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Being targeted by the USA may affect forex settlement! What are the highlights of this listed company?
Before the official announcement of being listed on the SDN list by the U.S. Department of the Treasury's Office of Foreign Assets Control, Wuhan Tianyu Information Industry had an unfavorable year, not only being listed as special treatment (ST), but also being caught in internal disputes.
Malaysia's factories are all in production. The announcement for the disclosure of news reported by the media on the 120 billion photovoltaic leading company is presented in a post-market announcement summary.
Tianfeng Securities: Provided a total guarantee of USD 350 million for the issuance of US dollar bonds by Tianfeng International and others.
Neusoft Corporation received a notice of fixed-point procurement of 2.177 billion yuan, hoping that the autos business will emerge from its performance trough?
Neusoft Corporation has received designated notification from a well-known domestic auto manufacturer to provide its OneCoreGo 5.0 navigation group products with globally navigational and EHP electronic horizon software products, with a total amount involved of around 2.177 billion yuan throughout the lifecycle. In the face of the intense price war in the auto industry, and with the future large-scale applications, the automobile-related business of Neusoft Corporation may still be affected by the reduction in vehicle costs.
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.
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.
Chen Jihong, Chairman of Huazhong CNC: Using the “Chinese Brain” to Equip “Made in China” | Interview with the head of TheOne
① Chen Jihong said that in order to seize the favorable opportunity of “time, time and place,” the company will once again achieve a breakthrough in high-end CNC system applications such as 5-axis; ② As the world's first intelligent CNC system equipped with AI chips, the Huazhong 9 intelligent CNC system has now been used in small batches by many domestic machine tool companies; ③ According to Chen Jihong, in 3-5 years, domestic CNC systems will have a collective breakthrough.
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.
Heavy warehouse bought back Meituan Kuaishou! Zhong Geng Qiu Dongrong's quarterly report revealed that there were many moves to adjust positions
Early this morning, Qiu Dongrong's products revealed a quarterly report.
Seven departments promote the upgrading of equipment in the industrial sector, industrial mother machines to meet the policy trend
① Seven departments including the Ministry of Industry and Information Technology recently jointly issued the “Implementation Plan for Promoting Equipment Renewal in the Industrial Field”, which states that the focus is on promoting the renewal of machine tools that have been in service for more than 10 years in the industrial mother machine industry. ② Guojin Securities Research Report pointed out that support policies drive domestic market demand, and continued to be optimistic about core links in the industrial chain such as CNC systems, rolling functional parts, and high-end machine tools for 24 years.
Huazhong CNC: Net profit increased by more than 40% last year, construction of the three major bases increased production capacity
① With high-end CNC systems and intelligent production line deployment, Huazhong CNC's net profit in 2023 increased by 45.7% year-on-year. ② Last year, the company calculated a total of about 90.71 million yuan in asset impairment preparations for 2023, reducing net profit by about 78.95 million yuan. ③ The company's three major industrial bases in Ezhou, Foshan and Wenling are being stepped up to expand production of high-end data systems and robots.
Musk's brain-computer interface company has made further progress. Neuralink is expected to open up a new market for large EEG models, and institutions are optimistic about laying out companies related to EEG models
① The global BCI market will reach 1.98 billion US dollars in 2023, and is expected to reach 3.3 billion US dollars by 2027, with a compound annual growth rate of about 14%; ② As the AI multi-modal model represented by the Sora model enters rapid development, brain-computer interfaces will continue to empower multi-modal related training, and Neuralink is expected to open up a new market for large EEG models.
Is the first year of Kimi's explosion of domestic big model apps still far away?
① The 2 million word context supported by Kimi after this update means that the model's text understanding capacity has fundamentally changed; ② Kimi may become a popular domestic C-side AI application with excellent performance in a very short period of time; ③ AI applications and computing power are the two main lines highly recognized by the agency.
