Semiconductor Surge: How Sustainable Is the Rally?
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.'
Fumetinib drives performance growth, Shanghai Allist Pharmaceuticals Co., Ltd. expects net profit to increase by over 120% year-on-year in 2024.
① During the reporting period, Shanghai Allist Pharmaceuticals Co., Ltd. achieved revenue of 3.558 billion yuan, a year-on-year increase of 76.29%; net income attributable to shareholders was 1.43 billion yuan, up 121.97% year-on-year, and net income excluding extraordinary items was 1.361 billion yuan, an increase of 124.51% year-on-year; ② The net cash flow reached 1.566 billion yuan, a growth of 132.12% compared to 0.675 billion yuan in the same period last year. Ample funds are beneficial for expanding R&D investment.
Beijing Kingsoft Office Software, Inc's Q1 Net income increased by 9.75%. Affected by the procurement process for new trust creation, WPS Software Business revenue decreased by 20.99% | Earnings Reports Insights.
In Q1, Beijing Kingsoft Office Software, Inc's revenue increased by 6.22% year-on-year, and Net income grew by 9.75% year-on-year. The traditional personal Business steadily grew, with WPS 365 performing impressively. However, due to the impact of the new procurement process in the 2025 trust creation program, the revenue from WPS Software business was 0.262 billion yuan, down 20.99% year-on-year.
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.
Cathay Biotech Inc. achieved a revenue exceeding 2.9 billion yuan in 2024, with a 40% growth in core product sales.
① In 2024, Cathay Biotech Inc. achieved record high revenue in recent years, and profitability has resumed its growth trajectory; ② This growth is mainly attributed to the decrease in raw material prices and the decline in fixed costs spread over increased production volume. During the reporting period, the long-chain dicarboxylic acid series generated revenue of 2.67 billion yuan, a year-on-year increase of 39.94%, with a gross margin of 39.71%.
