (see attached table), among which Will Semiconductor plans to cancel 1 billion yuan of repurchased shares.
Chinese humanoid robots are seizing a global $5 trillion "big track"!
Morgan Stanley expects that by 2050, a total of 1 billion humanoid robots will be deployed globally, with annual revenue reaching 4.7 trillion dollars, nearly double the total revenue of the top 20 global Auto Manufacturers in 2024. China's policy support, technological advancements, and manufacturing foundation place it in a leading position in the field of humanoid robots, especially in the Hardware supply chain.