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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.
Investing in industry funds + establishing a joint venture, Cathay Biotech Inc. "leverages" Contemporary Amperex Technology and Hefei State Assets.
① Behind Cathay Technology are two major giants, Cathay Biotech Inc. and Contemporary Amperex Technology. ② Cathay Technology mainly engages in the research, production, and sales of products applying Cathay Biotech Inc.'s polyamide composite materials in the fields of power batteries, energy storage, and other New energy areas. ③ The招商凯赛新材料基金 (Zhaoshang Cathay New Materials Fund), co-founded by Cathay Biotech Inc., Hefei State-owned Assets, and China Merchants Shekou Industrial Zone Holdings, was established with a registered capital of 0.65 billion yuan.
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
Track the entire lifecycle of the main Sector.
Frontline | Intelligent Driving Competition: BYD's terminal inventory clearance promotes "God's Eye" while Tesla's FSD feature faces a lukewarm market.
On February 26, Tesla's refreshed Model Y began deliveries in the China market; the day before, the renamed Tesla FSD officially entered the China market. BYD released the "Heavenly Eye" intelligent driving system, claiming to initiate the "era of comprehensive intelligent driving."
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.
