GeKongwei: It is expected that the net profit excluding non-recurring gains and losses will decrease by more than 18% in 2024 as high-pixel single-chip integration technology is implemented.
① GeKewai expects the net income attributable to shareholders for 2024 to be between 0.16 billion yuan and 0.2 billion yuan, an increase of 231.64% to 314.55% year-on-year; ② The shipment volume of products with 13 million pixels and above has rapidly increased, with 50 million pixel products achieving mass production during the reporting period.
Star Evening News | Na Rui Radar, Jun Pu Asia Vets and others predicted profits for 2024. Fujian Foxit Software Development Joint Stock plans to acquire 51% equity in Tongban Information for 0.475 billion yuan.
① The Ministry of Commerce and 8 other departments: Explore efficient collaborative autonomous driving technology applications based on vehicles, roads, networks, clouds, and maps in multiple scenarios; ② The Financial Regulatory Bureau: Actively adapt to the trend of intelligent driving; ③ The installed capacity of renewable energy power generation in our country has surpassed that of thermal power generation for the first time.
Increase R&D investment to "bet" on new chip products and AI edge. Allwinner Technology's net income in Q4 2024 may decline year-on-year | Interpretations
① Given the low base from last year, Allwinner Technology expects the non-recurring net income to grow over 14 times year-on-year in 2024; ② The company estimates that the net income for Q4 2024 will be between 0.002 billion yuan and 0.039 billion yuan, compared to 0.044 billion yuan in the same period last year, indicating that the net income for Q4 last year will decline year-on-year.
The losses in the main business of FPC have narrowed, and the AI business has contributed to performance. Xiamen Hongxin Electronics Technology Group Inc. is expected to turn a profit in 2024 | Interpretations.
① After three consecutive years of performance losses, Xiamen Hongxin Electronics Technology Group Inc. expects a Net income of 45 million yuan to -67.5 million yuan in 2024, turning losses into profits; ② Regarding the reasons for the performance changes, the company's securities department staff stated, "The losses in the FPC segment have significantly narrowed, and the AI Business has brought in new growth."
Shengyi Electronics: Expected to turn a profit in 2024, with a record high net profit in Q4.
① In the PCB field, leading company Siying Electronics is expected to turn profitable in 2024, with a net income attributable to the parent company of 0.113 billion to 0.171 billion yuan in the fourth quarter, setting a new quarterly high in nearly four years; ② In the growing PCB market demand, AI and HPC Servers are important driving forces.
Amlogic's annual report forecasts a growth of over 60%, but Q4 performance declined compared to the previous quarter due to the impact of delayed operator bidding.
① Amlogic expects to achieve approximately 5.921 billion yuan in revenue for the fiscal year 2024, an increase of about 10.22% year-on-year, and the net income attributable to the parent company, after deducting non-recurring items, is expected to grow by about 92.33% year-on-year; ② Amlogic's revenue in Q2 and Q3 of 2024 is expected to set a historical record for the same period, while in the fourth quarter, due to the impact of the operators' bidding schedule, most of the orders for the S series will be postponed to subsequent quarters for gradual release.