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Gelonghui Announcement Highlights | COSCO Shipping Holdings: It is expected that the Net income attributable to the parent company in 2024 will be approximately 49.082 billion yuan, an increase of about 105.71% year-on-year; Beken Corporation: The related
【Hot Topics】Ningbo Techmation (603015.SH): No involvement in humanoid robot business. Suzhou MedicalSystem Technology (603990.SH): As of now, Suzhou Youmai has been established, with relatively small project investment at the moment. Beken Corporation (603068.SH): The proportion of related chip products in the 2024 revenue is relatively small. 【Project Investment】Shanxi Shantai Technology (001301.SZ): Shanxi Shantai plans to invest 4 billion yuan to build an integrated project with an annual production capacity of 0.2 million tons of Anode Material for Lithium-ion Batteries. Harbin Electric Corporation Jiamusi Electric Machine (000922.SZ): The motion control company plans to invest 0.381 billion yuan to construct a new multifunctional high-temperature high...
Beken Corporation (603068.SH): The proportion of related chip products in the revenue for the 2024 fiscal year is relatively small.
On January 10, Gelonghui reported that Beken Corporation (603068.SH) noted that there has been a high level of market attention on the AI solution AIDK (Artificial Intelligence Development Kit) and related chip products recently. It is hereby clarified that the proportion of this product in the revenue for the year 2024 is relatively small, and future earnings are uncertain.
Does Beken (SHSE:603068) Have A Healthy Balance Sheet?
Beken Corporation (603068.SH): Continuing to promote the research and development of millimeter-wave Radar chips applicable to the autonomous driving field.
On December 16th, Gelonghui reported that Beken Corporation (603068.SH) stated on the investor interaction platform that the overall Operation of the company is normal and its stock price fluctuates in line with the market. The company has launched competitive new products in multiple fields such as Wi-Fi, Bluetooth, and high-precision positioning. Among them, the company has undertaken the Shanghai municipal strategic XINXINGCHANYE project for the development and industrialization of 'industrial-grade third-generation Beidou integrated SOC chip,' which has released positioning chip products applicable to the Autos and Consumer Electronics sectors, achieving mass production and sales, with product performance reaching industry-leading levels. Meanwhile, the company is based on the existing high-frequency product research.
Beken Corporation (603068.SH): Intercom chips are one of the company's product lines and can be applied in market fields such as toy intercoms and specialized intercoms.
On December 16, Gelonghui reported that Beken Corporation (603068.SH) stated on the investor interaction platform that, according to third-party Statistics data, the Global intercom market size has reached over 5 billion U.S. dollars and is expected to continue growing, with many participating companies including Motorola, Hytera Communications Corporation, Abell, BFDX, Cobra, and other brand clients. Intercom chips are one of the company's product lines, applicable to markets such as toy intercoms and dedicated intercoms, and the company has become a chip supplier for multiple clients.
The four associations suggest cautious procurement of usa chips, while domestic chips welcome a catalytic opportunity.
On the evening of December 3rd, the China Internet Association, China Semiconductor Industry Association, China Auto Industry Association, and China Communication Enterprises Association successively released statements, recommending caution in purchasing usa chips. East Sea Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.
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