Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the

① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.

cls.cnMar 2 21:09 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

Alibaba's open-source text-to-video model Wanxiang 2.1 is expected to bring about a starting point for the explosion of AI applications.

① According to informed sources, Alibaba fully open-sourced its video generation model Wanxiang 2.1 on the evening of February 25. ② With AI video generation tools represented by Wanxiang continuing to iterate, their penetration into various application scenarios is expected to accelerate in the future.

cls.cnFeb 25 19:13 ET

This week, 14 more companies added! Guangzhou Ruoyuchen Technology and several other stocks disclosed their shareholding buyback and refinancing plans, with a list of related A-shares overview.

① Share Buyback and Shareholding continue to be implemented, according to incomplete Statistics, as of the time of writing, 14 listed companies have disclosed information related to Share Buyback and Shareholding this week (see the attached table); ② Alpha Group, Guangzhou Ruoyuchen Technology, Sinocare Inc., Hunan Jiudian Pharmaceutical, Zhejiang Dafeng Industry, Yachuang Electronics, and Changjiang & Jinggong Steel Building among others have received special loan limits exceeding 0.1 billion yuan.

cls.cnFeb 22 03:00 ET

After a year, the AI computing power market is once again booming, and the utilization rate of intelligent computing centers is expected to gradually increase.

① Currently, the vacancy rate of intelligent computing centers has also decreased. Respondents expect that with the rise of domestic technologies like DeepSeek and the expansion of application scenarios, the utilization rate of intelligent computing centers is expected to gradually increase. ② The Research Reports from Open Source Securities point out that the strategic advancement of major players in AI is likely to increase the demand for AI Cloud Computing power, which may drive these giants to gradually increase their capital investments in AI Cloud Computing.

cls.cnFeb 18 18:59 ET

After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.

Track the entire lifecycle of the main Sector.

cls.cnFeb 13 20:27 ET