Linewell Software (603636.SH): The company has already released the independently developed CNI data factor index operating system, which has generated revenue.
On July 10, Glon Hui reported that Linewell Software (603636.SH) stated on the investor interaction platform that the company has been deeply involved in the digital government field for more than 20 years, accumulating rich data resources and practical experience. In the field of data factors, the company is a provider of tools and platforms for data factor registration, production, operation, and trading. Currently, the company has taken the lead in releasing a self-developed data factor operating system and has formed revenue. The real-time parking space data element products of Quangang Smart Parking Co., Ltd., which is invested, constructed, and operated by the company, and the Quangang parking statistical analysis data element products have been officially listed on the Guangzhou Data Exchange.
Hunan Copote Science Technology (600476.SH): No involvement in "CNI data factor index" related businesses such as data production and trade.
On July 5th, GeLongHui reported that there was abnormal trading of Hunan Copote Science Technology (600476.SH) stock. The company noticed that some media and online forums discussed the company's business involving hot topics such as cni data factor index. Currently, the company's main businesses are: platform operation services, software development, system integration, intelligent products, and agency services. In the software development business, the company provides technical support such as data collection, storage, processing and analysis for customers, but does not involve in cni data factor index-related businesses such as data production and trade.
Wanlian Securities: Data flow trading releasing the value of CNI data factor index.
As a key link for releasing the value of cni data factor index, the circulation trade of cni data factor index is constantly improving. The policy system is improving and the platform of cni data factor index exchange ensures the more efficient and compliant circulation of cni data factor index. The mutual recognition and communication among data trading institutions can help further activate the cni data factor index market. Cross-border data circulation is also a direction actively explored in China.
New Point Software (688232.SH): plans to use part of the over-raised funds to invest in the research and development project of "Industry Large Model and CNI Data Factor Index Operation Platform Technology and Application".
Xindian Software (688232.SH) announced on June 19 that in order to improve the efficiency of the company's raised funds, the company plans to use part of the over-raised funds of 162.482 million yuan to invest in the construction of the "industry model and data element operation platform technology and application research and development project," and agrees to use the remaining over-raised funds of approximately RMB 257.2324 million (including derivative interest, cash management income, and the actual amount is based on the remaining amount calculated after the interest income on the day of the fund transfer) to permanently supplement working capital.
BOC International: Electrical utilities' CNI data factor index deeply integrated into business system, market is expected to shift from policy-driven to business model-driven.
The rapid development of generative AI will accelerate the demand for electrical utilities. According to a report released by Boston Consulting Group, the electricity consumption of only datacenters in the USA is expected to triple by the end of 2030 compared to 2022. Combined with the fast-increasing proportion of new energy funds on the supply side, the fluctuation of future power supply will continue to intensify.
Circuit Hyper | Future Intelligent Business Exploration: Individual AI Assistants Equal Rights
GAI's affirmative future commercial value thinking.
CITIC Construction Investment Securities: Data elements are moving towards a new stage of “government and production” resonance, and it is recommended to focus on investment opportunities such as public data
Looking ahead to 2024, data elements will move from a policy-driven stage to a new stage of “government and production” resonance. Data infrastructure, authorized operation of public data, data asset registration and evaluation, and data application may gradually undergo obvious marginal changes.
League of Nations Securities: The computer industry's performance has resumed growth in 23 years and is optimistic about growth opportunities such as AI, data elements, and industrial digitalization
The Zhitong Finance App learned that Guolian Securities released a research report saying that the total revenue of the computer industry in '23 was about 1181.2 billion yuan, a year-on-year growth rate of 9.54%, and total net profit to mother was about 30.1 billion yuan, an increase of 8.77% over the previous year. Looking at segments, profits from smart security, financial IT, and geographic information increased markedly in 2023; industrial software achieved relatively rapid growth in the first quarter of 2024. The bank continues to be optimistic that AI, data elements, and industrial digitalization will bring solid growth opportunities to the computer industry. The computer industry will also help the development of future industries such as the low-altitude economy and quantum technology, 202
Inspur Information's revenue and net profit both declined, and a cash dividend of 190 million yuan was proposed | Financial News
Wave's performance was hampered by the server and parts business. Throughout 2023, Inspur Information's total revenue fell 5.41% year-on-year to 65.867 billion yuan. Net profit attributable to mother decreased by 14.54% year over year to 1,783 billion yuan.
