After my first post on humanoid robots received a lot of positive feedback, I went into more detail. I have subsequently added my favorites in each sector.

Extended analysis of the value chain including shovel manufacturers and potential hidden champions

New categorySecondary key sectors (sales, marketing, financing)

In additionTop 25 companies worldwide, as well as Top 10 Europe and Top 10 Asia

I have also added a video link for beginners. This will give you an idea of how far the development of humanoid robotics has already progressed.

https://www.stern.de/panorama/wissen/humanoider-roboter---wie-reagiert-er-auf-beleidigungen--35996156.html

Thank you for your attention and your support 🙏

🌐 1. value chain of humanoid robots (with hidden champions)

1. research & chip design

$ARM (+2.09%) ARM (UK) - CPU-IP, energy-efficient processors

$SNPS (+1.12%) Synopsys (US) - EDA software, chip design

$CDNS (+1.44%) Cadence (US) - EDA & Simulation

$PTC PTC (US) - Engineering Software, CAD/PLM

$DSY (+0.75%) Dassault Systèmes (FR) - 3D Design & Digital Twin

$SIE (+1.92%) Siemens (DE) - Industrial Software & Lifecycle Mgmt

$ADBE (-1.08%) Adobe (US) - Design, AR/UX

ANSYS (US) - multiphysical simulation - acquisition by Synopsis

Altair (US) - CAE, simulation, digital twin - acquisition by Siemens

$HXGBY (+1.6%)
Hexagon (SE) - Metrology & Simulation

$AWE (-1.53%) Alphawave IP Group (UK) - High-speed chip IP for AI/robotics

1.Synopsis, 2.Siemens and 3.Adobe are my top 3 in this sector

2. manufacturing technology & equipment

$ASML (-0.83%) ASML (NL) - Lithography (EUV)

$AMAT (+0.93%) Applied Materials (US) - Semiconductor equipment

$8035 (+1.34%) Tokyo Electron (JP) - wafer fabrication

$KEYS (+0.21%) Keysight Technologies (US) - Metrology

$6857 (+2.3%) Advantest (JP) - Chip test systems

$TER (+0.79%) Teradyne (US) - test systems + cobots

$6954 (-0.88%) Fanuc (JP) - Industrial robots, CNC

$CAT (-0.27%) Caterpillar (US) - autonomous machines

$KU2G KUKA (DE) - industrial robots

Comau (IT) - automation - not listed on the stock exchange

$ROK Rockwell Automation (US) - industrial automation

$JBL (+1.16%) Jabil (US) - contract manufacturing (EMS/ODM)

$KIT (+1.48%) Kitron (NO) - European EMS/ODM manufacturer

$AIXA (+0.02%) Aixtron (DE) - deposition equipment for compound semiconductors

$LRCX (+0.23%)
Lam Research (US) - Etch/deposition systems

$MKSI (+0.77%)
MKS Instruments (US) - Plasma/vacuum technology

$ASM (+3.66%)
ASM International (NL) - Deposition systems

1.ASML, 2.Keysight Technologies, 3.Fanuc are my top 3 in this sector

3. chip manufacturing (foundries)

$TSM (+1.11%) TSMC (TW) - leading foundry

$005930 Samsung Electronics (KR) - foundry + memory

$GFS (-1.1%) GlobalFoundries (US) - specialty chips

$INTC (+0.05%)
Intel Foundry Services (US) - new western foundry player

$981
SMIC (CN) - largest Chinese foundry

$UMC
UMC (TW) - Power/RF/Embedded chips

1.TSMC, 2.Intel, 3.Samsung Electronics are my top 3 in this sector

4. computing & control unit ("brain")

$NVDA (+2.14%) Nvidia (US) - GPUs, AI chips

$INTC (+0.05%) Intel (US) - CPUs, FPGAs

$AMD (+2.49%) AMD (US) - CPUs, GPUs

$MRVL (+4.58%) Marvell (US) - network chips

$MU (+4.47%) Micron (US) - Memory

$DELL (+1.88%) Dell Technologies (US) - Edge & Infrastructure

Graphcore (UK) - AI chips (IPU) - not a listed company

Cerebras (US) - Wafer-scale engine - not a listed company

SiPearl (FR) - European HPC chip - not a listed company

1.Nvidia, 2.Marvell, 3.Micron are my top 3 in this sector

5. sensors ("senses")

