Internet of Things for Electricity
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Domestic transformers are tapping into overseas markets. Meter manufacturer Hexing Electrical collaborates with Kerun Zhikong, as highlighted in the announcement.
① Hexing Electrical diversifies into the transformer business; ② Obtained exclusive agency rights for Kerun Intelligent Control overseas; ③ The domestic transformer industry is intensifying competition, and manufacturers are accelerating overseas ventures; ④ Hexing Electrical once attempted to sell domestic photovoltaic products overseas.
As high as 545%! DeepSeek has released its cost-profit margin for the first time. What is the impact on computing power?
According to DeepSeek's calculations, the theoretical daily profit of the V3/R1 inference system can reach 3.46 million yuan. The founder of Silicon-based Flow, Yuan Jinhui, commented that the V3/R1 architecture is significantly different from other mainstream models. Brokerage opinions suggest that in the medium to short term, technology giants will continue to make ongoing and large-scale investments in the field of AI computing power, which will remain a highly certain event.
AH Stocks rose, the Hang Seng Index increased by nearly 3%, and Alibaba surged over 9% driving the computing power to take off.
A-shares related to Alibaba Cloud opened with a significant rise, Hangzhou Zhongheng Electric, Insigma Technology, Shanghai AtHub, and RunJian Co.,Ltd. hit the limit up, Guangdong Aofei Data Technology rose over 10%, Yimikang Tech. Group.Co.,Ltd., Ruijie Networks, and Yacong Co., Ltd. also followed the upward trend.
DeepSeek drives a significant increase in AI computing power demand, presenting important development opportunities for the Industry.
Minsheng Securities stated that the development of leading models like DeepSeek has accelerated the implementation of AI applications and AIAgent, with rapidly increasing usage driving the demand for AI computing power to reach a turning point from being driven by training to being driven by inference.
The Robot Concept is experiencing explosive growth! The strongest stock has risen nearly 7 times, and these stocks have all reached new historical highs.
YuTree Technology's Wang Xingxing recently stated that by the end of this year, the entire humanoid robot in the field of AI will reach a new level.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
Track the entire lifecycle of the main Sector.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
Track the entire lifecycle of the main Sector.
The "DeepSeek phenomenon" has emerged and is expected to become the main investment line after the holiday.
① The Chinese AI startup DeepSeek has successively released two large models, DeepSeek-V3 and DeepSeek-R1, which are inexpensive and perform comparably to OpenAI, shocking Silicon Valley. ② The CITIC SEC Research Reports indicate that the release of DeepSeek's new generation of models signifies that the application of large AI models will gradually become more accessible, facilitating the widespread implementation of AI applications.
Beijing Ultrapower Software expects that last year's net profit increased by over 50% year-on-year. Two new SLG games have begun commercial testing overseas | Interpretations
① Benefiting from the steady performance of overseas games, Beijing Ultrapower Software expects last year's net profit to increase by more than 50% year-on-year. ② The company's two new SLG games have begun commercial testing overseas and will also be launched in the domestic market at an appropriate time.
The Doubao platform has launched a new AI programming feature, and the AI + low-code platform is expected to open up growth potential.
① The Doubao official WeChat account shows that the Doubao desktop and web versions have launched new AI programming features. ② Lyu Wei from Minsheng Securities stated that from 2021 to 2025, there will be an addition of 0.5 billion applications globally, and by 2024, 65% of applications worldwide will be developed using low-code platform models.
Another AI model from the industry leader will be officially released, and domestic large models are expected to rise quickly.
① Iflytek Co.,ltd.'s Xunfei Spark deep reasoning model X1 is planned to be officially released on January 15. Previously, the company has released the Xunfei Spark large model V4.0, the Xunfei Spark large model 4.0 Turbo, and other large models. ② Dongguan Securities stated that as domestic companies such as Byte, Huanfang, and Xiaomi actively lay out in the AI field, domestic large models are expected to rise rapidly.
Investment in Ultra High Pressure continues to accelerate, and Analysts predict that the bidding process is expected to speed up in 2025.
