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The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
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The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
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Tesla is ready to deploy FSD functionality in China, with Asia Vets driving new growth.
① Informed sources revealed that Tesla is preparing a software update for Chinese customers to provide driving assistance features similar to those of the "Full Self-Driving" (FSD) in the USA market. ② China International Capital Corporation's Research Reports indicate that 2025 is expected to be a significant year for the quality development of intelligent driving, with the dual potential positive catalysts of Tesla's FSD entering China and Robotaxi being one of the main themes for the entire year.
AH Stocks rose, the Hang Seng Index increased by nearly 3%, and Alibaba surged over 9% driving the computing power to take off.
A-shares related to Alibaba Cloud opened with a significant rise, Hangzhou Zhongheng Electric, Insigma Technology, Shanghai AtHub, and RunJian Co.,Ltd. hit the limit up, Guangdong Aofei Data Technology rose over 10%, Yimikang Tech. Group.Co.,Ltd., Ruijie Networks, and Yacong Co., Ltd. also followed the upward trend.
Layout to display Photoresist key core materials, Hangzhou Toka Ink plans to acquire 60% equity of Zhejiang Dick. The symbol company has not yet turned a profit.
① The completion of this Trade means that Hangzhou Toka Ink will enter the key core materials field of colored Photoresist; ② This Trade constitutes a related party transaction, TOKA holds 29.61% of the shares in Hangzhou Toka Ink, making it a Shareholder holding more than 5% of the company's shares.
Wuxi Delinhai Environmental Technology anticipates a loss in 2024 due to its subsidiary being counter-sued for contractual disputes, leading to a provision for impairment.
① Wuxi Delinhai Environmental Technology stated that the impairment provision made in response to the first-instance judgment is expected to lead to a decrease in pre-tax profits of approximately 50.66 million yuan in 2024; ② A director lawyer named Su from a certain law firm indicated that if the court's second-instance judgment affirms the first-instance ruling, it will affect the company's cash flow at the consolidated financial statement level, and may trigger a series of chain reactions such as asset impairment and an increase in the asset-liability ratio.
The Robot Concept is experiencing explosive growth! The strongest stock has risen nearly 7 times, and these stocks have all reached new historical highs.
YuTree Technology's Wang Xingxing recently stated that by the end of this year, the entire humanoid robot in the field of AI will reach a new level.
The DeepSeek Concept may enter a phase of reduction and focus, pay attention to the recovery strength of the high-standard money-losing effect.
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Siasun Robot&Automation is the most critical equipment link, and the dexterous hand market is expected to usher in a period of explosive growth.
The rapid development of the humanoid robot industry will create incremental demand for the dexterous hand market. According to predictions from the Toubao Research Institute, it is expected that in a conservative scenario, the global market size for humanoid robot dexterous hands will reach 32.06 billion yuan by 2030, with a compound annual growth rate of 81.2%. In an optimistic scenario, it could reach 87.97 billion yuan, with a compound annual growth rate of 109.3%.
Track Hyper | Yimikang Tech. Group.Co.,Ltd.: "What is the geometric content of liquid cooling?"
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After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
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Steel giant Yongzhuo Holdings has invested 0.6 billion to acquire nearly 30% of the shares in Fumiao Technology at a premium transfer.
① Fumiao Technology stated that this Trade will optimize the Shareholder structure and introduce a more advantageous controlling Shareholder; ② The price for this Equity Transfer is 16.38 yuan per share, which is 12% higher than the latest closing price of Fumiao Technology.
Star Evening News | Fumia Technology will continue to be suspended from trading on February 5, and Amlogic has preliminarily determined the inquiry transfer price to be 72.71 yuan per share.
① Two departments: By the end of 2025, all provinces must include direct settlement costs for cross-province hospitalization in the payment management by disease category at the location of treatment; ② Liaoning: Incorporating electronic information, safety production, and facility agriculture into the scope of equipment update support; ③ DeepSeek surpasses ChatGPT to top the Apple USA free app download rankings.
The 2024 Net income is expected to turn from loss to profit. Yueyang Forest & Paper "intensively" acquires old assets to enhance performance | Interpretations
① Yueyang Forest & Paper expects to turn from a loss to a profit in net income for 2024, boosted by the performance of Juntao Technology, which was acquired in late December last year; ② Affected by weak overall market demand, the company's paper product sales volume is expected to decline year-on-year in 2024, and the sales prices of paper products have decreased compared to the same period last year.
Star Evening News | Baiwei Storage expects to turn losses into profits in 2024. Aisen Co., Ltd. and Fumiao Technology will be suspended from trading tomorrow.
① The Ministry of Commerce responds to the U.S. hope of owning 50% of TikTok's shares; ② The Dutch Prime Minister indicates that export policies to China should be decided independently; ③ ByteDance launches a long-term research project on AGI codenamed SEED Edge.
Number of fundraising projects has been postponed multiple times; Aburu has lost money for two out of its three years since listing | Interpretations
① The overall gross margin of the Eco-friendly Concept projects has declined, and Aibulu expects a Net income loss of 32 million to 40 million yuan in 2024; ② The company's main business has 'poor harvest', and the fundraising projects are delayed, but outside the main business, the company has heavily invested in 'chips', and during the surge in stock prices, some Shareholders have started their Shareholding journey.
The recovery of Semiconductors could not withstand the erosion of costs, Hunan Kaimeite Gases' losses widened last year | Interpretations
① Hunan Kaimeite Gases expects to incur a net income loss of 43.8 million yuan to 54 million yuan in 2024; ② The company stated that the main reasons for the decline in performance are: first, the prices of rare gas related products decreased; second, the termination of the restrictive stocks incentive plan implemented in 2022, which will be included as corresponding costs and expenses in 2024.
Beijing Qianjing Landscape continues to incur losses after diversifying into photovoltaic sectors, with subsidiary performance commitments not met for two consecutive years | Interpretations
① The company anticipates achieving a net income attributable to shareholders of the listed company of -0.1 billion yuan to -50 million yuan in 2024. ② The target company has seen its performance commitments fail for two consecutive years, the current cyclical impact on photovoltaics is still ongoing, and it remains difficult to determine a turning point in the short term.
The growth rate of decorative building materials products is significant, and Yinke Recycling's net profit is expected to increase by more than 60% in 2024.
① A representative from the Secretary Office of the Board of Directors of YINGKE explained that decorative building materials have always been one of the fastest growing categories for the company, maintaining about 30% growth year-round; ② The company stated that for the entire year of 2024, overseas income is expected to account for 70%-80% of total revenue.
Aerosun Corporation, which had six consecutive limit-up days, is expected to report a loss of 0.4 billion, potentially marking the largest annual loss since its listing | Quick read of the announcement.
① Aerosun Corporation has accumulated a net income of approximately 0.4 billion yuan over the last 13 years, and may incur losses in 2024; ② this would set a record for the largest annual loss since the company went public; ③ last year, Aerosun Corporation experienced a continuous rise in stock prices due to the commercial spaceflight concept.