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.

cls.cnJan 23 10:47 ET

In Q4 2024, Juchip Technology achieved record high net profits, with sales revenue of edge AI processor chips increasing exponentially.

1. Juxin Technology expects to achieve a revenue of 0.63 billion to 0.67 billion yuan in 2024, with a net income of 98 million to 0.11 billion yuan; 2. Sales revenue from edge AI processor chips is expected to grow exponentially, becoming the main driving force for future growth.

cls.cnJan 21 19:04 ET

Beijing Ultrapower Software expects that last year's net profit increased by over 50% year-on-year. Two new SLG games have begun commercial testing overseas | Interpretations

① Benefiting from the steady performance of overseas games, Beijing Ultrapower Software expects last year's net profit to increase by more than 50% year-on-year. ② The company's two new SLG games have begun commercial testing overseas and will also be launched in the domestic market at an appropriate time.

cls.cnJan 21 08:05 ET

ByteDance has released the Doubao real-time voice model, and domestic AI applications are expected to experience explosive growth.

① Doubao is about to release its latest real-time voice large model, and based on this model, the real-time voice call feature will be fully launched on the Doubao App. ② CITIC SEC stated that the performance of the Doubao large model exceeds expectations, reflecting ByteDance's positive feedback from its investment in AI.

cls.cnJan 20 19:02 ET

Verisilicon Microelectronics (Shanghai) Co., Ltd. is expected to incur a loss of 0.613 billion yuan in 2024, with revenue from AI-related IP licensing business accounting for approximately 40%.

① It is estimated that Verisilicon Microelectronics (Shanghai) Co., Ltd. will achieve a revenue of approximately 2.323 billion yuan in 2024, which is basically the same as in 2023; ② In the fourth quarter of 2024, revenue from Verisilicon Microelectronics (Shanghai) Co., Ltd.'s chip design business is expected to increase by approximately 81% year-on-year, and R&D expenses in 2024 are expected to increase by approximately 32% year-on-year.

cls.cnJan 20 10:54 ET

Boe Technology Group is expected to turn a profit in non-recurring net profit for the first time in three years. Can the panel industry maintain its growth trend in 2025? | Interpretations

① Boe Technology Group released its performance forecast for 2024, expecting a positive Net income for the first time in three years; ② The company stated that demand-based production of LCDs, policy incentives, and the continuous growth of OLED shipments are the main reasons for the company's performance growth; ③ Analysts believe that in 2025, LCD production will primarily focus on "controlling production and stabilizing prices," while OLED will continue to penetrate the market.

cls.cnJan 20 10:44 ET