$6758 (+0.92%) Sony (JP) - image sensors

$6861 (+0.66%) Keyence (JP) - Industrial sensors

$STM (+1.28%) STMicroelectronics (FR/IT) - Sensors, MCUs

$TDY Teledyne (US) - optical/infrared sensors

$CGNX (-0.2%) Cognex (US) - Machine Vision

$HON (-0.48%) Honeywell (US) - sensor technology, security

ANYbotics (CH) - autonomous sensor fusion - not a listed company

$OUST
Velodyne Lidar (US) - Lidar sensors - takeover by Ouster

$AMS (+0.47%)
-OSRAM (AT/DE) - optical sensors

1.Teledyne, 2.Keyence, 3.Ouster are my top 3 in this sector

6. actuators & power electronics ("muscles")

$IFX (+1.48%) Infineon (DE) - Power Electronics

$ON (-1.06%) onsemi (US) - Power & Sensors

$TXN (-0.5%) Texas Instruments (US) - Mixed-Signal Chips

$ADI (-0.49%) Analog Devices (US) - Signal Processing

$PH Parker-Hannifin (US) - Hydraulics/Pneumatics

$MP (+3.29%) MP Materials (US) - Magnets

$APH (+1.03%) Amphenol (US) - Connectors

$6481 (+0.43%) THK (JP) - Linear guides & actuators

$6324 (-4.4%)
Harmonic Drive (JP) - Precision gears & servo drives for robotics

$6594 (+0.05%)
Nidec (JP) - Electric motors

$6506 (-0.01%)
Yaskawa (JP) - Drives & Robotics

$SU (+1.89%)
Schneider Electric (FR) - Energy & control solutions

$ZIL2 (+0.21%)
ElringKlinger (DE) - Battery & fuel cell technology, lightweight construction

1.Parker-Hannifin, 2.MP Materials, 3.Infinion are my top 3 in this sector

7. communication & networking ("nerves")

$QCOM (+0.15%) Qualcomm (US) - mobile communications, edge AI

$ANET (+3.71%) Arista Networks (US) - Networks

$CSCO (+1%) Cisco (US) - Networks, Security

$EQIX (-0.7%) Equinix (US) - Data centers

NTT Docomo (JP) - 5G/6G carrier - not a listed company

$VZ Verizon (US) - Telecommunications

$SFTBY SoftBank (JP) - Carrier + Robotics

$ERIC B (-0.26%)
Ericsson (SE) - 5G/IoT infrastructure

$NOKIA (-0.2%)
Nokia (FI) - 5G/6G for industry

$HPE (+2.5%)
Juniper Networks (US) - Network technology - acquisition by HP

1.Arista Networks, 2.SoftBank, 3.Cisco are my top 3 in this sector

8. energy supply

$3750 (-1.54%) CATL (CN) - Batteries

$6752 (-0.85%) Panasonic (JP) - Batteries

$373220 LG Energy (KR) - Batteries

$ALB (-3.43%) Albemarle (US) - Lithium

$LYC (-0.67%) Lynas (AU) - Rare earths

$UMICY (-1.23%) Umicore (BE) - recycling

WiTricity (US) - inductive charging - not a listed company

$ABBN (+0.35%) Charging (CH) - charging infrastructure

$SLDP
Solid Power (US) - Solid state batteries

Northvolt (SE) - European batteries - not a listed company

$PLUG
Plug Power (US) - fuel cells

1.Albemarle, 2.CATL, 3.Panasonic are my top 3 in this sector

9. cloud & infrastructure

$AMZN (+0.98%) Amazon AWS (US) - Cloud, AI

$MSFT (+0.2%) Microsoft Azure (US) - Cloud, AI

$GOOG (+1.82%) Alphabet Google Cloud (US) - Cloud, ML

$VRT
Vertiv Holdings (US) - Data center infrastructure (UPS, cooling, edge)

