Workflow
1天内超240家机构现身!
Zhong Guo Ji Jin Bao·2025-05-18 00:57

Group 1 - The A-share market showed stable performance during the week of May 12 to May 16, with the Shanghai Composite Index rising by 0.76% to close at 3367.46 points, the Shenzhen Component Index increasing by 0.52%, and the ChiNext Index up by 1.38% [1] - A total of 163 listed companies disclosed institutional research records, with Anji Technology being the most popular among institutions, attracting 241 institutions for research on May 12 [1] - Anji Technology, established in 2006, has a market capitalization exceeding 20 billion yuan and focuses on high-end semiconductor materials, including chemical mechanical polishing liquids and functional wet electronic chemicals [1] Group 2 - Anji Technology's executives indicated that the company has completed the platform construction for its electroplating liquids and additives, continuously investing in R&D and promoting localized production [1] - The functional wet electronic chemicals business is experiencing significant growth, particularly in post-etching and post-polishing cleaning liquids [1] - Anji Technology expressed a cautious outlook for market demand in the second half of the year, noting that its revenue may not align with the performance of some downstream wafer fabrication clients due to a broad business scope and reduced customer concentration [2] Group 3 - New Timesda received attention from 82 institutions for a second round of research, with the focus on the progress of Haier's acquisition [2] - Haier Group, through its subsidiary, signed a share transfer agreement to gain control of New Timesda for 1.3 billion yuan, which specializes in elevator control and robotics [2] - New Timesda's elevator controller business ranks second globally, while its SCARA robots rank fourth globally and second domestically [2] Group 4 - New Timesda confirmed that the transaction with Haier Group has not yet been officially completed, and post-completion, both parties will enhance collaboration to promote mutual development [3] - New Timesda aims to leverage Haier's industrial internet platform to strengthen collaboration across the industrial automation supply chain [3] - Other popular research targets included Haida Group, Obsidian Technology-UW, Sunshine Nuohe, and Shijia Photon, with Obsidian Technology-UW being a key player in the humanoid robot supply chain [3][4] Group 5 - Obsidian Technology-UW has achieved a high market share in the Chinese service robot sector and has established partnerships with several leading service robot clients [4] - The company highlighted the high barriers to entry in the 3D vision perception industry, which requires significant technology, funding, and talent [4] - Obsidian Technology-UW plans to increase investments in the downstream market over the next three to five years to maintain its technological and market leadership [4]