突发大跌，华为人形机器人概念牛股，最新透露！

Company Performance and Growth - Guanghe Technology achieved revenue of approximately 2.681 billion yuan in the first three quarters of 2024, a year-on-year increase of 36.69%, with net profit attributable to shareholders of 492 million yuan, up 69.92% [3] - The growth in revenue and profit was driven by the iterative upgrade of general-purpose servers and the increasing demand for AI-related products [3] - Guanghe Technology's Guangzhou factory is undergoing technical upgrades, expected to add 500 to 600 million yuan in annual capacity, and its Thailand factory is scheduled to start production in Q1 2025 [9] - Efort-U's industrial robot shipments increased by 20.13% year-on-year in the first three quarters, with significant contributions from electronics manufacturing and general industries [10] Industry Trends and Market Opportunities - Guanghe Technology's server customers include brand customers and ODM customers, with ODM customers primarily being cloud vendors, and the company is actively engaging in AI-related product NPI samples [1] - Montage Technology's product portfolio in servers is expanding, with increased product value per server, and its PCIe Retimer chip is expected to contribute to future growth due to rising AI server demand and PCIe protocol iterations [1][4] - Montage Technology is closely monitoring new technologies in high-speed interconnect chips, such as UA link, to explore potential market opportunities [4] - Kolin Power is focusing on the high-power market in backup power, particularly in communications and data centers, and is actively expanding its business in these areas [10] Product Development and Innovation - Guanghe Technology is developing and optimizing high-speed copper cables and components, including 400G, 800G, and next-generation 224G products, with some products in the testing phase [11] - Efort-U's subsidiary, Qizhi Robotics, is developing humanoid robots, with a prototype expected to be released in the first half of 2025 [5] - Efort-U has made significant breakthroughs in cross-industry applications such as welding, spraying, and palletizing [10] Market Performance and Investor Interest - Guanghe Technology was the most researched stock by institutions in the past week, with 145 institutions conducting research, including 53 fund companies, 7 securities companies, and 14 insurance companies [3][6] - Zhaolong Interconnect saw the largest weekly increase among institutionally researched stocks, with a cumulative rise of nearly 33% [2] - Efort-U experienced the largest weekly decline among institutionally researched stocks, dropping nearly 23%, but it remains one of the leading stocks in the humanoid robot concept, with a cumulative increase of nearly 130% year-to-date [8] Strategic Collaborations - Efort-U signed a memorandum of cooperation with Huawei at the Huawei (Shenzhen) Global Embodied Intelligence Industry Innovation Center on November 15, 2024 [12]