This week's overall **overall is continuous***, especially on Tuesday I reminded everyone that Wednesday began to expect to continue after ***, began to continue to rise and fall after the structural **, such a transaction caused by the transaction is very difficult to operate, so in the week.
3. There was no new attention on Thursday, and we started to pay attention again after Friday, and what we love the most is that Cialis has become the most explosive company this week. On Monday and Tuesday, the overall Chinese and Dalian harvested profits as a whole. So trading is not only about offense, but also about defense. Today, I am ready to review a company: humanoid robot + deeply bound Huawei car + lithium battery ** high-speed outbreak!
1. On the 15th of the driving month, the Ministry of Industry and Information Technology issued the "Administrative Measures for the Comprehensive Utilization of Power Batteries for New Energy Vehicles (Draft for Comments)" (hereinafter referred to as the "Measures"), from now until January 15, 2024, to solicit opinions from the public. The "Measures" point out that battery manufacturers should provide technical information on power battery dismantling to automobile manufacturers. Encourage battery manufacturers to give priority to the use of recycled raw materials and disclose the proportion of recycled raw materials in power batteries. (If the proportion rises, and the value advantage is on the contrary, their valuation is rising, the company said on the interactive platform that the joint venture company established by the company and UBTECH will take the lead in building a humanoid robot suitable for automobile manufacturing scenarios, and the delivery time of the first humanoid robot prototype is expected to be no later than the end of December 2023.) 
2. Value thinking: 1. Looking back on history: humanoid robots, A-shares have been speculated several times this year, but they are all all miscellaneous. According to the needs of the brokerage itself, the classification blows the reducer, coreless and frameless torque motor, ball screw, bearing, and then finds a few relevant listed companies that the brokerage has bought, and it completes a round of **. And these are mostly not mass-produced at the moment, and there is no big profit, so the overall is not sustainable. 2. The most beneficial: The first stock of humanoid robots is: UBTECH, which is expected to be listed next week. And the most beneficiary of A-shares is the company, he has a joint venture with UBTECH, and said after the market that the first is expected to be delivered at the end of December, this is a pioneer, the company's cooperation with UBTECH is long and close, in 2020, the subsidiary undertook the construction of the UBTECH humanoid robot assembly line, and in the same year in the UBTECH joint venture company to provide unmanned manufacturing solutions. Therefore, the company should be regarded as the first A-share company to actually own humanoid robots, although it only accounts for 22% of the equity in the joint venture with UBTECH. But what you don't ignore is that the finished product link has always been bound to be hyped, such as: Pfizer industry chain, Azvudine industry chain. And the last time was the birth of Tesla's humanoid robot: Mingzhi Electric 7 times, Zhongda Germany 4 times, Haozhi Electromechanical 3 times, etcIn addition, Tesla also said that mass production will start next year!3. Breakdown of the company's driving factors: No.
1. The humanoid robot jointly developed by the company and UBTECH plans to deliver the first prototype by the end of December 2023. On August 29, it was announced that the company had previously announced that it had signed a strategic cooperation framework agreement with UBTECH, and the two sides planned to build an in-depth cooperative relationship in the application fields of humanoid robots in industrial scenarios such as new energy vehicles, 3C electronics, and smart logistics, and would set up a joint venture company in due course to promote the in-depth development of cooperation. Recently, the company signed the "Joint Venture Company Cooperation Agreement" with UBTECH, and the two parties plan to jointly establish a joint venture company to focus on the research and development, manufacturing and overall solutions of humanoid robots used in the automotive field. The registered capital of the joint venture company is 100 million yuan, and the company subscribes to the registered capital of 22 million yuan, holding 22% of the equity of the joint venture company. UBTECH ranks first in the world in humanoid robot patents, and it is also the company with the fastest progress in realizing the commercial use of humanoid robots. According to Frost & Sullivan, in 2022, the company ranked third in China's intelligent service robot and intelligent service robot solutions industry (in terms of revenue), with a market share of 28%；In 2022, the company is the largest provider of educational intelligent robots and intelligent robot solutions in China (in terms of revenue), with a market share of 225%。
In terms of products, during the Track Record Period, UBTECH launched more than 50 categories of products, which enabled it to quickly adapt to customer needs and preferences, and has sold more than 760,000 robot products. The company has commercialized and launched a wide range of robotics products and solutions, including the company's globally recognized groundbreaking Walker X life-size humanoid robot, small AI-empowered humanoid Alpha Mini Wukong and humanoid Yanshee Yanshi educational robots, consumer-grade intelligent service robots that can adapt to daily use in a wide range of application scenarios, and together with the company's software and supporting services (such as artificial intelligence education courses) to form a wide range of robot solutions. As of the end of the third quarter of last year, UBTECH has served more than 40 countries and regions around the world, has nearly 1,000 enterprise customers, and sold a total of 500,000 robots. During the reporting period, enterprise-level robot products and solutions contributed about ninety percent of the company's operating revenue, mainly from the sales of intelligent educational robot products and solutions, intelligent logistics robot products and solutions, and customized intelligent robot products and solutions for other industries. Clause.