$ORCL (+2.31%)
Oracle Cloud (US) - ERP + Cloud

$IBM (-0.06%)
IBM Cloud (US) - Hybrid cloud + AI

$OVH (+0.34%)
OVHcloud (FR) - European cloud

1.Alphabet, 2.Microsoft, 3.Oracle are my top 3 in this sector

10. software & data platforms

$PLTR (+1.07%) Palantir (US) - Data integration

$DDOG (+4.9%) Datadog (US) - Monitoring

$SNOW (+8.06%) Snowflake (US) - Data Cloud

$ORCL (+2.31%) Oracle (US) - Databases, ERP

$SAP (-0.01%) SAP (DE) - ERP systems

$SPGI S&P Global (US) - financial/market data

ROS2 Foundation - robotics middleware - not listed on the stock exchange

$NVDA (+2.14%) NVIDIA Isaac (US) - robotics development - part of Nvidia

$INOD (+1.64%) Innodata (US) - data annotation & AI training data

$PATH (+1.46%)
UiPath (RO/US) - Robotic process automation

$AI (+1.4%)
C3.ai (US) - AI platform

$ESTC (+2.03%)
(NL/US) - Search & data analysis

1.S&P Global, 2.Palantir, 3.Datadog are my top 3 in this sector

11. end applications / robots

$ABB ABB (CH/SE) - Industrial Robots

$6954 (-0.88%) Fanuc (JP) - Industrial robots

$TSLA (-0.85%) Tesla Optimus (US) - humanoid robot

$9618 (-1.82%) JD.com (CN) - logistics robot

$AAPL (+0.39%) Apple (US) - Platform & UX

$700 (+0.73%) Tencent (CN) - Platform & AI

$9988 (-2.54%) Alibaba (CN) - logistics & platform

PAL Robotics (ES) - humanoid robots - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

$TER (+0.79%) Universal Robots (DK) - cobots - belongs to the Teradyne Corporation

Engineered Arts (UK) - humanoid robots - not a listed company

$ISRG (-0.35%) Intuitive Surgical (US) - surgical robotics

$GMED (-1.42%)
Globus Medical (US) - surgical robotics (ExcelsiusGPS platform)

$7012 (+1.35%) Kawasaki Heavy Industries (JP) - industrial robots, automation

$CPNG (+1.15%) Coupang (KR) - Logistics end user

$IRBT (-2.22%)
iRobot (US) - consumer robotics (e.g. Roomba), non-humanoid, but navigation/sensor fusion

Boston Dynamics (US) - humanoid & mobile robots-no listed company

Hanson Robotics (HK) - humanoid robots (Sophia) - not a listed company

Agility Robotics (US) - humanoid robot "Digit" - not a listed company

1.Apple, 2.Tencent, 3.Alibaba are my top 3 in this sector

🛠 2. cross enablers (shovel manufacturers) - with hidden champions

Raw materials & battery materials

Albemarle - Lynas - Umicore

$SQM
SQM (CL) - Lithium

$ILU (-1.59%)
Iluka Resources (AU) - Rare earths

$ARR (-5.8%)
American Rare Earths (US/AU) - New supply chains

my number 1 in the sector is Albemarle

manufacturing technology

ASML - Applied Materials - Tokyo Electron

$LRCX (+0.23%)
Lam Research (US) - Plasma/etching processes

$ASM (+3.66%)
ASM International (NL) - ALD equipment

$MKSI (+0.77%)
MKS Instruments (US) - Plasma/vacuum technology

my number 1 in the sector is ASML

Quality assurance

Keysight - Advantest - Teradyne

$EMR (+0.32%)
National Instruments (US) - Measurement technology - from Emerson Electric adopted

$300567
ATE Test Systems (CN) - test systems

$FORM (+0.4%)
FormFactor (US) - Wafer probing

my number 1 in the sector is Keysight

Motion & Drive

Parker-Hannifin

Festo (DE) - Pneumatics, Soft Robotics - not a listed company

Bosch Rexroth (DE) - Drives, Controls - not a listed company

$6481 (+0.43%)
THK (JP) - Linear guides

my number 1 in the sector is Parker-Hannifin

Sensors/Imaging

$TDY Teledyne

$BSL (+6.53%) Basler (DE) - Industrial cameras

FLIR (US) - Thermal imaging sensors - acquisition by Teledyne

ISRA Vision (DE) - Machine Vision - not a listed company

my number 1 in the sector is Teledyne

Magnets & Materials

MP Materials

$6501 (+1.82%)
Hitachi Metals (JP) - Magnetic materials

VacuumSchmelze (DE) - Magnetic materials - not a listed company

$4063 (+0.24%)
Shin-Etsu Chemical (JP) - Specialty materials

my number 1 in the sector is MP Materials

Chip Design & Simulation

Synopsys - Cadence - ARM

$SIE (+1.92%)
Siemens EDA (DE/US)-Mentor Graphics-strategic business unit of Siemens AG

