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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.
DeepSeek's popularity surged over the weekend, and related industry chain companies are expected to ride the wave.
① The AI company DeepSeek, under the Algo brand Huange, became an overnight sensation, trending across major mainstream media and social media in the USA. ② A report from CITIC SEC indicates that the smaller parameter size of the DeepSeek model compared to the GPT-4 model also means lower inference costs, and the reduction in inference costs will be a precursor to the widespread adoption of AI applications.
As the performance of the Bank Of Zhengzhou warms up: the qualifications of the 'post-70s female president' have been approved.
After experiencing a performance "setback", Bank Of Zhengzhou is now welcoming a simultaneous rebound in revenue and net profit. On January 24, Bank Of Zhengzhou disclosed the company's 2024...
Both "dual giants" suffered huge losses, with GANFENGLITHIUM expected to incur a loss of over 1.4 billion in 2024 | Interpretations
① GANFENGLITHIUM expects a net loss of 1.4 billion to -2.1 billion yuan last year, compared to a net income of 4.95 billion yuan in the same period last year; ② GANFENGLITHIUM stated that the performance change was mainly affected by the decline in sales prices of lithium salts and Lithium Battery products, the decline in the prices of financial assets held by the company, and additionally, the company made provisions for depreciation of inventory and other related Assets; ③ Known as the "Twin Heroes", both Tianqi Lithium Corporation and GANFENGLITHIUM have encountered losses, resulting in their worst performance since going public.
Sales of high-end optical modules are experiencing strong growth! Zhongji Innolight: It is expected that the Net income in 2024 will increase by 111.64%-166.85% year-on-year | Earnings Reports Insights
Benefiting from the strong growth in sales of 800G and 400G high-end optical modules, the company expects to achieve a net income attributable to the shareholders of the listed company of 4.6 billion yuan to -5.8 billion yuan in 2024, a year-on-year increase of 111.64% to 166.85%. The net income after excluding non-recurring gains and losses is expected to be 4.5 billion yuan to -5.7 billion yuan, a year-on-year increase of 111.90% to 168.40%.
Year-on-year loss reversal, Tianqi Lithium Corporation is expected to lose over 7 billion in 2024 and plans to terminate the construction of the second phase lithium hydroxide project in Australia | Interpretations
① Tianqi Lithium Corporation expects a net loss of 7.1 billion yuan to -8.2 billion yuan in 2024, compared to a profit of 7.297 billion yuan in the same period last year; ② The company states that the reasons for the performance change are mainly the decline in lithium product prices and mismatch in pricing mechanisms, a drop in performance from the important associate company SQM, as well as an increase in asset impairment losses and foreign exchange losses; ③ The company plans to terminate the investment in the second phase of the lithium hydroxide project in Australia.