The Shenzhen Stock Exchange hosted a collective earnings briefing for companies based in Guangdong Province on April 17, focusing on the 2025 fiscal year. This event, themed “Empowerment and Benchmarking: Building a New High Ground for Intelligent Manufacturing in the Greater Bay Area,” featured several innovative technology firms that underscored the pivotal role of artificial intelligence (AI) in driving their earnings growth amidst a challenging macroeconomic landscape.
Four notable technology companies—Lingyi Intelligence Manufacturing (002600.SZ), Rayming Technology (002970.SZ), Taitong Optoelectronics (300570.SZ), and Xiechuang Data (300857.SZ)—addressed investor concerns, revealing their transition from traditional manufacturing to intelligent manufacturing. This shift is characterized by increased investments in AI, overseas expansion, and embodied intelligence as key growth pathways.
Lingyi Intelligence Manufacturing reported a revenue of 51.429 billion yuan in 2025, marking a year-on-year increase of 16.20%. The company’s net profit attributable to shareholders rose to 2.288 billion yuan, reflecting a 30.34% increase. Management attributed this growth primarily to enhanced profitability from high-value-added AI hardware products, robust revenue from overseas factories, and gains in market share within the automotive sector.
Xiechuang Data, evolving from an intelligent terminal ODM to a “computing power service provider,” achieved a staggering revenue of 12.236 billion yuan, a year-on-year increase of 65.13%, with net profit jumping by 68.32% to 1.164 billion yuan. The company’s management highlighted that their focus on computing power is essential as they deepen their service layout to integrate a comprehensive computing infrastructure.
Rayming Technology, a leader in the domestic commercial vehicle AI vision safety sector, recorded a revenue of 2.429 billion yuan, up 23.06%, while its net profit rose by 31.95% to 383 million yuan. Notably, the company’s gross profit margin improved by 9.4 percentage points to 45.18%, a result of its strategic divestment from low-margin processing businesses.
Taitong Optoelectronics experienced year-on-year growth rates of 12.26% in operating revenue and 14.43% in net profit attributable to shareholders in 2025. The management acknowledged operational cash flow pressures, attributing them to business growth and evolving customer structures. The company maintains a near-zero bad debt rate and emphasizes its commitment to high-quality clients.
The emergence of AI is reshaping the technology sector’s operational dynamics, with the four companies focusing on distinct segments of the industrial chain. Lingyi Intelligent Manufacturing aims to advance in liquid cooling technologies and server power supplies through its acquisition of Dongguan Liminda (Readore). This strategic move is intended to secure technological reserves and certifications from major North American clients.
Xiechuang Data is pursuing a tripartite strategy centered on “computational infrastructure + cloud services + intelligent terminals.” The company anticipates ongoing supply challenges in the storage sector influenced by AI advancements over the next 3-5 years. Additionally, Xiechuang Data plans to expand into optical chip and module sectors, enhancing its focus on core component services.
Rayming Technology is leveraging its strengths to implement Robobus solutions for autonomous driving in regions such as Japan, China, and Europe, while also exploring market opportunities in freight and mining. The company plans to increase its R&D investment in hardware to bolster its competitive edge in the autonomous driving sector.
As these Guangdong enterprises expand their global presence, they are shifting from simple product exports to a more complex international strategy. Taitong Optoelectronics has been active in overseas markets for over 20 years, continuously adapting to changes in the global environment. The company aims to enhance product competitiveness through early-stage technical cooperation with customers, focusing on increasing R&D investment and diversifying its customer base.
Rayming Technology’s management reiterated its commitment to a diversified development strategy, with solutions and products sold across more than 100 countries. The company plans to explore emerging markets, including Japan, Turkey, India, and South Africa, while strengthening its global framework for risk mitigation.
Lingyi Intelligence Manufacturing noted that significant revenue increases and profitability recovery at its overseas factories were key contributors to its performance growth, emphasizing the importance of its global service system. As the technology landscape continues to evolve, these companies exemplify the transformative role of AI in driving innovation and strategic development within the sector.
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