Imagination Tech (UK) - GPU-IP - not a listed company

$CEVA (+1.03%)
CEVA (IL) - Signal Processor IP

my number 1 in the sector is Synopsys

Engineering & Lifecycle

PTC - Dassault - Siemens

Altair (US) - Simulation - no longer a listed company

$HXGBY (+1.6%)
Hexagon (SE) - Metrology

$SNPS (+1.12%)
ANSYS (US) - Simulation - takeover by Synopsys

my number 1 in the sector is Siemens

Networks & Data Centers

Arista - Cisco - Equinix

$HPE (+2.5%)
Juniper (US) - Networks - Acquisition of HPE

$DTE (-0.6%)
T-Systems (DE) - Industry cloud

$OVH (+0.34%)
OVHcloud (FR) - European cloud

my number 1 in the sector is Arista

Cloud infrastructure

AWS - Azure - Google Cloud

$ORCL (+2.31%)
Oracle Cloud (US) - ERP & databases

$IBM (-0.06%)
IBM Cloud (US) - Hybrid Cloud

$9988 (-2.54%)
Alibaba Cloud (CN) - Asian Cloud

$VRT
Vertiv Holdings (US) - Cloud/Infra

my number 1 in the sector is Alphabet (Google)

finance/information infra

S&P Global

$MCO (-0.63%)
Moody's (US) - Ratings

$MSCI (-0.45%)
MSCI (US) - Indices

$MORN
Morningstar (US) - Investment Research

my number 1 in the sector is S&P Global

Creative/Experience Infra

Adobe

$ADSK (+2.24%)
Autodesk (US) - CAD & Design

$U
Unity (US) - 3D/AR simulation

Epic Games (US) - Unreal Engine - not a listed company

my number 1 in the sector is Adobe

Platform & Ecosystem

Apple - Tencent - Alibaba

$META (+0.09%)
Meta (US) - AR/VR, Social Robotics

ByteDance (CN) - AI & platforms - not a listed company

$9888 (+0.58%)
Baidu (CN) - AI & Cloud

my number 1 in the sector is Tencent

Infrastructure/Edge

Dell

$HPE (+2.5%)
HPE (US) - Edge Computing

$SMCI
Supermicro (US) - AI servers

$6702 (-3.46%)
Fujitsu (JP) - Edge & HPC

my number 1 in the sector is Dell

storage solutions

Micron

$000660
SK Hynix (KR) - Memory

$285A (+2.83%)
Kioxia (JP) - NAND

$WDC
Western Digital (US) - Storage solutions

my number 1 in the sector is Micron

🏛 3. secondary key sectors with hidden champions

Financing & Capital

$GS (-0.26%) Goldman Sachs (US) - investment bank; ECM/DCM, M&A, growth financing

$MS Morgan Stanley (US) - investment bank; tech banking, capital markets

$BLK (-0.62%) BlackRock (US) - asset manager; capital allocation, ETFs/index funds

$9984 (+4.25%) SoftBank Vision Fund (JP) - mega VC; growth equity in robotics/AI

Sequoia Capital (US) - venture capital; early/growth in AI/robotics - this is a classic venture capital fund

DARPA (US) - government R&D funding (robotics/defense) - independent research and development agency

EU Horizon (EU) - research funding/grants for DeepTech - Innovative Europe pillar

China State Funds (CN) - state industry/technology fund

Lux Capital (US) - VC for DeepTech - Uptake (US) - AI-based predictive maintenance

DCVC (US) - Robotics & AI focus - investing exclusively via VC fund investments

Speedinvest (AT) - EU VC for robotics - access to investment only via fund investments

my number 1 in the sector is Goldman Sachs

Maintenance & Service

$SIE (+1.92%) Siemens (DE) - Industrial Service, Lifecycle & Retrofit

$ABBN (+0.35%) ABB (CH/SE) - Robotics Service, Spare Parts, Field Support

$GEHC (-1.93%) GE Healthcare (US) - Medtech service incl. robotic systems

Uptake (US) - AI-based predictive maintenance - not a listed company

Augury (US/IL) - condition monitoring, condition diagnostics - not a listed company