Hikvision's revenue and profit both increased, and proposed a cash dividend of 8.4 billion dollars | Financial News
Hikvision's net profit for the first quarter of 2024 was 1,916 billion yuan, up 5.78% year on year; net profit of 2023 was 14.1 billion yuan, up 9.89% year on year, and plans to pay 10 to 9 yuan.
Revenue fell 12.53% in the 3601 quarter, net profit loss of 110 million yuan| Financial News
Revenue in 360 2023 fell 4.89% year on year, but the decline was 7.65 percentage points narrower than in 2022, and net profit fell sharply by 77.65%.
Chaotu Software (300036.SZ) and Taizhou Data Industry Group reached a strategic cooperation to promote the company's data element business
Chaotu Software (300036.SZ) announced that the company signed a strategic cooperation with Taizhou Data Industry Group Co., Ltd...
Hong Kong Stock Concept Tracking | Big Data Industry Chain Explosion, Data Element Value Release (with concept stocks)
Data elements are the “oil” of the digital economy
Longqi Technology (603341.SH): No data element asset equipment involved
Gelonghui, March 8 | Longqi Technology (603341.SH) said on the investor interactive platform that the company has not involved data element asset equipment for the time being, nor has it entered the field of new energy sources.
Shanghai Pudong: A new batch of regulations and management measures will be introduced in areas such as cultivating the data element market
<全面对接国际高标准经贸规则推进中国(上海)自由贸易试验区高水平制度型开放总体方案>Jinwu Financial News | According to the Shanghai Securities News, Yang Chao, executive vice governor of Shanghai's Pudong New Area and deputy director of the Shanghai Pilot Free Trade Zone Management Committee, said at the Shanghai Municipal Government press conference held on February 6 that the “Implementation Plan Implemented by Shanghai” (hereinafter referred to as the “Implementation Plan”) has further clarified the schedule, road map, and responsible persons. The Pudong New Area will make every effort to implement and advance. First, it is necessary to push forward breakthroughs in key areas more vigorously. Second, it is necessary to better expand the platform for superposition of national strategies
Aerospace Hongtu (688066.SH): Actively promoting orders related to data elements
Gelonghui, January 26 | Aerospace Hongtu (688066.SH) said on the investor interactive platform that the company's InSAR satellite is operating normally and has completed in-orbit configuration adjustments. The interference effect is very good, and it is mainly used for remote sensing monitoring and topographic mapping. Currently, the company is actively promoting orders related to data elements, and in line with supporting policies such as “Opinions on Establishing a Data Infrastructure System to Better Play the Role of Data Elements” and the “Data Element X” Three-Year Action Plan (2024-2026)” issued by the government, it will generate orders and contributions one after another.
Chukyo Electronics (002579.SZ): Some products are directly or indirectly used in emerging fields such as data elements, computing power, and Hongmeng systems
Gelonghui, January 24 丨 Some investors asked Zhongjing Electronics (002579.SZ) on the investor interactive platform, “Does your company or subsidiary involve data element computing power Huawei Hongmeng or related cooperation?” The company replied that the company mainly produces and sells printed circuit boards (PCBs), and its products are widely used. Some products are directly or indirectly used in emerging fields such as data elements, computing power, and Hongmeng systems, and is accelerating customer development progress in related emerging fields.
Dragon Media (605577.SH): Not part of AI and data element concept stocks
Dragon Media (605577.SH) announced that the company's stock will be trading from January 19, 2024 to 202...
Changes in Hong Kong stocks | Universal Data - SW (09698) surged more than 10%. “Hong Kong No. 1” has successfully settled in institutions for all customers, indicating that the value and application potential of data elements is expected to be released a
The Zhitong Finance App learned that GDS (09698) surged more than 10%. As of press release, it had risen 9.93% to HK$5.87, with a turnover of HK$25.82 million. According to the news, GDS recently announced that Hong Kong's first self-built data center “Hong Kong No. 1” has successfully settled in for all customers. Located in Kwai Chung District, the data center has a total construction area of about 22,931 square meters and can provide 18.8 megawatts (MW) of IT power capacity. According to the “Interim Provisions on Accounting Processing Related to Enterprise Digital Resources” issued by the Ministry of Finance in August 23, 2024
263 (002467.SZ): No data element business is involved
Gelonghui January 17 丨 Some investors asked 263 (002467.SZ) on the investor interactive platform, “Is your company involved in the data element business?” The company replied that the company has not yet been involved in the data element business. The data element business is an important component of the digital economy, and the company is closely monitoring, studying, and arranging this business in a timely manner.