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Three departments encourage the development of "AI+" research and design software, and industrial large models are expected to accelerate implementation.
The Ministry of Industry and Information Technology, the State-owned Assets Supervision and Administration Commission of the State Council, and the All-China Federation of Industry and Commerce issued the "Implementation Guidelines for Digital Transformation of Manufacturing Enterprises." It proposes to develop "AI+" research and development design Software, to construct datasets such as design models and simulation models, to carry out model training, and to develop innovative applications such as generative design and real-time simulation, to accelerate the research and development of new products.
A dividend of 38 million yuan is proposed by Dameng Data with a distribution ratio of 10 to 5.
① Based on the comprehensive dividend distribution plan for the first half of 2024 and the first three quarters of 2024, Dameng Data plans to distribute a total of 0.122 billion yuan in the first three quarters of this year, accounting for 69.74% of the net income attributable to the parent company for the period; ② Since the CSRC issued the "Guidance No. 3 on the Supervision of Listed Companies - Cash Dividends for Listed Companies" and the "New National Nine Measures" emphasizing enhanced returns to investors, both the frequency and the magnitude of dividends by listed companies have significantly increased.
The popularity is second only to ChatGPT! How much computing power does ByteBean need to support it? Which companies are likely to benefit?
The analyst team at Minsheng Securities stated that as ByteDance continues to deepen its layout in AI, the demand for computing power, data, and energy consumption solutions will significantly increase, which will also drive growth in AI Education, advertising services, and other Industries.
Shanghai Friendess Electronic Technology Corporation: In Q4, downstream demand has rebounded sequentially and plans are underway to establish a presence in Europe | Direct coverage of the Earnings Conference.
① The Chairman of Shanghai Friendess Electronic Technology Corporation, Tang Ye, stated that the company's (Asia Vets welding) products are mainly aimed at the Steel structure Industry, with the downstream primarily consisting of Siasun Robot&Automation manufacturers and integrators. Since the beginning of the year, the number of customers forming Trade with the company has gradually increased; ② In terms of overseas channels, the company has already established a presence in South Korea and is preparing to set up a location in Europe.
Huawei Shengsi Artificial Intelligence Framework Summit will soon be held to accelerate the prosperity of AI applications
① According to media reports, on December 14, the Shengsi Artificial Intelligence Framework Summit will be held in Beijing. ② CITIC Securities said that the model ecosystem is booming rapidly, and it is expected that in 2025, with the support of upgrading model capabilities and lowering the threshold for industrialization, combined with the implementation of applications such as agents, the commercialization of AI will continue to accelerate.
The opening of the world's first AI agent programmer next year is expected to be the first year of the AI agent outbreak
① On December 11, industry media reported that Devin, the world's first AI agent programmer, announced full open use and commercialization. It took less than a year from initial presentation to full use. ② According to Shanxi Securities's analysis, as the complex reasoning capabilities of the underlying model rapidly improve, next year is expected to be the first year of the AI Agent outbreak.