Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
Aliyun has launched the largest scale AI talent recruitment in China, and the development speed of intelligent computing in China may exceed expectations.
① According to exclusive news from the Star Daily, Alibaba Cloud has recently recruited AI technology reserve talents at top Universities around the world, marking the largest AI campus recruitment in recent years. ② China Galaxy stated that the Global AI market continues to show a growth trend, and the development level of China's intelligent computing power is growing faster than expected.
CHINA TELECOM stated that the revenue from the company's "first Technology" DeepSeek integrated machine has reached 0.6 billion yuan | Interpretations
① CHINA TELECOM was the first in the Industry to launch the DeepSeek integrated machine, and to date, the contract amount for the DeepSeek integrated machine has reached 0.6 billion yuan. ② The revenue of Tianyi Cloud has seen a slowdown in year-on-year growth, and CHINA TELECOM stated that this is within expectations and aligns with the development trend of the Cloud Computing Industry. ③ CHINA TELECOM's preliminary plan for capital expenditure on computing power this year aims for a year-on-year increase of 22% and will be flexibly adjusted based on demand, with no upper limit.
Wus Printed Circuit: The 2024 Earnings Reports show revenue of 13.342 billion yuan, a year-on-year increase of 49.26%.
Hu Shi Electronic Co., Ltd. 2024 Annual Earnings Reports: Strong growth coexists with future challenges. Key summary: Financial performance: In 2024, revenue reached 13.342 billion yuan, a year-on-year increase of 49.26%; net income attributable to shareholders of the listed company was 2.587 billion yuan, a year-on-year increase of 71.05%. Core business progress: PCB business revenue was 12.839 billion yuan, a year-on-year increase of 49.78%, with gross margin rising to 35.85%. Development Global Strategy: The company continues to focus on the PCB main business, emphasizes technological innovation and product upgrades, and actively expands into Emerging Markets such as AI and automotive electronics. Future plans
CHINA TELECOM's revenue in 2024 increased by 3.1% year-on-year, Asia Vets revenue surged twofold, capital expenditure decreased by 5.4% year-on-year, and AI and quantum technology became the focus of the Global Strategy | Earnings Reports insights.
CHINA TELECOM's revenue and net profit steadily grew in 2024, with new Business showing impressive performance; Asia Vets revenue surged nearly twofold, while Tianyi Cloud, Datacenter, and video networking revenues all achieved double-digit growth. By the end of the reporting period, CHINA TELECOM's own and accessed smart computing power reached a total of 62 EFLOPS, significantly enhancing competitiveness in the intelligent computing field. The total amount of dividends distributed for the year increased by 11.4% year-on-year. There is a commitment to gradually increase the cash dividend ratio to over 75% within three years.
[Data Monitoring] The trading volume of Saudi ETF surged nearly 20 times as retail investors and Algo teamed up to grab shares of Insigma Technology.
① Two Saudi ETFs surged today, with the Saudi ETF (520830) seeing a trading volume increase of 1978% compared to yesterday. ② Insigma Technology, a popular stock in the computing sector, received a Buy of 0.104 billion from the Dalin Huanghe Road branch of Galaxy Securities, while two Algo seats together bought over 0.21 billion.