2. Deeply bound to Huawei (Celis, Changan Automobile, etc., already supplied), greatly benefiting from the expansion of Huawei Automobile. The M9 will be available in December. The company has undertaken a number of projects such as the first-class automobile line, chassis assembly line and door line of Cialis Wenjie, and the projects are being implemented in an orderly manner according to the plan. The company has been a good business partner with Sailis Automobile for many years. The screws of the Cialis factory are about to be screwed and smoked, and as a downstream core product, there should be no less orders from the first merchants. At the same time, the company also supplies Xiaopeng and Ideal various car brands. Since 2017, the company has started business cooperation with Celis to provide systematic solutions for the design, manufacturing, installation, commissioning and operation and maintenance of automobile manufacturing equipment (mainly first-class production lines). The production line projects that the company has undertaken this year are all exclusive to the company. The production capacity of Cialis has skyrocketed, and the follow-up will definitely continue to increase the production line, and the production line will be exclusively provided by Tianqi shares. On November 17, it said on the investor interactive platform that the company undertook a number of projects of Cialis Automobile this year and implemented them in an orderly manner as planned. 
Clause. 3. UBTECH declared a Hong Kong stock IPO at the beginning of the year, and it will be approved for listing next week from the current understanding. Clause.
Fourth, Tesla. Since the company reached a business cooperation with Tesla in 2019, it has successively won several Tesla project orders in the first half of 2020, mainly covering intelligent integration of automobiles and systematic engineering of high-end intelligent equipment manufacturing. The company's 2019 Tesla Model 3 production line project order has been successfully delivered, and in 2020, it will receive an additional order for the second phase of Tesla's Shanghai factory project. "Well, we have reason to believe that in the future" Tesla Cybertruck "company will also have corresponding orders. Clause.
Fifth, lithium battery ** main business: one of the company's main business is the recycling industry, it can be seen: the company's holding subsidiary Jiangxi Tianqi Jintaige Cobalt Industry is mainly engaged in lithium battery integration, the production of electronic grade cobalt oxide, industrial grade cobalt oxide and other products. The company and its subsidiaries plan to purchase about 39734 acres of land, in the next 5 years, the planned investment is dominated by waste lithium battery raw materials, forming an annual output of 30,000 tons of ternary precursors and 120,000 tons of battery-grade lithium carbonate production project. And there are also wind power projects and photovoltaic plates. (The large losses in the first and second quarters were caused by the decline in the value of large inventories.) And from this week's ** meeting, it is expected that this piece will turn losses into profits next year!）
Fourth, technical side + handicap:
At present, it is a continuous sideways **, and the loss in the first half of this year + the price drop of lithium battery materials has caused a continuous **, but on October 24, there has been a large **, and the overall current ** is about 30%. In the future, if it breaks through the highs of June 26 and November 20, it will usher in a big boost, and the above variables may usher in a big boost. In addition, from the past, someone has controlled, so there are too many glitches at this point, and the walk is not continuous enough, which may have an impact, but it is also a good thing, because after adjusting by 50%, the next wave is also a good result for them, and nothing is to see what to break out. 5. Valuation calculation: (Valuation thinking is not open to the public for the time being, like ** push oil, go!)You can get the answers!This year is history, and it is expected that it may still be a loss, so I will not consider this year's situation for the time being, but look more at next year. And next year, after research and thinking, we will get the answer: 1. Intelligent equipment: 16300 million, 21 expected this year500 million, 25 years will reach 3.4 billion, a growth rate of more than 30%. 2. Next year's lithium battery ** karma can turn losses into profits next year. 3. The overall expected revenue next year is at least 4.6 billion. Net profit 2About 300 million. 4. Even if it is 30pe next year, it is worth 7 billion. The corresponding is 17 blocks. Therefore, the current overall is safe, the overall value is relatively satisfied, and lithium battery ** will become a key support company of the country in the future!And GEM's current PE is also 3.7 billion. So this algorithm can be regarded as rational thinking. In the future, if the joint venture goes smoothly, the expected value will be greater, but the data is not known at the moment, if 100,000 units are produced in the future, the value of one unit will be 200,000. The overall output is 20 billion because the net profit is 5%, which is 1 billion, according to the industrial Fortune Union 16PE, there is 16 billion, and then according to 22% equity, that is, 35200 million market value, and if it is mass-produced here, it will also greatly increase his revenue for his main intelligent equipment, which is another growth. In other words, according to this calculation, the expected target can reach more than 10 billion by 25 years, and the valuation is reasonable!This is the most conservative valuation, not including lithium battery can still make money in the future and greatly increase the impact!At present, it is not good, it is better to use a conservative plan will be more suitable, but in the end, it must be combined with the current market and market changes, not careless, and respect the first choice of market risk control!