Zhongtai: Manus General Intelligence has initially taken shape, opening a new era for AIAgent.
The revolution in edge-side costs combined with Asia Vets autonomy is expected to lead to an explosion in Agent applications.
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.
Research Reports Gold Digging丨Caitong: Maintains a "Buy" rating on Haiguang Information, with significant increases in inventory and contract liabilities.
Caitong's Research Reports indicate that Haiguang Information (688041.SH) is expected to achieve a net income of 1.931 billion yuan for 2024, a year-on-year increase of 52.87%. In the fourth quarter of 2024, there was a significant increase in contract liabilities and inventory, with continued high growth anticipated in 2025. Demand remains strong; as of the fourth quarter of 2024, the company's contract liabilities stand at 0.903 billion yuan, an increase of 0.888 billion yuan from the third quarter of 2024 and an increase of 0.9 billion yuan year-on-year, primarily due to large orders from clients. In terms of supply preparations, the company's inventory as of the fourth quarter of 2024 is 5.425 billion yuan, reaching a new high, reflecting a 15.29% increase from the third quarter.
Haiguang Information Technology Co., Ltd. 2024 Annual Report
Summary of the 2024 Annual Report of Haiguang Information Technology Co., Ltd.
The first annual report on computing power chips of the year has been released! Haiguang Information's 2024 revenue is expected to increase by over 50%, significantly increasing inventory four times to ensure supply.
① Haiguang Information released its 2024 financial report, with revenue of 9.152 billion yuan, a 52.40% increase compared to the same period last year, and a year-on-year increase of 52.87% in Net income attributable to the parent company; ② Haiguang Information stated that the industrial ecosystem of its high-end processor products is continually expanding, with increased applications in various Industries and the emerging AI large model industry, leading to a 405.09% year-on-year increase in inventory value by the end of 2024.
Star Evening Report | Haiguang Information's net profit in 2024 increased by over 52% year-on-year, and the Fund has reduced its Shareholding in Tailin Micro by 1%.
Today's Star evening news mainly includes: Peking releases an action plan to promote the landing of 10,000 units of embodiment Siasun Robot&Automation; National Silicon Industry Group: plans to purchase minority equity and other Assets, Stocks continue to be suspended for no more than 5 Trading days; Saifang Semiconductors secures Pre-B round financing.
Express News | Hygon Information Technology Prelim 2024 Net Profit up 52.9% Y/Y
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
Track the entire lifecycle of the main Sector.
Revenues Not Telling The Story For Hygon Information Technology Co., Ltd. (SHSE:688041) After Shares Rise 29%
Haiguang Information: Haiguang Information Technology Co., Ltd. 2024 Annual Performance Report Announcement
Haiguang Information Technology Co., Ltd. 2024 Annual Performance Report Announcement
Haiguang Information's revenue and net profit are expected to grow by 50% in 2024, and domestic computing Hardware may benefit from major AI investments.
① Haiguang Information achieved a total revenue of 9.162 billion yuan in 2024, with a year-on-year growth of 52.40%, and the Net income attributable to shareholders grew by 52.73% year-on-year; ② Haiguang Information announced this month that its computing power chip products have completed the adaptation and optimization for the DeepSeek-Janus-Pro multimodal large model.
Express News | Hygon Information Prelim 2024 Net Profit up 52.7% Y/Y
Haiguang Information (688041.SH): Net income for 2024 is 1.929 billion yuan, an increase of 52.73% year-on-year.
On February 24, Gelonghui reported that Haiguang Information (688041.SH) announced its performance report for the fiscal year 2024. During the reporting period, the company achieved revenue of 9,162.1481 million yuan, an increase of 52.40% compared to the same period last year; achieved a net income attributable to the owners of the parent company of 1,929.2473 million yuan, an increase of 52.73% compared to the same period last year; achieved a net income attributable to the owners of the parent company after deducting non-recurring gains and losses of 1,814.0345 million yuan, an increase of 59.64% compared to the same period last year. At the end of the reporting period, total assets were 28,557.7488 million yuan, an increase compared to the beginning of this reporting period.
Alibaba's performance and commitment to AI spending boost confidence, leading Hong Kong's main Index to rise to about a three-year high.
Fueled by Alibaba's strong performance, the Hong Kong stock market regained its upward momentum on Friday, leading gains in Asia. The Hang Seng TECH Index closed up over 6.5%, and A-shares also rose, driven by the Technology Sector. The Hang Seng TECH Index recorded its largest increase since early October last year, while the Hang Seng Index and Hang Seng China Enterprises Index rose by around 4%, reaching approximately three-year highs. Alibaba's Hong Kong stock followed the overnight gains of Chinese concept stocks, rising nearly 15% to a three-year high, with trading volume reaching a historic peak. The SSE Science and Technology Innovation Board 50 Index in A-shares surged nearly 6%, marking the largest increase in over four months, with leading gains from computing stocks like Cambricon and Hygon Information, as Alibaba indicated future intentions.
Hygon Information Technology (SHSE:688041) Might Have The Makings Of A Multi-Bagger
Debon Securities: The Year of the Explosion of Model Distillation Technology Accelerates AI Equality.
Domestic computing power is expected to undergo a value reassessment amid the explosion of inference computing power.
Hygon Information Technology (SHSE:688041) Has A Pretty Healthy Balance Sheet
The 2024 public offering "Champion Fund" has disclosed its quarterly report! Last year's internal return reached 69.23%, with a heavy investment in AI computing power and application sectors.
The public offering 'Champion Fund' discloses its quarterly report for 2024.