$KU2 KUKA Service (DE) - Robotics maintenance

$6954 (-0.88%) Fanuc Service (JP) - global service network

Boston Dynamics AI Institute (US) - Robotics longevity - funded by Hyundai Motor Group

my number 1 in the sector is Siemens

Marketing & Advertising

$WPP (-0.22%) WPP (UK) - global advertising group; branding/communications

$OMC Omnicom (US) - marketing/PR network

$PUB (+0.39%) Publicis (FR) - communications/advertising group

$META (+0.09%) Meta (US) - Digital Ads (Facebook/Instagram)

$GOOG (+1.82%) Google Ads (US) - search & display advertising

TikTok / ByteDance (CN) - social ads & distribution - not a listed company

$AAPL (+0.39%) Apple (US) - Branding/UX; Acceptance & Platform Marketing

$WPP (-0.22%)
AKQA (UK/US) - Tech branding - Since 2012 majority owned by the WPP Groupbut continues to operate as an autonomous operating unit

R/GA (US) - Innovation marketing - not a listed company

Serviceplan (DE) - largest independent EU agency - not a listed company

my number 1 in the sector is Meta

Law, Regulation & Ethics

ISO (CH) - international standards, robotics standards

TÜV (DE) - certification & safety tests

UL (US) - safety/conformity testing

EU AI Act (EU) - legal framework for AI & robotics

UNESCO AI Ethics (UN) - global ethics guidelines

Fraunhofer IPA (DE) - Robotics safety standards

ANSI (US) - standards

IEC (CH) - Electrical engineering standards

Training & Talent

MIT (US) - Robotics/AI Research & Education

ETH Zurich (CH) - autonomous systems & robotics

Stanford (US) - AI/Robotics labs & spin-offs

Tsinghua University (CN) - Robotics/AI in Asia

CMU (US) - Robotics Institute

EPFL (CH) - Robotics research

TU Munich (DE) - humanoid robot "Roboy"

🌍 Top 25 companies for humanoid robotics

These companies are central to the development & production of humanoid robotsbecause without them, crucial parts of the chain would be missing:

Chips & computing power (brain of the robots)

$NVDA (+2.14%) Nvidia (US) - AI GPUs & Isaac platform, foundation for robotic AI

$2330 TSMC (TW) - world's most important foundry, produces the AI chips

$ASML (-0.83%) ASML (NL) - EUV lithography, indispensable for chip production

$005930 Samsung Electronics (KR) - memory, logic, foundry

$000660 SK Hynix (KR) - DRAM & NAND memory for AI

$MU (+4.47%) Micron (US) - Memory solutions for AI workloads

my number 1 in the sector is ASML

Sensors & perception (senses of robots)

$SONY Sony (JP) - image sensors, market leader

$6861 (+0.66%) Keyence (JP) - Industrial sensors & vision systems

$CGNX (-0.2%) Cognex (US) - Machine Vision, precise image processing

my number 1 in the sector is Keyence

Actuators & motion (muscles of robots)

$IFX (+1.48%) Infineon (DE) - power electronics, motor control

$6594 (+0.05%) Nidec (JP) - World market leader for electric motors

$PH Parker-Hannifin (US) - hydraulics/pneumatics, motion technology

$6481 (+0.43%) THK (JP) - Linear guides & actuators

my number 1 in the sector is Parker-Hannifin

Communication, cloud & infrastructure (nerves & data flow)

$QCOM (+0.15%) Qualcomm (US) - Mobile & Edge Chips

$AMZN (+0.98%) Amazon AWS (US) - Cloud & AI infrastructure

$MSFT (+0.2%) Microsoft Azure (US) - Cloud, AI services

$CSCO (+1%) Cisco (US) - Networks & Security

$VRT Vertiv Holdings (US) - Data Center Infrastructure

my number 1 in the sector is Microsoft

End Applications & Platforms (robots themselves)

$TSLA (-0.85%) Tesla (US) - humanoid robot Optimus

$ABBN (+0.35%) ABB (CH/SE) - Robotics & Automation

$6954 (-0.88%) Fanuc (JP) - industrial robots & CNC systems

$7012 (+1.35%) Kawasaki Heavy Industries (JP) - industrial robots

PAL Robotics (ES) - humanoid robots (TALOS, ARI, TIAGo) - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

Universal Robots (DK) - cobots

my number 1 in the sector is Tesla

🇪🇺 Top 10 European key companies for humanoid robotics

$ASML (-0.83%)
ASML (NL)

World market leader in EUV lithography - no modern chips for AI & robotics without ASML.

