Sold again! Performance continues to be affected by investment gains, Pci Technology Group sells its equity in CloudWalk Technology once more | Quick Read of the Announcement.
① Since May 30, 2023, Pci Technology Group has announced the disposal of its equity in Cloudwalk Technology four times, having sold approximately 39.1843 million shares in total so far; ② The stock price of Cloudwalk Technology has continued to be sluggish since it reached a peak of 42.10 yuan per share in April 2023, with today's closing price at 14.15 yuan per share, long facing the challenge of "delisting".
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%, with new businesses such as Smart Automobile and industrial Satellite 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.
The first among the "AI Six Tigers": Zhipu has started listing guidance and just received state-owned investment from three regions in March.
On April 14, Zhipu completed the counseling filing with the Peking Securities Regulatory Bureau, with China International Capital Corporation serving as the counseling institution. The company's shareholders include Dachen Venture Capital, Lingyun Optics, Meituan, Tencent Investment, etc.; in March of this year, the company consecutively secured investments from state-owned assets in Chengdu, Hangzhou, and Zhuhai, totaling over 1.8 billion yuan.
The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.