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Overview of the lifting of restrictions on trading A-shares | February 17.
According to the Zhitong Finance APP, on February 17, a total of 19 listed companies have unlocked their restricted shares, with a total market value of approximately 6.288 billion yuan. Today's specific situation of the unlocked restricted shares is as follows: Stock Abbreviation Stock Code Restricted Share Type Unlocked Share Number Luzhou Laojiao 000568 Stock-based Incentive 0.0371 million Jinling Pharmaceutical 000919 Stock-based Incentive 1.92 million Hubei Guangji Pharmaceutical 000952 Stock-based Incentive 2.5209 million JiangSu WuZhong Pharmaceutical Development 600200 Stock-based Incentive 0.9612 million China National Software & Service 600536 Stock-based Incentive 0.0572 million Shinva Medical Instrument 6005
China Merchants: DeepSeek promotes high-performance AI, and the prosperity and development of the AI ecosystem boost computing power demand.
In the long term, the power of DeepSeek should bring the Jevons Paradox at the computing power level, and the overall prosperity of the AI application ecosystem should lead to a greater demand for inference computing power.
Shanghai Baosight Software (600845.SH): Plans to acquire 100% equity of Kunsteel Electronics.
On January 22, Gelonghui reported that Shanghai Baosight Software (600845.SH) announced that Yunnan Kunsteel Electronic Information Technology Co., Ltd. (referred to as "Kunsteel Electronics") is a wholly-owned subsidiary of Kunming Steel Group Co., Ltd. (referred to as "Kunsteel Group"). To better explore the regional market, the company's Board of Directors approved the acquisition of 100% of Kunsteel Electronics held by Kunsteel Group through the public trading platform of Yunnan Provincial Property Exchange using Cash, with a bidding amount not exceeding 149.7685 million yuan (the final amount will be based on the evaluated report results filed). After the completion of this transaction, Kunsteel Electronics will become a wholly-owned subsidiary of the company.
Open Source Securities: AI applications are gradually emerging, and AIDC is the first to benefit.
The continuous increase in inference demand drives the accelerated release of AIDC demand, emphasizing the AIDC suppliers that focus on scarce positioning resources.
Shanghai Baosight SoftwareLtd (SHSE:600845) Knows How To Allocate Capital Effectively
China International Capital Corporation 2025 Telecommunication Services Outlook: 5G brings a fruitful spring and autumn, AIDC is ascending like the sun.
With the trend of industrial recovery further strengthened by AI, there is room for further enhancement of Sector valuations.
