301165 Ruijie Networks
- 36.00
- +1.02+2.92%
Ruijie Networks News
Guoxin Securities released a research report on April 26 stating that Ruijie Network (301165.SZ) was rated to increase its holdings. The main reasons for the rating include: 1) the company's operating performance in the first quarter of 2024 is under pres
Guoxin Securities released a research report on April 26 stating that Ruijie Network (301165.SZ) was rated to increase its holdings. The main reasons for the rating include: 1) the company's operating performance in the first quarter of 2024 is under pressure; 2) the company's investment has increased and costs have increased; 3) the core supplier of enterprise network equipment continues to lead the market share; 4) the rise of AI is driving up digital infrastructure construction, and the company is welcoming new development opportunities. (Mainichi Keizai Shimbun)
Ruijie Networks (301165): Operating pressure in the first quarter increased investment to welcome new AI opportunities
The company's operating performance in the first quarter of 2024 was under pressure. The company's revenue for the first quarter of 2024 was 2.47 billion yuan, down 0.24% year on year; net profit to mother was 0.2 billion yuan, down 98.07% year on year; after deducting non-net profit
Ruijie Network (301165) 2024 Quarterly Report Review: Q1 performance is under pressure to adapt to the AI wave and consolidate product competitiveness
Incident: On April 26, 2024, the company released its 2024 quarterly report. In 24Q1, the company achieved operating income of 2.147 billion yuan, -0.24% year on year; net profit to mother was 0.2 billion yuan, -98 yuan year on year
Ruijie Networks (301165.SZ) announced first-quarter results, net profit of 2.3102 million yuan, a decrease of 98.07%
Ruijie Networks (301165.SZ) released its report for the first quarter of 2024. The company's revenue was 21.4...
Accelerating the construction of intelligent computing centers, institutions are optimistic about the sustainability of computing power demand
① In 2024, telecom operators will increase capital expenditure related to computing power. China Mobile's computing power plan capital expenditure was 47.5 billion yuan, up 21.5% year on year; China's telecom industry digitization plan capital expenditure increased 4.1% year on year. ② According to the Tianfeng Securities Research Report, AI will accelerate the iteration and performance requirements of related infrastructure, more powerful AI models will require stronger computing power and interconnection capabilities, and the demand for computing power is continuous.
Ruijie Networks (301165.SZ): Plans to conduct a feasibility test of 1.6 TLPO optical modules this year
Gelonghui, April 18丨An investor asked Ruijie Network (301165.SZ) on the investor interactive platform, “About when can the 1.6T optical module be successfully developed?” The company replied that the company has released 400G and 800G high-speed optical modules based on LPO technology, and plans to conduct a feasibility test for 1.6 TLPO optical modules this year.
Ruijie Network (301165.SZ): The optical module products developed use silicon light technology
Gelonghui, April 3 丨 Some investors asked Ruijie Network (301165.SZ) on the investor interactive platform, “Are the optical modules developed by your company silicon light technology?” The company replied that the optical module products developed by the company used silicon light technology.
Ruijie Networks (301165): AI brings new volume and performance continues to be repaired
Incident: The company released its 2023 annual report and achieved revenue of 11.542 billion yuan in 2023, +1.9% year over year; realized net profit of 401 million yuan, -27.26% year over year; net profit after deducting non-return to mother was 3.5 million yuan
Express News | Ruijie Networks: Plans to complete mass production of 400G and 800G LPO optical modules on its own production line in 2024
Express News | Ruijie Networks: Net profit due to mother in 2023 was 401 million yuan, up 27.26% year-on-year
Express News | Ruijie Networks and ByteDance Unveil the Dynamic Strength of 800G LPO Optical Modules
Express News | Lenovo joins hands with Ruijie Network, a subsidiary of Starnet Ruijie, and the two sides plan to cooperate in depth in the field of AI
Guoxin Securities: The three major operators are expected to benefit from successive AI server collection processes related to domestic computing power
The three major operators are actively deploying computing power, and Telecom and Mobile have begun collecting AI servers one after another.
Ruijie Network (301165.SZ): Currently, the company has no business involving flying cars
Gelonghui March 15 | Ruijie Network (301165.SZ) said on the investor interactive platform that currently the company has no business involving flying cars.
Ruijie Network (301165.SZ): Currently not purchasing Nvidia GPU chip-related products
Gelonghui March 12 | Ruijie Network (301165.SZ) said on the investor interactive platform that currently, the company has not purchased products related to Nvidia GPU chips.
Ruijie Network (301165.SZ): The company's network solutions can be applied to the network construction of intelligent computing centers and supercomputing centers
Gelonghui, March 12 | Ruijie Network (301165.SZ) said on the investor interactive platform that supercomputing centers and intelligent computing centers need computing power network support to take advantage of computing power resources, and the company's network solutions can be applied to intelligent computing centers and supercomputing center network construction.
China Merchants Securities: Wensheng's video model SORA's performance exceeds expectations, driving demand for computing power network construction
The Zhitong Finance App learned that China Merchants Securities released a research report saying that Sora has opened up AIGC application space in the field of vision, and the continued shortage of computing power network supply is driving demand for hardware infrastructure construction. The line estimates that training the Sora model requires about 70,900 H100 sheets per month of training. On the inference side, according to relevant research estimates, the computational power consumption of generating a graph is about 256 words. From this, it is estimated that generating a one-minute short video consumes about a thousand times more computing power than generating a text conversation. The bank believes that there will continue to be a shortage of computing power in the short to medium term and will not be able to fully meet inference side needs. occurrences
Ruijie Network (301165.SZ): There is a partnership with AMD, and the company uses its GPU and CPU products
Gelonghui, January 24 | Ruijie Network (301165.SZ) said on the investor interactive platform that the company has a cooperative relationship with AMD and that the company uses its GPU and CPU products.
Ruijie Network (301165.SZ): Currently no procurement business with Lenovo
Gelonghui, December 29丨An investor asked Ruijie Network (301165.SZ) on the investor interactive platform, “Does your company have business dealings with Lenovo?” The company replied that the company currently has no procurement business with Lenovo.
Ruijie Network (301165): Agile and fast local ICT vendors, AI is expected to drive new growth
For the first time, investment highlights covered by Ruijie Network (301165) gave it an outperforming industry rating. The target price is 48.60 yuan. Based on the P/E valuation method, the corresponding P/E in 2024 is 40 times higher. The company is rooted in the network equipment industry for more than 20 years
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