BOCHU Electronic Tech's Q1 Profit Climbs 32%, Operating Income Jumps 30%; Shares Up 8%
Haiguang Information: Haiguang Information Technology Co., Ltd. Report for the First Quarter of 2025
Haiguang Information Technology Co., Ltd. Report for the first quarter of 2025
Haiguang Information: Revenue in Q1 2025 surged by 50.8%, with net income increasing by 75.3% year-on-year.
In Q1 2025, Haiguang Information's revenue surged by 50.8%, and Net income increased by 75.3% year-on-year. Key points summary: performance...
Express News | Hygon Information Technology Says Q1 Net Profit up 75.3%
Haiguang Information (688041.SH): In the first quarter, the Net income was 0.506 billion yuan, a year-on-year increase of 75.33%.
Gelonghui April 21丨Haiguang Information (688041.SH) announced the first quarter report of 2025, achieving revenue of 2.4 billion yuan during the reporting period, a year-on-year increase of 50.76%; net income attributable to shareholders of the listed company was 0.506 billion yuan, a year-on-year increase of 75.33%; basic EPS was 0.22 yuan.
Guotai Junan Securities: The overseas market opportunities for domestic ICT products are vast, and the income from the Computer Sector is relatively controllable.
The USA's tariff policy creates uncertainty in Global Industry Chain division of labor, while the Computer Sector's overseas revenue impact is relatively controllable. Under the backdrop of Technology security, information technology iteration and commercial market promotion are expected to benefit and accelerate.
Hygon Information Technology Co., Ltd.'s (SHSE:688041) Largest Shareholders Are Private Companies With 40% Ownership, Public Companies Own 28%
Haiguang Information (688041.SH): The performance of Shen's Calculation No. 2 has improved by over 100% compared to Shen's Calculation No. 1.
On March 24, Gelonghui reported that Haiguang Information (688041.SH) stated on the interactive platform that ShenSuan No. 2 has achieved commercial applications in areas such as Big Data processing, AI, and business computing, with full precision floating-point data and various common integer data computing capabilities, and its performance is more than 100% better compared to ShenSuan No. 1.
Haiguang Information (688041.SH): Deep Calculation No. 2 has already achieved sales in the domestic market.
On March 24, Gelonghui reported that Haiguang Information (688041.SH) stated on the interactive platform that the Shenxuan No. 2 has already achieved sales in the domestic market, and the progress of the Shenxuan No. 3 product is going smoothly!
Haiguang Information (688041.SH): The technical team successfully completed the adaptation of DeepSeek V3 and R1 models with Haiguang DCU.
On March 24, Gelonghui reported that Haiguang Information (688041.SH) mentioned on the interactive platform that the rise of DeepSeek is significant for the development of the domestic AI field. The company continues to pay attention to the development of related technologies within the Industry and actively explores their impact on the company's Business development. Currently, the Haiguang Information technology team has successfully completed the adaptation of DeepSeek V3 and R1 models with the Haiguang DCU (Deep Computing Unit) and has officially launched them.
Research Reports Mining丨SWHY: Haiguang Information's performance high growth meets expectations, maintaining a “Buy” rating.
SWHY research pointed out that Haiguang Information (688041.SH) achieved a net profit attributable to shareholders of 1.931 billion yuan in 2024, up 52.87% year-on-year, and the performance is consistent with previous forecasts, meeting market expectations. Strong demand is expected for CPUs in the Communications, Finance, and other Industries. According to the company's annual report, Haiguang's CPU products have very wide generality and industry ecology among domestic processors, being widely applied in telecommunications, finance, and Internet Industries. Considering the accelerated shipment of the company's CPU products in financial and other emerging markets, as well as the significant increase in DCU demand brought by large models, the revenue forecast for 2025-2026 has been raised.
Hygon Information Technology Co., Ltd.'s (SHSE:688041) Stock Is Going Strong: Is the Market Following Fundamentals?
Zhongtai: Manus General Intelligence has initially taken shape, opening a new era for AIAgent.
The revolution in edge-side costs combined with Asia Vets autonomy is expected to lead to an explosion in Agent applications.
CITIC Securities: DeepSeek deployment demands are surging, and all-in-one Hardware is riding the wave.
It is anticipated that the prosperity of privatized computing Hardware, represented by all-in-one machines, will trend upward.
Research Reports Gold Digging丨Caitong: Maintains a "Buy" rating on Haiguang Information, with significant increases in inventory and contract liabilities.
Caitong's Research Reports indicate that Haiguang Information (688041.SH) is expected to achieve a net income of 1.931 billion yuan for 2024, a year-on-year increase of 52.87%. In the fourth quarter of 2024, there was a significant increase in contract liabilities and inventory, with continued high growth anticipated in 2025. Demand remains strong; as of the fourth quarter of 2024, the company's contract liabilities stand at 0.903 billion yuan, an increase of 0.888 billion yuan from the third quarter of 2024 and an increase of 0.9 billion yuan year-on-year, primarily due to large orders from clients. In terms of supply preparations, the company's inventory as of the fourth quarter of 2024 is 5.425 billion yuan, reaching a new high, reflecting a 15.29% increase from the third quarter.
Haiguang Information Technology Co., Ltd. 2024 Annual Report
Summary of the 2024 Annual Report of Haiguang Information Technology Co., Ltd.
The first annual report on computing power chips of the year has been released! Haiguang Information's 2024 revenue is expected to increase by over 50%, significantly increasing inventory four times to ensure supply.
① Haiguang Information released its 2024 financial report, with revenue of 9.152 billion yuan, a 52.40% increase compared to the same period last year, and a year-on-year increase of 52.87% in Net income attributable to the parent company; ② Haiguang Information stated that the industrial ecosystem of its high-end processor products is continually expanding, with increased applications in various Industries and the emerging AI large model industry, leading to a 405.09% year-on-year increase in inventory value by the end of 2024.
Star Evening Report | Haiguang Information's net profit in 2024 increased by over 52% year-on-year, and the Fund has reduced its Shareholding in Tailin Micro by 1%.
Today's Star evening news mainly includes: Peking releases an action plan to promote the landing of 10,000 units of embodiment Siasun Robot&Automation; National Silicon Industry Group: plans to purchase minority equity and other Assets, Stocks continue to be suspended for no more than 5 Trading days; Saifang Semiconductors secures Pre-B round financing.