BK0959 IT Service Ⅱ
- 661.451
- -3.443-0.52%
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.
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
Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
The “dragon characters” are now in a quagmire: false records that senior officials receive regulatory warning letters, financial reports are not standard, and poor internal control will “wear a hat with stars”
① Longyu Co., Ltd. announced that there are false records in the company's 2022 annual report and 2023 semi-annual report, which violates the “Administrative Measures on Information Disclosure of Listed Companies”. The company was ordered to make corrections, and a number of senior officials received a warning letter from the supervision. ② At the same time, the company was issued with the “2023 Audit Report”, which was unable to express an opinion, and the internal control audit report, which gave a negative opinion, and will be “covered with stars.”
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.”
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.
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.
OpenAI may launch GPT-5 models this summer and is expected to enter a new round of technological breakthroughs
According to people familiar with the matter, OpenAI may be expected to launch GPT-5 this summer. Recently, a number of enterprise customers have received demonstrations of this latest model and its enhancements related to the ChatGPT tool. “It performed so well that it was a qualitative leap forward,” said one CEO who recently watched the GPT-5 demo.
Has smart driving software achieved a “historic” breakthrough? Zhongke Chuangda's net profit declined in 2023, and the automobile business bucked the trend | Financial Report Interpretation
① In 2023, Zhongke Chuangda achieved revenue of 5.242 billion yuan, a year-on-year decrease of 3.73%; realized net profit of 466 million yuan, a year-on-year decrease of 39.36%. ② The company's net profit fell by nearly 40%, but the smart car business performed well in the past year, achieving revenue of 2,337 billion yuan, an increase of 30.34% over the previous year.
A total of 6 companies in 3 days! Three A-share listed companies announced on the same day that the company or related party had been filed. Zhuolang Technology is suspected of breaking the law on credit disclosure
① Tianyi Shangjia, Huashi Technology, and Zhuolang Technology announced that the company or related party had filed a lawsuit after the market, and the biggest cumulative decline in stock prices was around 70% from high levels. ② Tianyi Shangjia “gets involved” with the flying car concept. Huashi Technology and Zhuolang Technology both have artificial intelligence-related businesses; ③ On Tuesday evening, it was also announced that Chaoyue Technology, which was investigated, took advantage of the “hot wind” of car dismantling and recorded a 20CM rise and stop today.
The general manager of Huashi Technology was investigated, and it was once handed down as a good story of Zhejiang University alumni starting a business
① Just two years after listing, the general manager of Huashi Technology was investigated; ② the announcement did not disclose the specific reason for filing the case, emphasizing that the impact was limited; ③ The general manager involved was also one of the company's actual controllers and held 16.76% of the shares.
Sudden! The company's actual controller was placed on hold and the case was investigated | Highlights of post-market announcements
Tianyi Shangjia: Wu Peifang, the company's actual controller and chairman, was placed in custody
Donate shares worth over 10 million yuan to my alma mater! The chairman of the 30 billion AI Big Model Concept Stock gave generously, and the biggest cumulative drop in high stock prices was over 70%
① The AI Big Model Concept Stock with a total market value of nearly 30 billion yuan was announced in the evening. The chairman donated 169,000 shares of the company to his alma mater, with a market price exceeding 10 million yuan based on today's closing price; ② The company has many popular concepts such as “AI phones,” “AI PCs,” “robots,” and “drones,” yet the biggest cumulative decline in stock prices since the August 2022 high has reached 71.5%.
A fixed increase of 2 billion yuan in capital raising! Chinese software plans to “make a big effort” to add the operating system Galaxy Kirin and may support mobile terminals such as tablets in the future
① China Software plans to raise no more than 2 billion yuan to invest in the three major projects of its subsidiary Kirin Software; ② China Software plans to use 1 billion yuan to raise capital and 500 million yuan of self-financing (total investment of 1.5 billion yuan) to invest in the development of integrated terminal operating system products.