1. Transsion Holdings releases 2023 annual report

On April 23, Transsion Holdings released its 2023 annual report. The company's operating income and net profit both achieved growth. The report shows that in 2023, Transsion Holdings’ operating income will be 62.295 billion yuan, a year-on-year increase of 33.69%; net profit will be 5.537 billion yuan, a year-on-year increase of 122.93%, and earnings per share will reach 6.88 yuan. In terms of products, the mobile phone business is Transsion Holdings’ main source of income, with revenue reaching 57.348 billion yuan, a year-on-year increase of 34.88%, accounting for 92.06% of the company’s total operating income.

Source: Transsion Holdings

Public information shows that Transsion Holdings was established in 2006. The company's full name is "Shenzhen Transsion Holdings Co., Ltd.". It is a domestic mobile phone manufacturer born in Huaqiangbei, Shenzhen. It was listed on the Shanghai Stock Exchange Science and Technology Innovation Board in 2019. The company focuses on overseas markets such as India, and is known as the "King of African Mobile Phones" in the industry. Its smartphone market share in Africa exceeds 40%, ranking first in the local market. In 2023, the company's operating income in Africa will be 22.064 billion yuan, accounting for more than 30% of total revenue.

The most eye-catching part of Transsion Holdings' annual report is the dividend plan - Transsion Holdings plans to distribute a cash dividend of RMB 30 (inclusive) to all shareholders for every 10 shares based on the total share capital registered 2023. tax), and at the same time, every 10 shares will be converted into 4 shares. Based on this calculation, the cash dividend distributed by Transsion Holdings at the end of the year will reach 2.42 billion yuan.

It is worth mentioning that as early as last year's third quarter report, Transsion Holdings also proposed a plan to distribute a cash dividend of 30 yuan for every 10 shares. The total amount of dividends paid twice reached 4.84 billion yuan, which is almost close to its full-year net profit after non-returning to the parent. According to Tencent's self-selected stock data, as of the close of trading on April 23, Transsion Holdings reported 164.50 yuan, with the latest total market value reaching 132.68 billion yuan.

7、国芯科技：汽车电子智能加速度传感器芯片新产品内部测试成功

《科创板日报》4月23日消息，国芯科技公告称，公司与莱斯能特合作研发的汽车电子智能加速度传感器芯片新产品内部测试成功。

公司与莱斯能特合作研发的CMA2100B芯片产品是用于汽车电子领域的智能加速度传感器专用芯片，芯片资源和配置跟国内多家一线汽车厂商做了充分沟通，可以满足这些厂商在汽车加速度传感器领域的应用需求，可实现对国外产品如博世SMA750系列以及NXP FXLS9xxx0系列相应产品的替代。此次测试目前是公司内部测试成功，尚未完成第三方机构检测测试，相关工作已经在开展进行中。

8、中国移动、中国电信、中国联通公布2024年一季度业绩

全球物联网观察4月23日综合整理，中国移动、中国电信、中国联通三大运营商公布2024年一季度业绩，具体来看：

（1）中国移动：

中国移动第一季度营收2637亿元，同比增长5.2%；经调整EBITDA（息税折旧及摊销前利润）为780亿元，同比下降2.3%；股东应占利润296亿元，同比增长5.5%。中国移动的营收包含两大部分，其中通信服务收入为2193亿元，同比增长4.5%；销售产品收入及其他444亿元，同比增长8.6%。EBITDA占通信服务收入比为35.6%。

个人市场方面，截至2024年3月31日，移动客户总数9.96亿户，其中5G套餐客户数达到7.99亿户，5G网络客户数达到4.88亿户。家庭市场方面，中国移动有线宽带客户总数达到3.05亿户，季度净增683万户，其中，家庭宽带客户达到2.69亿户，季度净增528万户。政企市场方面，中国移动在一体推进“网+云+DICT”规模拓展，加大商客市场拓展力度，推进政企解决方案标准化、产品化、平台化。第一季度中国移动集团DICT（大数据、信息化）业务收入保持良好增长。

