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Weiguang Co., Ltd.: Report for the first quarter of 2025
Hangzhou Weiguang Electronic (002801.SZ): The net income for the first quarter is 86.9468 million yuan, a year-on-year increase of 19.39%.
Gelonghui, April 28th丨Hangzhou Weiguang Electronic (002801.SZ) announced its Q1 2025 report, with revenue of 0.356 billion yuan, an increase of 12.69% year-on-year; Net income attributable to shareholders of the listed company was 86.9468 million yuan, up 19.39% year-on-year; net income attributable to shareholders of the listed company after deducting non-recurring gains and losses was 73.9836 million yuan, an increase of 2.64% year-on-year; and EPS was 0.38 yuan.
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.
Hangzhou Weiguang Electronic Co.,Ltd. (SZSE:002801) Looks Inexpensive After Falling 26% But Perhaps Not Attractive Enough
Zhongtai Securities: Multiple resonances from policy, industry, and technology will usher in the era of mass production of Siasun Robot&Automation in 2025.
Zhongtai released a Research Reports stating that in terms of policy, "embodied intelligence" has been included in the government work report for the first time, with a high level of importance placed on the strategic level.
Hangzhou Weiguang Electronic Co.,Ltd.'s (SZSE:002801) Price Is Right But Growth Is Lacking After Shares Rocket 29%