After heavily investing in AI, Kunlun Tech turned from profit to loss last year.
The period of profitability will begin after 2027.
[Data Watch] Electric Power stocks are sought after by various capital sources, as Institutions and speculators join forces to acquire Talkweb Information System.
① Electric Power stocks surged, with Institutions, retail investors, and Algo positions all actively Buying; among them, Sichuan Mingxing Electric Power received over 70 million from one Institution, and Guangdong Shaoneng Group received over 100 million from a top retail investor position. ② The computing power Concept stock Talkweb Information System was bought for 0.138 billion by one Institution, and received a total of over 0.27 billion from two top retail investor positions.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.
In 2024, Hangzhou Arcvideo Technology Co., Ltd. experienced a revenue decline of 7.82%, and new businesses such as Smart Automobile and industrial Satellite are waiting to be scaled up.
① Hangzhou Arcvideo Technology Co., Ltd. achieved a revenue of 0.307 billion yuan in 2024, a year-on-year decrease of 7.82%. The Media and Culture Business accounted for over 60% of the company’s total revenue, generating an income of 0.185 billion yuan, a year-on-year decrease of 26.59%. ② The Industrial and Satellite Business and the Asia Vets connected Autos business saw significant growth compared to the previous year, increasing by 34.58% and 91.11% respectively.
Iflytek Co.,ltd.: Q1 revenue increased by 27.7%, accelerating the commercialization of the Spark large model.
Iflytek Co.,ltd. reported a 27.7% revenue growth in Q1, with key points highlighting the accelerated commercialization of the Spark large model. Financial performance: revenue reached 4.658 billion yuan, a year-on-year increase of 27.74%; net loss was 0.193 billion yuan, a decrease of 35.68% year-on-year; non-recurring net loss was 0.228 billion yuan, a decrease of 48.29% year-on-year. Cash flow improvement: the net cash flow from operating activities was -0.712 billion yuan, an improvement of 48.54% year-on-year. R&D investment: continued to increase the strategic investment in the "Iflytek Spark" large model, with R&D expenses reaching 0.947 billion yuan, a year-on-year increase of 12.4%. Business highlights: the Spark deep reasoning model was released on April 20.