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.
Iflytek Co.,ltd.: Q1 revenue increased by 27.7%, accelerating the commercialization of the Spark large model.
Iflytek Co.,ltd.'s Q1 revenue grew by 27.7%, with the commercialization of the Spark large model accelerating. Key points include financial performance: revenue of 4.658 billion yuan, a year-on-year increase of 27.74%; net loss of 0.193 billion yuan, a year-on-year narrowing of 35.68%; non-GAAP net loss of 0.228 billion yuan, a year-on-year narrowing of 48.29%. Cash flow improved: the net cash flow from operating activities was -0.712 billion yuan, a year-on-year improvement of 48.54%. R&D investment: continued to increase investment in the "Iflytek Spark" large model strategy, with R&D expenses reaching 0.947 billion yuan, a year-on-year increase of 12.4%. Business highlights: on April 20, the Spark Deep Reasoning Model was released.
Zhejiang Huace Film & TV Q1 performance rebounds, television drama market warms up | Interpretations
① Zhejiang Huace Film & TV's profits in 2024 are expected to decline by double digits, while Q1 2025 profits will achieve a triple-digit year-on-year growth; ② Zhejiang Huace Film & TV stated that the increase in Q1 revenue is mainly due to the company's current period television series sales scale increasing compared to the same period last year; ③ The company is developing a large model for the vertical field of film and television, with the 'National Color' large model being filed in January 2025.
Chinese e-commerce apps dominate the USA iOS app store, with the e-commerce Sector expected to ride the wave.
The Chinese cross-border e-commerce application DHgate has significantly improved its ranking in the overall free charts of the App Store in the USA. As of now, the top three e-commerce applications in the US iOS App Store are all Chinese apps, with DHgate in first place, Taobao in second, and SHEIN in third.