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GTJA: Deepseek catalyzing the integration of AI and light industry is worth looking forward to.
The rise of the Deepseek model is expected to accelerate the penetration of end-side products and enhance product capabilities, opening up sales opportunities.
Does Shifeng Cultural Development (SZSE:002862) Have A Healthy Balance Sheet?
Publicly listed companies are scrambling to layout the Industry Chain of AI toys, which may lead to a surge.
① According to media reports, industry insiders believe that AI toys are one of the best landing scenarios for large models in the Hardware sector. Nowadays, not only are listed companies developing AI toy products, but many startup companies have also emerged and received tens of millions in financing. ② China Securities Co., Ltd. believes that the long payment cycle and high market growth of AI toys make them one of the best landing scenarios for current large models.
Shifeng Culture: 2024 Annual Results Forecast
Shifeng Cultural Development (002862.SZ): Estimated profit of 8 million - -12 million yuan for the year 2024.
On January 20, Gelonghui reported that Shifeng Cultural Development (002862.SZ) announced its performance forecast for 2024. The net income attributable to shareholders of the listed company is expected to be 8 million to 12 million yuan, compared to a loss of 64.0871 million yuan in the same period last year. The net income after deducting non-recurring gains and losses is expected to be a loss of 39 million to 45 million yuan, compared to a loss of 68.0976 million yuan in the same period last year. The basic EPS is projected to be 0.07 yuan/share to 0.10 yuan/share. During the reporting period, the Consumer demand for the toy business has rebounded, major client Orders are sufficient, and overall sales have increased compared to the previous year, along with profits.
China Merchants: Traditional toys + large model capabilities accelerating the implementation of companionship scenarios under new Consumer trends.
In the application scenarios of edge AI, AI toys target a wide range of audiences, with applications covering diverse scenes such as emotional companionship and Education popularization. Combining trendy toys and IP is expected to achieve richer product development and implementation, bringing benefits and investment opportunities to Industry Chain companies.
