On March 15, after Kellai Mechatronics, another “leader” in micromarket stocks, Ai Seiko, successfully advanced to the 9th consecutive board, reporting 22.28 yuan/share. The highest bid amount for the day reached 130 million yuan, with a turnover of 291 million yuan.

According to the news, the rise in this round is related to the continued catalyzation of robot concepts: from the humanoid robot industry, from Tesla Optimus singing one-man shows to the current stage where flowers are in full bloom. Recently, Figure Robotics and OpenAI have launched a new video showing strong AI interaction capabilities...

New quality, productivity, new heavyweight

Looking back at this wave of the market, since March 5, Ai Seiko's stock price has increased by more than 135% since the bottom of the market. Today, it successfully advanced to 9 consecutive boards, and has also become a “catch-up dragon” currently recognized by many investors.

According to data from the Dragon Tiger List, it can be seen that this wave of market is still dominated by speculation from many companies. For example, the first five trading days of this Monday (March 11) were all dominated by tourist investors. Among them, well-known tourism investors include Guojun Yichang Pearl Road Sales Department (Ruihe Xian), all with purchases of nearly 10 million dollars.

However, yesterday's Dragon Tiger list once again attracted tourist investors, such as Ningbo Sangtian Road and Shangtang Road sales departments and many other well-known tourist investors.

Furthermore, it was discovered from the quarterly report that Ai Precision was once the “darling” of quantitative agencies. Previously, Everbright Prudential Quantitative Stock A, managed by Han Yuchen and ****, also held 600,000 shares.

In addition, Zhou Boyang, a subsidiary of the public fund Yuanshunan, who is good at capturing small-cap stocks, has also held 500,000 shares through high-quality selection and flexible allocations managed by it.

Further back in time, the strongest single stock on the same board this year was Krei Mechatronics, which attacked the 13th and 2nd board since February 1, with a range increase of over 245%

If the two have to find something in common,Kellai Mechatronics and AI Seiko all belong to a new concept of quality productivity.It can be said that from a few years ago until now, there has been speculation around this new quality of productivity. From Annel and Tianyuan Intelligence, which immediately made up for the rise after Krai Mechatronics was promoted, to today's AI Precision and Lihang Technology, etc. are all in this category.

From a policy-driven perspective, humanoid robots are also a very attractive part of the new productivity concept, and the “gripper” effect is quite obvious. As far as actual value is concerned,From focusing on new productivity concepts to humanoid robot concepts, it can not only grasp various key technologies such as the metaverse, robots, brain-computer interfaces, and general artificial intelligence, but also take advantage of scenario applications and drive the upgrading of traditional industries.

As a result, humanoid robots, as a pioneer of future industries, have also shown great potential and appeal.This has made it a new highland of technological competition and a new engine for economic development.

According to information, AI Seiko's main business is R&D, production and sales of lightweight conveyor belts. As of the first half of 2023, AI Seiko's environmentally-friendly polymer precision industrial belts, ordinary polymer lightweight industrial belts, and other businesses accounted for 48.66%, 46.01%, and 5.33% of the company's revenue, respectively.

Judging from financial reports,The company expects to reverse losses from January to December 2023. Net profit attributable to shareholders of listed companies will be between 5.5 million and 80 million, and net profit will increase 296.27% to 385.49% year on year.In terms of previous performance, Ai Seiko lost 2.802 million yuan in net profit in 2022.

Following the sharp rise, the company also issued risk alerts one after another, stating that there has been no change in its main business at present.It does not involve hot market concepts such as robots. Films for solar cell packaging are still in the early stages of development, and there is great uncertainty about whether they can be successfully developed and put into production in the future.The company warned that recent stock price increases have been significant, and there may be a risk of irrational speculation.

Generally speaking, it will only make a profit of several million dollars in 2023, but the stock price continues to rise sharply, and it is not a hot concept stock.So is there any motivation to continue on the list in the future?