电子日报：京东切入具身智能领域

Investment Rating - The industry is rated positively, with expectations of overall returns exceeding the CSI 300 Index by more than 5% in the next six months [8]. Core Insights - JD.com has entered the field of embodied intelligence, focusing on home scenarios and has established relevant business departments. The company emphasizes innovation and application in artificial intelligence, automation, and robotics [5]. - The semiconductor industry is expected to benefit from the AI boom, driving overall growth [6]. Market Overview - Today's market performance: Shanghai Composite Index (+0.00%); Shenzhen Composite Index (-0.57%); ChiNext Index (-0.96%); STAR Market 50 (-1.36%); CSI 300 (-0.06%) [3]. - SW Electronics sector performance: - Consumer electronics (-1.44%) - Passive components (+0.42%) - Electronic chemicals III (+0.32%) - Panels (-1.37%) - Optical components (-2.33%) - LED (-0.99%) - Semiconductor materials (-0.71%) - Discrete devices (-0.70%) - Integrated circuit packaging and testing (-1.45%) - Analog chip design (-1.49%) - Consumer electronics components and assembly (-2.08%) - Other electronics III (-1.27%) - Semiconductor equipment (-0.56%) - Digital chip design (-3.07%) - Printed circuit boards (-3.31%) [3]. Company Performance - Huidian Co., Ltd. reported a revenue of 13.342 billion yuan for 2024, a year-on-year increase of 49.26%, with a net profit of 2.587 billion yuan, up 71.05% [3]. - Fudan Microelectronics reported a revenue of 3.590 billion yuan for 2024, a year-on-year increase of 1.53%, but a net profit decline of 20.42% [4]. - Jiuliang Co., Ltd. reported a revenue of 431 million yuan for 2024, a year-on-year decrease of 9.35%, with a net loss of 19 million yuan [4].