SIASUN(SZ:300024) Guan Cha Zhe Wang·2025-04-24 01:03Group 1: Intel's Layoff Plan - Intel plans to announce a layoff of over 20%, marking the largest organizational adjustment since its establishment in 1968 [1] - The layoff will affect more than 21,800 employees, based on a total workforce of 108,900 by the end of 2024 [1] - This decision is driven by Intel's deteriorating financial performance, with a projected revenue of $53.1 billion for 2024, a 2% year-on-year decline, and a 60% drop in stock price [1] Group 2: EU Fines for Apple and Meta - The European Commission has imposed fines of €500 million on Apple and €200 million on Meta for violating the Digital Markets Act (DMA) [2] - Apple was penalized for not allowing app developers to direct users to purchase products outside its App Store, while Meta's business model on Instagram and Facebook was also found to be in violation [2] Group 3: Tesla's Developments - Tesla's CEO Elon Musk announced plans for a Robotaxi fleet consisting of Model Y vehicles, with full self-driving (FSD) expected to expand to several cities later this year [4] - Musk highlighted that Chinese users are the most demanding regarding FSD, pushing the technology to its limits [4] - Tesla aims to produce 5,000 units of its humanoid robot, Optimus, by the end of the year, although production will face challenges due to reliance on components from China [4] Group 4: New Developments in Robotics - Yush Robot will participate in the first Embodied Intelligent Robot Games, showcasing its capabilities alongside other companies [3] - Changzhou Laimu Technology, founded by former executives from Yunji, has completed a multi-million Pre-A round of financing to support the production of lawn-mowing robots [6] Group 5: New Standards in Intelligent Manufacturing - The Ministry of Industry and Information Technology has released a new guide for the national intelligent manufacturing standard system, aiming to revise over 100 national and industry standards by 2026 [5] - The guide emphasizes the integration of artificial intelligence with manufacturing, introducing new standards for industrial software and smart equipment [5] Group 6: Meituan's Drone Operations - Meituan's self-developed fourth-generation drone has received approval from the Civil Aviation Administration, allowing nationwide logistics operations [11] - By the end of 2024, Meituan's drone network will have established 53 routes and completed over 450,000 deliveries [11] Group 7: CATL's New Electric Vehicle Models - CATL has announced a strategic partnership with GAC Group and launched 10 new models featuring its "Chocolate" battery swap technology [9] - The battery swap network is set to expand to 30 cities with 1,000 stations by the end of the year [9] Group 8: Transsion Holdings' Financial Performance - Transsion Holdings reported a revenue of 68.715 billion yuan for 2024, a 10.31% increase year-on-year, with a net profit of 5.549 billion yuan, reflecting a 0.22% growth [13] - The company plans to distribute a cash dividend of 15 yuan per 10 shares to its shareholders [13] Group 9: Nintendo's Switch 2 Demand - Nintendo reported overwhelming demand for its upcoming Switch 2 in Japan, with 2.2 million applications for a lottery sales system [15] - The company is prioritizing frequent players and existing subscribers for the pre-sale of the new console [15]