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.

cls.cnJan 20 20:06 ET

In Q4, expected losses could exceed 0.8 billion yuan due to intensified competition and industry cycle adjustments. China Greatwall Technology Group anticipates an expanded loss last year | Interpretations

① Due to intensified market competition combined with multiple impacts from industry policies and adjustments in the industrial cycle, China Greatwall Technology Group reported a maximum expected loss of 1.52 billion yuan last year, with the highest single-quarter loss in Q4 potentially exceeding 0.8 billion yuan, reaching a new high. ② As of now, there has been no progress on the public listing for the sale of 40% equity in Greatwall Galaxy Technology. ③ From October 16 to November 11, the stock price of China Greatwall, a Concept stock, increased by 141.83%, while its performance exhibited some peculiarities.

cls.cnJan 15 09:20 ET

The PC market has achieved growth for five consecutive quarters. Institutions say the moment of AIPC transformation will begin in 2025.

According to Canalys' latest data, the PC market has achieved growth for five consecutive quarters in the fourth quarter, with total shipments of desktops, laptops, and workstations reaching 67.4 million units, a growth of 4.6%. Aixin Securities believes that AIPC Software and Hardware are co-evolving, and over the past year, major global manufacturers have continuously explored aspects such as AI enablement, product forms, and user experience, with the transformation moment opening in 2025.

cls.cnJan 14 18:48 ET

The performance and stock price of Robot Concept stocks are both soaring, with Ningbo Shuanglin Auto Parts reporting over 0.1 billion in net profit in Q4, maintaining high growth | Interpretations

① The company's Q4 net profit attributable to shareholders exceeded 0.1 billion yuan, achieving a new high for the year; ② Based on the upper limit of the forecast, the company's performance will exceed market expectations; ③ The growth mainly comes from the New energy Fund driving demand; ④ The company has entered the Siasun Robot&Automation Industry, with both stock price and performance soaring together.

cls.cnJan 14 08:24 ET

The Fourth Global Autonomous Driving Summit opened today, accelerating the implementation of high-level autonomous driving.

On January 14, the Fourth Global Autonomous Driving Summit will officially commence at the Beijing Centergate Technologies National Independent Innovation Demonstration Zone Exhibition Trade Center - Conference Center. Li Liang from Guoxin Securities stated that with the continuous release of several mandatory and recommended national standards in the Asia Vets connected vehicle sector, the commercialization of high-level autonomous driving will accelerate.

cls.cnJan 13 19:10 ET

Technology giants are competing to build Datacenters as the PCB Industry continues to thrive.

① Amazon's Cloud Computing division, Amazon Web Services (AWS), plans to invest at least 11 billion dollars in Georgia to expand its infrastructure and support various Cloud Computing and AI technologies. ② The investment team pointed out that driven by AI technologies and applications, Servers will be the fastest-growing application area in PCBs, with an expected CAGR of 11.6% to 14.2 billion dollars from 2023 to 2028.

cls.cnJan 8 19:02 ET