创耀科技回应称，公司星闪芯片的直接客户为国内模块厂商及终端厂商，星闪终端产品部分将销往国 外。 格隆汇8月8日｜有投资者在互动平台向创耀科技提问：星闪正式成为国际标准，请问公司的星闪产品有 没有接国外的订单？ ...

Group 1 - The aging population and increasing health demands are driving unprecedented growth opportunities in the embodied intelligent health and wellness robot industry [1] - The "Embodied Intelligent Health and Wellness Robot Collaborative Development Conference" was held in Shanghai, focusing on the integration of robot hardware, software platforms, and communication technologies [1] - Key participants included research institutions and companies such as Huawei, UBTECH, and Chuangyao Technology, highlighting the importance of advanced communication technologies in enhancing robot capabilities [1] Group 2 - The China Information Communication Research Institute's report indicates that from 2024 to 2028, the overall intelligence level of humanoid robots in China will remain at Level 1, with a market size of less than 100 billion yuan [1] - By 2045, the humanoid robot market in China is expected to exceed 1 trillion yuan as intelligent levels advance [1] Group 3 - Several core issues in robot communication need to be addressed, including multi-protocol compatibility and signal stability in complex environments [2] - The EtherCAT protocol is highlighted for its high real-time performance, low latency, and synchronization capabilities, making it a potential mainstream communication protocol for robots [3] Group 4 - Chuangyao Technology has invested in the development of EtherCAT industrial communication chips, which are now being sold to various sectors including industrial and medical applications [3][4] - The EtherCAT technology allows for precise control of multiple axes in humanoid and industrial robots, enhancing their operational capabilities [4] Group 5 - The StarFlash technology, a new generation of short-range wireless communication, is expected to significantly enhance robot performance with low latency and high precision [5][6] - Huawei's HarmonyOS, which utilizes StarFlash technology, is set to play a crucial role in the interconnected era across various sectors including consumer electronics and smart homes [5][6]

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected stock price increase of over 15% relative to the industry index in the next six months [4][17]. Core Viewpoints - The company is experiencing short-term pressure on performance due to a slowdown in downstream demand and overall market conditions, with a projected revenue decline of 10.4% in 2024 [2][8]. - Despite the current challenges, the company is focusing on enriching its product matrix and enhancing its competitive advantages through key technology advancements and product iterations [3][8]. - The company is expected to achieve a net profit of 0.68 billion, 0.77 billion, and 0.89 billion for the years 2025 to 2027, with corresponding EPS of 0.61, 0.69, and 0.80 [8]. Financial Summary - Revenue for 2023 is reported at 661 million, with a forecasted decline to 592 million in 2024, followed by a recovery to 647 million in 2025 [1][2]. - The net profit for 2023 is 58 million, with a slight increase to 60 million in 2024, and further growth expected in subsequent years [1][2]. - The company's P/E ratio is projected to decrease from 76.1 in 2023 to 50.0 by 2027, indicating improving valuation metrics over time [1][8].