In 2024, Zhongke Weizhi will turn from profit to loss, with a significant decline in gross margin.
In the fiscal year 2024, Zhongke Weizhi achieved revenue of 2.474 billion yuan, a year-on-year increase of 26.42%; the net income attributable to the parent company's shareholders was -0.085 billion yuan, transitioning from profit to loss; affected by market price competition, the annual gross margin of the company's two main businesses - total integrated sorting systems and cross-belt sorting systems decreased by 3.79 percentage points and 3.17 percentage points year-on-year, respectively.
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.
Affected by increased competition in the photovoltaic film Industry, Ningbo Solartron Technology's net income for 2024 is expected to decrease by 130.85%.
① Ningbo Solartron Technology achieved revenue and Net income of 1.336 billion yuan and -0.029 billion yuan in 2024, respectively; this represents year-on-year growth of 6.62% and a decline of 130.85%; ② Ningbo Solartron Technology stated that the LCD display Industry is still the company's main downstream market. Meanwhile, the demand for Lithium Battery Separators in the New energy Fund and energy storage sectors will continue to rise in 2024.
Demand for Consumer Electronics terminals increases. Huahai Chengke's revenue and net profit both grow in 2024.
① During the reporting period, Huahai Chengke's Orders increased and capacity utilization improved; the company adjusted its product structure, with revenue and profits both growing compared to the same period last year; ② In advanced packaging areas such as QFN, BGA, and FOWLP, overseas brands hold a monopoly position, while domestic brands are still in limited sales or R&D and verification stages.
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.