In 2024, Shanghai Bright Power Semiconductor Co., Ltd. reduced its net profit attributable to the parent company by 60% due to price competition leading to a decline in Led & Optoelectronics chip revenue.
① Shanghai Bright Power Semiconductor Co., Ltd. achieved a sales revenue of 1.504 billion yuan in 2024, an increase of 15.38% compared to the previous year, but the Net income attributable to the parent company decreased by 63.78% year-on-year; ② The AC/DC power chip serves as the second growth curve for Shanghai Bright Power Semiconductor Co., Ltd., with revenue increasing by 39.64% year-on-year, while the revenue growth for Electric Machine control driver chips and high-performance computing power chips reached 95.67% and 1402.25%, respectively.
The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?
Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.
Another joint venture RBOB Gasoline vehicle has sparked a wave of Asia Vets.
"Oil and electricity are equally wise."
China Academy of Information and Communications Technology has initiated the development of technical standards for multimodal Asia Vets, marking the explosive year of AI agents.
① To further accelerate the empowerment of industries by Asia Vets and promote the high-quality development of multimodal Asia Vets, the China Academy of Information and Communications Technology has officially launched the preparation of technical specifications for multimodal Asia Vets. ② Industrial giants are focusing on AI Agents, marking the explosive growth year for AI Agents.
The integration of the Semiconductors equipment Industry is accelerating again! NAURA Technology Group plans to take control of Kingsemi Co., Ltd. | Quick Announcement
① NAURA Technology Group plans to acquire a 9.49% shareholding in Kingsemi Co., Ltd., and will continue to increase its shareholding in Kingsemi Co., Ltd. to gain control; ② A week ago, the actual controller of NAURA Technology Group, Electronic Control from Peking, announced plans to purchase the control of Aicelife; ③ Industry insiders indicate that mergers and acquisitions in the domestic Semiconductors field are highly active, and the integration of the Industry Chain optimizes resource allocation while also promoting the development of new technologies and accelerating breakthroughs in choke points.
NBTM New Materials Group's full control of Shanghai Fuchi is changing. Shenzhen Yuanzhi "refuses to exit"? | Quick reading of the announcement.
① Compared to the previous announcement, NBTM New Materials Group's acquisition this time has reduced the shareholding ratio by 15%, indicating that its plan to fully control Shanghai Fuchi has faced obstacles; ② Currently, the valuation of 100% equity of Shanghai Fuchi is approximately 1.35 billion yuan, a decrease of 0.25 billion yuan compared to the valuation in September 2023; ③ According to the capital increase agreement at that time, if qualification listing is not completed within 5 years, Shanghai Fuchi should pay back the repurchase price to Yuanzhi Xinghuo in cash.
