Last year's revenue was nearly 70 billion yuan. Lens Technology plans to accelerate its Global layout this year | Interpretations.

① In 2024, Lens Technology's revenue increased by 28.27% year-on-year, and net income grew by 19.94% year-on-year. ② This year, the company will continue to improve its global production capacity layout, including Southeast Asia and North America.

cls.cnMar 27 21:02 ET

The industry leader issued a price increase notice, and the storage Industry prices and demand are expected to gradually recover.

According to TrendForce, Micron Technology has recently sent a price increase letter to customers, indicating that both the Memory Chip and storage markets have begun to recover, with growth expected by 2025 and 2026. Shengan Securities believes that the supply and demand relationship in the Industry may gradually improve, and Memory Chip prices and demand are expected to gradually rebound.

cls.cnMar 27 19:56 ET

Goertek Inc.'s revenue in 2024 has surpassed 100 billion, with a Net income growth of 144.9%. Q4 Net income decreased by 71.5% quarter-on-quarter | Insights from the Earnings Reports.

In the context of the overall slowdown in growth within the Consumer Electronics Industry, Goertek Inc. delivered an unexpectedly strong performance in its 2024 report, with steady annual revenue growth and a nearly 1.5-fold increase in Net income. Revenue in the fourth quarter reached a record high for the year, but due to increased cost pressures, Net income saw a significant decline quarter-on-quarter. On the 26th, Goertek Inc. released its 2024 performance report, with the following key points: Steady revenue growth: In 2024, revenue reached 100.954 billion yuan, breaking the 100 billion mark for the first time, and growing 2.41% year-on-year; Q4 revenue was 31.308 billion yuan, the highest quarterly revenue for the year. Significant improvement in profitability: Annual Net income.

wallstreetcnMar 26 10:00 ET

Net profit increased by 149%! Espressif Systems saw significant growth in non-intelligent fields last year, and there are major developments in edge chips?

① Espressif Systems achieved revenue of 2.007 billion yuan in 2024, an increase of 40.04% year-on-year; net income attributable to the parent company reached 0.339 billion yuan, up 149.13% year-on-year; comprehensive gross margin rose to 43.91%; ② Espressif Systems stated that the growth is primarily due to the continuous improvement of digital and Asia Vets penetration rates across various industries, as well as the gradual expansion of new potential customers, while the company's product lines and R&D continue to expand.

cls.cnMar 21 10:42 ET

The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.

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cls.cnMar 20 21:27 ET

The display chip industry is approaching a cyclical turning point, and the anticipated synergy from leading consolidation is promising.

① The display chip Industry is experiencing a recovery this year. Recently, Xinxiang Micro announced its acquisition of Aixiasheng, which is expected to be a key signal for the industry to reach a turning point; ② Both companies focus on the display chip field, and the integration effect after the company restructuring is significant; ③ Peking Electronic Control is an important Shareholder of Xinxiang Micro, and in its "chip-screen" ecosystem, the synergistic effects between Xinxiang Micro and related parties such as Yandong Micro and JD.com will also be stimulated, becoming an important driving force for the industry's recovery.

cls.cnMar 16 20:38 ET