(And he has a lot of tipping points, but if he doesn't want to rise, there is no way) The article is just a summary of personal trading, investment is risky, and trading needs to be cautious!The plan never changes fast, everything follows the disk and moves, the content of the text belongs to personal ideas and records, as a record of my understanding of the market, only for personal sharing records, does not constitute any investment advice, for reference only, according to this trading, profit and loss at your own risk!(It is not easy to sort out the information and information, your likes + ** comments + push oil rewards, is the driving force of our efforts, thank you!.)The total situation: Today's ** high again after another ** fall, especially in the afternoon of the kill is more hurtful to the popularity, so every good has become the biggest negative, and such a ** kill as a whole is negative. The overall focus is on the pressure of the 10th ** is the key at the moment, and then the focus is on the pressure of 3428, if there is a breakthrough here, the overall pattern of a weak reversal can be ushered in!And next week is expected to usher in a good *** 3394 today, 1498, and today's northbound outflow from the morning to the afternoon outflow of 4.1 billion, and the trading volume once again shrank to 733.2 billion, and the shrinkage is the key to making ** unable to start. So we can only wait patiently for new opportunities to come!
Emotional side: Friday's overall mood is two extremes, but the overall height is still stopped at the 6 board, and we must wait for a new breakthrough in the cycle to usher in a big outbreak. Today, there are 48 up limits, 14 down limits, 75% of the board rate, and a total of 15 boards. On the plate: On Friday, there was a big differentiation in the plate, in the old core main line, but the reform of state-owned enterprises has become the strongest core main line, and the current core core has: cultural media + state-owned enterprise reform + cold wave. The main attack is: artificial intelligence + travel capital + e-commerce + real estate. State-owned enterprise reform: the leader was replaced by Nanning Department Store 5 boards, and the overall T team is good, the overall front 6 boards in the national reform failed after the space pressure on the 6 boards is very large, and here the focus is on whether Nanning has a driving force This is the core focus, if it is the overall 100 million possible to lead in the promotion, including Jianke has appeared popular, so the probability of Nanning Department Store is very large at the moment. But he has a drawback that the stacking is a little less. Culture Media: The leader is cut to the 3 boards of gravity media, and at the moment he thinks that the total leader, the later stage will look at further promotion, and then look at the development of things. In addition, it will be seen whether Xinhua + Zhongnan, which is excluded later, will become a new leader in making up for the rise. Moreover, there are many propulsive effects of national reform. Cold wave: Today's leader is Yunwei shares 3 boards, the popular leader is Nanjing Public, the current is obviously the world of state-owned enterprises, all to break out more to have an outbreak here to have a better promotion. And it is difficult to have great continuity here, it can only be regarded as a feeder cloud thinking, although there is a large area, but the height must be ready to leave at any time, and you can't be careless!There is no shortcut to success, only self-discipline and perseverance!I wish you all the time on the road of hard work, the harder you work, the luckier!At present, there are about 320,000 boilers in China, with an annual energy consumption of about 2 billion tons of standard coal, and carbon emissions account for about 40% of the country's total carbon emissions. 2. Sun Dongxu was dismissed as CEO and executive director of Dongfang Selection. (The impact is too great.) 3. China Securities Regulatory Commission: Encourage listed companies to increase the frequency of cash dividends and urge companies to refine dividend policies in their articles of association. (Start encouraging, new changes.) 4. By the end of 2026, the average annual growth rate of the data industry will exceed 20%, and the scale of data transactions will increase by 1 times. 5. Northbound funds sold a net of 41 today6.6 billion yuan. ZTE, CATL, and Ping An were net sellers of 29.3 billion yuan, 19.8 billion yuan, 18.6 billion yuan. Kweichow Moutai ranked first in net **, with an amount of 57.9 billion yuan. Track the subject matter of the product:
1. Pigs 1486（+2.06%, hog cost 16. First, the battery lithium carbonate 103 (0%, below 200,000, but the overall is not optimistic. Like it first and then look at it, and make a million a month!Thank you all for your support