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China International Capital Corporation: Many government and enterprise organizations are beginning to successively integrate large models, and corporate middle platforms are expected to rejuvenate.
The emergence of DeepSeek is expected to enhance the capabilities of AI platforms, accelerating its implementation in enterprises.
Some Shareholders Feeling Restless Over Dawning Information Industry Co., Ltd.'s (SHSE:603019) P/E Ratio
Research Reports Gold Mining丨CICC: Maintain Dawning Information Industry "Outperforming Industry" rating, Target Price 73.20 yuan.
Research Reports from China International Capital Corporation indicate that Dawning Information Industry (603019.SH) achieved a net income of 1.911 billion yuan in 2024, a year-on-year growth of 4.10%; the adjusted net income was 1.372 billion yuan, a year-on-year growth of 7.34%, which is below our previous expectations. It is determined that the main reason is the company's gradual reduction of business in projects that are highly competitive and have lower gross margins, compounded by the decline in revenue from Dawning's Cloud Computing Cloud Computing Service products. The revenue side is under short-term pressure, while optimization of production and sales management and adjustments in marketing strategy have boosted the gross margin. It is believed that domestic computational infrastructure construction is expected to enter an accelerated phase driven by AI large models, with the company's products and services.
CITIC Securities: DeepSeek deployment demands are surging, and all-in-one Hardware is riding the wave.
It is anticipated that the prosperity of privatized computing Hardware, represented by all-in-one machines, will trend upward.
Zhongke Shuguang: Zhongke Shuguang 2024 Annual Report
Zhongke Shuguang: Summary of Zhongke Shuguang\'s 2024 Annual Report
102884128 : getting disappointed with this counter. every day drop.