$IFX (+1.48%) Infineon (DE)

Leading in power electronics & motor control - crucial for actuators of humanoid robots.

$STM (+1.28%)
STMicroelectronics (FR/IT)

Sensors, microcontrollers & power chips - the basis for control & perception.

$SAP (-0.01%)
SAP (DE)

ERP & data platforms, important for integrating humanoid robots into industrial processes.

$SIE (+1.92%)
Siemens (DE)

Industrial software, automation, digital twin - key for engineering & lifecycle management.

$KU2 KUKA (EN)

Robotics pioneer, industrial robots & automation - know-how for humanoid motion mechanics.

PAL Robotics (ES) - not a listed company

Specialist for humanoid robots (TALOS, ARI, TIAGo), internationally used in research & service.

Neura Robotics (DE) - Not a listed company

Young high-tech company, develops cognitive humanoid robots with advanced AI (4NE-1).

Universal Robots (DK) - Not a listed company

Market leader for cobots - platform for safe human-robot collaboration.

Engineered Arts (UK) - not a listed company

Develops humanoid robots such as Amecaknown for realistic facial expressions & gestures - important for HRI (Human-Robot Interaction)

🌏 Top 10 Asian key companies for humanoid robotics

$2330
TSMC (Taiwan)

World's largest semiconductor foundry, produces high-end chips (e.g. Nvidia, AMD, Apple) - no AI hardware without TSMC.

$005930
Samsung Electronics (South Korea)

Foundry, memory, logic chips, image sensors - extremely broadly positioned in robotics components.

$000660
SK Hynix (KR) - Memory

$SONY
Sony (Japan)

Market leader in CMOS image sensors, essential for robotic vision & perception.

$6861 (+0.66%)
Keyence (Japan)

Sensor technology & machine vision for industrial automation, widely used in robotics.

$6954 (-0.88%)
Fanuc (Japan)

Industrial robots & CNC systems, one of the most important manufacturers of robotics hardware worldwide.

$6506 (-0.01%)
Yaskawa Electric (Japan)

Drives, motion control & robot arms - relevant for humanoid motion control.

$6594 (+0.05%)
Nidec (Japan)

World market leader for electric motors (from mini motors to high-performance drives).

$7012 (+1.35%)
Kawasaki Heavy Industries (JP) - Industrial robots

$9618 (-1.82%)
JD.com (China)

Driver for robotics in e-commerce & logistics, invests in humanoid robotics applications

Alphabet / Waymo $GOOG (+1.82%)

Amazon $AMZN (+0.98%)

Baidu $9888 (+0.58%)

BMW $BMW (+0.95%)

CATL $3750 (-1.54%)

Dassault Systems $DSY (+0.75%)

Hexagon $HEXA B (+1.52%)

Mercedes-Benz $MBG (+0.97%)

Mobileye $MBLY

NVIDIA $NVDA (+2.14%)

Siemens $SIE (+1.92%)

SONY $6758 (+0.92%)

Qualcomm $QCOM (+0.15%)

Tesla $TSLA (-0.85%)

Link: https://shorturl.at/WJzuf

This morning I'm not posting the derivatives trade of the day. Today I'm announcing a few purchases that I made yesterday for my medium/long-term equity portfolio.

I am in

$ALDR (+5.42%)

$KIT (+1.48%)

$3750 (-1.54%)

entered. As I'm already very financially oriented in this portfolio, I've provided a bit more diversification. When selecting stocks, it is not so important to me whether they are buy and hold stocks, but whether they offer me a good price opportunity in the medium term.

$3750 (-1.54%) has moved into my focus. How do you see an entry at this point in time and what do you think of a savings plan?

...remember exactly when I took this beautiful and motivating screenshot of my portfolio on May 31, 2024.

At that time, I had been investing in equities for exactly 12 months and, after the first 1-2 months of dreaming big about penny stocks 🫣 and after some training, I had defined my new personal strategy and goals, but more importantly, I had also consistently implemented them since then.

