爱坤坤

Good news for CPO is here, let's rebound
$BNB $BTC $ETH

臻镭～涉嫌违规被立案调查了，好像是商业航空板块[哈欠]

我前脚刚离开光伏，你后脚就来一个利好消息，这我真受不了，机器人2个点跳没了，还我钱[泪][泪][泪]

搬家好累，搬家好累，感觉能瘦2斤[二哈][二哈][二哈]

有点难以解释，港股不开盘也扣钱[允悲][允悲][允悲]

龙虎榜来了，陈小群今天卖了3.45e航天[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.

快了快了，宇树科技即将上市，我闻到味道了

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]

茅台也有航天概念，飞天茅台系列。 这也行？

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.

拥抱机器人了，虽然我知道光伏的位置比较低，今天卖出赚3个点左右[笑哈哈]

冬天了，我该苏醒了

黑子说话[哼][哼][哼]

机器人今天舒服死了，嘿嘿

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.

女粉你多少有点凡尔赛了，赚7000还不够吗

突然对存钱有了新概念，如果每天存28元，一年就是一万，如果每天存82元，一年就是三万，如果每天存1370元，一年就是五十万，如果每天存2740元，一年就是一百万[doge][doge][doge]

社会我东哥，人狠话不多，摩尔怒赚200e

今天下午有加仓操作，记得来看！先点赞互动一下，你们金粉了没？