Performance Highlights - New Yi Sheng (300502.SZ) expects net profit between 9.4 billion and 9.9 billion CNY, a year-on-year increase of 231.24% to 248.86% due to rising demand for high-speed optical modules driven by global computing power investments[4] - Han's Chip (688256.SH) anticipates net profit between 1.85 billion and 2.15 billion CNY, turning from a loss of 450 million CNY last year, benefiting from the growing demand for AI computing power[5] - Zhongji Xuchuang (300308.SZ) projects net profit between 9.8 billion and 11.8 billion CNY, a year-on-year growth of 89.50% to 128.17%, driven by strong customer investment in computing infrastructure[6] - Runze Technology (300442.SZ) expects net profit between 5 billion and 5.3 billion CNY, a year-on-year increase of 179.28% to 196.03%, largely due to non-recurring gains from public REITs issuance[10] Underperformance Highlights - Great Wall Motors (601633.SH) forecasts net profit of 9.912 billion CNY, a year-on-year decline of 21.71% due to increased marketing expenses and competitive pressures[36] - GAC Group (601238.SH) expects a net loss between 8 billion and 9 billion CNY, turning from a profit of 824 million CNY last year, impacted by fierce competition and increased asset impairment provisions[39] - Xiexin Integrated (002506.SZ) anticipates a net loss between 890 million and 1.29 billion CNY, shifting from a profit of 68 million CNY last year due to structural supply-demand issues in the photovoltaic industry[41] - Baile Tianheng (688506.SH) projects a net loss of around 1.1 billion CNY, down from a profit of 3.708 billion CNY last year, primarily due to increased R&D expenses[42] Industry Trends - Technology-driven sectors like AI and innovative pharmaceuticals are leading growth, with companies like New Yi Sheng and Han's Chip benefiting from strong demand and technological advancements[69] - Cost control is becoming a critical competitive advantage, particularly in the energy and manufacturing sectors, as seen with companies like Datang Power (601991.SH) benefiting from lower coal prices[70] - Traditional cyclical industries such as real estate and agriculture are facing significant downward pressure, with companies like Vanke (000002.SZ) and Tianbang Foods (002124.SZ) experiencing substantial losses due to market adjustments[72]

作为此轮领投方，首程资本(首程控股旗下)管理合伙人朱方文告诉证券时报记者，云鲸成立至今，每代 产品都有重大的技术突破，NPS(净推荐值)保持行业领先。公司在2024年完成了多产品线布局和海外市 场拓展等多项突破，看好云鲸在清洁机器人领域持续的技术创新和产品化能力，也看好未来企业在家用 具身智能的巨大市场潜力。 AI智能化成行业增长关键 近日，家庭服务机器人头部企业云鲸智能(下称"云鲸")宣布完成1亿美元融资，引发行业广泛关注。云 鲸创始人兼CEO张峻彬在接受记者采访时表示，AI智能化将是行业下一阶段增长的关键驱动力，公司 布局具身智能已超3年，预计明年年底将推出具有颠覆性的具身智能产品。 逆势完成新一轮融资 在资本环境趋冷的背景下，云鲸逆势完成新一轮融资，并由腾讯投资与北京机器人产业发展投资基金联 合领投，张峻彬谈及云鲸为何选择此时完成新一轮融资时称，主要是为了更大规模的扩张，2024年云鲸 的营收规模同比增长了130%，2025年的目标会更高，所以要加快云鲸的全球化战略及市场扩张，此外 对具身智能产品的持续研发及技术投入，都需要资金支持。 扫地机器人是当前家庭场景最大的机器人品类，不但有广阔的增长空间，更是 ...