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Guangdong issued a major policy on the low-altitude economy and commercialization of the industrial chain may have exceeded expectations
① The General Office of the People's Government of Guangdong Province issued the “Guangdong Province's Action Plan to Promote High-Quality Development of the Low-Altitude Economy (2024-2026)”. The overall target is that the low-altitude economy will exceed 300 billion yuan by 2026. ② China Merchants Securities pointed out that infrastructure construction is more driven by national and local policies, and it itself has a multiplier effect, so the low-altitude infrastructure sector will benefit first.
Intelligent driving industry events are catalyzing, and institutions are optimistic about sector investment opportunities
Societe Generale Securities said it is optimistic about the progress and investment opportunities of the intelligent driving industry. Judging from the pace of investment, Tesla is the anchor of intelligent driving. FSD's subsequent progress may exceed expectations. There may be many eventful catalysts during the year, and the intelligent driving sector has sector opportunities.
Shengtian Network plans to launch 4 new travel AI products “GiMak” this year and have achieved part of the revenue | Direct Performance Report
① The May domestic game version was released yesterday, and Shengtian Network's new game “Misty Park” was listed. The company chairman revealed at the performance conference today that the game is being polished; ② In addition to the two new games that have already been launched, Shengtian Network is also expected to launch 4 new games this year, of which “Age of Discovery: Sea Overlord” will be released on schedule this year; ③ The company's director said that the AI music product “Gimai” has achieved part of its revenue.
Northbound Capital Purchase Report: IFF received net sales of 215 million yuan
Northbound Capital sold a net sale of 1,967 billion yuan today.
GPT-4O brings brand-new interaction capabilities, multi-modal AI leader 20cm rises and stops this week, institutions are intensively investigating related listed companies
① When surveyed by the agency, Tom said that GPT-4o has shown comprehensive ability in terms of emotional value such as emotional perception and simulating human tone for interaction, which is highly consistent with the development direction of Tom Cat AI products focusing on the field of emotional companionship. ② Sort out the industry sectors that institutions are most concerned about this week (attached table), the list of listed companies (attached shares), and the latest research on the multi-modal AI industry.
Will garden machinery face a replenishment cycle? Glebe expects Amazon purchases to grow 80% this year | Direct performance
① Losses are mainly affected by inventory removal and high investment. There were many shipments in the first quarter of this year, but accounts receivable were high, and cash flow was still poor. ② After experiencing inventory removal last year, the household sector has entered a replenishment cycle this year, and it is predicted that customer brand business will increase dramatically. ③ Amazon's willingness to purchase the company has rebounded this year, and the increase is expected to reach about 80%. The company also reached a new partnership with STIHL.
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.
Many questions remain unanswered! What is the solution to the problem of subsidiaries being fined frequently under rapid expansion of Kyushu Express regulation? |Go directly to the results meeting
① At the results meeting, Liu Changyun, chairman of Kyushu Express, said that the company will strive to achieve the total number of directly-managed and franchised stores surpassing 25,000 in 2024; ② against the backdrop of rapid growth in the number of stores, the company's revenue growth rate fell to single digits, and even showed a downward trend in performance in the first quarter of this year; ③ the company's subsidiaries have been repeatedly penalized due to issues such as selling poor drugs. How to effectively supervise subsidiaries is a problem that the company needs to solve urgently.
OpenAI and US “Tieba” Reddit announce collaboration to highlight the value of high-quality corpus
① OpenAI announced a partnership with the social network Reddit to introduce the latter's content into the chatbot ChatGPT and other products. ② Currently, AI policies are being introduced intensively, and copyright issues of high-quality data sets and training data are being paid attention, and the value of high-quality training databases will be highlighted in the future.
Chengdu Pioneer: Continuing to promote “AI Pharmaceuticals” to build an iterative “design-synthesis-testing-analysis” platform|Direct access to performance meetings
① In response to investors' questions about the company's plans for “AI pharmaceuticals,” Li Jin, chairman and general manager of Chengdu Pioneer, said that the company independently designed and built a comprehensive compound synthesis platform in 2023. ② In addition to the “AI pharmaceuticals” that the market is concerned about, Li Jin said that Chengdu Pioneer will continue to promote the expanded application of DEL technology and launch the “DEL For” and “DEL Plus” series in response to customer needs.
Northbound Capital Purchase Report: IFF received a net purchase of 468 million yuan
On May 16, Northbound Capital made a significant net purchase of 6.067 billion yuan throughout the day.
Sudden! The “first home improvement stock” was robbed on the 10th anniversary of listing, and Dongyi Risheng was revealed to have “run away” with branches in many places
① The news that Dongyi Risheng's many branches are “running away” is rampant. Consumers, company employees, etc. confirmed in interviews that the Wuxi branch has actually basically lost its ability to perform contracts. ② The interviewees said that the branch office collects money from customers and sends supply requirements to suppliers with whom it has cooperated for a long time. This probably means that the actual financial power held by the Wuxi branch is limited.
The quarterly adjustment of the MSCI Index excludes 15 Hong Kong stocks. The effective date is scheduled for early June
① Which individual stocks will MSCI China adjust quarterly? ② How much impact does the MSCI Index have on the market?
MSCI China Index Quarterly Adjustment Announced! Added 10 new constituent stocks including Hisense Home Appliances (00921)
On May 15, MSCI, an international index compiling company, announced its quarterly index adjustment results for May 2024. The adjustment results will take effect after closing on May 31, 2024.
Hongsoft Technology: AI commercials are discussing the gradual expansion of “smart superdomain integration” product coverage models with multiple e-commerce platforms | Direct access to performance meetings
① In addition to the Ali 1688 platform, the commercial product “PhotoStudioAI” is also negotiating cooperation with various e-commerce platforms, and will gradually be launched according to the work progress of PhotoStudioAI and each platform. ② Revenue from the mobile phone business rebounded in 2023. Thanks to smart superdomain fusion technology products, it has received a good market response, and is currently expanding to mid-range and low-end models.
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
Passenger Federation: The pickup truck market sold 44,000 vehicles in April and is at a medium to high level in the past 5 years
On May 14, the Passenger Transport Federation revealed that the pickup truck market sold 44,000 vehicles in April 2024, up 4.4% year on year and down 13.1% month on month.
GPT-4o is here! Real-time voice and video interaction shocks the audience or pushes AI applications to open up commercial space
In the early morning of Tuesday (May 14), Beijing time, the American artificial intelligence research company OpenAI held an online “Spring Update” event. OpenAI unveiled its new flagship model “GPT-4O” at the event, which “can infer audio, vision, and text in real time.
Sales differentiation among NEV companies intensified in April: Cyrus surged 700% year on year, Tesla fell month-on-month
① Geely and Changan both showed significant year-on-year growth. The former had a year-on-year increase of 76.3%, and the latter doubled; ② Cyrus had a particularly significant year-on-year increase of 725.7%; ③ Tesla's retail sales volume in April was 31,421 vehicles, down 21.4% year on year, down 21.4% year on month; ④ The most obvious year-on-year decline was GAC Aian, which fell 36.3% year on year to 26,109 vehicles.
Price increases combined with negotiations broke down, and European shipping continued to reach record highs! Hong Kong A shipping stocks have surged one after another
Various futures contracts soared.