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首个芯片设计企业业绩预告出炉,泰凌微(688591.SH)上半年归母净利已超24年全年
Xin Lang Cai Jing· 2025-06-25 03:15
二季度已临近尾声,A股上市公司已经陆续开始披露半年度业绩预告。Choice金融终端数据显示,截至 6月24日晚间,A股共有21家上市公司对外披露了2025年半年度的业绩预告,范围涵盖多家行业龙头公 司。 科创板层面,至撰稿时已有影石创新、甬矽电子、圣诺生物、广大特材、泰凌微、达梦数据、京仪装 备、青达环保8家企业披露了业绩预告。值得注意的是,泰凌微是今年首家披露业绩预告的芯片设计企 业。 一季度高增长水平得以延续 上半年利润已超去年全年 今年3月下旬,泰凌微凭借"历史最好一季度表现"和一系列超预期的基本面数据表现引发市场追捧,从 此次半年度预告中可见,今年一季度的优异表现和高增速在二季度得到了延续,业绩处于成长期的逻辑 进一步巩固。 具体来看,预计2025年半年度实现营业收入5.03亿元左右,同比增加37%左右;归母净利润9900万元左 右,增幅267%左右;归母扣非净利润9500万元左右,增幅265%左右,若剔除本期计提的约2200万的股 份支付费用以及相关所得税的影响,则净利润可以来到约1.19亿元的规模。 无论是否剔除该部分的影响,上半年扣非前后归母净利润均已经超过了2024年全年的水平。 报告期里,各 ...
チャリティじゃなく、チャンスを | Tatsuo Yamashita | TEDxAPU
TEDx Talks· 2025-06-24 16:50
「障がいが重すぎるから、養護学校にも入れない」そんな理不尽な現実に立たされた少年が、出会いと挑戦を通じて理事長となり、今では1,000人を超える障がいのある人たちの雇用を支える存在に。 人生を変えたのは、人との出会い。そして、自らもその“出会い”になろうと歩み続けた道のり。このトークでは、障がい、挫折、葛藤を超えてきた山下さんが、「No Charity, but a Chance(保護ではなく、機会を)」という太陽の家の理念のもと、希望と行動の大切さを語ります。 できない理由ではなく、“できる方法”を探す。誰もが社会の一員として輝ける未来へ。それは、あなたの出会いから始まるかもしれません。 At the age of one, he developed polio due to persistent high fever, and became wheelchair-bound. In 1984, he joined Mitsubishi Corporation Taiyo Co., Ltd., an IT company, and became its president and CEO in 2014 a ...
Blues Welcomes Silicon Valley Veteran Ian Small as CEO to Deepen Customer Focus and Drive Expansion
Prnewswire· 2025-06-24 10:00
BOSTON, June 24, 2025 /PRNewswire/ -- Blues, a leader in IoT connectivity solutions, today announced that former Evernote Chief Executive Officer (CEO) Ian Small has joined the company as CEO. Small, who has more than 30 years of technology-industry experience, brings deep operational expertise and a track record of scaling companies from early-stage through public-market maturity. Ian Small, Blues CEO Small is widely recognized as an end-to-end operator with the ability to drive growth across every st ...
Spain Telecom Operators Country Intelligence Report 2025, with Movistar Spain, Vodafone Spain, and MasOrange
GlobeNewswire News Room· 2025-06-24 08:23
Dublin, June 24, 2025 (GLOBE NEWSWIRE) -- The "Spain Telecom Operators Country Intelligence Report" report has been added to ResearchAndMarkets.com's offering. The "Spain Telecom Operators Country Intelligence Report" provides an incisive executive-level overview of Spain's current telecommunications market, offering detailed forecasts of key indicators through 2029. Issued annually, the report extensively analyzes near-term opportunities, competitive dynamics, and evolving demands across fixed telephony, b ...
Mon microbabe : une relation vers un mieux-être | Noela Kinda Badoh | TEDxOuagadougou
TEDx Talks· 2025-06-23 16:02
[Musique] Je viens aujourd'hui vous parler de mon intimité. Il s'agit d'une relation dans laquelle j'évolue depuis toujours. J'ai appris à l'aimer car je ne peux m'en défaire.Je vous rassure, il ne s'agit pas de mon époux bien-aimé. Cette relation, je l'entretiens depuis toujours. Elle habite mon corps et elle dirige même mes pensées.Oui, c'est mon unité centrale. Il s'agit de mon cerveau. Non pas celui-là, mais celui-ci, mon intestin.Je prends conscience et j'apprends à connaître cette relation dès le débu ...
“杭州六小龙”首家冲刺IPO!AI公司掀起港股上市潮
21世纪经济报道· 2025-06-23 15:22
同时,在自动驾驶细分赛道,有希迪智驾、驭势科技计划赴港上市;在AI机器人细分赛道, 竞争显得更加激烈,已经有酒店机器人头部公司云迹科技、视觉感知机器人公司乐动机器人、 扫地机器人公司石头科技、AI具身机器人独角兽卧安机器人等,密集递表港交所。 作 者丨申俊涵 编 辑丨林坤 图 源丨AI 今年以来,港股市场正迎来空前热度,记者注意到AI公司正掀起港股上市潮。 4月30日,特斯联更新招股书冲击港股IPO,并且公司升级"空间智能"战略,明确AIoT领域大 模型、基础设施及智能体三大业务线;6月12日,AI解决方案提供商云知声通过港股IPO聆 讯;此前,还有群核科技2月14日向港交所递交招股书,这家以AI和GPU技术驱动的空间智能 企业,也是"杭州六小龙"中的首个拟IPO企业。 (21世纪经济报道记者根据公开资料整理) "今年以来,DeepSeek的标志性崛起,带动了资本对于中国科技公司的价值重估,也为港股带 来了新的机遇和窗口期。同时,叠加18C等港股政策红利,让AI公司等大量科技公司纷纷选择 赴港IPO。"一位长期关注港股市场的创投机构合伙人对21世纪经济报道说。 从AI行业侧来看,最近几年,在ChatGPT、D ...
