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

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.

cls.cnJan 20 20:06 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

In 2024, the largest loss since going public was encountered, with Costar Group losing 0.8 billion over three years丨Interpretations.

① Costar Group will experience losses for three consecutive years; ② the total loss is approximately 0.8 billion yuan.

cls.cnJan 17 10:56 ET

The investigation authorities will legally initiate an investigation into the import of American chips, and the process of Semiconductors localization is expected to accelerate.

On January 16, during a press conference, the Ministry of Commerce stated that American companies' low stock price exports of related mature process chip products to China will be reviewed by the investigating authorities in accordance with relevant Chinese laws and regulations, following WTO rules, and an investigation will be initiated in accordance with the law. Research reports from Minsheng Securities point out that the urgent need for self-controllable demand in the core links of Semiconductors, and domestic manufacturers that continue to make breakthroughs in advanced manufacturing will usher in significant development opportunities.

cls.cnJan 16 19:20 ET

The fair value changes of the invested enterprises are expected to drag Pci Technology Group's net loss to over 100 million last year | Interpretations

① Pci Technology Group is expected to turn positive in terms of non-recurring profit last year, and the company's fundamentals have seen some improvement. ② However, due to the impact of fair value fluctuations from CloudWalk Technology and others, Pci Technology Group expects a net loss for the entire year. ③ Pci Technology Group has frequently sold shares of CloudWalk Technology, stating that the shareholding will not affect the cooperation between the two parties.

cls.cnJan 16 10:43 ET