ANYKA MICROELECTRONICS(SH:688620)2024-09-13 07:41Group 1: Company Overview and Activities - Ankai Microelectronics Co., Ltd. participated in the 2024 semi-annual performance briefing and investor reception days from September 11 to September 12, 2024 [2] - The company aims to provide comprehensive insights into its 2024 semi-annual operational results and financial status through these events [2] Group 2: Technological Development and Future Plans - The company has been focusing on deep learning technology, specifically the development of Neural Processing Unit (NPU) IP, which has been applied in its chip products, such as IoT camera chips [3] - Future plans include the development of edge large language models and large vision model technologies to support broader intelligent applications in smart homes, smart offices, and industrial IoT [3] Group 3: Market Performance and Product Lines - In 2023, the national smart lock industry saw a production and sales volume of approximately 22.3 million units, with a year-on-year growth of about 12.7% [4] - The penetration rate of smart locks in the domestic market is around 20%, indicating significant growth potential [4] - The company's IoT camera product line contributes approximately 80% to its total revenue, with ongoing projects to enhance competitiveness in the smart lock sector [4] Group 4: Financial Performance - For the second quarter of 2024, the company reported a revenue of CNY 241.59 million, a year-on-year increase of 1.64% [5] - The net profit attributable to the parent company was -CNY 5.86 million, a decline of 141.80% year-on-year, primarily due to increased R&D investments which accounted for 26.08% of revenue, up 4.45 percentage points [5] Group 5: Export and Market Expansion - Over the past three years, export revenue has constituted a significant portion of the company's overall revenue, exceeding 50% in both 2023 and the first half of 2024 [5] - The company is actively expanding its overseas market presence to enhance product influence and drive revenue growth [5]