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.

cls.cnJan 20 10:54 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

Last year, projected losses exceeded 1.1 billion yuan, and under pressure, Perfect World is seeking transformation by "slimming down". | Interpretations

① Both the gaming and film industries are under pressure, and Perfect World is facing a difficult time, with a projected loss exceeding 1.1 billion yuan last year. ② The company is actively "streamlining" and transforming to seek new opportunities, planning to make provisions for impairment of various Assets exceeding 0.65 billion yuan in 2024. ③ It is reported that the first 30 days of revenue from "Zhu Xian World" exceeded 0.4 billion yuan, and the related performance contribution will be gradually released in subsequent reporting periods.

cls.cnJan 17 20:57 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 Doubao platform has launched a new AI programming feature, and the AI + low-code platform is expected to open up growth potential.

① The Doubao official WeChat account shows that the Doubao desktop and web versions have launched new AI programming features. ② Lyu Wei from Minsheng Securities stated that from 2021 to 2025, there will be an addition of 0.5 billion applications globally, and by 2024, 65% of applications worldwide will be developed using low-code platform models.

cls.cnJan 16 19:20 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