Aiwei Electronics: AI edge drives demand growth, tariff storm accelerates localization efforts | Directly covering the Earnings Conference.

① The company's independently developed 4×80W automotive-grade digital audio amplifier products, 15V flagship digital audio amplifier products, medium power digital audio amplifier products, and automotive-grade ambient light driver chip products have successfully begun mass production; ② Sun Hongjun stated that the USA's "reciprocal tariffs" will accelerate the process of domestic substitution, and the company's three major categories of high-performance analog-digital mixed signal, power management, and signal chain products can play an important role in domestic substitution.

cls.cnApr 17 07:08 ET

The "Origin Certification" accelerates the localization of Semiconductors, with Analog Chips leading the breakthrough; the leading stocks have surged nearly 30% this week.

①HTSC pointed out that as demand from clients in the Autos, Industry and other sectors gradually recovers, the Analog Chip Industry is entering a stage of mergers and acquisitions; ②Tianfeng believes that the Analog Chip, due to its characteristics of 'narrowing technology gap + low domestic production rate', has become a core breakthrough direction.

cls.cnApr 17 03:18 ET

Guangzhou Fangbang Electronics incurred losses again in 2024, but new progress has been made in product development and certification.

① According to financial data, the company has been in continuous loss for three years. Its net income for 2022 and 2023 were -68.02 million yuan and -68.67 million yuan respectively; ② Regarding the main reasons for the performance changes, Guangzhou Fangbang Electronics stated that it is mainly due to an increase in the sales volume of shielding films in 2024 compared to the previous year, but due to the overall cost reduction in the Industry Chain and intensified competition, the sales price of its shielding films has slightly decreased.

cls.cnApr 16 21:11 ET

Beijing Roborock Technology: will accelerate the expansion of markets in Europe, Asia Pacific, and other regions to increase domestic sales scale | Directly addressing the Earnings Conference.

① Beijing Roborock Technology held a performance briefing for 2024, addressing USA tariffs, AI Global Strategy, and overseas expansion, stating that the Vietnam factory will maintain shipments. ② The company's revenue has exceeded 10 billion for the first time, while Net income has declined year-on-year.

cls.cnApr 16 08:46 ET

Track Hyper | How are Rockchip Electronics' performances in 2024 and Q1 2025?

In 2024, revenue reached a new high, and net profit increased 3.4 times year-on-year; the non-GAAP net profit in Q1 this year increased over 200% year-on-year.

wallstreetcnApr 16 05:52 ET

The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.

① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.

cls.cnApr 14 19:48 ET