Special Treat Huato's 2024 performance is expected to increase by up to three times. 'Endless Winter' sets a new high for revenue in the same category of games | Interpretations
① The gaming Business is experiencing rapid growth, and Special Treat HuTong expects to achieve a net income of 1.6 billion to -2.3 billion yuan in 2024, a year-on-year increase of 205% to 338%; ② The popularity of "Endless Winter" and "Whiteout Survival" is at the core of the company's performance growth, with both generating new revenue highs for the category; ③ The company's two large computing power centers are accelerating construction.
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.
The NVIDIA Siasun Robot&Automation Business team visited the Peking National Center to accelerate the commercialization of AI robots.
Recently, the Vice President of NVIDIA's Siasun Robot&Automation Business, Deepu Talla, visited the National Local Co-construction Embodied Intelligence Robot Innovation Center. Deepu Talla stated that further deepening of cooperation between the two parties will be promoted in 2025.
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.
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.
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.