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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.
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.
Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.
① According to media reports, recently, Professor Gong Wei, a member of the Provincial Political Consultative Conference and Vice President of Wuhan University, introduced to reporters that the Tianwen project is moving from the laboratory to the production line, with plans for mass production in 2025. ② Cui Yan from Minsheng Securities analyzed that the technology of humanoid robots is evolving rapidly, with the industrial trend continuously strengthening, and the long-term potential consistently expanding, remaining bullish on investment opportunities in the humanoid robot sector.
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.
Dongpeng Beverage is expected to earn over 3 billion yuan last year. Is the "dependency on flagship products" alleviated? | Interpretations
① Dongpeng Beverage expects its net income in 2024 to increase by at least over 50% year-on-year, reaching 3.15 billion yuan, which will be a new high since its listing in 2021. ② According to a reporter from the Financial Association, the revenue share of the company's core L product "Dongpeng Special Drink" fell below 90% for the first time in Q1 2024.
Another major investment is made, Sichuan Chuantou Energy plans to invest over 8 billion yuan to build a pumped storage power station in Hubei | Quick read announcement.
① Sichuan Chuantou Energy plans to invest nearly 8.2 billion yuan to build the Yuanan pumped storage hydropower station in Hubei; ② The company announced last October a plan to increase its investment in the Yalong River hydropower project by 7.2 billion yuan.
Under the new accounting standards, performance fluctuations have increased! New China Life Insurance turned a loss into profit year-on-year in the fourth quarter of last year, but performance dropped sharply compared to the previous quarter.
①The net income for 2024 is expected to increase from 23.958 billion yuan to 25.7 billion yuan, a year-on-year growth of 175% to 195%; ②In the first three quarters of 2024, New China Life Insurance's investment income and fair value change income totaled 47.119 billion yuan; ③With the recovery of the capital markets and the increase in the proportion of equity asset allocation, New China Life Insurance's investment returns have surged.
An new low in eighteen years! Tonghua Dongbao Pharmaceutical expects last year's net income to decline by more than 90% year-on-year, and Q4 performance may not meet expectations | Interpretations
① Affected by the decline in sales revenue due to product price reductions, as well as the termination of research and development projects, Tonghua Dongbao Pharmaceutical expects that its net income attributable to the parent for 2024 will decrease by more than 90% year-on-year. ② Compared to Q4, net income saw a decline quarter-on-quarter, and may not have met the company's previous expectations.
Is the industry leader also under pressure? Poly Developments and Holdings Group's performance declines in 2024, initiating structural adjustments.
Poly Developments and Holdings Group recently announced adjustments to its organizational structure, mainly involving the merger of regional companies and personnel changes; before and after this restructuring by Poly Developments and Holdings Group, it coincides with the announcement of a decline in revenue and net profit for 2024.
[Data Watch] Renowned capital with over 100 million yuan aggressively invests in Shenzhen Woer Heat-shrinkable Material, with Zhejiang XCC Group being jointly bought by two Algo seats.
① The Copper cable high-speed connection concept stock Shenzhen Woer Heat-shrinkable Material received a Buy of 0.125 billion from the Dalian Huanghe Road office of Galaxy Securities. ② The Robot Concept stock Zhejiang XCC Group received a total Buy of over 0.2 billion from two Algo seats.
The planned total investment amount is 5.5 billion yuan. Jchx Mining Management Longxi Copper Mine announces a plan to double production | Quick read announcement.
① The Longxi Copper Mine, acquired by Jchx Mining Management four years ago, may see a doubling in production; ② An investment of 5.5 billion yuan is made to develop the East Mining Area; ③ After reaching full capacity in the East Mining Area, the total output of the mine is expected to reach 0.1 million tons per year.
National Silicon Industry Group is expected to make a loss of up to 1 billion yuan in 2024, with the construction of the 300mm silicon wafer capacity upgrade project underway.
