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The first annual report on computing power chips of the year has been released! Haiguang Information's 2024 revenue is expected to increase by over 50%, significantly increasing inventory four times to ensure supply.
① Haiguang Information released its 2024 financial report, with revenue of 9.152 billion yuan, a 52.40% increase compared to the same period last year, and a year-on-year increase of 52.87% in Net income attributable to the parent company; ② Haiguang Information stated that the industrial ecosystem of its high-end processor products is continually expanding, with increased applications in various Industries and the emerging AI large model industry, leading to a 405.09% year-on-year increase in inventory value by the end of 2024.
Star Evening Report | Haiguang Information's net profit in 2024 increased by over 52% year-on-year, and the Fund has reduced its Shareholding in Tailin Micro by 1%.
Today's Star evening news mainly includes: Peking releases an action plan to promote the landing of 10,000 units of embodiment Siasun Robot&Automation; National Silicon Industry Group: plans to purchase minority equity and other Assets, Stocks continue to be suspended for no more than 5 Trading days; Saifang Semiconductors secures Pre-B round financing.
The wave of AI in Medical is sweeping: the potential of the macromolecule new drug market is highlighted and imaging products are "going overseas" into Emerging Markets | Focus
① Some executives from pharmaceutical companies have stated that "currently, the discovery of small molecule drugs is very challenging; finding potential molecules and structures is already quite difficult, while there is still significant potential in the discovery and design of large molecule new drugs." ② Currently, the application maturity of AI technology in the imaging field is relatively high, and relevant manufacturers have revealed that the market potential for AI imaging large models in Belt and Road Initiative Concept countries is quite extensive.
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
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Haiguang Information's revenue and net profit are expected to grow by 50% in 2024, and domestic computing Hardware may benefit from major AI investments.
① Haiguang Information achieved a total revenue of 9.162 billion yuan in 2024, with a year-on-year growth of 52.40%, and the Net income attributable to shareholders grew by 52.73% year-on-year; ② Haiguang Information announced this month that its computing power chip products have completed the adaptation and optimization for the DeepSeek-Janus-Pro multimodal large model.
Continuing to increase the pace, Ping An will increase its Shareholding in three Banks after the New Year.
Ping An Insurance's enthusiasm for bank stocks continues. On February 11, the Hong Kong Stock Exchange disclosed that Ping An and its subsidiary Ping An Asset Management had consecutively increased their shareholding on February 6.
Thirty percent of car companies expect profit growth in 2024, with Great Wall being the most profitable and Chongqing Sokon Industry Group Stock achieving profitability for the first time this year.
① In 2024, only Great Wall Motor, Yutong Bus Co.,Ltd., Jiangling Motors Corporation, and Shenyang Jinbei Automotive achieved an increase in net income attributable to the parent company, accounting for 30%. ② Chongqing Sokon Industry Group Stock achieved an annual turnaround for the first time, with net income expected to be between 5.5 billion and 6 billion yuan.
Despite the decline in coal prices, the ability to generate revenue remains strong for China Shenhua Energy, which earned over 0.15 billion per day last year.| Interpretations
① Despite the decline in coal prices, "Coal King" China Shenhua Energy's ability to generate revenue remains strong, with an estimated Net income of 57 billion yuan to 60 billion yuan last year; ② Its revenue generation capacity surpasses Contemporary Amperex Technology (49 billion yuan - -53 billion yuan), second only to Kweichow Moutai (85.7 billion yuan).
The decline in Coal prices has dragged down China Shenhua Energy's expected Net income for 2024, which is estimated to decrease by 4.5% to an increase of 0.5% | Earnings Reports insights.
China Shenhua Energy stated that the group is actively responding to adverse effects such as the decline in Coal prices, maintaining stable and high production of Coal, ensuring smooth Transportation via major road and port channels, achieving integrated and efficient Operation, and meeting annual goals for Coal production and sales, as well as power generation Indicators.
The net profit in 2024 is expected to reach 32 billion yuan, with Zijin Mining Group achieving its best performance since listing. Production expectations for 2025 are anticipated to decline slightly | Interpretations
① Zijin Mining Group's net profit is expected to increase by more than 50% in 2024, achieving the best annual performance since its listing; ② The company's recently announced production plan for 2025 has substantially reduced growth expectations compared to previous forecasts.
It is expected that revenue will increase by more than 300%, and the company will turn a profit for the first time this year; Chongqing Sokon Industry Group Stock aims to achieve 'million-level' sales within three years.
