The market is still in a short-term retreat phase; after the peak of Solid State Battery, disagreements may intensify.

Track the entire lifecycle of the main Sector.

cls.cn20:26 ET

The battle for intelligent driving among car companies has begun, and the penetration rate of intelligent driving is expected to enter a period of rapid increase.

① Domestic car companies have announced the sales data for February 2025, and are generating buzz for new products. Among them, BYD's sales in February exceeded 320,000 units, reaching 322,800 units, a year-on-year increase of 164%, and has initiated the "Smart Driving Equality" campaign. ② Kaiyuan Securities pointed out that supply drives demand, and the resonance of technology costs and experiences may lead to a rapid increase in the penetration rate of smart driving.

cls.cn19:04 ET

【Data Watch】Institutions are fiercely competing over Shanghai CDXJ Digital Technology, while three speculators team up to offload shares of Power HF Co., Ltd.

① The concept stock related to computing power, Shanghai CDXJ Digital Technology, was sold by an institution for 0.286 billion while receiving a buy from another institution for 0.164 billion. ② In the end, Power HF Co., Ltd. experienced a 'Tian Di Ban' performance, with three top-tier speculative trading positions collectively selling over 90 million.

cls.cnMar 3 05:14 ET

The theoretical cost-profit margin of DeepSeek reaches as high as 545%, and major Cloud Computing companies may become the most benefited direction.

①DeepSeek has disclosed its theoretical cost and profit margin for the first time, with a total theoretical daily revenue of $562,027 and a cost profit margin of 545%. ②According to a Research Report from Minsheng Securities, DeepSeek demonstrates that through algorithm optimization, the AI Business can achieve extremely high profit margin levels, providing the best profitability multiplication "guide" for domestic Cloud Computing and domestic AI applications.

cls.cnMar 2 18:58 ET

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.

cls.cnMar 2 05:58 ET

The main Communications business is experiencing a downturn! ZTE's revenue and profit both declined last year, with Net income dropping 9.66% year-on-year | Earnings Reports insights.

ZTE faced pressure on revenue last year, with revenue of 121.299 billion yuan, a year-on-year decrease of 2.38%. Profitability also declined, with net income attributable to ordinary shareholders of the listed company at 8.425 billion yuan, a year-on-year decrease of 9.66%. The company stated that it will accelerate the transformation towards "connectivity + computing power" in an attempt to expand new market space.

wallstreetcnFeb 28 07:53 ET