topstar(SZ:300607) Zheng Quan Shi Bao Wang·2024-11-20 12:24Core Viewpoint - TuoSiDa (300607) has recently become a star stock in the A-share market, driven by its collaboration with Huawei in the field of embodied intelligence and the announcement of its operational updates [1] Group 1: Collaboration with Huawei - On November 15, 2024, TuoSiDa signed a cooperation agreement with Huawei Cloud regarding embodied intelligence, marking a significant partnership [1] - The collaboration was part of the launch of Huawei's global embodied intelligence industry innovation center, which also involved 16 other companies [1] - Following the announcement, TuoSiDa's stock price surged, reaching a near 12% increase on the signing day [1] Group 2: Financial Impact and Future Prospects - TuoSiDa stated that the cooperation with Huawei is in the initial stages and has not yet generated actual revenue, thus not impacting the company's performance [1][2] - The company acknowledged potential uncertainties in future performance due to macroeconomic factors, industry policies, market competition, and technological changes [1][2] Group 3: Company Overview and Market Position - TuoSiDa, headquartered in Dongguan, Guangdong, specializes in industrial robots and automation systems, serving over 15,000 clients including major companies like Foxconn and CATL [3] - The company has established itself as a key player in the industrial robot industry chain in Guangdong, recognized as a "chain master" enterprise in the strategic emerging industry cluster [3] - Financial data shows that TuoSiDa's net profit attributable to shareholders has fluctuated from 1.87 billion yuan in 2019 to 902.37 million yuan in the first three quarters of this year [3]