① "Turning losses into profits compared to the same period last year" has become the core keyword for Chongqing Sokon Industry Group Stock's performance in 2024. ② "In the 2024 fiscal year, the company's sales volume of New energy Fund Autos will reach 0.4269 million units, a year-on-year increase of 182.84%, with significant growth in main Business income, exceeding the annual Operation goals." Chongqing Sokon Industry Group Stock stated in the announcement.
The preliminary performance forecast indicates that the Industrial Bank, which no longer follows the old path, has returned to growth.
Both revenue and net profit increased.
WUXI XDC's net income for 2024 is expected to increase by 260%. WUXI APPTEC recently cashed out 2.4 billion Hong Kong dollars at a high point | Quick read of the announcement.
In 2024, WUXI XDC expects total revenues, Net income, and adjusted Net income to grow by over 85%, 260%, and 170% year-on-year, respectively; According to the latest data from Frost & Sullivan, it is projected that by 2030, the Global market size for ADC and XDC will reach 66.2 billion US dollars.
Firing the first shot for increased computing power! Driven by CPU and DCU, Haiguang Information's annual report shows net profit may increase by nearly 60%.
① Haiguang Information expects to achieve revenue of 8.72 billion to 9.53 billion yuan in 2024, a year-on-year increase of 45.04% to 58.52%; ② Regarding the reasons for performance growth, Haiguang Information stated that the rapid iteration and development of DCU products has achieved support for AI industry applications such as commercial computing.
Behind the "fast-driving" Electric Vehicles: New forces constantly reaching new heights, Xiaomi successfully takes its place.
In the December retail sales TOP10 list, 9 car companies experienced year-on-year growth, with only GAC Aion showing a decline; Apart from BYD, three other new car-making forces successfully "delivered on their promises" and achieved their sales targets for 2024.
Ping An Insurance continues to "shop" for state-owned banks: investing 0.13 billion HKD to Buy Agricultural Bank Of China's Listed in Hong Kong shares, with a shareholding ratio of 5.05%.
① On January 7, Ping An Insurance Buy 31,678,000 shares of Agricultural Bank Of China Listed in Hong Kong, increasing its shareholding ratio from 4.95% to 5.05%; ② Ping An Asset Management previously disclosed that on January 3, after buying Agricultural Bank Of China Listed in Hong Kong, its shareholding ratio reached 5.03%; ③ Since last year, Ping An Insurance has been continuously 'sweeping up' H shares of major state-owned banks such as ICBC, CCB, PSBC, and Agricultural Bank Of China.
Leading mining company is making acquisitions! Zangge Mining is planning a change in control, and Zijin Mining Group intends to take the lead | Summary of the announcement.
Zangge Mining announced a significant notice, planning to transfer 24.72% of its shares, directly indicating a change of control, with the buyer being the mining giant Zijin Mining Group. It is worth noting that in recent years, Zangge Mining and Zijin Mining Group have made considerable moves in the expansion of lithium resources. The change of ownership of Zangge Mining to Zijin Mining Group is just one of several acquisition cases by the latter; looking at 2024 alone, Zijin Mining Group has already undertaken four large-scale acquisitions.
WUXI BIO has once again divested overseas Assets! Merck takes over WUXI BIO's Ireland vaccine factory for 0.5 billion USD | Quick read announcement.
① WUXI BIO announced today that it will sell the Ireland vaccine factory to Merck for 0.5 billion USD; ② this vaccine factory was originally built to undertake Merck's vaccine contract manufacturing business; ③ not long ago, WUXI APPTEC also divested its WuXi ATU business in the USA and United Kingdom.
Kweichow Moutai's 2024 performance has "initially submitted": annual growth exceeds 15%, and Moutai's base liquor has reduced production for the first time.
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Moutai liquor production cuts? Individuals close to Kweichow Moutai: last year's production remained within a normal and orderly Range | Quick read announcement.
In 2024, Kweichow Moutai plans to produce approximately 0.0563 million tons of Moutai liquor, a decrease of 1.58% year-on-year. Last year, increased marketing investments in the Moutai series of liquors and the higher proportion led to a decline in the company's overall net margin, which may have fallen below 50% last year, reaching the lowest level since 2018. Amid soft stock prices, Kweichow Moutai officially initiated a buyback, with nearly 0.3 billion yuan repurchased on the first day.