Tesla suppliers Top Group and Sanhua Intelligent Control invest 10 billion robot tracks

combined with the current public data, the main trend and target analysis are summarized as follows, for reference:

two Tesla suppliers synchronously add code robot (300024) track

Top Group announced the construction of a robot core component production base in Ningbo Economic and Technological Development Zone, with a planned investment of 5 billion yuan. The project mainly focuses on the R & D, production and sales of robot electric drive system, marking the company's expansion from intelligent electric vehicle business to robot business. Top Group (601689) has seen rapid growth in performance and market capitalization since joining the Tesla industry chain in 2016, and this investment is an important move for it in the robotics field.

Sanhua Zhikong also plans to invest no less than 5 billion yuan in the field of robotics, including projects such as intelligent frequency conversion controllers and robotic electromechanical actuators. As a leader in the field of thermal management, Sanhua Intelligent Control (002050) seeks new growth points through this investment, and adjusts the industrial layout due to the expected slowdown in electric vehicle sales.

Institutions are generally optimistic about the development prospects of the humanoid robot industry in 2024. Tesla robots are expected to be mass-produced that year, and institutions such as Guojin Securities (600109) will maintain the "over-matching" rating of the humanoid robot industry.

memory manufacturers are planning to raise prices by 15% ~ 20%

it is reported in the market that Samsung electronics, Mekong and other memory manufacturers plan to increase DRAM prices by 15% ~ 20% in the first quarter of this year. This initiative is expected to prompt customers to plan ahead for future demand. Memory module practitioners are already stocking up, and contract prices for supplies to OEMs are expected to fully reflect DRAM price increases in the second quarter.

DRAM and NAND Flash are the two mainstream products in the memory chip market. The price increase of DRAM is expected to be slower than the previous price increase trend of NAND Flash.

Market demand has not yet fully returned to stability, and DRAM price increases are mainly dominated by upstream manufacturers. Analysts expect mainstream DRAM prices to continue to rise in 2024 as original factory production cuts and downstream market demand recovers.

Memory chip concept stocks with the largest number of institutional positions

Memory chip concept stocks have generally experienced a correction since the second half of 2023, although some share prices have doubled since 2023. ZhaoYi Innovation (603986), Ziguang Guowei (002049), Dahua shares (002236), Lanqi Technology (688008), Changdian Technology (600584) and other enterprises have obtained more than 100 institutions to hold positions.

Among the more institutional-rated holdings, Dongxin, Demingli and Guoxin Technology are expected to perform poorly in 2023, but are expected to grow at a high rate in 2024. However, companies such as Jingsheng, Jacques Technology (002409) and Dahua are expected to maintain stable growth in 2023 and 2024.

Hutchison Stock Writer

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