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Baidu Newsroom
Guoguang Electric (002045.SZ): currently has no products applied to Baidu's Luobo Kuai Pao.
Guoguang Electric (002045.SZ) stated on the investor interaction platform on July 29th that we currently do not have any products applied to Baidu's Luobo Kuaipao.
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Guangdong Tloong Technology Group (300063.SZ) primarily operates in the internet plus-related marketing business, serving as an advertising agent for search engines such as Baidu and 360.
Guangdong Tloong Technology Group (300063.SZ) stated on the investor interaction platform on July 29 that its main business is internet marketing, providing advertising services for search engine media such as Baidu and 360, and is one of the first eco-cooperation partners of Baidu Wenxin Yiyuan. The company actively explores new business directions for internet marketing and will develop relevant businesses according to the media's development layout.
Brokerage Focus: Guosheng Securities maintains a buy rating on baidu (09888), pointing out that AI will have limited contribution to cloud business in the short term and will be the core growth point in the long term.
According to Guosheng Securities, Baidu Group (09888) achieved a quarterly revenue of 31.5 billion yuan in 2024Q1, an increase of 1% year-on-year. In Baidu's core business, online marketing advertising revenue is about 17 billion yuan, a year-on-year increase of 3%, with a slower growth rate. Intelligent cloud and other business revenue was 6.8 billion yuan, a year-on-year increase of 6%. The bank determined that the downstream enterprise's tightening of IT spending affected the demand for cloud. The company's non-GAAP net income attributable to its mother was 7.01 billion yuan this quarter, with a non-GAAP net income attributable to its mother rate of about 22%. The bank pointed out that the short-term benefit of cloud business from AI is still limited, but the incremental AI is certain.
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Special treat Kop (000851.SZ): Continuously conducting cooperation with Baidu in the field of autonomous driving and vehicle-to-road coordination.
On July 26th, GeLongHui reported that an investor asked ST Special Treat (000851.SZ) on the investor interaction platform, "Is the company still the exclusive supplier of Baidu's autonomous driving car V2X module and RSU roadside equipment partner?" The company replied that it continues to cooperate with Baidu in the fields of autonomous driving and vehicle-road coordination, providing C-V2X product solutions.
The online car-hailing regulatory information exchange system received a total of 0.971 billion orders in June, an increase of 2.9% compared to the previous month.
According to the statistics of the online car-hailing regulation information exchange system, as of June 30, 2024, there are a total of 354 online car-hailing platform companies that have obtained online car-hailing platform operation licenses nationwide, an increase of 3 compared with the previous period.
Richinfo Technology (300634.SZ): Multiple applications have been connected to large models, and there is a wide range of collaborative space between Richinfo AIBOX and Baidu's "Wenxin Yiyuan" in the future.
On July 26, Gelunhui reported that Rich AIBox, the one-stop AI application platform of Richinfo Technology (300634.SZ), realized the unified access of multiple pedestals with large models, seamless connection with private knowledge base, and visual arrangement of multiple scenario intelligent bodies, and can deliver AI capabilities or applications in different fields to help enterprises quickly build AI applications and assist large model manufacturers in the rapid landing of enterprise applications. The company is one of the first ecological partners of Baidu's “Wen Xin Yi Yan”, and the company's multiple applications have connected with large models. In the future, Rich AIBox and Baidu's “Wen Xin Yi Yan” have extensive potential.
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Beiqi Foton Motor (600166.SH): mainly cooperates with Baidu in the field of intelligent driving to develop the first generation of Mini Bus.
Foton Motor (600166.SH) stated on the investor interactive platform on July 25th that the company mainly cooperates with Baidu to develop the Mini Bus generation in the field of intelligent driving. Based on this, the company has now developed the Mini Bus second generation. In addition, the company has developed L3 level and above intelligent driving sample vehicles on multiple platforms such as light trucks, VANs, coaches, and heavy trucks, and actively participated in various intelligent connected vehicle trials and demonstration activities to promote the landing of intelligent connected vehicle technology.
Guangzhou Tongda Auto Electric (603390.SH): No business cooperation with Baidu Luobo Kuaipao.
Guangzhou Tongda Auto Electric (603390.SH) stated on the interactive platform on July 25 that the company has no business cooperation with Baidu Luobo Kuaipao.
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ZTE (000063.SZ): currently has no direct partnership with Baidu's Apollo autonomous driving system.
On July 23rd, Glonhui reported that an investor asked ZTE (000063.SZ) on the investor interaction platform, "Does your company have any cooperation with Baidu's Apollo autonomous driving?" The company responded that there is currently no direct cooperative relationship between the company and Baidu's Apollo autonomous driving.
Suzhou Cheersson Precision Metal Forming (002976.SZ): The company has not yet cooperated with baidu.
On July 23, Gelunhui reported that Suzhou Cheersson Precision Metal Forming (002976.SZ) stated on its investor interaction platform that the company has not yet cooperated with Baidu.
Soochow Securities maintains a "buy" rating on Baidu Group (09888), and expects the advertising business to continue to be under pressure, lowering its revenue and net income forecasts.
Jingu Caixun | Soochow Securities issued a research report stating that Baidu Group (09888) will release the sixth generation of self-driving cars, called the 'Carrot Run', in Apollo Day 2024, achieving 10 times the safety of human drivers and coverage of complex urban scenes.
China International Capital Corporation: The long-term development of the Robotaxi industry relies on the positive feedback loop formed by technology, commercialization, and policy.
Before a positive cycle is formed, Robotaxi companies may undertake a period of losses. China International Capital Corporation believes that financial strength, closed-loop data, integration of hardware and software, and technological innovation are key competitive factors for Robotaxi companies at present.
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