It can't be obvious anymore. If high valuation is not digested by high-speed growth performance, it will inevitably go back and forth.11.27-12.6, Shandong mining machine "8 consecutive boards", up 115.19%!
According to Fenda's mid-year report in 2024, the first home consumer-grade artificial intelligence product "Yuanradish SenseRobot" AI chess robot cooperated with Shangtang Technology won the first place in the sales list of Tmall and Jingdong intelligent robots for three consecutive years.Robot concept stocks continued to differentiate. Following yesterday's Shandong mining machine being held down by the daily limit, today, Fenda Technology and Taier shares both fell.Goldman Sachs even gave an optimistic forecast. Ideally, the humanoid robot market will reach $154 billion in 2035.
In the final analysis, the company's profitability is not good.24Q1-Q3, revenue increased by 2.37% year-on-year to 2.354 billion yuan, net profit attributable to parents decreased by 6.85% year-on-year to 153 million yuan, and non-net profit deducted decreased by 9.25% year-on-year to 129 million yuan.After the mining machine and Thiel took off, Fenda Technology frequently said on the interactive platform of Shenzhen Stock Exchange on December 3, "The companion AI desktop robot that the company cooperates with customers has started trial production and is expected to be delivered in mass production in December. The product is equipped with a bionic behavior system and ChatGPT, which can interact with users in real time according to the touch, vision, voice and other instructions of users and the surrounding environment. "
Strategy guide 12-14
Strategy guide 12-14