CITIC Construction Investment Securities: 24Q1 computer fund holdings have declined. It is recommended to focus on AI and the low-altitude economy sector
The Zhitong Finance App learned that CITIC Construction Investment Securities released a research report saying that the public fund's 2024 quarterly report has been disclosed, that the computer sector's heavy holdings are at a low level, and the overall concentration of the top ten major stocks in the sector has increased. Overseas cloud vendors have given CAPEX that have exceeded expectations and raised subsequent CAPEX guidelines, and intelligent computing power construction continues to be popular; domestically, the Sora-like model Vidu was released, which is expected to promote the implementation of major domestic video models and applications, and Beijing introduced a computing power policy last week, which is expected to accelerate domestic computing power construction. Recommended attention: 1) Investment in computing power infrastructure at home and abroad remains hot, and domestic computing power is obtained
Zhongke Shuguang (603019): Steady performance growth continues to benefit from computing power infrastructure construction
Core view The company released its report for the first quarter of 2024, achieving revenue of 2,479 billion yuan, a year-on-year increase of 7.86%; achieved net profit of 143 million yuan, an increase of 8.86% over the previous year; and achieved net profit without deduction to mother of zero.
Zhongke Shuguang (603019): 24Q1 performance is in line with expectations, self-developed products increase gross profit margin
The company continues to increase investment in R&D and strengthen self-developed product development. Its core competitiveness continues to increase, gross margin gradually increases, the performance of the joint venture Haiguang Information continues to increase, and maintains a “highly recommended” investment rating. The company released its quarterly report for '24, performance
Zhongke Shuguang (603019): AI infrastructure builders have a stable position as leading computing power
Event Overview: The company released its 2023 annual report and 2024 quarterly report. In 2023, the company achieved operating income of 14.353 billion yuan, an increase of 10.34% over the previous year; net profit to mother was 1,836 billion yuan, the same as
Zhongke Shuguang (603019): Performance is basically in line with expectations, profitability continues to improve
Leading domestic intelligence, maintaining the “purchase” rating. We maintain the company's net profit forecast for 2024-2026 at 22.94, 29.36, and 3.662 billion yuan, corresponding EPS of 1.57, 2.01, and 2.
Dawning Information Industry's Q1 Profit Rises 9%
Dawning Information Industry's (SHA:603019) attributable profit rose 8.9% year on year to 142.6 million yuan, or 0.098 yuan per share, in the first quarter, according to a Friday filing with the Shang
Zhongke Shuguang and Huanghu Testing jointly build a “joint laboratory for memory testing”
Recently, Zhongke Shuguang and Huanghu Testing signed a cooperation agreement to jointly establish a “Joint Memory Testing Laboratory” to work together on quality assurance, technological innovation, standard research, inspection and testing in the memory field.
Express News | Zhongke Shuguang: Net profit for the first quarter of 2024 increased 8.86% year-on-year
Dawning Information Industry's (SHSE:603019) Profits Appear To Have Quality Issues
The stock price didn't jump after Dawning Information Industry Co., Ltd. (SHSE:603019) posted decent earnings last week. Our analysis showed that there are some concerning factors in the earnings tha
Zhongke Shuguang (603019): Performance is in line with expectations, AI pioneers the future
Investment Highlights The company disclosed its 2023 annual report, with total operating income of 14.353 billion yuan (+10.34% YoY), net profit attributable to mother of 1,836 billion yuan (+18.88% YoY); net profit not attributable to mother of 12.78
Zhongke Shuguang (603019): Profitability is expected to increase steadily due to demand for AI computing power
Investment highlights: The company published its annual report for the year 23. According to the company's annual report, for the full year of '23, the company achieved revenue of 14.353 billion yuan, yoy +10.3%; realized net profit of 1,836 billion yuan, yoy +18.9
Zhongke Shuguang (603019) 2023 Report Review Report: Steady performance growth is expected to continue to benefit from computing power construction
Incident: The company released its 2023 annual report on April 17, 2024. In 2023, it achieved operating income of 14.353 billion yuan, an increase of 10.34% over the previous year; net profit attributable to shareholders of listed companies was 18.3
Express News | The Chinese Computer Society and Zhongke Shuguang sign a strategic cooperation agreement
Express News | Zhongke Shuguang announced that due to suspected short-term trading of Zhongke Shuguang shares, Mr. Li Guojie, the chairman of the company, received a notice from the Securities Regulatory Commission to file a case.
Dongxing Securities released a research report on April 19 stating that it gave Zhongke Shuguang (603019.SH) a highly recommended rating. The main reasons for the rating include: 1) performance is in line with expectations, and computing power is still hi
Dongxing Securities released a research report on April 19 stating that it gave Zhongke Shuguang (603019.SH) a highly recommended rating. The main reasons for the rating include: 1) performance is in line with expectations, and computing power is still high; 2) benefiting from the dual drive of computing power investment and domestic substitution, the company is expected to maintain steady growth. (Mainichi Keizai Shimbun)
Zhongke Shuguang (603019): Steady growth in performance is expected to benefit from the release of demand for computing power
Matters: The company announces its 2023 annual report. In 2023, the company achieved operating income of 14.353 billion yuan, an increase of 10.34% over the previous year, and realized net profit of 1,836 billion yuan, an increase of 18.88% over the previous year. 2023
Subdued Growth No Barrier To Dawning Information Industry Co., Ltd.'s (SHSE:603019) Price
With a price-to-earnings (or "P/E") ratio of 37.3x Dawning Information Industry Co., Ltd. (SHSE:603019) may be sending bearish signals at the moment, given that almost half of all companies in China h
Zhongke Shuguang (603019): Performance is in line with expectations, domestic computing power continues to be high
The company's 2023 results are in line with expectations. During the reporting period, the company continued to improve its technological innovation capabilities and R&D level, the core competitive advantage of self-developed products continued to increase, and the performance of the joint venture Haiguang Information maintained a high upward trend. We expect China in 2024
Guohai Securities released a research report on April 18 stating that it gave Zhongke Shuguang (603019.SH) a purchase rating. The main reasons for the rating include: 1) maintaining a good level of profitability and basically completing business transform
Guohai Securities released a research report on April 18 stating that it gave Zhongke Shuguang (603019.SH) a purchase rating. The main reasons for the rating include: 1) maintaining a good level of profitability and basically completing business transformation; 2) continuing to focus on computing power investment, and the construction of intelligent computing centers is expected to accelerate; 3) strengthening the autonomous computing industry ecosystem, and improving demand for Xinchuang servers. (Mainichi Keizai Shimbun)
Zhongke Shuguang (603019): Having products and collaborative advantages across the entire industry chain is expected to benefit from increased computing power demand
Incident: Zhongke Shuguang released its 2023 annual report. In 2023, the company achieved revenue of 14.353 billion yuan, a year-on-year increase of 10.34%; net profit to mother was 1,836 billion yuan, an increase of 18.88% over the previous year; deducted from Africa
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