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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.
Beijing Ultrapower Software (300002.SZ): A small number of products have completed the integration with DeepSeek, and this matter currently has little impact on the company's operation.
On February 25, Gelonghui reported that Beijing Ultrapower Software (300002.SZ) stated on the investor interaction platform that multiple Business lines are assessing and exploring the work through online API interfaces and the privatization deployment of open-source models, with a few products already completed the integration with DeepSeek. This matter currently has a minimal impact on the company's Operation. The company maintains a proactive exploration and open attitude towards cutting-edge technology and is committed to driving the company's Business development through innovation.
Shenzhou Taiyue: 2024 Annual Results Report
Gelonghui Announcement Highlights | Beijing Ultrapower Software: The net income for the fiscal year 2024 is 1.44 billion yuan, a year-on-year increase of 62.35%; Zhejiang Sf Oilless Bearing Co.,Ltd.: Currently, there is no corresponding business in the fi
【Hot Topics】RunJian Co.,Ltd. (002929.SZ): Self-developed "L-shaped" AI open platform interfaces and deploys the DeepSeek series models. Kingfa Sci. & Tech. (600143.SH): Indirectly Holds a very low equity ratio in Yushu Technology. Zhejiang Sf Oilless Bearing Co.,Ltd. (300817.SZ): Currently has no corresponding Business in the field of humanoid robot components. Ningbo Shuanglin Auto Parts (300100.SZ): The rolling screw products have only completed the relevant sample research and development, and have not yet achieved revenue. 【Project Investment】FOSUN PHARMA (600196.SH): The controlled subsidiary FOSUN Health plans to invest 30 million yuan.
Beijing Ultrapower Software (300002.SZ): Currently, there are no games involving the Nezha IP.
On February 13, Gelonghui reported that Beijing Ultrapower Software (300002.SZ) stated on the investor interaction platform that the company currently does not have any games involving the Nezha IP.