① With the rapid development of emerging technologies such as 5G, AI, and the Internet of Things, the demand for semiconductor chips continues to grow, driving an increase in the demand for semiconductor wafers. ② National Silicon Industry Group states that the global semiconductor market scale has significantly grown by 19%, but the market recovery from downstream to upstream requires a certain period, coupled with the industry's high inventory levels, leading to the semiconductor wafer market recovery not meeting expectations.
Another 20 companies added this week! Zhejiang Huayou Cobalt and several other stocks have disclosed shareholding repurchase and loan plans, a list of related A-shares is provided.
① The number of A-share listed companies receiving special loan support continues to expand. According to incomplete Statistics, as of this report, 20 listed companies have disclosed information regarding share repurchase and increased shareholding related to re-loaning this week (attached table); ② Zhejiang Huayou Cobalt has the highest amount of special loan funds, with a loan of 0.36 billion yuan.
Intense competition has led to continuous losses for Nanjing Panda Electronics, and jiegoutiaozheng of the Business structure still needs to break through. | Interpretations
1. Nanjing Panda Electronics expects a net income of approximately -0.22 billion yuan to -0.15 billion yuan in 2024, experiencing losses for two consecutive years, but the loss amount has narrowed compared to last year; 2. The company states that the Intelligent Manufacturing business and the power and communication business are facing intense competition in the current market, leading to a decrease in revenue and gross profit; 3. Despite the company's active adjustments to its business structure, the long transition period for market transformation has resulted in disappointing new customer expansion.
Tongwei Co.,Ltd had a net loss of up to 7.5 billion last year, and Liu Hanyuan faced the "first loss in 42 years of entrepreneurship" | Interpretations
① The company's Q4 loss amounts to 3.027 billion-3.527 billion yuan, marking five consecutive quarters of Net income losses since the fourth quarter of 2023; ② After two silicon material companies announced the gradual initiation of phased production reductions and maintenance on their high-purity polysilicon production lines, polysilicon prices have risen for several consecutive weeks, and the Industry prices are expected to recover to reasonable levels.
High concentration of clients and delays in demand planning adjustments. China Spacesat expects net profit to decrease by about 80% in 2024 | Interpretations
① China Spacesat's performance in 2024 is under pressure, with a net income expected to decrease by about 80% year-on-year; ② mainly affected by factors such as high customer concentration and delays in demand planning adjustments.
The continuous growth trend may be broken; Oppein Home Group Inc. is expected to downgrade its profit forecast by up to 15% | Interpretations
① Oppein Home Group Inc. expects to achieve a Net income of 2.58 billion to -2.884 billion yuan in 2024, a year-on-year decrease of 5% to 15%, which means that the company's annual Net income growth trend for several consecutive years may be broken; ② Industry insiders expect that the overall Operation efficiency of the home furnishing Industry will face further decline.
Hoyuan Green Energy forecasts its first loss for the 2024 annual report and plans to sell silicon material assets to 'weather the winter' | Interpretations
① The company expects to incur losses in 2024, with the loss amounting to between 2.5 billion and 2.7 billion yuan, and the loss in Q4 ranging from 0.87 billion to -1.07 billion yuan, which is an increase compared to Q3; ② The reduction in Global Strategy has also become an important means to reduce losses, and the company plans to sell its silicon material Assets to minimize subsequent losses.
The semiconductor material manufacturer Xinyi Technology has started the A-share IPO counseling, with Tuojing Technology and Advanced Micro-Fabrication Equipment Inc. China both investing.
① Xinmi Technology has completed the listing counseling filing and intends to go public on the A-shares, with Sinolink serving as the counseling institution; ② The strategic financing completed by Xinmi Technology in May 2023 was jointly invested by the leading domestic film deposition equipment company Tuojing Technology and the leading company in the Semiconductors etching equipment, Advanced Micro-Fabrication Equipment Inc. China.
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