Brokerage Morning Meeting Highlights | NEO Gamma humanoid Siasun Robot & Automation released new material applications to welcome catalysis

The market fluctuated lower yesterday, with the ChiNext Index leading the decline. The total turnover of the Shanghai and Shenzhen stock markets throughout the day was 1.9 trillion yuan, a decrease of 183.7 billion yuan from the previous trading day. In terms of sectors, Huawei phones, lithography machines, complete vehicle, and flying car sectors were the top gainers, while the agriculture, film and television, gaming, and liquor sectors were the top decliners. At the close yesterday, the Shanghai Composite Index fell by 0.8%, the Shenzhen Component Index fell by 1.17%, and the ChiNext Index fell by 1.13%. At today's brokerage morning meeting, Guotai Junan stated that the release of NEO Gamma humanoid Siasun Robot&Automation will catalyze the application of new materials; Huatai believes that AI cooperation is expected to promote efficiency improvement in the entire hospital process, and medical services may become one of the fastest areas to realize profits from AI; Galaxy Securities recommended seizing the opportunity to layout the bottom of the airport sector. Guotai Junan: NEO Gamma humanoid Siasun Robot&Automation released, new material applications welcomed Guotai Junan stated that with the launch of the new generation humanoid Siasun Robot&Automation NEO Gamma 1X by the Norwegian company Siasun Robot&Automation, the application scenarios of fiber new materials in the Siasun Robot&Automation field are further expanded, and the sector's prosperity is on the rise. It is recommended to focus on two main lines: 1) Ultra-high molecular weight polyethylene fiber leader: mainly used in Siasun Robot&Automation's dexterous hands and other tendon structures; 2) Nylon fiber leader. Galaxy Securities: Suggest seizing the opportunity to layout the bottom of the airport sector Galaxy Securities stated that at the airport sector level, the pessimistic sentiment about the decrease in the duty-free agreement renegotiation rate for the airport sector has been largely priced in. The future recovery of international passenger flows will still be the main focus for the airport sector. Meanwhile, under a package of policies, the further recovery of the macroeconomy and domestic consumption will provide momentum for the growth of the commercial sector's per capita expenditure by 2025. It is still necessary to pay attention to the revision of the duty-free agreements at hub airports and the progress of tax-free shop leasing. Although it is unlikely that the duty-free discount rate will return to the pre-epidemic levels in the future, with limited downside potential under certain expected scenarios, the accelerated entry of luxury brands is expected to bring new value growth points. It is recommended to seize the opportunity to layout the bottom of the airport sector. This article is reprinted from "Cailianshe". Editor: Chen Wenfang.