Portugal Telecom Operators Intelligence Report 2025, Featuring MEO, Vodafone Portugal, NOS, Lycamobile, and NOWO
GlobeNewswire News Room· 2025-06-23 14:57
Dublin, June 23, 2025 (GLOBE NEWSWIRE) -- The "Portugal Telecom Operators Country Intelligence Report" report has been added to ResearchAndMarkets.com's offering."Portugal Telecom Operators Country Intelligence Report," a new report by the analyst, provides an executive-level overview of the telecommunications market in Portugal today, with detailed forecasts of key indicators up to 2029. Published annually, the report provides detailed analysis of the near-term opportunities, competitive dynamics, and evo ...
特斯联、群核科技等AI公司IPO提速:谁将成今年港股最大标的
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-23 10:00
Core Viewpoint - The Hong Kong stock market is experiencing unprecedented enthusiasm this year, driven by a surge in AI companies seeking IPOs, with significant policy support and improved liquidity attracting these firms to the market [1][3][4]. Group 1: AI Companies Going Public - Several AI companies, including Teslin, CloudWalk, and others, are actively pursuing IPOs in Hong Kong, indicating a trend towards increased market participation from the AI sector [1][2][4]. - The emergence of DeepSeek has led to a reevaluation of the value of Chinese tech companies, creating new opportunities for AI firms in the Hong Kong market [1][3]. - The introduction of new listing rules, particularly sections 18A and 18C, has made it easier for biotech and specialized tech companies to go public, with 18C allowing for a focus on R&D and technology barriers rather than traditional profit requirements [3][4]. Group 2: Market Conditions and Opportunities - The liquidity in the Hong Kong market has significantly improved since the beginning of the year, boosting confidence among investors and encouraging startups to list [3][4]. - The performance of consumer stocks has shown signs of recovery, with notable companies like Bubble Mart and Mixue Ice Cream gaining attention, which may also reflect positively on the broader market [3]. - AI companies are increasingly recognized for their potential, with significant market interest in firms like Horizon Robotics and Yujing Technology, which have seen their valuations rise dramatically post-IPO [3][6]. Group 3: Financial Performance and Growth - Teslin is projected to be the largest AI IPO in Hong Kong this year, with a valuation exceeding 20 billion RMB and a compound annual growth rate of 58% in revenue from 2022 to 2024 [6][7]. - Other AI companies, such as CloudWalk and Yujing Technology, have also reported substantial valuations, with CloudWalk nearing 9 billion RMB and Yujing Technology at 7.3 billion RMB prior to their IPOs [7][8]. - The R&D investment by Teslin is significant, with a team of 363 researchers making up over 52% of its workforce, reflecting the company's commitment to innovation and technology development [8][9].
Sequans Receives Notice of Non-Compliance with NYSE Trading Share Price and Market Capitalization Listing Rules
Newsfile· 2025-06-23 10:00
Core Viewpoint - Sequans Communications has received a notice of non-compliance from the NYSE due to its market capitalization and stockholders' equity falling below the required thresholds [1][2]. Group 1: Compliance Issues - The company was notified that its average global market capitalization over a consecutive 30 trading-day period was below $50 million, and its stockholders' equity was also less than $50 million [2]. - The notice does not lead to immediate delisting of the company's American Depositary Shares (ADSs) from the NYSE [2][4]. Group 2: Remedial Actions - Sequans has 90 days from the receipt of the notice to submit a business plan to the NYSE detailing actions to regain compliance within a 9-month period [3]. - If the NYSE accepts the plan, the company's ADSs will continue to be listed and traded during the 9-month period, contingent on compliance with other NYSE standards [3][4]. Group 3: Company Overview - Sequans Communications S.A. specializes in wireless cellular technology for the Internet of Things (IoT) and offers a range of solutions including chips, modules, and services [6][7]. - The company is headquartered in France and has a global presence with offices in multiple countries [7].
泰凌微(688591.SH):端侧AI新品的推广取得阶段性成果
Ge Long Hui A P P· 2025-06-23 08:56
格隆汇6月23日丨泰凌微(688591.SH)公布,随着客户对芯片端侧AI集成能力需求的不断增长,公司积极 投入研发,2024年底成功推出了新一代的同时支持端侧AI和多项物联网无线连接技术的芯片产品,产 品推出后凭借卓越性能与创新特性,迅速赢得了客户的青睐,并进入规模量产阶段,2025年二季度新产 品的销售额已经达到人民币千万元规模,端侧AI新品的推广取得阶段性成果。 针对客户对于芯片端侧AI能力集成需求的快速增长,以及AIOT产品多元化的发展趋势,公司战略性地 布局了不同系列的芯片产品线并配套了相对应的模块。新产品集成了先进的端侧AI运算能力,支持多 种物联网无线连接协议。TL721X系列以其1mA超低功耗,成为业界领先的低功耗端侧AI多协议物联网 无线SoC芯片,满足了新一代智能物联网终端产品对超低功耗的AI算力和多种无线连接的高标准要求。 TL751X系列则通过其高性能、多协议和高集成度,结合先进的多核设计包括CPU、NPU和DSP,提供 了强大的AI运算处理能力和几乎所有主流物联网无线连接协议(BLE、Zigbee、Thread、Matter等)的 支持,适用于各种智能无线物联网和无线音频SoC等领域 ...