BK0320 Domestic Software
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Agencies say such companies are natural load aggregators or are fully benefiting from electricity marketization reforms
① The National Development and Reform Commission announced the “Electricity Market Supervision Measures” to increase electricity trading companies, energy storage companies, virtual power plants, and load aggregators. ② CITIC Construction Investment Zhu Yue believes that charging pile operators are natural load aggregators. Load aggregators can integrate user resources, participate in the electricity market, respond to grid needs, and operate traditional businesses such as wholesale and retail of electricity.
Science and Technology Innovation Board Evening News | Sequoia China, a shareholder of Geling Deep Hitomi, plans to reduce its holdings by no more than 2%, Ruihuatai plans to establish a joint venture with Kailing Chemical
① For the first time, Shenzhen launched the largest car network interactive application in the country; ② Jinmat completed Series B financing of over 400 million yuan.
Losses widened in the first quarter, Danghong Technology: due to rising equity incentive costs and compensation costs | Direct impact on performance
① In response to the increase in losses in the first quarter of this year, Danghong Technology said that equity incentive costs increased significantly compared to the same period last year. At the same time, the entry period for new recruits in 2023, especially R&D personnel, was concentrated after the first quarter, leading to an increase in personnel remuneration costs compared to the same period last year. ② The company is currently working closely with Intel to develop multi-modal large model technology and related products based on Intel Core Ultra CPUs
Concept News | Financial Federation adds “commercial aerospace” to the theme library
① From the mention of commercial space at the Central Economic Work Conference in 2023 to being included in the government work report in 2024, commercial space has ushered in new opportunities. ② List of commercial aerospace concept stocks.
Tesla surged more than 15%, and the FSD implementation process accelerated, which is expected to catalyze the smart driving market
① Tesla surged more than 15%, the biggest one-day increase since March 2020. The time when Tesla FSD landed in China is close. ② CITIC Securities believes that FSD V12 is expected to open the ChatGPT moment for Tesla's intelligent driving, and sector sentiment is expected to continue to be catalyzed, and it will continue to be optimistic about this round of smart driving.
How many “misdeeds” have the actual controller tortured, broken credit disclosure, and reduced Guao Technology's holdings in violation of regulations?
① Guao Technology announced tonight. Recently, Chen Chongjun, the actual controller of the company, was taken into criminal detention by the Qingdao Municipal Public Security Bureau. ② The Financial Services Association reporter combed through and discovered that the company's “black history” is endless, including illegal holdings reduction and information disclosure violations.
Jinshan Office's Q1 net profit increased 37% year-on-year, and the number of monthly active devices increased to 602 million, boosting the B-side enterprise application market
① Jinshan Office's revenue for the first quarter of this year reached 1,225 million yuan, up 16.54% year on year, and net profit to mother was 367 million yuan, a year-on-year increase of 37.31%; ② By business, Jinshan Office's domestic personal subscription and institutional subscription business revenue all increased year-on-year in the first quarter.
Many investors asked why gross margin fluctuated in Q1? iFLYTEK: Three businesses are being stepped up to adjust their efforts to the C-side | Direct access to the results conference
① Chairman Liu Qingfeng said that Q1 revenue was relatively low throughout the year, and the continued increase in R&D investment was the main reason for the increase in losses; ② The company plans to release the Spark Model in June this year to be able to benchmark the GPT-4 Turbo level, but the base capacity will still catch up dynamically in the long run.
According to the news, Apple is developing its own large-scale device-side language model; iFLYTEK's 2023 Q4 revenue growth rebounded significantly; Nvidia US stocks rebounded 4.35% |AI Daily Morning News
① Nvidia rebounded, and its market capitalization once again approached 200 billion US dollars; ② Xiaohongshu welcomed a new head of community content, and the entire business accelerated; ③ In March, the Indian market ranked first in the global mobile game download market.
A new product launch conference for Huawei smart car solutions will be held, and related companies are expected to usher in a new round of product cycles
The “2024 Huawei Smart Car Solution New Product Launch Conference” will be officially held in Beijing on April 24. The theme of this year is “Smart must be done”. At that time, Huawei will release fully upgraded smart car solutions, as well as new products and technologies. At this press conference, Huawei will also announce new smart car solution brands and other important information.
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'.”
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.
Guangyun Technology sued Zhongrong Trust for the amount of 90 million yuan involved
① Guangyun Technology announced last night that trust products purchased by the company in 2023 totaling 90 million yuan issued by China Finance Trust have not been paid. The company has filed a lawsuit against China Finance Trust in the People's Court of Xiangfang District, Harbin. ② In September of last year, a staff member of the General Secretary of Guangyun Technology said, “The repayment of the principal amount of China Finance Trust products is actually a matter of time. The principal amount should be refunded; interest is not guaranteed.”
The net profit of “Quantum Communications First Stock” continues to lose money in 2023, and cash flow changed from positive to negative
① Annual revenue of 156 million yuan, an increase of 15.87% over the previous year; net profit attributable to shareholders of listed companies was -124 million yuan, an increase of 37.73 million yuan over the same period last year; ② National Shield Quantum lost money for three consecutive years and has not yet developed self-hematopoietic capacity. A significant portion of its profit comes from government subsidies.
Zhiling Haina “bucked the trend” and embarked on the Science and Technology Innovation Board IPO journey how “hard” strength is | Enterprise Innovation Evaluation Laboratory
① Against the backdrop of tightening the pace of A-share IPOs and stricter requirements for science and technology innovation boards, only Zhiling Haina has disclosed that the sector to be listed is the Science and Technology Innovation Board in the past month; ② As of the latest, Zhiling Haina has a total of 127 open patent applications. Judging from the application trend, the company's application volume has increased dramatically since 2021, and the scale and stability of R&D are good.
The first national data work conference was held, and institutions are optimistic about the release of the value of data elements
A Financial Services Association reporter learned that the National Data Administration held its first national data work conference in Beijing on April 1-2. The conference will focus on market-based allocation reforms of data elements and coordinate the construction and development of digital China, digital economy, and digital society to study and deploy key tasks for this year.
Sudden! Leading shareholders of 36 billion Flying Motors plan to reduce their holdings by no more than 0.42% | Highlights of post-market announcements
Runhe Software: The holding subsidiary plans to increase capital and expand shares and introduce the Southern Network Institute of Mathematical Research
Baoxin Software's net profit increased 17%. Will the company welcome new growth under the replacement of large PLCs in China? |Annual Report Interpretation
① Baoxin Software achieved revenue of 12.916 billion yuan in 2023, a year-on-year decrease of 1.78%; achieved net profit of 2,554 billion yuan, an increase of 16.82% over the previous year; ② In 2024, the company will continue to promote in-depth iterative R&D and industrialization of PLC products; and build an intelligent computing center to support the construction and development of large-scale industry models and artificial intelligence applications.