Primary market investment "new perspective": Xiaolong Technology and "Titanium Robot" lead AR, medical robot financing
Financing case: On September 12, Nine Dragons Technology won the 50 million A+ round of financing sponsored by BOE Group to accelerate the promotion of AR products. On September 10, Titanium Robot completed 10 million angel round financing and devoted to medical treatment. Service robot clinical trials.
We believe that BOE Investment in Dragon Technology is mainly based on the prospects for the future development of the AR hardware market. In 2020, the global AR market will reach 100 billion US dollars, which is three times the size of the VR market; the financing of Titanium robots proves the future. The good development trend of the medical robot industry, the global service robot sales CAGR is close to 35% in the next few years.
Listed companies related to A shares and AR include Lianchuang Optoelectronics, Beijing Junzheng, etc.; listed companies related to medical robots include Chutian Technology, Bosch Shares, and Xinsong Robot.
The first-tier market financing in the first half of September includes: Huimin.com (e-commerce), Zhonghui Payment (financial payment), Xiaolong Technology (AR hardware), Titanium robot (medical robot), and melon seeds. Selling nets (traffic trips), etc.
"First-and-a-half" market hotspot perspective: Guangyunda will increase M&A and enter the visual automatic inspection
Focus on the market discussion: Guangyunda will increase the acquisition of Jindongtang, expand the visual automation testing equipment business, invest in the research and development of three-dimensional visual inspection system and magnetic visual inspection system.
In the first half of September, the “first-and-a-half†market hotspots were concentrated in the fields of intelligent hardware, OLED, new energy, medical and health, including Guangyunda, Black Cattle Food, Gree Electric Appliances, and Jinshi Dongfang.
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