高算力芯片

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天准科技20250529
2025-05-29 15:25
天准科技人形机器人大脑控制器获头部客户量产订单超 1,000 万元,多 家客户测试评估,并有批量订单意向,公司凭借软硬一体化及跨平台综 合服务能力,提供基于 Jetson Orin 和地平线平台的定制化方案。 无人物流车市场快速发展,天准科技服务菜鸟物流、京东、美团等客户, 预计 2025 年该业务将加速,公司正积极跟进大批量订单,并减少乘用 车自驾域控投入,转向竞争较小的商用车市场。 天准科技在无人物流车领域市场份额超 50%,主要竞争对手包括小马智 行等,公司正积极推进地平线平台应用以降低成本,2024 年无人物流 车领域大客户订单达 900 多万元。 天准科技聚焦控制器开发,调整重心适应行业变化,凭借长期积累的机 器视觉技术和完备的工具链生态,为工业和人形机器人领域提供定制化 解决方案,并积极跟进高算力芯片研发。 天准科技发布的无人车售价 19,800 元,另有每月 1,800 元 FBD 费用, 控制器成本占整车约 10%-20%,公司自动驾驶控制器主要以定制品方 式销售,未来考虑开发通用平台。 Q&A 天准科技 20250529 摘要 天准科技在机器人及无人物流车业务方面的布局情况如何? 包括数据采 ...
伟测科技 2024 年年报&2025 年一季报点评:行业春风已至,产能扩张&产品高端化蓄力成长
Changjiang Securities· 2025-05-16 07:20
Investment Rating - The investment rating for the company is "Buy" and is maintained [7] Core Views - The company achieved total operating revenue of 1.077 billion yuan in 2024, representing a year-on-year growth of 46.21%, and a net profit attributable to shareholders of 128 million yuan, up 8.67% year-on-year [2][4] - In the first quarter of 2025, the company reported total operating revenue of 285 million yuan, a year-on-year increase of 55.39%, and a net profit attributable to shareholders of 26 million yuan, marking a return to profitability [2][4] - The semiconductor industry is experiencing a recovery, with increased demand for high-end chips and testing services, which is driving the company's growth [10] Summary by Sections Financial Performance - In 2024, the company recorded a total operating revenue of 1.077 billion yuan, with a significant increase in Q4 revenue reaching 336 million yuan, a 52.25% year-on-year growth [10] - The net profit for 2024 was 128 million yuan, with Q4 net profit reaching 55 million yuan, showing substantial growth of 129.34% year-on-year [10] - For Q1 2025, the company continued its growth trend with revenue of 285 million yuan, maintaining over 50% year-on-year growth [10] Market Position and Strategy - The company is focusing on high-performance chip testing, particularly in the fields of CPU, GPU, AI, and FPGA, which aligns with current technological trends and enhances its competitive advantage [10] - The company plans to increase its capacity and R&D investment in high-end chip testing, which is expected to further improve its market share and competitive position [10] Future Projections - Revenue projections for 2025, 2026, and 2027 are estimated at 1.41 billion yuan, 1.775 billion yuan, and 2.189 billion yuan respectively, with net profits expected to be 187 million yuan, 257 million yuan, and 363 million yuan [10]