Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.
Track Hyper | How are Rockchip Electronics' performances in 2024 and Q1 2025?
In 2024, revenue reached a new high, and net profit increased 3.4 times year-on-year; the non-GAAP net profit in Q1 this year increased over 200% year-on-year.
The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
Amlogic's net profit attributable to the parent company in 2024 is expected to increase by over 60%, with projected sales of 6nm chips possibly exceeding ten million units within the year.
The Amlogic 2024 annual report shows that the company achieved revenue of 5.926 billion yuan, a year-on-year increase of 10.34%; the net income attributable to shareholders grew by 65.03% year-on-year; Amlogic stated that new products focused on in recent years are primarily aimed at potential markets for large categories with clear market demand, and have already formed scale effects, which will quickly lead to larger sales in the future.
Shengmei Shanghai: It is expected that this year's revenue will reach 7.1 billion yuan, the impact of tariffs is "generally controllable" | Directly covering the Earnings Conference.
①Shengmei Shanghai expects its annual revenue for 2025 to be between 6.5 billion yuan and 7.1 billion yuan, with an average Order release cycle of about 6 to 8 months, and the average gross margin for the whole year of 2025 is expected to remain between 42% and 48%. ②The Shengmei Shanghai Semiconductors equipment research and manufacturing center in Shanghai Lingang is set to reach operational status by June 2025.
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