In 2024, Shanghai Bright Power Semiconductor Co., Ltd. reduced its net profit attributable to the parent company by 60% due to price competition leading to a decline in Led & Optoelectronics chip revenue.

① Shanghai Bright Power Semiconductor Co., Ltd. achieved a sales revenue of 1.504 billion yuan in 2024, an increase of 15.38% compared to the previous year, but the Net income attributable to the parent company decreased by 63.78% year-on-year; ② The AC/DC power chip serves as the second growth curve for Shanghai Bright Power Semiconductor Co., Ltd., with revenue increasing by 39.64% year-on-year, while the revenue growth for Electric Machine control driver chips and high-performance computing power chips reached 95.67% and 1402.25%, respectively.

cls.cn12:01 ET

Guangdong promotes legislation in the AI and Siasun Robot&Automation sectors, with ongoing policy support for the Industry.

① The General Office of the People's Government of Guangdong Province issued several policy measures to promote the innovative development of the AI and Siasun Robot&Automation industries. It mentions that legislation in the fields of AI and Siasun Robot&Automation should be accelerated to provide institutional safeguards for the development of the AI and Siasun Robot&Automation industries. ② Deutsche Bank believes that humanoid robots will experience large-scale production and widespread application in the next decade. By 2035, the market size for humanoid robots is expected to reach 75 billion dollars.

cls.cnMar 10 19:56 ET

Well-known manufacturers are raising prices. Institutions are Bullish on the recovery of the storage Industry cycle.

① Recently, SanDisk, a globally renowned Memory Chip manufacturer, sent a price increase notice to its customers, stating that it will raise prices for its products starting April 1, with an overall increase of more than 10%. ② A Research Report from CITIC SEC pointed out that as the impact of original manufacturers' production control becomes evident and industry inventory gradually gets digested, the demand driven by AI is expected to increase, and mainstream NAND Flash prices are likely to rise in the second quarter of 2025.

cls.cnMar 10 19:56 ET

The integration of the Semiconductors equipment Industry is accelerating again! NAURA Technology Group plans to take control of Kingsemi Co., Ltd. | Quick Announcement

① NAURA Technology Group plans to acquire a 9.49% shareholding in Kingsemi Co., Ltd., and will continue to increase its shareholding in Kingsemi Co., Ltd. to gain control; ② A week ago, the actual controller of NAURA Technology Group, Electronic Control from Peking, announced plans to purchase the control of Aicelife; ③ Industry insiders indicate that mergers and acquisitions in the domestic Semiconductors field are highly active, and the integration of the Industry Chain optimizes resource allocation while also promoting the development of new technologies and accelerating breakthroughs in choke points.

cls.cnMar 10 11:19 ET

It is indeed a "policy year" for Siasun Robot&Automation! Guangdong plans to promote industrial innovation and development in 12 areas.

① Recently, policies on embodied intelligent robots have significantly gained momentum: the government work report mentioned embodied intelligence for the first time, and relevant policies have been introduced in Shenzhen, Peking, and other places. ② Brokerages point out that 2025 will be the policy year for humanoid robots in China, and local governments are expected to become the main purchasers and driving forces in the humanoid robot industry. ③ In A-shares, related companies in the Industry Chain of robots from Guangdong, Shanghai, Jiangsu, Anhui, Chongqing, and Peking include these >>

cls.cnMar 10 09:24 ET

Star Evening News | NAURA Technology Group plans to acquire 9.49% of Kingsemi Co., Ltd.'s shares. Jiangsu Jingyuan Environmental Protection Co.,Ltd. states that the proportion of Cloud Computing related Business is relatively small.

Today's Star evening report mainly includes: ByteDance responds to the rumor of "placing an order of 1 billion yuan with Cambricon": the news is false; Xinke Mobile: Deputy General Manager Sun Shaohui resigns due to job changes; Shen Keda: The concerted action agreement of the actual controller will not be renewed upon expiration.

cls.cnMar 10 09:02 ET