Nvidia launches next-generation artificial intelligence supercomputer, demand for downstream computing power continues to be released
① Nvidia CEO Hwang In-hoon launched a new GPU called BLACKWELL, which allows the construction of artificial intelligence to be generated in real time; and announced the launch of the next generation of artificial intelligence supercomputers. ② CITIC Construction Investment's analysis indicates that with the rapid development of the domestic AI application market, the computing power demand for AI training and inference is gradually being released, and the shortage of computing power is expected to continue for some time.
Tsinghua University will equip new students with AI growth assistants, and the education industry will become a field of high-quality AI implementation
① Li Luming, president of Tsinghua University, said that the school will build 100 artificial intelligence-enabled teaching pilot courses and equip every 2024 freshman with an “AI growth assistant”. ② Yu Fangbo of CITIC Construction Investment Securities believes that the education industry has become a high-quality implementation field for artificial intelligence because of its strong demand for personalized learning, high data richness, and strong willingness to pay.
In 2023, sales of folding screen phones increased 140% year-on-year, and domestic flexible material manufacturers are expected to break through at an accelerated pace
According to CINNO Research industry statistics, the sales volume of folding screen smartphones in the Chinese market reached 6.8 million units in 2023, up 140% year on year; it is estimated that in 2024, sales of folding screen smartphones in the Chinese market will reach 9.6 million units, an increase of 41% year on year.
The premium rate is as high as 400.72%! The “silent majority” voiced opposition to enlighten the pharmaceutical industry's dispute and takeover push to pass
① The China Securities Small and Medium Investors Service Center questioned the rationality of Enlightenment Pharmaceutical's acquisition of assets at a high premium and called on the majority of small and medium-sized investors to actively exercise their rights and participate in the voting at this Extraordinary General Meeting of Shareholders. ② In the face of opposition from the second and third major shareholders and a large number of small and medium-sized investors, the majority shareholders of Enlightenment Pharmaceuticals forcibly passed a bill to acquire 55% of Mingshi Pharmaceutical's shares.
Q4 net profit increased more than 20 times month-on-month, iFLYTEK expects net profit to be positive last year|Financial Report Interpretation
① iFLYTEK expects net profit attributable to shareholders of listed companies of 645 million yuan to 730 million yuan last year, an increase of 15% to 30% over the previous year. The company said that it has firmly invested and made significant progress in the AI general-purpose model and industry model; ② The company will release the Spark Big Model V3.5 on January 30.
Neusoft Group's big car business is still losing money, and the company hopes for stable profits after a painful period | Financial Report Interpretation
① In 2023, Neusoft Group is expected to achieve net profit of 72 million yuan to 86 million yuan, turning a year-on-year loss into a profit; ② Neusoft Group's structural innovation business companies in the “Big Health” and “Big Auto” sectors still had a negative impact on overall net profit and deduction of non-net profit during the reporting period; ③ The Financial Services Association reporter learned from company sources that Neusoft Group's overall business is developing healthily, and the overall situation of the automobile industry will be stable after the overall situation of the automobile industry has been determined.
[Looking at the data] Northbound capital increased drastically, iFLYTEK's agency raised nearly 100 million yuan in game stocks
① iFLYTEK received a net purchase of 539 million from northbound capital. At the same time, the stock was bought by an institution of more than 30 million yuan. ② The game stock Kaiying Network was bought by three institutions for more than 90 million and sold for more than 50 million by one agency at the same time. ③ IH futures refer to a sharp reduction in the main contract short positions.
With the power of Q4, “Power Pull” Zhonghe Technology achieves year-round profits
① As for the reason for the change in performance, the company reduced impairment losses, financial expenses, etc. to a marked decrease compared to the same period last year; ② behind Zhonghe Technology's profits, it was inseparable from the increase in the number of new orders in the smart transportation business; ③ In order to supplement liquidity and optimize the capital structure, Zhonghe Technology issued a fixed increase plan in November last year.