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.'
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.
Jiangnan Yifan: Report for the first quarter of 2025
Jiangnan Yifan: 2024 Annual Report Summary
Jiangnan Yifan: 2024 Annual Report
Jiangnan Yifan (301023.SZ): The net income for 2024 is 94.5089 million yuan, an increase of 98.51% year-on-year.
On April 17, Glonghui reported that Jiangnan Yifan (301023.SZ) published its 2024 annual report. In 2024, the company's total operating revenue reached 282.2717 million yuan, an increase of 61.69% compared to the same period last year. Net income attributable to shareholders of the listed company was 94.5089 million yuan, a year-on-year increase of 98.51%. After deducting non-recurring gains and losses, the net income was 92.5919 million yuan. A cash dividend of 6 yuan will be distributed for every 10 shares to all shareholders, and a capitalization of 4 additional shares for every 10 shares will be offered to all shareholders.
Zhongtai Securities: Multiple resonances from policy, industry, and technology will usher in the era of mass production of Siasun Robot&Automation in 2025.
Zhongtai released a Research Reports stating that in terms of policy, "embodied intelligence" has been included in the government work report for the first time, with a high level of importance placed on the strategic level.
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.
Jiangnan Yifan Motor Co.,Ltd (SZSE:301023) May Have Run Too Fast Too Soon With Recent 32% Price Plummet
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
On March 5, A-share investment warning: Jiangnan Yifan: Shareholders Chen Yuanji and Gong Jianfen plan to collectively reduce their shareholding by no more than 3%; Warom Technology Incorporated: The application of related Siasun Robot&Automation products
Shareholder Ze Guang Investment of Wenkexin Co. plans to reduce its shareholding by no more than 1.6%; shareholders Yi Li Su Xin and Dao Feng Investment of Maixinlin plan to reduce their holdings by 2.9085 million shares; shareholders Chen Yuanji and Gong Jianfen of Jiangnan Yifan plan to collectively reduce their holdings by no more than 3%; Zhejiang Tengen Electrics' actual sales revenue in the Siasun Robot&Automation industry is less than 2 million yuan; Shanghai Highly stated that Shanghai Highly Special Cooling has sales of Cooling System for Lithography Equipment, which is a small scale Business; Warom Technology Incorporated indicated that the related robot products' application in Asia Vets Business is still in the initial stage.
Jiangnan Yifan (301023.SZ): Song Yiqun intends to reduce his shareholding by no more than 1%.
On March 4th, Gelonghui announced that Ms. Song Yiqun, a Shareholder of Jiangnan Yifan (301023.SZ), plans to reduce her Shareholding by no more than 556,008 shares (accounting for 1% of the total share capital after excluding the number of shares repurchased by the company) within three months after 15 trading days from the date of this announcement through a centralized bidding trade.
Jiangnan Yifan (301023.SZ): The "construction project for the Energy Storage Electric Machine and RV Electric Machine" and the "Research and Development Center construction project" are proposed to be postponed until March 2026.
On February 27, Gelonghui reported that Jiangnan Yifan (301023.SZ) announced that it held the 17th meeting of the fourth Board of Directors and the 12th meeting of the fourth Supervisory Committee on February 26, 2025, to respectively review and approve the "Proposal for the Extension of Fundraising Investment Projects," agreeing to extend the expected usable status date of the fundraising investment projects "Energy Storage Electric Machine and RV Electric Machine Production Base Construction Project" and "Research and Development Center Construction Project" to March 2026, in line with the actual progress of the projects.
There's Reason For Concern Over Jiangnan Yifan Motor Co.,Ltd's (SZSE:301023) Massive 28% Price Jump
Jiangnan Yifan MotorLtd (SZSE:301023) Might Be Having Difficulty Using Its Capital Effectively
Jiangnan Yifan (301023.SZ): Projected net income growth of 80.64%-101.65% for the year 2024.
On January 15, Glodon announced the 2024 annual performance forecast for Jiangnan Yifan (301023.SZ), predicting a net income attributable to shareholders of the listed company of 86 million to 96 million yuan in 2024, an increase of 80.64% to 101.65% compared to the same period last year; the net income after deducting non-recurring gains and losses is expected to be 83 million to 93 million yuan, marking a growth of 76.17% to 97.39% year-on-year. Due to the impact of the international economic situation, the company's RV orders significantly decreased in the first three quarters of 2022 and 2023. Starting from the fourth quarter of 2023, client inventory.
Jiangnan Yifan: 2024 Annual Results Forecast
Jiangnan Yifan (301023.SZ): Appointed Shou Chenxi as the company's deputy general manager.
On December 27, 2023, Gelonghui reported that Jiangnan Yifan (301023.SZ) announced that the fourth Board of Directors held its sixteenth meeting on December 26, 2024, and reviewed and approved the proposal for appointing senior management personnel. Upon the nomination by the general manager and the qualification review by the Nomination Committee of the fourth Board of Directors, the Board agreed to appoint Mr. Shou Chenxi as the deputy general manager, mainly responsible for the company's various business lines, with a term starting from the date of approval by this Board of Directors until the expiration of the term of the fourth Board of Directors. The number of directors serving as senior management personnel concurrently on the Board does not exceed the total number of directors.
Jiangnan Yifan Motor Co.,Ltd (SZSE:301023) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?
Jiangnan Yifan (301023.SZ): Currently, the order status is already saturated.
Gelonghui November 22nd | Jiangnan Yifan (301023.SZ) stated in a recent investor relations activity that currently, the company's order status is already saturated.