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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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.
Iflytek Co.,ltd.: Q1 revenue increased by 27.7%, accelerating the commercialization of the Spark large model.
Iflytek Co.,ltd. reported a 27.7% revenue growth in Q1, with key points highlighting the accelerated commercialization of the Spark large model. Financial performance: revenue reached 4.658 billion yuan, a year-on-year increase of 27.74%; net loss was 0.193 billion yuan, a decrease of 35.68% year-on-year; non-recurring net loss was 0.228 billion yuan, a decrease of 48.29% year-on-year. Cash flow improvement: the net cash flow from operating activities was -0.712 billion yuan, an improvement of 48.54% year-on-year. R&D investment: continued to increase the strategic investment in the "Iflytek Spark" large model, with R&D expenses reaching 0.947 billion yuan, a year-on-year increase of 12.4%. Business highlights: the Spark deep reasoning model was released on April 20.
Goertek Inc.: In the first quarter, Net income increased by 23.53% year-on-year, and research and development investment rose significantly by 32.83%.
Goertek Inc. Q1 report: Net income increased by 23.53% year-on-year, R&D investment significantly increased by 32.83%. Key highlights: Financial performance: Goertek Inc.'s revenue for Q1 2025 was 16.205 billion yuan, a year-on-year decrease of 15.57%; net income was 0.469 billion yuan, a year-on-year increase of 23.53%; net income excluding non-recurring items was 0.292 billion yuan, an increase of 6.09% year-on-year. Profitability improvement: Despite the decline in revenue, profitability has significantly improved, with EPS of 0.14 yuan, an increase of 27.27% year-on-year. Increased R&D investment: R&D expenses reached 1.096 billion yuan, a substantial year-on-year increase of 32.83%.