During the outbreak of the pandemic in 2020, I heavily invested in a logistics equipment company. At that time, the global supply chain was at a standstill, and the demand for digitalization surged, causing its stock price to double within six months. However, the good times did not last long; as the industry faced overcapacity, … Read more
Early Competition: The RISC-V bidding was generally underwhelming, and the robotics sector was completely below expectations, with Wanma Co. and Hangzhou Gear not showing any premium. Market Opening: Amidst the divergence in RISC-V, the market strengthened, selecting the top bidding volume in the entire market, with Allwinner Technology, which has Alibaba’s logic backing it, and … Read more
On March 5, the A-share construction machinery sector rose by 4.55%, leading the market, with several stocks in the sector, such as Shantui and Liugong, hitting the daily limit. Below, we analyze the logic and sustainability of this rise. 1. Drivers of the Rise 1. Policy and Demand Resonance 1) Government Work Report Boosts Confidence: … Read more
Abstract Power Grid: Domestic ultra-high voltage and distribution networks are both making efforts, overseas demand enters the second phase of volume increase. 1) Domestic:The main network and distribution network are both planning priorities. Main network ultra-high voltage is expected to accelerate the collection of existing lines next year, state-owned leading companies will report performance elasticity, … Read more