Inspur Electronic Information Industry: Q1 revenue surged by 165% to 46.86 billion yuan, with a dramatic increase in demand for AI servers.

Inspur Electronic Information's Q1 revenue surged by 165% to 46.86 billion yuan, driven by a spike in demand for AI servers and a strong expansion of business scale. Key summary points: Financial highlights: First quarter revenue of 46.86 billion yuan, a year-on-year increase of 165.31%; Net income attributable to shareholders of 0.463 billion yuan, a year-on-year increase of 52.78%; Net income excluding non-recurring items of 0.427 billion yuan, a year-on-year increase of 80.76%. Cash flow improvement: Cash flow from operating activities (CFO) was 5.8 billion yuan, reversing from negative to positive compared to the same period last year, with an increase of 265.48%. Business drivers: Significant growth in server sales, strong customer demand, with server business becoming the core growth driver.

wallstreetcnApr 29 08:08 ET

[Data Watch] Electric Power stocks are sought after by various capital sources, as Institutions and speculators join forces to acquire Talkweb Information System.

① Electric Power stocks surged, with Institutions, retail investors, and Algo positions all actively Buying; among them, Sichuan Mingxing Electric Power received over 70 million from one Institution, and Guangdong Shaoneng Group received over 100 million from a top retail investor position. ② The computing power Concept stock Talkweb Information System was bought for 0.138 billion by one Institution, and received a total of over 0.27 billion from two top retail investor positions.

cls.cnApr 25 05:50 ET

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.'

cls.cnApr 24 09:16 ET

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.

cls.cnApr 21 21:29 ET

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.

wallstreetcnApr 21 08:39 ET

The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.

① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.

cls.cnApr 14 19:48 ET