I then reached the first milestone I had set myself with a portfolio value of €10,000 on time in 08/2024 and also the second milestone, dividend >= €500, on time at the end of 2024.

Since then, my new chosen milestones 3 and 4 have been: portfolio value €20,000 by 08/2025 and dividends >= €1000 by 12/2025.

Since Friday, milestone 3 has even been reached almost 2 months earlier than planned...

...and milestone 4 is also in sight early on with ~€500 in dividends received so far and ~€1000 still to be expected and is probably only a matter of time 🤗

If the question now arises that these are only gross dividends, I would like to point out that of €136.35 in May dividends, €125.90 remained net and that's how it actually looks in relation to each dividend month.

I generally have very little withholding tax to pay and the two ETFs also have a 30% tax exemption, so the €1000 FSA becomes a little more net of gross in percentage terms. In addition, with $VICI (-1.33%) I currently only have one pure US share in my portfolio and the remaining US share is in the two ETFs.

Another target for dividends, i.e. milestone 6, is >= €2000 for 2026, so the FSA would also be fully utilized after the marriage and not a single cent would be given away 😉

Even if May turned out a little poorer...

...new additions:

$1211 (-2.21%)

$3750 (-1.54%)

Stocked up:

$HAUTO (+1.75%)

Liquidated:

$QYLE (-1.21%)

...everything is on target for the long term...

...even if we are only looking at a boring dividend and not a highflyer portfolio, it has been beating since the beginning (well 2 months of penny stocks deducted) for 2 years and I am quite satisfied with my performance since my strategy change 08/2023...

And so I will continue to stick to my current strategy and expand it within the scope of my possibilities.

The attentive reader will certainly have noticed that milestone 5 is still missing, but unlike 6, I won't set it until the end of the year and my target plan until then would be 25k+ and then we'll see...

...in the meantime, the last IHK exam (tax law) on the way to becoming a financial accountant is also coming up and who knows, maybe I can then increase my monthly savings rate of €550-700 a little more 🤷‍♂️

Anyway, until the next water level report, I wish us all a good hand on the path of at least 6 figures and stay true to your resolutions ✌🏻

CATL $3750 (-1.54%) recently signed a strategic cooperation agreement with Dongfeng Nissan in Shanghai.

Both parties will focus on the research and development of battery technologies, product innovation and market expansion to build a comprehensive chain of intensive cooperation and explore a new synergy model of "R&D-production-marketing".

They will also continuously explore new business models to jointly promote innovation in new energy technologies and product upgrades, and accelerate the widespread introduction of new energy vehicles.

CATL will prioritize the use of cutting-edge technologies such as ultra-fast charging, CIIC integrated intelligent chassis and 800V high-voltage platforms in the development of Dongfeng Nissan's vehicle models.

Several models equipped with jointly developed battery systems are expected to be launched by 2026.

The Chinese battery giant CATL $3750 (-1.54%) has joined forces with the Danish shipping company Maersk $MAERSK A (-1.08%)
$MAERSK B (-0.83%) to drive electrification in the global logistics industry.

CATL entered into a strategic partnership with APM Terminals, a subsidiary of Maersk, on June 4, it was announced yesterday.

The two parties will use high-performance batteries and system solutions to accelerate the electrification of container handling equipment and drive the energy transition in the global logistics industry, CATL said in the announcement.

"APM Terminals is committed to decarbonization and has a clear roadmap in place. Today's collaboration is an important milestone in accelerating the future transition," said Grant Morrison, the company's Global Asset Procurement Director.

This represents a further deepening of the partnership between APM Terminals and CATL and is an important step towards the company's decarbonization strategy through the electrification of container handling equipment, he added.

CATL has previously worked with APM Terminals as part of the Zero Emission Port Alliance (ZEPA) to promote the use of electric container handling equipment.

This strategic partnership will further accelerate the development of "industry-leading solutions" to reduce greenhouse gas emissions in terminals, said Li Xiaoning, executive president of CATL's overseas business.

ZEPA was established in December 2023, with APM Terminals as one of the main initiators and CATL as a member.

According to its website, ZEPA aims to accelerate the decarbonization of ports by making battery electric container handling equipment affordable and accessible in this decade.

According to South Korean market research firm SNE Research, CATL is the world's largest manufacturer of power batteries and held a 38.3 percent share of the global electric car battery market in the first quarter.

