CITIC Securities believes that Tesla’s first-generation robot products will set a benchmark.
Today, A-share market rebounded across the board. As of the morning closing, Shanghai Composite Index rose 0.27%, while the ChiNext Index rose 1.01%. In terms of sectors, health care, medicine, coal, nonferrous metals and other sectors ranked among the top gainers. On the news front, on September 28, the official website of Central Bank said that the national foreign exchange market self-discipline mechanism video conference was held on September 27. The meeting analyzed the recent operation of the foreign exchange market and deployed relevant work to strengthen self-discipline management. Under the influence of this news, the offshore RMB exchange rate against the US dollar rebounded by more than 1,200 basis points. In terms of
sector news, according to the official Weibo of Tesla previously announced that Tesla 2022 AI Day will be held in Palo Alto, California on October 1 (September 30, 2022). By then, the robot Tesla Bot is expected to make its debut. Institutions are optimistic about the huge space in the robot industry chain, and the relevant html stock is expected to benefit.
2 hit the limit by 20cm, hitting the limit by nearly 29% in seconds
Today's early trading stocks with a large stock price amplitude are Yubang Electric Power . The stock opened in the early trading of and hit the limit down , with only two moves. It can be said that it was hit by two-handed stocks with a limit down 20cm, and its market value once evaporated by 600 million yuan. Public information shows that Yubang Power is engaged in the research, development, production and sales of smart power products such as smart meter and electricity consumption information collection terminals, and provides intelligent inspection services and information technology services.
fundamentals, the stock's semi-annual revenue was 188 million yuan, a year-on-year increase of 69.18%; net profit was 25.72 million yuan, a year-on-year increase of 991%. Analysts pointed out that the current market environment is relatively cautious, and some individual stocks may experience a sharp drop in low-priced land volume. However, due to the low trading volume, this price cannot constitute the effective market of transaction price.
is true. After the bidding transaction began, the stock rose rapidly, and the second transaction price reached 17.4 yuan, an increase of nearly 29% from the opening price. Obviously, for the two previous transactions, namely 15 lots sold at 13.53 yuan, they perfectly received a big red envelope. As of the morning's closing, the stock fell 1.95%.
Tesla Robot will be officially released soon
According to Tesla's official Weibo, Tesla 2022 AI Day will be held in Palo Alto, California on October 1 (September 30, 2022). At that time, the robot Tesla Bot is expected to debut. CITIC Securities pointed out that according to various news, Tesla has begun to prepare for mass production of humanoid robots, which is expected to be lower than the car in the end, but may be relatively expensive in the early stage. CITIC Securities believes that the first generation of Tesla robots will set a benchmark and ultimately open up commercial prospects.
Open Source Securities estimates that after the humanoid robot is implemented, the production capacity gap of harmonic reducers in the meso-scenario situation reaches tens of millions, and the production capacity gap of RV reducers reaches millions, and the market space of tens of billions is waiting for domestic reducer manufacturers to fill it. At the same time, in 2027, the market space for demand for servo motor brought by Tesla robots may reach 39.9 billion yuan.
continuous high growth stocks are released
0 A-share market has many individual stocks involving the concept of robots, but there are very few stocks that can continue high growth. According to statistics from Databao, among the robot concept stock rated by more than 5 institutions, only 15 individual stock institutions unanimously predict that the net profit growth rate will exceed 30% this year, next year and 2024.
Among them, 16 institutions have rated green harmonics. After years of continuous research and development investment, the company has achieved large-scale production and sales of precision harmonic reducers, breaking the monopoly of international brands in the field of harmonic reducers for robots, and achieving mass exports.
Jingye Intelligent's main business is the research, development, production and sales of special robots and intelligent equipment. The main products are nuclear industry series robots, nuclear industry intelligent equipment, intelligent production lines, intelligent stand-alone equipment, military special equipment, and technical services.
Eston is the first domestic industrial robot enterprises to pass the "China Robot" certification. It is one of the benchmark enterprises of "China Robot ToP10" promoted by the Ministry of Industry and Information Technology; its business covers the entire industrial chain from core components of intelligent equipment, industrial robots to robot integrated applications.
market performance, Jingye Intelligent performed the best in the new stock, with an increase of more than 190% this year. In addition, today, international, green harmonics, double-ring transmission and other stocks rose. The largest decline was No. 9, with a decline of more than 45% this year. , Junsheng Electronics , Kede CNC and other stocks all fell by more than 30%.
Statement: All information content of Databao does not constitute investment advice. The stock market is risky, so be cautious when investing.
Original title: This stocks on the Science and Technology Innovation Board were smashed by 20cm to the limit by 20cm! Tesla robots will be officially released soon, and stocks that continue to grow are released
Source: Databao