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Lens Technology (300433): A diverse stance entering the AI era, with strong performance growth momentum.
Event: On April 17, Lens Technology released the first quarter report for 2025. During the reporting period, the company achieved revenue of 17.063 billion yuan, a year-on-year increase of +10.10%; the net income attributable to the parent company reached 0.429 billion yuan, year-on-year increase.
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.'
Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
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Express News | By the end of the first quarter, the social security Fund appeared in the top ten circulating shareholders of 113 stocks.
Lens Technology (300433): Profits have significantly increased year-on-year, entering a phase of coordinated growth in diverse business operations.
In 2024, Lens Technology achieved a revenue of 69.897 billion yuan (year-on-year +28.27%) and a net profit attributable to shareholders of 3.624 billion yuan (year-on-year +19.94%). The annual income exceeded our previous expectations (681.95
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.