More than 100 foreign investors are eyeing it, the robot concept is on fire, and the stock price is

Mondo Technology Updated on 2024-01-30

**: There are 310 institutions surveyed by Databao in the past week, and Inovance Technology has become the largest number of research institutions**. A total of 230 institutions investigated the company, including 46 ** companies, 4 ** companies, 12 private equity companies, 7 insurance companies and 108 overseas institutions. In the survey, some institutions asked whether the company's servos and inverters have occupied a high market share, and whether they will face space bottlenecks in the future. The company said that although the market share of servos and inverters and other products has been leading in the Chinese market, there is still enough room for growth in the overall market, and the driving force for further increasing the share mainly comes from: the continuous improvement of the competitiveness of the company's products and solutions, so that it can match more high-speed and high-precision application scenarios;The competitiveness and share of domestic brands continue to improve. Under the overall localization dividend, Inovance, as a leading domestic brand enterprise, still benefits;The company's market share in the discrete market and the project-based market is relatively low, and in recent years, it has continuously strengthened its expansion efforts in these two marketsOverseas markets are the company's key expansion direction. With the gradual implementation of the overseas strategy, the company's products will gradually increase their share in the global market. As a leader in robot concepts, Inovance has a total market value of more than 160 billion yuan. In the secondary market, the company's share price performance is also very bright, with a cumulative increase of more than 15 times in the past 10 years, and it is super resistant to decline in the context of ** adjustment, ** nearly 11% in 2021 and **1 in 202275%, down less than 13% this year.

O-film, Xinyuan Micro, Zelgen Pharmaceutical, Thundertech, Bull Group, Obi Zhongguang-UW, etc., have all been investigated by more than 100 institutions, among which O-film, Xinyuan Micro, Thunderda, etc., have the concept of Huawei. OFILM's operating income in the first three quarters of this year was 1081.9 billion yuan, down 005%;The net profit attributable to the parent company was a loss of 29.9 billion yuan, a year-on-year increase of 9088%。In terms of third-quarter results, operating income was 450.5 billion yuan, a year-on-year increase of 4775%, net profit attributable to the parent company 5431820,000 yuan, a year-on-year increase of 10226%;Deduct non-net profit of 45570,000 yuan, to achieve profitability, a year-on-year increase of 1002%。Xinyuan Micro is a leading gluing and developing equipment in China, the company's operating conditions are good, and various financial indicators such as revenue and net profit in the third quarter have maintained good growthIn terms of newly signed orders, the front-end customer demand was relatively full, maintaining a good momentum of signing, and the back-end and small-size field signings were relatively stable compared with the second quarter, and the overall operating situation was in line with the company's expectations. Thundersoft focused on the company's Rubik cube large model, which has fully covered the large model series such as Rubik Edge, Rubik Language, Multi-modal, and Rubik Robot in terms of landing business scenarios. Obi Zhongguang-UW has also been surveyed by more than 100 institutions, and has the concept of robots. In the survey, the company revealed that the Femto series of ITOF cameras developed in cooperation with Microsoft have covered three products: Femto Mega, Femto Bolt and Femto Mega I. With the successive release of the FEMO series, global developers can easily develop multiple 3D visual depth perception applications on the Microsoft Azure cloud computing platform through the company's 3D cameras, and realize the accelerated expansion of high-performance 3D cameras in overseas consumer and industrial application scenarios. In addition, the Persee N1 3D development kit jointly developed by the company and NVIDIA was officially released in August this year, which is convenient for the company to efficiently link with NVIDIA's AI application ecosystem and better build ORBBEC NVIDIA high-performance 3D vision applications. The company has integrated the FEMTO Mega ITOF camera in cooperation with Microsoft, the Persee N1 smart camera in cooperation with NVIDIA, Gemini 2, MS200 and other 3D cameras into NVIDIA's robot simulation application and synthetic data generation tool - Isaac SIM platform, and launched the ORBBEC Camera USD user instructions in the developer community. Developers around the world can easily call up 3D camera data in the platform, and through the Isaac ROS hardware acceleration package, they can easily connect the robot brain to the virtual world for robot development, testing, and **, and build more powerful robots.

The performance of institutional research stocks in the past week is outstanding, and data treasure statistics show that among the listed companies surveyed by institutions in the past week, Junda shares, Yisheng shares, INVT, Changhong Meiling, Keshida and other net profits in the first three quarters increased by more than 50% year-on-year and the rolling price-earnings ratio was less than 20 times. Among them, the price-earnings ratio of Junda shares is less than 9 times. This week, the A** field continued to fall, and the Shanghai Composite Index **091%, GEM refers to **231%。It was found that in the past week, the average of institutional research stocks was **048%, significantly outperforming**. The largest increase was in Guoyi Bidding, with a cumulative increase of nearly 43%. In addition, Fulai New Materials, Insai Group, Hongxi Technology, Lijia Technology, etc. all rose by more than 20%.

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