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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.
With Hygon Information Technology Co., Ltd. (SHSE:688041) It Looks Like You'll Get What You Pay For
