Group 1: Ziguang Guowei - Ziguang Guowei's subsidiary, Shenzhen Guowei Electronics, is expected to see significant revenue and net profit growth in the first half of 2025, with a projected increase of 18%-20% in the analog chip segment, which accounts for 40%-50% of total revenue [1] - The company is optimistic about orders in the special integrated circuit business and has seen growth in switch chip orders, with core control chips and supporting products also experiencing increased demand [1] - The company is focusing on high-end AI and visual perception chips for target recognition and tracking, with a strong order pipeline expected in Q1 2025 [1] Group 2: Feiling Kesi - Feiling Kesi is concentrating on its core business while actively expanding into new products and clients, with major clients including Xinhua San, S Client, and Ruijie Networks, which together account for 96.77% of total revenue [2] - The company has seen a 67% year-on-year increase in data center switch sales and is accelerating its server-related business development [2] - R&D investment reached 71.89 million yuan, representing 9.96% of total revenue, with successful product iterations and upgrades [2]