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.
The training tool for Siasun Robot&Automation is here! The embodied intelligence simulation platform "Ge Wu" is officially released.
① It is reported that "Ge Wu" integrates advanced reinforcement learning frameworks and multimodal motion control technology. ② Professor Ye Linqi, an open-source contributor to the "Ge Wu" platform, believes that future embodied intelligence needs to meet the most basic survival needs. ③ Brokerage firms believe that the second half of 2025 will be a stage for the rapid advancement of humanoid robot commercialization.
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.
Track the entire lifecycle of the main Sector.
Star Evening Report | The Grand Fund intends to Shareholding Debang Technology, Yunlu Co., Ltd. issues an unusual announcement.
① Huаrui Precision has provided some tool product samples to Yushu Technology; ② Autel Intelligent Technology Corp.,Ltd. is accelerating the research and development of humanoid robots and recruiting for multiple key positions; ③ Chengdu Huawi has signed a Global Strategy cooperation agreement with Bodily Technology.
Weice Technology plans to invest 1.3 billion in high-end chip testing projects. The company responded: Based on customer demand and positive expectations.
① In terms of capacity utilization rate, in the fourth quarter of last year, the company's high-end machine capacity utilization rate reached over 90%. ② A person from the company secretary's office stated that recently, automotive-grade chips have become one of the most prominent types of growth for the company, with a continuous increase in revenue share.
The market size of Silicon Carbide devices will grow rapidly driven by New energy Fund, photovoltaic energy storage, and Datacenter.
On March 18, Ansem announced via its official WeChat account the launch of its first generation of SPM 31 intelligent power module (IPM) series based on 1200V Silicon Carbide (SiC) Metal Oxide Semiconductor Field Effect Transistor (MOSFET). Everbright pointed out that thanks to the drive from New energy Fund, photovoltaics, Datacenter, and other sectors, the market scale for Silicon Carbide devices will grow rapidly.