Foxconn Industrial Internet: Q1 revenue increased significantly by 35% to 160.4 billion, AI Server Business grew strongly, but Cash flow deteriorated significantly.
In Q1, Foxconn Industrial Internet's revenue surged by 35% to 160.4 billion yuan, with the AI Server business growing rapidly. Cash flow indicates potential supply chain pressure. Key highlights of performance: Foxconn Industrial Internet achieved revenue of 160.415 billion yuan in the first quarter of 2025, an increase of 35.16% year-on-year; Net income was 5.231 billion yuan, a year-on-year increase of 24.99%; EPS was 0.26 yuan, an increase of 23.81% year-on-year. The Cloud Computing sector skyrocketed: Cloud Computing business grew by over 50% year-on-year, with both AI Servers and general-purpose Servers increasing by over 50%, and revenue from Cloud Computing Service clients grew by over 60%. Cash flow significantly weakened: Operation cash flow.
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.'
The growth in production of long-chain nylon materials has led to Orinko Advanced Plastics achieving a net profit increase of over 30% year-on-year in 2024, while gross margin is under pressure.
① During the reporting period, Orinko Advanced Plastics increased its investment in new markets such as smart home, New energy Fund, and Consumer Electronics, with steady growth in revenue in these areas; ② During the reporting period, the revenue from long carbon chain nylon materials increased by 105.39% compared to the previous period, entering a stage of healthy expansion.
Track Hyper | DChain Core: Victory Giant Technology made a huge profit in Q1.
Although NVIDIA is not favored, the core suppliers of DChain are still making a profit.
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.
Who is providing support to the Siasun Robot&Automation half marathon champion? | Focus
① The market generally believes that this event is not only a concentrated demonstration and testing of robotic technology, but also marks a critical point for humanoid robots transitioning from the laboratory to industrialization; ② Obizunlight claims that in the consumer goods industrial sector, humanoid robots have the potential to replace industrial robots and end effectors, especially exhibiting significant advantages in precision operation.