（2）中国电信：

中国电信第一季度营收1354.93亿元，同比增长3.8%;其中服务收入为1243.47亿元，同比增长5.0%。EBITDA为351.00亿元，同比增长3.6%。公司股东应占利润为85.97亿元，较去年同期增长7.7%。 移动通信服务方面，收入达522.26亿元，同比增长3.2%，移动用户净增388万户，达到4.12亿户，5G套餐用户净增1006万户至3.29亿户，渗透率达79.9%。

固网及智慧家庭服务方面，收入达318.24亿元，同比增长2.2%，有线宽带用户达1.92亿户，智慧家庭收入同比增长10.4%，拉动宽带综合ARPU达到人民币48.6元，较去年提升2.1%，智慧家庭价值贡献持续提升。 产业数字化方面，业务收入达386.79亿元，同比增长10.6%。

（3）中国联通：

中国联通第一季度营收994.96亿元，同比增长2.3%，服务收入达890.43亿元，同比增长3.4%。其中，联网信通业务实现收入623.04亿元；算网数智业务实现收入232.15亿元，占服务收入比提升至26.1%，收入结构不断优化。税前利润达到72.39亿元，同比增长10.6%，保持双位数增速。公司权益持有者应占盈利达到56.13亿元，同比增长8.9%。联网通信方面，移动用户规模达3.37亿户，其中5G套餐用户2.69亿户，5G套餐渗透率提升至80%。

物联网连接数达到5.29亿个，净增3460万个；固网宽带用户达到1.15亿户，其中千兆用户净增211万户，千兆宽带渗透率提升至23%，用户结构显著改善。算网数智业务方面，联通云收入达167亿元，同比增长30.3%；数据中心收入达66亿元，同比提升4.1%；5G行业虚拟专网累计服务客户数达到10,030户；网信安全收入实现70%高速增长。

9、Meta宣布开放MR操作系统

财联社4月23日消息，Meta宣布，将首次向包括微软在内的竞争对手设备制造商开放其Quest头显操作系统，以扩大该公司在新兴虚拟现实(VR)和混合现实(MR)行业的影响力。“Meta Horizon OS”是Meta为其头显设备Quest系列的操作系统起的新名字，该操作系统可为在其上运行的设备带来手势识别、穿透、场景理解和空间锚点等功能。Meta表示，华硕、联想等硬件制造商接下来将生产基于Meta Horizon OS系统运行的设备。

Meta称：“我们正朝着为元宇宙提供更开放计算平台的愿景迈出新的一步。我们正向第三方硬件制造商开放为Meta Quest设备提供支持的操作系统，为消费者提供更多选择，并为开发人员提供更强大的生态系统。”有行业人士表示，此举彰显了Meta公司CEO扎克伯格的雄心壮志，他希望拥有可为业内第三方VR和MR设备提供支持的操作系统平台，就像谷歌通过开源安卓系统而成为智能手机市场重要参与者一样。

10、国家重点研发计划“智能机器人”重点专项启动，小米牵头承担

Kuai Technology reported on April 23 that the "Robotic Automation Production Line Rapid Reconstruction Technology Project", a key project of the 2023 National Key Research and Development Plan "Intelligent Robots" led by Xiaomi, was officially launched. This project is dedicated to the research and development results required by high-end manufacturing industries such as electronic products, and aims to promote the rapid reconstruction of large-scale customized production models to support the transformation and upgrading of my country's high-end manufacturing industry. In July 2022, Xiaomi Group established the country's first "3C Intelligent Manufacturing Innovation Consortium" led by a private enterprise. Focusing on meeting the common needs of the 3C intelligent manufacturing industry with good yield, fast line change, high reliability and high production flexibility, more than 20 key core technologies have been conquered, forming 159 categories of new intelligent manufacturing equipment and 9 intelligent manufacturing software applications. Digital intelligence system.

