2025-05-12 01:48Summary of Conference Call Records Company and Industry Involved - Company: Softcom Power (软通动力) - Industry: PC and AI Technology, Robotics Key Points and Arguments 1. Upcoming Product Launch: The HarmonyOS PC is expected to be released soon, coinciding with the Huawei Developer Conference (HDC2025) scheduled for June. The company is recognized as a rare player in the HarmonyOS integrated hardware and software market in China [1][2][4] 2. Revenue Growth: For 2024, the software and digital technology services segment is projected to generate revenue of 18.1 billion yuan, reflecting a year-on-year increase of 3%. The computing products and smart electronics segment is expected to achieve revenue of 12.9 billion yuan. In Q4 2024, PC shipments are anticipated to increase by 126% year-on-year, with the company holding the second-largest market share in China. The PC terminal business is the leading player in the government and education sectors [2][4] 3. AI Collaborations: The company has formed strategic partnerships for model applications with major players such as Huawei, Alibaba, Microsoft, Baidu, and ByteDance. In the infrastructure domain, it collaborates with Huawei Ascend to build an integrated AI ecosystem. The company has successfully implemented large models in sectors like insurance, retail, and healthcare [2][4] 4. Robotics Initiatives: In 2024, the company established the Softcom Tianqing Robotics Technology Co., Ltd. in Wuxi and has partnered with Zhiyuan Robotics to develop humanoid robots for general scenarios [2][4] 5. Market Positioning: The company is positioned to benefit significantly from the accelerated development of the HarmonyOS ecosystem, given its unique integrated hardware and software strategy [2][4] Other Important but Possibly Overlooked Content - Competitor Insights: The records also mention other companies in related sectors, such as: - JACK Co.: Reported a revenue of 1.79 billion yuan in Q1 2025, a year-on-year increase of 10.06%, with a net profit of 250 million yuan, up 30.76% year-on-year. The company is focusing on high-end AI sewing machines and humanoid robots [4] - Yunsheng Electronics: Achieved a Q1 revenue of 14.576 billion yuan, a year-on-year increase of 9.78%, with a net profit of 340 million yuan, reflecting a year-on-year increase of 11.08% [4] - Market Risks: The documents include a disclaimer about market risks and the need for independent judgment in investment decisions [5]