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Beijing Ultrapower Software (300002.SZ): Currently, the USA's existing tariff policy has no direct impact on our company.
On April 7, Gelonghui reported that Beijing Ultrapower Software (300002.SZ) stated on the investor interaction platform that the company is long-term rooted in the digital economy sector, with businesses in mobile games and Cloud Computing Service steadily developing Global. Based on the current tariff policy framework in the USA, digital service trade has significant uniqueness: digital content services provided by Chinese gaming companies to USA users through international mainstream platforms such as the App Store, Google Play, and Steam (including game downloads and in-app purchases), as well as non-traditional goods services such as Cloud Computing Service provided by Chinese companies to cross-border enterprises, belong to 'services provided across borders.'
Open-source securities: AI is expected to reshape gaming from aspects such as development, interaction, and commercialization.
AI-native games are expected to enhance the richness of gaming experiences, transforming from the relatively simple "leveling up and monster fighting" entertainment experience to a mixed experience that includes competition, social interaction, and art.
Beijing Ultrapower Software (300002.SZ): plans to acquire a portion of the equity of Manyou Brothers for 14.025 million yuan.
On March 25, Gelonghui reported that Beijing Ultrapower Software (300002.SZ) announced that to optimize the equity structure of its subsidiaries, its wholly-owned subsidiary, Beijing Ultrapower Software Co., Ltd. plans to use its own funds to acquire part of the equity of Beijing Brother Enterprises Holding Co., Ltd. (hereinafter referred to as "Brother Enterprises") for a total transaction price of 14.025 million yuan. Brother Enterprises is a shareholder of the company's holding subsidiary, Tianjin Ultrapower Xiaoman Technology Co., Ltd. (hereinafter referred to as "Ultrapower Xiaoman"), holding a 40.75% equity stake in Ultrapower Xiaoman. After the acquisition is completed, the company will hold shares in Ultrapower Xiaoman.
Beijing Ultrapower Software (300002.SZ): Currently, the company's AI is reflected in the form of Software products and has not yet been applied in the field of humanoid Siasun Robot&Automation.
On March 5, Gelonghui reported that Beijing Ultrapower Software (300002.SZ) stated on the investor interaction platform that the company's AI is currently manifested in the form of software products and has not yet been applied in the field of humanoid robots.
China Reform Securities looks forward to the Internet opportunities in 2025: Bullish on the value reassessment of Alibaba Cloud and the reshaping of Tencent's application ecosystem.
Huachuang Securities released a Research Report stating that if the industry reshaping brought by open-source large models is similar to that of the USA in 2023, the first insight may be that cloud revenue, subscription revenue, and advertising revenue are the areas most likely to materialize in the first phase. Understanding the business model of M7 can help identify the most worthwhile investment directions in this round. The second insight may be that the investment value of weighted stocks this year will be strengthened, unlike the previous two years where the dominant logic was fully reflected. Internet giants like Alibaba (09988) and Tencent (00700) may show similar allocation value. The main points of Huachuang Securities are as follows: Review: Since 2023.
Beijing Ultrapower Software (300002.SZ): "Stellar Sanctuary" and "Next Agers" are in the overseas commercialization testing and optimization stage.
Gelonghui reported on February 28 that Beijing Ultrapower Software (300002.SZ) stated on the investor interaction platform that the company's two new games, "Stellar Sanctuary" and "Next Agers", are in the overseas commercialization testing and optimization phase, with related work being carried out in an orderly manner.