① The "Xinjiang Power Transmission to Chongqing" project, the Hami-Chongqing ±800 kV Ultra High Pressure Direct Current transmission line project, has been fully connected. ② Xiangcai Securities believes that Ultra High Pressure is a key infrastructure for the delivery of large New energy Fund bases, and 2025 marks the concluding year of the 14th Five-Year Plan. To promote the consumption of New energy Fund, the progress of bidding in 2025 is expected to accelerate.
Google collaborates with leading companies to develop a new generation of humanoid robots, and the robot sector is expected to remain vibrant.
① According to media reports, Google DeepMind announced a collaboration with Siasun Robot&Automation and Apptronik to develop a new generation of humanoid robots to tackle complex operational challenges in dynamic real-world environments. ② Wang Haiyang from Minsheng Securities believes that 2025 will mark the first year of mass production for humanoid robots, serving as the starting point for the leap in their general capabilities, with thousands of humanoid robots entering factory scenarios for training globally.
The quadrupedal siasun robot&automation has entered the mass production stage and is expected to be the first to achieve commercial deployment.
① Recently, a robotic dog learned the skills of chasing a ball and overcoming obstacles from ai-generated images and videos, which may be a shortcut to training robots more quickly and accurately. The related research results were recently published on arXiv. ② citic sec suggests paying attention to the overall robotics industry for opportunities to benefit from multiple catalysts and the bullish effect of humanoid robots promoting cost reductions in components.
Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
Once again, "A eats B"! Shenzhen Hirisun Technology Incorporated intends to absorb and merge Hangqi Turbine. The stock price surged almost doubled prior to the announcement. | Quick announcement reading
①Shenzhen Hirisun Technology Incorporated's controlling shareholder plans to merge listed company Hangqi Steam by way of share swap; ②This trade is expected to constitute a major asset restructuring, with both companies' stocks being suspended from trading since the opening on October 28; ③Both Shenzhen Hirisun Technology Incorporated and Hangqi Steam saw significant abnormal fluctuations in stock prices before the announcement, with the former's stock price almost doubling before the mid-September market rally.
Sieyuan Electric's net profit in the first three quarters increased by about 30%, with overseas orders potentially becoming a major driver. | Interpretations
①Sieyuan Electric achieved a double-digit increase in revenue and net profit in Q3, with growth of 29.39% and 34.95% respectively; ②This year, the company's target order is 20.6 billion yuan. When the company accepted institutional research in September, it indicated that the contribution of overseas business to the company's total business volume is expected to continue to increase.
The industry sees new advances in application, and the future market space for quadruped robots is vast.
①Recently, videos of siasun robot&automation carrying out heavy-duty garbage removal at Mount Tai have gone viral all over the internet. The robotic dog participating in the garbage removal test at Mount Tai Scenic Area this time is the Unitree B2 industrial quadruped robot developed by Unitree Technology. ②GGII predicts that by 2030, global siasun robot&automation sales of quadruped robots are expected to exceed 0.56 million units, with the market size expected to exceed 8 billion yuan.
[Data Analysis] Stocks at high levels plummet as speculative funds collectively sell off, with jiangsu hoperun software being dumped by four speculative funds, nearing 1 billion.
①Several high-priced stocks that experienced significant declines were heavily sold off by first-tier capital, with jiangsu hoperun software being sold off by a total of nearly 1 billion by four institutional investors. ②Infrastructure ETF (516950) trading volume increased by 236% month-on-month.
First being blacklisted by State Grid South China Grid, the controlling shareholder is sued by his ex-wife. Who is speculating on the volatile trading of Qingdao Topscomm Communication Inc.? | Quick read announcement
①Qingdao Topscomm Communication Inc. announced that Wang Jianhua, the controlling shareholder and actual controller of the company, was sued for property disputes after divorce, involving 46.1324 million shares of the company. ②Regarding the concept of Huawei Hongmong, the stock price once surged and fell sharply, who is manipulating it?