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2024-12-13 22:54:13

Old investors know that "the bull market is heavy, and the bear market is heavy". In August/September, the concept of Huawei was sizzled by the market, and it went out of Changshan Beiming 8 times and shenzhen huaqiang 5 times; At the end of September, the concept of reorganization began to be hyped, and it came out with 10 times of Shuangcheng Pharmaceutical, 9 times of Hainengda and 5 times of Nanjing Chemical Fiber.This company not only provides AI, large model and other core technical support for many humanoid robot manufacturers, but also is the only enterprise in the world to realize the commercialization of three generations of semiconductor GaN materials. This core technological advantage makes it absolutely competitive. In addition, the company has completed the equity transfer of five subsidiaries, and the market sensitivity is extremely high. Most importantly, at present, this company's share price is only in the early days of 5 yuan, and it has recently broken through the key technology suppression point. Once the market sentiment starts, it will surely usher in a wave of rising waves. Now is the perfect time for layout! The specific number of moving to the public has risen and fallen, and it has been settled!


Based on this logic, after in-depth analysis, we found that among the 5,300 A-share companies, only two companies meet all the above conditions:Even major technology giants such as Huawei and Tesla are actively deployed, and humanoid robot-related industries have been strongly supported by many cities such as Shanghai, Shenzhen and Beijing, and relevant policies have been continuously introduced, which will accelerate the development process of the whole market.On April 1, 2024, the subsidiary Shanghai Astar Robot Co., Ltd. established Zhejiang Astar Humanoid Robot Co., Ltd., a 100% holding sun company, which was incorporated into the merger scope from the date of establishment.


The second one is worthy of attention!Humanoid robots not only combine the world's most advanced technologies such as AI, large models and new materials, but also represent the core areas of the current scientific and technological revolution. The market prospect is broad, and the future market scale is expected to reach one trillion or even hundreds of trillion yuan, but the current market is still in its infancy, with great room for increment.The humanoid robot track is welcoming the highlight moment!

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