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.

wallstreetcnDec 16 11:51 ET

The total amount exceeds 5 billion! Guangdong Jiayuan Technology plans to purchase 0.07 million tons of electrolytic Copper. Company personnel: arrangements will be made according to this year's situation.

① A person from the securities department stated that the procurement amount is indeed higher than before, mainly arranged according to this year's situation, and the specific amount will vary based on the trend of Copper prices, which cannot be predicted at the moment; ② Currently, Guangdong Jiayuan Technology has a net loss of 0.144 billion yuan in the first three quarters, with a cash flow of -0.92 billion yuan.

cls.cnDec 16 07:29 ET

TianNeng Holdings: Solid State Batteries have been delivered in small batches to manufacturers in the Drone field, and a lead Rechargeable Battery factory in Vietnam is planned to be established next year | Directly covering the Earnings Conference.

① In the view of Chairman Zhang Tianren, the Southeast Asian region is a market with significant growth potential. The company has established localized offices in seven countries and signed contracts with about 30 overseas Dealers; ② In terms of Solid State Battery, the company is collaborating with downstream manufacturers in the electric bicycle sector to conduct product testing and verification.

cls.cnDec 13 04:33 ET

A year-on-year increase of 32%! Global electric vehicle sales have set historical highs for three consecutive months, with China accounting for 70% of the market.

The performance of the China market is impressive, with sales in November growing by 50% year-on-year to reach 1.27 million vehicles, accounting for about 70% of Global total sales. Overall Auto sales in China for November increased by 16.6% compared to the previous year, marking the highest growth rate since January this year. BYD is expected to exceed the annual Global sales target and surpass Ford and Honda.

wallstreetcnDec 12 22:04 ET

Gotion High-tech plans to invest over 19 billion yuan to build two major overseas production bases | Quick Announcement

① Gotion High-tech plans to invest in the construction of high-performance Lithium Battery and supporting projects with an annual production capacity of 20GWh in Slovakia and Morocco, with a total investment not exceeding 2.514 billion euros (approximately 19.2 billion yuan); ② Overseas expansion has always been one of the company's key Global Strategy directions, and regarding base construction, Pack factories in Germany, Thailand, and Silicon Valley in the USA have already been put into operation.

cls.cnDec 12 10:18 ET

Jointly developing Solid State Battery, Sunwoda Electronic partners with Xiamen Tungsten New Energy | Quick Read Announcement.

1. Sunwoda Electronic and Xiamen Tungsten New Energy have signed a "Global Strategy Cooperation Framework Agreement" focused on the research and development of Solid State Battery electrolytes and related materials; 2. Currently, Sunwoda Electronic's Solid State Batteries are in the laboratory stage, and Xiamen Tungsten New Energy is collaborating with battery companies to develop a brand new structure for Cathode Material.

cls.cnDec 12 09:55 ET