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

Star Evening News | Baiwei Storage expects to turn losses into profits in 2024. Aisen Co., Ltd. and Fumiao Technology will be suspended from trading tomorrow.

① The Ministry of Commerce responds to the U.S. hope of owning 50% of TikTok's shares; ② The Dutch Prime Minister indicates that export policies to China should be decided independently; ③ ByteDance launches a long-term research project on AGI codenamed SEED Edge.

cls.cnJan 23 08:04 ET

Trading will be suspended starting tomorrow! Aisen Co. plans to acquire the controlling stake of Banue New Materials, with the symbol being an OLED materials and photoresist manufacturer.

① Aisen Co., Ltd. is planning to acquire control of Bano New Materials through the issuance of shares and cash payments; Bano New Materials is a company specializing in organic optoelectronic materials and photoresist electronic Chemicals. ② Aisen Co., Ltd. has been making frequent external investments recently. It announced in October 2024 its intention to acquire 80% of Malaysia's INOFINE for 14 million Malaysian Ringgit. It announced on the evening of January 2, 2025, that this acquisition has been completed.

cls.cnJan 23 07:59 ET

Baiwei Storage expects to turn profitable in 2024. The net profit attributable to shareholders is below expectations due to share-based payments. Revenue from Smart Clothing storage products has increased significantly.

① Baiwei Storage expects to achieve revenue of 6.5 billion to 7 billion yuan in 2024, representing a year-on-year growth of 81.02% to 94.95%, with a net income of 0.16 billion to 0.2 billion yuan; ② Baiwei Storage stated that the recovery of the storage Industry, and in 2025, the growth of AI glasses and in-depth collaboration with key clients will drive the continued growth of the company's Smart Clothing storage Business.

cls.cnJan 23 07:54 ET

Key technologies in quantum computing continue to make breakthroughs, and Institutions recommend focusing on opportunities in the related industry chain.

On January 21, Honeywell's quantum computing company Quantinuum announced plans to establish a cutting-edge R&D center in New Mexico, USA, which will focus on photonic technology. Zheshang pointed out that, from the perspective of the Industry Chain, opportunities in quantum chips, dilution refrigerators, and other Industry Chain segments should be given special attention.

cls.cnJan 22 19:06 ET

Montage Technology's net profit for 2024 is expected to increase by over 200%. In Q4, multiple data points hit record highs, driven by the AI boom, leading to new product shipments.

Montage Technology expects to achieve a net income of 1.378 billion to 1.438 billion yuan for the fiscal year 2024, representing year-on-year growth of 205.62% to 218.93%; The company announced the launch of its latest developed PCIe 6.x/CXL 3.x Retimer chip, which has been successfully delivered to customers for sampling.

cls.cnJan 22 10:01 ET