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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?
The merger drama of Shijiazhuang Kelin Electric is over, and shareholders from all parties jointly formed the "cabinet" with many former executives retaining their positions. Grassroots employees: "We have confidence now."
The merger drama of Shijiazhuang Kelin Electric has come to an end, and the shareholders of all parties have finally reached a consensus and successfully completed the joint "cabinet formation", with key management positions being filled by the original management of the company. HaiXinWangnengfang obtained the positions of Chairman and Vice Chairman, and the nominee from Shijiazhuang Guotou obtained the positions of General Manager and Chairman of the Supervisory Board. All parties expressed their intention to jointly promote the company's development.
Star Evening News | Advanced Micro-Fabrication Equipment Inc. China's major shareholder equity changes, Willfar Information Technology won the bid for a 26.13 million yuan national grid procurement project.
1. The State Council: vigorously develop biomedical research and development outsourcing, digital manufacturing outsourcing; 2. Ministry of Industry and Information Technology: plans to implement large-scale equipment digital transformation and upgrading; 3. Shanghai: strive to become an internationally influential live-streaming economic hub by 2026.
The longest shareholder meeting in history lasted for two days without ending. Hisense Network may take control of the majority of seats on the board of directors of Shijiazhuang Kelin Electric.
Shijiazhuang Kelin Electric's shareholder meeting continues to set a record for the longest duration of A-share listed company shareholder meetings. The majority of the seats on the board of directors of Hisense Networks may have been determined.
[Data Analysis] Multiple bank stocks have experienced significant net outflows of block orders. Institutions have been continuously buying up wuhan p&s information technology.
①Several banks are among the top ten institutions with the largest net outflow of funds, with Agricultural Bank of China leading the way. ②Huawei Hisilicon Concept Stock Wuhan P&S Information Technology received buying orders from institutions for nearly 50 million, and the stock was bought by institutions on both Monday and Tuesday when it experienced a significant decline.
Over 200 companies have initiated Huawei Kunpeng native development, Kunpeng ecosystem is accelerating development.
Up to now, more than 200 industry and regional TOP enterprises have initiated Kunpeng native development, and over 150 enterprises have completed Kunpeng assembly line transformation and released versions.
Energy equipment update plan released, smart grid construction welcomes new opportunities.
① The National Development and Reform Commission issued the "Implementation Plan for Large-scale Equipment Renewal in Key Energy Fields", encouraging the overall renovation of old substations and transmission lines to improve the operational safety capacity of the power grid. ② China Galaxy released a research report stating that global investment in power grids is expected to increase significantly, and the export of power equipment is promising. Global investment in power grids is expected to double to $600 billion by 2030.
"Three expenses" remain high and become a "roadblock" to profitability, causing Yijiahe's net loss to expand | Interpretation of financial report
Yijiahe's revenue in the first half of the year decreased by nearly 50%, with a net loss of over 85 million yuan, an increase of about 90% compared to the same period last year. The company stated that the decline in performance was affected by market environment, order delivery cycle, and maintained a relatively high level of expense ratio. Among the A-share robot companies that have released their half-year reports, Yijiahe ranked second in management expense ratio and had the highest sales expense ratio and financial expense ratio.
Smart grids resonate domestically and internationally, Hexing Electrical's Q2 net profit of 0.319 billion reaches a new high; interpretation of financial report.
①Benefiting from the resonance of domestic and foreign demand, Hexing Electrical achieved a net profit of 0.319 billion yuan attributable to the parent in Q2, reaching a new high in the same period in history; ②Expanding overseas, the company is bullish on the increase of global market share; ③The company's bid amount increased year-on-year due to the expansion of domestic power grid bidding.