爱坤坤

Good news for CPO is here, let's rebound
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Zhen Lei - suspected of violating regulations and has been filed for investigation, seems to be the commercial aviation sector [yawn]

I just left the photovoltaic industry, and you immediately come with a favorable news. I really can't stand this. The robot jumped 2 points and my money is gone [tears][tears][tears]

Moving is so tiring, moving is so tiring, I feel like I can lose 2 pounds[二哈][二哈][二哈]

It's a bit hard to explain, the Hong Kong stock market is closed and money is deducted [允悲][允悲][允悲]

The Dragon and Tiger List is here, Chen Xiaoqun sold 3.45e Aerospace today [666][666]

Learn more, buy 5e financial products[doge]
【Pingtan Development: Use idle self-owned funds to purchase financial products, with a maximum balance not exceeding RMB 500 million】Pingtan Development (000592.SZ) announced that the company and its controlling subsidiaries intend to use idle self-owned funds to purchase financial products issued by banks, securities companies, and other financial institutions that have high security and good liquidity, with a maximum balance not exceeding RMB 500 million, valid from January 1, 2026, to December 31. This move aims to improve the efficiency of fund utilization, increase returns, and will not affect the company's daily operations and the normal conduct of its main business.

It's coming, Yushu Technology is about to go public, I can smell it.

The satellite index has a price-to-earnings ratio of 284 times, which feels like being on Mount Everest. Those without a profit cushion are still quite anxious, except for operations that promote satellites and follow the trend [hehe]

Moutai also has aerospace concepts, Flying Moutai series. Is this also possible?

Fellow villagers, don't go, the robot benefits are coming
【The Jiangsu Province Embodied Intelligent Robot Industry On-site Promotion Conference was held in Suzhou】Caixin News, December 25 - The Jiangsu Province Embodied Intelligent Robot Industry On-site Promotion Conference was held in Suzhou on December 24. The meeting emphasized that since the beginning of this year, Jiangsu Province has included the embodied intelligent robot industry chain into the key cultivation of the "1650" industrial system, issued implementation opinions, established work mechanisms, formed industrial alliances, and promoted the development of the embodied intelligent robot industry to achieve positive results. The next step is to deepen the production, learning, research cooperation and talent exchange between enterprises and universities/research institutions, strengthen the tackling of key core technologies, and promote the entire chain of the embodied intelligent robot industry from "tackling - transformation - verification - standards - application". It is essential to pay high attention to data collection and governance, build high-quality data sets for embodied intelligent robots, establish data collection standards, and enable data resources to be shared, circulated, and traded within the province. We should innovate business models to let more products, technologies, etc., move from the laboratory to the industry and into the market, striving to build a nationally leading embodied intelligent robot industry cluster.

Embraced the robot, although I know the photovoltaic position is relatively low, sold today for about a 3-point profit [laughing]

It's winter, I should wake up.

Heizi said [hmph][hmph][hmph]

The robot felt great today, hehe

About Robotics - Ningbo Huaxiang's Research Report, content for reference only

Ningbo Huaxiang's subsidiary Huaxiang Qiyuan has recently won joint production orders in the humanoid robot field and reached strategic cooperation with leading enterprises, marking substantial progress in the company's layout in emerging tracks outside the automotive main business. We maintain the company's 'Overweight' rating, expecting EPS for 2025-2027 to be 0.57/1.81/1.99 yuan respectively, with reference to comparable company valuations and considering the growth potential of embodied intelligence tracks, giving a 22 times PE for 2026, corresponding to a target price of 39.82 yuan.

Investment Highlights
1. Joint orders land, mass production imminent to contribute to performance growth
Huaxiang Qiyuan signed the 'Robot Joint Commissioned Production Contract' with a leading domestic robot joint manufacturer on December 23, 2025, and will undertake part of the customer's joint product production tasks over the next two years, officially starting batch supply from January 2026. This cooperation will not only directly bring revenue growth to the company but also, relying on the company's accumulation in precision manufacturing, help create a core joint component product matrix based on PEEK materials, building a differentiated competitive advantage and accelerating the implementation of the emerging industry strategy.

2. Partnering with Dahuang Robotics to position in the core track of dexterous hands
Huaxiang Qiyuan signed a 'Strategic Cooperation Agreement' with Dahuang Robotics on December 22, where both parties will conduct R&D, manufacturing, and sales cooperation around general humanoid robots' specific six-degree-of-freedom dexterous hands. With clear division of labor, Dahuang Robotics is responsible for product design, development verification, and servo cylinder module supply, while Huaxiang Qiyuan undertakes solution confirmation, mass production assembly, and customer sales. This cooperation deepens the company's layout in the robotics industry chain, advancing its vision towards being a 'hardware manufacturing solution service provider', fully leveraging the complementary advantages of both parties' resources and seizing the opportunity in the core components market for humanoid robots.

3. Steady main business + breakthrough in new business, dual-driven growth
As a quality enterprise in the automotive parts field, the company has a solid foundation in its main business, providing ample financial and technical support for new business expansion. Humanoid robots represent a highly growth-oriented track, with strong demand for core components. The company, leveraging this order and cooperation, is expected to open a second growth curve outside its automotive business, with long-term growth potential worth looking forward to.

Girl, aren't you a bit too showy? Is earning 7000 not enough?

Suddenly a new concept of saving money has emerged. If you save 28 yuan every day, in a year it will be 10,000 yuan. If you save 82 yuan every day, in a year it will be 30,000 yuan. If you save 1370 yuan every day, in a year it will be 500,000 yuan. If you save 2740 yuan every day, in a year it will be 1,000,000 yuan[doge][doge][doge]

Society my brother Dong, tough and not talkative, Moore angrily earned 200e

There is an addition to the position this afternoon, remember to take a look! Let's interact with a like first, have you become a gold fan?