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Giants are planning to ship 170 million AI phones this year
① According to industry media reports, there is news that Honor will integrate Google's artificial intelligence (AI) functions into its upcoming smartphone to provide a generative AI experience. ② IDC predicts that in 2024, global shipments of next-generation AI phones will reach 170 million units, accounting for about 15% of total smartphone shipments.
Zhongke Starmap accelerates the “cloud-based” digital earth business and already has a foundation of low-altitude navigation products and projects|Direct access to the performance conference
① Zhongke Xingtu's revenue in 2023 increased 59.54% year on year, net profit up 41.1% year on year, and net profit after deducting non-net profit increased 37% year on year; ② Shao Zongyou, vice chairman and general manager of Zhongke Xingtu, said that Zhongke Xingtu's second growth curve cloud service has completed scenario verification and entered the harvesting stage ahead of schedule. Furthermore, the company has been deploying low-altitude navigation products and projects since 2020.
Huawei helps the financial industry accelerate its embrace of AI, and leading AI financial companies may benefit significantly
① On April 11, the 2024 Huawei Financial Innovation Data Infrastructure Summit was held in Chongqing with the theme of “Digital Innovation, Smart Finance”. ② Dongwu Securities believes that in the context of fintech support policies being introduced one after another and overseas financial vertical models are being implemented at an accelerated pace, financial vertical models will become the focus of future development in the field of financial AI.
Aerospace Hongtu executives called “large losses in 2023" drone business may grow significantly this year|Direct hit on performance
① In 2023, Aerospace Hongtu's revenue was 1,818 billion yuan, down 25.98% year on year; net profit loss to mother was 374 million yuan, down 241.51% year on year; loss after deducting non-net profit was 438 million yuan, down 304.41% year on year. ② Liao Tongkui, general manager of Aerospace Hongtu, said, “Compared with the same period last year, orders for the first quarter of this year were the same. This year, there was a big increase in both water conservancy and 'air and sea'.”
Jingchen's Q1 net profit pre-increased threefold, and new products such as smart cockpit chips were commercially listed, and many index funds increased their holdings
① The net profit of Jingchen Co., Ltd. fell 31.46% year on year in 2023. At the same time, revenue and net profit to mother are expected to increase in the first quarter of 2024; ② In 2023, Jingchen Co., Ltd. will achieve commercial mass production of new products such as smart cockpit chips, Wi-Fi 6, and 8K before loading.
Ge Weidong's opening position is suspected to have been put under wraps, and this low-profile economic concept stock lost more than expected
① Loss of 374 million yuan in 2023, previously reported a loss of 366.7 million yuan; ② Chaos Investment by Ge Weidong appeared on the top ten shareholder list, adding more than 5.77 million shares, making it the 7th largest shareholder, holding 2.21% of the total share capital; ③ The low-altitude economy remains the key direction of future layout.