In response to a recent inquiry from Netizens, Xiaomi Auto mentioned $1810 (+0.48%)mentioned that the Xiaomi YU7 Standard and Pro models are equipped with 96.3kWh lithium iron phosphate batteries provided by FinDreams and CATL $3750 (-1.54%) while the Xiaomi YU7 Max is equipped with a 101.7kWh ternary lithium battery provided by CATL.

Xiaomi Auto emphasized that the car batteries will adhere to strict safety designs and high standards. All models, regardless of battery type, must meet the same safety standards and comply with the new national requirements for battery safety testing.

$3750 (-1.54%) Chinese battery manufacturer CATL has announced a breakthrough in lithium metal battery (LMB) technology through quantitative mapping, breaking new ground in electrolyte strategy, according to the company. "This groundbreaking research, published in Nature Nanotechnology, enables LMBs with high energy density and extended lifetime, solving a long-standing challenge in the field," CATL wrote in a press release. The optimized prototype has achieved a lifetime of 483 cycles and can be integrated into modern designs to achieve an energy density of more than 500 Wh/kg. "This is a significant step towards commercial viability for applications such as electric vehicles and electric aviation," explains CATL.

Due to their intrinsically high energy density, LMB batteries are considered a potential next-generation battery system, especially for high-end applications such as electric cars and especially long-range electric commercial vehicles and electric aviation, the company explains further. However, these batteries have long had to compromise between energy density and service life.

Previous research has focused on improving cell performance by optimizing solvation structures and solid electrolyte phase interfaces. "However, these approaches were often at the expense of service life, so that no commercially viable solutions could be achieved. Due to the difficulties in accurately quantifying the consumption of active lithium and electrolyte components during cycling, only limited progress has been made in understanding the failure behavior of LMB," explains CATL.

Diluent provides the solution

To overcome this hurdle, CATL's research and development team developed and refined a series of analytical techniques to track the evolution of active lithium and each electrolyte component throughout the battery's life cycle. This approach transformed a "black box" into a "white box" and revealed the critical drain paths that lead to cell failure.

The team discovered that, contrary to previous assumptions, the main cause of cell failure is not solvent degradation, accumulation of inactive lithium or disruption of the solvation environment, but the continuous consumption of the electrolyte salt LiFSI, 71 percent of which is depleted by the end of life. "These results underscore the need to expand the industry's focus beyond Coulombic efficiency (CE), long considered a key metric for LMBs, to include electrolyte durability as a critical factor in sustainable performance," writes CATL.

Building on these findings, CATL optimized the electrolyte formulation by introducing a lower molecular weight diluent, it adds. This adjustment increased the mass fraction of LiFSI salt, improved ionic conductivity and reduced viscosity without increasing the overall mass of the electrolyte used. "While the resulting LMB prototype has the same CE as the previous version, it doubles the cycle life to 483 cycles and can be used in new designs with an energy density of over 500 Wh/kg," the press release states. This breakthrough heralds a paradigm shift in the development of batteries that are both high-energy and long-lasting.

Same weight, twice as much energy

By way of comparison, an NMC battery currently used by most manufacturers has an energy density of around 250 Wh/kg, which is around half as much as the new battery from CATL. The energy density of LFP batteries, which Tesla and many other manufacturers are increasingly using, is generally even less than 200 Wh/kg. And even solid-state batteries, which are seen as a beacon of hope, have not yet achieved such good values as CATL's LMB battery. For a vehicle battery with a capacity of 100 kWh, the material alone weighs 400 kilograms, whereas for an LMB battery it would only be 200 kilograms. With the same weight, the battery could therefore supply 200 kWh of energy, which would enable almost 100,000 kWh of total energy with regard to the service life reported by CATL. This would allow an electric car to drive around 500,000 kilometers.

CATL $3750 (-1.54%) achieved a groundbreaking milestone in May with its chocolate battery swap network.

The Shanghai Pudong Jinliang Road Station was completed in May as the 100th swap station, realizing the construction of 100 stations in a single month.

In less than 180 days since the company's launch, Chocolate Battery Swap has successfully developed 24 cities in China, leading the industry.

Together with Sinopec, CATL aims to build no less than 500 swap stations by the end of 2025, as well as with the long-term goal of expanding to 10,000 stations, making the concept of "battery swap like refueling" a reality.