Express delivery volume and prices have fallen again! YTO's "Number One Project" achieves cost reduction and profit increase for its outlets | Company research.
①Reporters have learned from visits that YTO's Baode Road branch in Jing'an District has turned losses into profits with the support of the 'Number One Project', with a 40% year-on-year increase in volume. ② The branch has reduced costs and increased profits, improved stability, and can avoid risks of supply chain interruption, which is beneficial for YTO to enhance the overall stability of the supply chain. ③ Industry insiders believe that under the scale effect, costs have decreased, and single-ticket revenue has also decreased. Value-added services may support unit prices.
Gross margin declined and R&D investment increased, Thunder Software Technology's H1 net profit decreased more than 70% year-on-year | Interpretation of financial report
In H1 2024, Thunder Software Technology achieved revenue of 2.401 billion yuan, a year-on-year decrease of 3.39%; net income attributable to shareholders of 0.104 billion yuan, a year-on-year decrease of 73.1%. Due to the long acceptance cycle of the car manufacturers and the untimely shipment of some models, the growth rate of the smart automobile business has slowed down. The company stated that it will continue to expand into the global market and invest in innovative applications.
In the first half of the year, the net income of SWEI increased by more than 50%, and the growth of non-clothing trinket categories accelerated. | Interpretations of Financial Report
① In the first half of the year, Saivetime's revenue and net profit both doubled; ② On the channel side, the growth rate of emerging platforms is significant; ③ The company responded to the rise in sea freight prices by accumulating premiums and connecting to Amazon's first-mile service.
Zhejiang Dahua Technology's H1 net profit declined for the first time, and overseas revenue exceeded domestic revenue for the first time.|Interpretation of financial report
1. Zhejiang Dahua Technology achieved a net income of 1.81 billion yuan in the first half of the year, a year-on-year decrease of 8.42%; 2. Overseas income increased by 9.08% year-on-year, accounting for 50.35% of the revenue; 3. The gross margin of smart IoT products and solutions, as well as innovative business, all decreased year-on-year.
Apple is stepping up the development of household robots. The development of the robot industry is entering an accelerated period.
According to media reports, Apple's R&D team is intensively developing a household robot that combines iPads and robotic arms, with the project codenamed J595. The innovation aims to create a product that combines smart home control and video conferencing functions. Zhonghang Securities estimated that the accumulated demand for humanoid robots in 2030 is expected to reach about 2 million units, corresponding to a market space of about 570 billion yuan.
Legendary ending! Tan Xuguang, 63-year-old director of Weichai Power, retires.
On the evening of August 12, Weichai Power announced that Tan Xuguang retired due to age, who was once famous for his iron-fisted reforms. Now, Shandong Heavy Industry's chairman and general manager, as well as the chairman of Weichai Power, are replaced by Man Shengang, Wang Zhijian, and Ma Changhai, respectively.