June 29, 2023 is the 4th of the week, and in the morning Yuansheng is still at home, his friend Li Zhicong called, he said that the stock is good, and he suggested that Yuansheng study it. Yuansheng: "Thank you! I was about to go out, and when I got to the big house, I studied it again.............................................................................................................................."

Yuansheng entered the big room and said to Zhang Sheng: "Call up the information of the stock and see if it is good ......................................... last night."

Zhang Sheng quickly called up the information of the stocks, and its benefits are-------------

Agency: The company previously announced that the bearings of the Tesla project have passed the user bench test, how long is this electric compressor bearing or drive motor bearing expected to be supplied in batches?

The company replied: In 2021, the company obtained the qualification for the localization project of Huayu Sanden Tesla electric compressor bearings, and passed the user bench test at the beginning of this year. At present, the customer's internal approval process has not yet ended, and the specific mass production delivery time depends on the customer's localization process.

Agency: How long does it take for the company's new energy bearing products to ramp up the production capacity of the product's gross profit margin of 7.14%, is it because of the depreciation in the early stage that the gross profit margin is affected, and if this part of the impact is not considered, what is the normal gross profit margin?

The company replied: The company's new energy bearing products have not started for a long time, although the operating income of 27.03 million yuan will be achieved in 2022, a year-on-year increase of 62.92%, but the proportion of the company's total revenue is only 10.8%, which is still in the climbing stage and has not yet reached production. The gross profit margin is not high due to the large investment in R&D, equipment and other aspects in the early stage, the production efficiency during the ramp-up period, and the procurement cost. After reaching production, with the optimization and improvement of all aspects, the gross profit margin will continue to increase.

Agency: According to public information, Tesla's humanoid robot uses angular contact bearings, crossed roller bearings, four-point contact bearings, deep groove ball bearings and other types of bearings.

Company reply: The company's existing products are mainly thin-walled angular contact ball bearings, and the company's highest output of traditional air-conditioning compressor bearings is this type, at the same time, in order to improve the radial load capacity and two-way axial load capacity, a large number of three-point and four-point bearing designs are adopted, and a large number of three-point and four-point bearing processing and testing technologies have also been accumulated. These technologies can be applied to the design, processing and testing of robot ball bearings.

Four-point contact ball bearings (including three-point contact ball bearings) and thin-walled deep groove ball bearings for humanoid robots have the same or similar product technology as the company's existing bearing products:

First, the similarity of product structure

1. Four-point contact ball bearing (three-point contact ball bearing)

**The company's existing air conditioner compressor bearings, QJ series products and water pump bearings, WR series products (ball ends), are basically the same as the four-point contact ball bearings for humanoid robots. In terms of product design, the steel ball is in contact with both sides of the inner and outer ring grooves, and the contact angle range is about 30°, forming a bearing product that can withstand axial and radial loads.

2. Thin-walled deep groove ball bearings

**The structure of the company's existing deep groove ball bearings and air conditioner bearings is basically the same as that of thin-walled deep groove ball bearings for humanoid robots. As a widely used bearing type, the company's existing deep groove ball bearing products cover various types of series, and have been successfully used in a variety of working scenarios. **The company's deep groove ball bearings include most of the commonly used sizes and models of products and some non-standard products, which are used in automotive air conditioning electromagnetic clutches, automobile tensioners, fan clutches, new energy vehicle air conditioning electric compressors, new energy vehicle drive motors and other working conditions.

Second, the similarity of product technology

1. Four-point contact ball bearing (three-point contact ball bearing) product technology

**The company's existing QJ series and WR series products are all four-point contact ball bearing technology applications. In terms of theoretical design, on the basis of the ball bearing design theory and the double-row angular contact ball bearing design theory, the company carried out the structural design of three-point contact and four-point contact ball bearings, forming the theoretical basis of Tide four-point contact ball bearing design. In terms of process processing, the four-point contact structure is cut into grinding and forming (peach-shaped groove) through the grinding wheel dressing and molding, so as to ensure the extremely high stability and consistency of the four-point contact structure processing; Then, through the super-finishing of the channel, the roughness, waviness and other performance parameters of the surface of the channel are guaranteed. Finally, the production of high-quality, high-precision four-point contact ball bearing products is realized.

Zhang Sheng: "This question and answer is very ordinary!" ”

Yuansheng: "Even if it is an ordinary stock, if it is related to Tesla's humanoid robot, it will rise, and the stock is a low-priced stock, and it is more important to pay attention to it." In the stock market, veterans know that ---- penny stocks are a treasure, that is, penny stocks are easy to rise when they encounter a good situation, so after the opening, we attach great importance to it. ”

In the morning, the stock opened 1.45% higher, and Yuansheng knew that it had a lot of profits in the near future, and there would be people who were eager to sell it and lock in profits. If there are many people who are eager to sell, the stock price will naturally fall, and that is a good opportunity to buy. Therefore, they adopt a wait-and-see strategy.

Sure enough, the stock rose in less than 1 minute after the stock opened, and the stock price slowly retreated.......................

At 9:423, the stock price turned green, and Yuansheng and Zhang Sheng bought slowly and scattered.............. In the end, the cost was controlled at the opening price and the battle on the first battlefield ended.

The 2nd battlefield was the battle of Nishida stocks. In the morning, Xitian stock opened 1.37% lower, and Yuansheng knew from experience: such a bullish stock will naturally have the opportunity to rebound intraday, and then it is a good opportunity to sell. So, a wait-and-see strategy was adopted..........

At 9:34, the moment when Xitian's stock rose to 84.3 yuan, Yuansheng decisively cleared their positions to protect the fruits of victory.

At 10:26, Xitian's stock fell to 74.08 yuan, which is an auspicious number, and it has fallen by more than 10 yuan compared to the stock price they sold........................ Yuansheng said: Buy back 5% of the chips and speculate.

Zhang Sheng: "Sell 100% at a high level, and kill 5% at a low level, this risk is not big, you can do it!" ”

The 3rd battlefield is the battle of the swimming stock. In the morning, Yongke stock opened 2.14% higher........................

At 9:45, the moment when Yongke's stock soared to 21.25 yuan, Yuansheng said: Sell 95% of the chips, leave 5% of the chips and continue to wait.

After the operation, the cost of Yuansheng has dropped a lot, and the victory has been completely locked. According to Yuansheng, the cleared stocks often continue to rise on the second day, so after the big reduction of the position and the big reduction of costs, leave a small amount of chips to see if it rises or falls on the second day?

The 4th battlefield is the home of road stocks. In the morning, (write again at 6 p.m.) 17K novel network can add words at any time)