GuShiio.com ① According to Choice data, 24 stocks hit record highs on Friday (attached table);
② The cumulative largest increase in Wanda Bearings of the Beijing Stock Exchange exceeded four times during the year. Chunguang Pharmaceutical Equipment, Lingge Technology and Lintai Xincai closed at a daily limit of 30CM on Friday.
③ In addition, Baotong Technology, Feilong Shares, Ou Sheng Electric, etc. are all robot concept stocks.
Cailian News, March 1 (Editor’s Square)According to Choice statistics, includingWanda Bearing, Baotong Technology, Chunguang Pharmaceutical Equipment, Lingge Technology, Tietuo Machinery, Kaite, Demingli, Xingtu Measurement and Control, Hechang Juhe, Feilong, Sanxiang Xincai, Vantone Hydraulic, Lintai Xincai, Baiao Chemical, Baiji Shenzhen-U, Statwe-W, Yaxiang Integration, Ellis, Ousheng Electric, China Galaxy, Chongqing Department Store, Haibo Stron, Guangdong Expressway A and Bank of Shanghai24 A-share listed companiesFriday hit a record high in intraday trading(Pre-reinstatement), see the following figure for details:
Popular robot concept stocksWanda Bearings rose nearly 26% in intraday trading on Friday, the highest hit 308 yuan, setting a new record high. Take a long look,Wanda Bearings has accumulated the largest increase since its January low of 405%。On February 25, Wanda Bearing released a performance report. The company achieved operating income of 346 million yuan in 2024, a year-on-year increase of 0.64%; the net profit attributable to the parent company was 57.5723 million yuan, a year-on-year increase of 16.3%. On February 26, Wanda Bearing announced that the company was paying attention to Oriental Fortune stocks and so onSome information appeared on media platforms linking the company to the concept of humanoid robots。The company has not yet established cooperative relationships with downstream humanoid robot-related companies and has no relevant operating income. According to the company’s prospectus, the company has continued to invest in the field of industrial robots in the past few years,Actively promote the research and development and market expansion of special bearings for industrial robots, strive to increase the revenue from the robot sector.
In addition to Wanda Bearings,Chunguang Pharmaceutical Equipment, Lingge Technology, Tietuo Machinery, Kaite Shares, Xingtu Measurement and Control, Hechang Polymerization, Vantone Hydraulic, Lintai XincaiThe Beijing Stock Exchange also hit a record high in intraday trading on Friday. Among them,Chunguang Pharmaceutical Equipment, Lingge Technology, and Lintai Xincai closed at 30CM on Friday。Chunguang Pharmaceutical Equipment, which has the largest market share in cheese packaging equipment in China, announced on February 28, paying attention to Oriental Fortune Stock Bar and other platforms.There have been some rumors about the company’s mergers and acquisitionsAfter internal verification, the company did not have any major matters that should be disclosed but were not disclosed. Solid state battery concept stock Lingge Technology announced on February 28 that in order to make up for the decline in orders in the new energy industry, the company has strengthened investment in marketing, sales and publicity exhibitions in traditional (rubber and plastic, chemical, food, etc.) industries. Lintai Xincai announced on February 27 that the company has made rapid breakthroughs in the field of new energy vehicles. The company will start in February 2024Provide automatic transmission friction lining products to BYD DMi plug-in hybrid vehicles, other customers ‘hybrid specific transmission (DHT) projects are also progressing smoothly.
Among stocks that hit record highs in intraday trading on Friday,Baotong Technology, Feilong Shares, and Ousheng Electric are all robot concept stocks。Mainly engaged in industrial Internet and mobile InternetBaotong Technology once rose more than 9% in intraday trading on Friday, the highest hit 40.3 yuan, setting a new record high. Take a long look,Baotong Technology’s cumulative largest increase since its January low has reached 147%。On February 25, Baotong Technology disclosed its investor relations activity record form,Technical communication has been conducted with Yushu Technology, will start secondary development and debugging for Baotong’s existing general contracting scenarios, and continue to promote related work. As a provider of industrial material transportation solutions, Baotong TechnologyCooperation with Yushu Technology aims to promote the innovation and implementation of industrial robot technology, help industrial intelligent transformation. On February 27, Baotong Technology issued a change announcement,Recently, I had exchanges and technical discussions with Hangzhou Yushu Technology Co., Ltd.Explore the innovative application and implementation of industrial robot technology in mining, metal smelting, cement building materials, terminal transfer and other scenarios, and related work is still in progress.
The market share of automobile water pumps has remained first all year roundFeilong shares hit 19.43 yuan in intraday trading on FridayLooking at it over time, Feilong shares have accumulated the largest increase since their January low of 81%. On February 25, Feilong Co., Ltd. released a performance report. The total operating income in 2024 was 4.723 billion yuan, a year-on-year increase of 15.34%; the net profit attributable to the parent company was 329 million yuan, a year-on-year increase of 25.82%. On February 26, Feilong shares stated on the interactive platform thatThe company has noticed that there has been a high degree of attention to liquid cooling and robot concepts in the market recently。The company’s main business is thermal management products in the automotive and non-automotive fields.Although the company has fixed points and small batches of some products in the field of liquid coolingHowever, sales revenue accounts for a small proportion of overall operating income and will not have a significant impact on the company’s performance.The company’s business in the field of robot parts is still in the research and development stageThere is still uncertainty.
Mainly engaged in aerodynamic equipment and cleaning equipmentOu Sheng Electric once exceeded 9% in intraday trading on Friday, hit 19.43 yuan. Looking at it over time, Ousheng Electric has accumulated the largest increase since its January low of 38%. Ou Sheng Electric said on the interactive platform on February 13 that since 2023, the company’s nursing robot products have become increasingly recognized,The company is receiving more and more proactive orders and bulk ordersSales achieved rapid growth. In addition to second-hand intelligent care robots, the company will continue to develop more intelligent robot products suitable for the special needs of the elderly. Previously, Ousheng Electric announced on January 14 that it expects to achieve a net profit attributable to the parent company of 245 million yuan to 271 million yuan in 2024, a year-on-year increase of 40%-55%.Currently, the company has sufficient orders on hand,The company will continue to deploy global production capacity in the future, and it is expected that the company will continue to maintain a reasonable growth rate in the future. On February 17, Ousheng Electric released a special dividend plan for 2024,It is planned to distribute a cash dividend of 4.2 yuan for every 10 shares to all shareholders(tax included).
