Domestic Semiconductors equipment manufacturers discuss how to break through in the Industry: The prosperity of end terminals like AI is being transmitted to the equipment sector, and tariff policies do not change the opportunities for growth overseas.

① Many semiconductor equipment manufacturers have stated that their product demand in this year's market is driven by growth in AI, 5G, Internet of Things, New energy Fund vehicles, and other emerging applications, leading to a continued rebound in the overall industry situation; ② Despite the intense changes in international trade policies, domestic semiconductor equipment manufacturers remain bullish on growth opportunities in overseas markets, and strengthen cooperation with domestic and foreign peers, customers, suppliers, etc. to jointly mitigate risks.

cls.cnApr 28 23:17 ET

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.'

cls.cnApr 24 09:16 ET

Suzhou Harmontronics Automation Technology incurred a net loss of over 1.1 billion yuan in 2024, with a contraction in Business and impairment of Assets dragging down performance.

① Despite facing significant operational pressure during the reporting period, Suzhou Harmontronics Automation Technology has responded to challenges by focusing on its core Business and optimizing resource allocation. ② In 2024, the sales revenue of the company's top five customers accounted for 54.86%, indicating a high customer concentration, with new entrants among the top five customers including Luxshare Precision Industry, ZF Electric Drive Technology (Shenyang) Co., Ltd., and Sensata.

cls.cnApr 23 23:07 ET

In 2024, Shenzhen Yanmade Technology Inc. achieved a net profit growth of over 40%, with an increase in both shipment volume and revenue from new businesses such as Semiconductors testing equipment.

① Shenzhen Yanmade Technology Inc.'s revenue and net income for the year 2024 are 0.498 billion yuan and 0.096 billion yuan, respectively, showing year-on-year growth of 52.20% and 40.46%; ② The company's new businesses such as semiconductor testing equipment and automotive electronics also contributed a certain share during this reporting period, with both shipments and revenue growing simultaneously.

cls.cnApr 23 22:55 ET

Humanoid robots have already entered factories to work as a structured team, and this field may become one of the first practical applications for Siasun Robot&Automation.

According to media reports, the Walker S1 industrial humanoid robot from Shenzhen UBTECH Technology Co., Ltd. in Guangdong has now officially started working at the ZEEKR 5G smart factory of Geely Autos located in Ningbo's Qianwan New Area, Zhejiang. CITIC SEC's Research Reports indicate that since 2023, there has been an explosive growth in new humanoid robot products both domestically and internationally, and it is expected that industrial manufacturing will become the first scenario for humanoid robots to be implemented.

cls.cnApr 23 20:07 ET

In 2024, Zhongke Weizhi will turn from profit to loss, with a significant decline in gross margin.

In the fiscal year 2024, Zhongke Weizhi achieved revenue of 2.474 billion yuan, a year-on-year increase of 26.42%; the net income attributable to the parent company's shareholders was -0.085 billion yuan, transitioning from profit to loss; affected by market price competition, the annual gross margin of the company's two main businesses - total integrated sorting systems and cross-belt sorting systems decreased by 3.79 percentage points and 3.17 percentage points year-on-year, respectively.

cls.cnApr 22 11:40 ET