Ourpalm co.,ltd.'s performance supported by the game 'Da Sheng Dian Zhu', while the cost of acquiring small games has increased and dragged down net profit. | Interpretation of financial report
①In the first half of the year, the domestic gaming industry faced growth pressure, and ourpalm co.,ltd. achieved stable revenue with the small game 'Dashing Monkey King'; ②The cost of acquiring users for small games has increased, leading to a significant increase in sales expenses and a decline in net income; ③The company's 'AI+UGC' strategy has made certain progress.
ODM and OEM business driving the company's sales scale growth. Lens Technology's net income in the first half of the year increased by 55% YoY. | Interpretations
① The consumer electronics industry has shown a clear trend of recovering terminal demand, with lens technology's net income in the first half of the year increasing by more than fifty percent year-on-year. ② With the continuous innovation of AI smartphones by major mobile phone brands, it may drive the arrival of a new round of replacement cycles, and companies related to the industry chain are expected to benefit.
Industry demand decline drags down hithink royalflush information network's net income by 21% year-on-year in the first half of the year | Financial Report View
The company's revenue in the first half of the year was 1.389 billion yuan, a decrease of 5.51% compared to the same period last year. R&D expenses increased by 5.12% year-on-year.
The gross margin of injection products in the solution category has declined, and the imeik technology development's Q2 performance growth rate has dropped to single digits| Speed reading announcement.
①Imeik Technology Development's H1 revenue and net income growth rate slowed down. ②The gross margin of solution injection products has declined, and its proportion in total revenue has further decreased. ③In addition to laying out research and development pipelines for botulinum toxin, GLP-1 drugs, the company is also further expanding in the medical beauty equipment field.
The profit of photovoltaic equipment leader slowed down, and the net profit of Zhejiang Jingsheng Mechanical & Electrical in Q2 decreased by 22% year-on-year. Interpretations of financial report.
① The company's Q2 net profit saw a rare decline compared with the same period last year; ② The company's revenue increased in the first half of the year but did not show any profit growth; ③ The performance was affected by the decline of the photovoltaic industry; ④ The company is exploring multiple new businesses to find a second engine.
Various AI applications in different categories are constantly emerging domestically, and the prosperous AI ecosystem may drive related companies' explosive performance.
On August 19, the jointly established "AIGC (Generative Artificial Intelligence) Joint Innovation Laboratory" by the China Central Broadcasting and Television General Station and Zhejiang University was unveiled. Hao Jin Securities' Ni Shuang said that the pace of large-model releases is gradually slowing down, and the development of AI applications in various categories is intense and gradually showing advantages in overseas markets, which may promote the construction of the AI ecosystem.