According to reports, the National Key R&D Plan is currently one of the highest-level R&D projects in my country. The "Rapid Reconfiguration Technology of Robotic Automated Production Lines" project led by Xiaomi focuses on the needs of high-end manufacturing industries such as electronic products. By studying the rapid reconstruction technology of robotic automated production lines, it uses the characteristics of robots such as dexterity and flexibility to design plug-in robots for new manufacturing models. Ready-to-use robot manufacturing units, develop high-performance robot workstations for rapid reconfiguration of production lines and mobile work robot workstations adapted to multiple processes.

11. Baidu releases pure visual high-end intelligent driving ANP3 Pro

According to news from the World Wide Web on April 23, Baidu Apollo announced the launch of a new purely visual city navigation auxiliary driving product - ANP3 Pro, marking the official entry of the hardware cost of high-end urban intelligent driving into the era of 10,000 yuan. Different from the high-end urban intelligent driving products equipped with lidar that are commonly used in the market, ANP3 Pro has chosen a purely visual technology route with faster evolution and higher algorithm upper limit. This not only makes the response of the intelligent driving system more rapid and accurate, but also reduces the overall hardware cost. According to reports, ANP3 Pro is equipped with an NVIDIA DRIVE Orin processor (performance up to 254TOPS), and is equipped with 11 cameras, 3 millimeter wave radars, and 12 ultrasonic radars.

Baidu said that while achieving lower BOM (Bill of Materials, bill of materials) costs, ANP3 Pro has successfully created a full-scale laser radar that is comparable to Lidar (ultra-long-range lidar/long-range lidar and blind-filling lidar). Scene awareness scheme. This means that, without increasing too much cost, ANP3 Pro can provide perception capabilities that are equivalent to or even better than lidar. According to Baidu’s plan, it is expected to expand the coverage of ANP3 Pro to 360 cities across the country in the first half of 2024, and achieve nationwide availability by the end of the year.

12. Amazon shuts down California drone delivery project

According to the Science and Technology Innovation Board Daily on April 23, Amazon announced the closure of its Prime Air drone delivery project in Rockford, California, USA. The project allows local residents to order items under 5 pounds and have them delivered via drone within 30 minutes. Amazon did not clearly explain why it closed the Rockford project, but the company revealed that it will launch a new Prime Air project in Arizona. Amazon's drone delivery service was already in a leading position compared to its competitors. But over the past few years, the business has lagged significantly.

As early as 2013, Jeff Bezos, then CEO of Amazon, said that drone delivery services would be available within four to five years. It is understood that the MK30 UAV is the latest model that is still in the testing stage. According to the plan, the MK30 UAV will be put into operation this year. However, as of the end of the first half of 2023, Amazon had only completed 100 drone deliveries. By comparison, rival Zipline has completed more than 1 million drone deliveries.

13. SenseTime releases Ririxin 5.0 model, fully benchmarked against GPT-4

"Shanghai Securities News" reported on April 23 that at the "2024 SenseTime Technology Exchange Day" held today, SenseTime announced the release of a newly upgraded Ririxin SenseNova5.0 large model - using MOE hybrid expert architecture. Based on training with more than 10TB tokens, the inference context window is 200K, and it is fully benchmarked against GPT-4 Turbo. Xu Li, Chairman and CEO of SenseTime, said: “The comprehensive capabilities of the Ririxin 5.0 large model system are fully aligned with GPT-4, and the technology leadership accelerates the comprehensive transition of generative AI to industrial implementation, enabling large models to be obtained on demand. ”

It is understood that SenseTime's "Ririxin SenseNova" large model system provides a variety of large models and capabilities such as natural language processing, image generation, automated data annotation, and custom model training. At the same time, SenseTime has independently developed a Chinese language large model application platform, as well as a series of generative AI models and applications including AI cultural image creation, 2D/3D digital human generation, large scene/small object generation, etc., bringing powerful and easy-to-use content. Generative ability.