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Large-scale integrated machines are becoming a trend! The importance of model fine-tuning is highlighted. inspur electronic information industry's latest entry into the industry dynamics.
①All-in-one computers have become a hot trend in the exploration of large-scale commercialization, with large-scale manufacturers, ICT service providers, and ISV service providers all joining the trend. ②Currently, in publicly tendered AI projects, hardware and services account for over 90% of the total amount, with inspur electronic information industry's all-in-one computer packaging hardware and solutions for large models as a whole. ③The industry is focusing on model fine-tuning and inference, highlighting the importance of fine-tuning.
Beijing Andawell Science & Technology Vice President Zhao Leino: Limited production quantity of eVTOL affects investment payback period | Cai interview
①Vice President Zhao Leino of Beijing Andawell Science & Technology mentioned that there are mainly two types of manufacturers providing support for the low-altitude economy. One type is the existing supporting manufacturers within the aviation industry chain, and the other is automotive industry peers expanding into the low-altitude economy sector; ②In the low-altitude economy sector, Beijing Andawell Science & Technology claims that its main advantage lies in possessing experience in airworthiness certification.
Consumer electronics are warming up, AI server demand is rising, and the MLCC industry is experiencing a moderate recovery.
According to media reports, after experiencing a prolonged two-year downturn, MLCC has begun to see a relatively mild recovery, with total shipments from related manufacturers increasing by 5.4% in the second quarter.
Jiangsu Zhongtian Technology: Global submarine cable demand enters a new cycle of prosperity. Semi-solid cell products have completed research and development | Direct hit earnings conference
① Director Xue Jiping of jiangsu zhongtian technology stated that the global submarine cable demand is entering a new cycle of prosperity, with a significant year-on-year increase in overseas orders. ② General Manager Lu Wei of jiangsu zhongtian technology stated that the company has developed 100Ah-230A semi-solid state cell products, mainly for large energy storage projects in the future.
[Data Analysis] Securities quanshangetf trading volume soared, institutions and hedge funds join hands to grab baoding tianwei baobian electric.
①Brokerage stocks surged, with the trading volume of many brokerage ETFs increasing significantly, among which the brokerage ETF (512000) saw a MoM trading volume growth of 586%. ②Baoding Tianwei Baobian Electric staged a 'limit-up' during trading hours, attracting a purchase of over 60 million from an institution, and also attracting buy orders of 0.122 billion from GF Sec Peking Jianwai Avenue Branch.
Guangguang Electric: Significant increase in orders for core components of electric propulsion, with potential risks of delay in investment projects | Direct hit on earnings conference
①The core components of electric propulsion have been successfully applied in manned spaceflight projects, low-orbit satellites, and other fields, with various models entering the engineering application stage. Currently, some products have entered the mass sales stage; ②The company's key equipment and components for nuclear industry have been recognized by customers and are gradually achieving mass production and delivery.
The capacity gap continues to widen, xi'an bright laser technologies plans to invest 1 billion yuan to build a special powder material production line for additive manufacturing.
xi'an bright laser technologies plans to establish a subsidiary, and invest 1 billion yuan to build a dedicated powder material production line for additive manufacturing; Expected capacity to increase to 3000 tons per year after this investment to meet the rapidly growing market demand; xi'an bright laser technologies' capacity is already close to saturation, and the company's capacity gap is further expanding.
Star Evening News | Xi'an Bright Laser Technologies plans to invest 1 billion yuan to build a material production line. Jiangsu Aidea Pharmaceutical has completed the acquisition of 31.161% equity of Nanda Pharmaceuticals.
1. Guangdong Jiayuan Technology signed the "Investment Intention Termination Agreement" with the Meixian District People's Government of Meizhou City; 2. Xi'an Bright Laser Technologies, opt machine vision tech co., ltd., NAIKE Equipment disclosed the repurchase plan; 3. Shanghai Allist Pharmaceuticals Co., Ltd.: AST2303 slice obtained the drug clinical trial approval notice.
Is baosheng science and technology innovation 'painfulletting go'? yangtze optical fibre and cable joint stock takes over multiple 'national champions' in domestic submarine cable assets | quick announcement
① Baosheng Submarine Cable will transfer 30% of its equity to Yangtze Optical Fibre and Cable, becoming a subsidiary and controlling shareholder of Yangtze Optical Fibre and Cable, with a transaction amount of 0.583 billion yuan; ② As an important subsidiary of Baosheng Science and Technology Innovation, Baosheng Submarine Cable has high standards and a total investment of 5 billion yuan, with multiple 'domestic best' project assets; ③ This year, the profit performance of many companies' submarine cable business has been under pressure due to factors such as the delay in the start of domestic offshore wind projects.
Guobin Electronics: It is expected that the demand for RF devices will increase significantly, and the company is actively deploying 6G mobile communication applications. Direct coverage of the earnings conference.
①Affected by some factors in the industry and the pace of orders, Guobo Electronics' revenue and net income attributable to the parent company in the first half of this year decreased by 32.21% and 20.77% year-on-year, respectively, both reaching a near two-year low. ②The company's relevant person in charge stated that its new generation metal ceramic packaging GaN RF modules have been mass applied in 4G and 5G base station equipment, and actively deployed in 6G mobile communication applications.
Ruikeda: Orders in the third quarter have increased compared to the previous quarter, and the flying car project is progressing. Earnings conference in progress.
①In terms of gross margin in the third quarter, the company's chairman stated that with the fall in prices of major raw materials, the continuous growth in revenue scale, and the reinforced control of various cost expenses, the company's cost pressure has been somewhat relieved, and the gross margin has rebounded somewhat; ②Ruike has solutions for high-speed copper cable products for high-speed data transmission, and is currently communicating with customers about the product plan.
The increase in ship prices combined with low raw material prices gradually reveals the shipyard's profits. China CSSC Jiangnan Shipbuilding's order schedule has reached 2028 | Company research.
① Jiangnan Shipbuilding's handheld order continues to increase, reaching 100 vessels by September, and currently, the new civilian ship orders are basically scheduled until 2028; ② The price of the 0.015 million TEU container ship market has increased by another 10% compared to last year, with tight supply and demand as the main reason; ③ Jiangnan Shipbuilding is reducing costs through initiatives such as storage supply chain reform and plans to double production capacity.
Physical intelligence has become the focus of attention in the field of AI. Humanoid robots are expected to be applied in various industries.
The 2nd China Embodied Intelligence and Humanoid Robot Innovation Development Conference will be held in Guangzhou, China from September 19th to September 20th, 2024. China International Capital Corporation's research reports indicate that the shipment volume of humanoid robots in China is expected to reach 0.35 million units by 2030, with a market space expected to reach 58.1 billion RMB. The 2024-30E CAGR is expected to exceed 250%.
POET Technologies And Chengdu Insiga Semiconductor Technologies Announced That They Will Develop And Demonstrate Laser Driver And Optical Engine Combinations For 800g And 1.6t Optical Modules
[Data Analysis] Institutions have been buying Baoding Tianwei Baobian Electric for two consecutive days, while powerful speculative capital has invested over 100 million yuan in the rush to buy Tianqi Lithium Corporation.
①State-owned enterprise reform concept stock baoding tianwei baobian electric received institutional buy-in of over 60 million yesterday, and also received institutional buy-in of over 60 million yesterday. ②The lithium battery sector surged. Multiple stocks received buy-in from institutions and retail investors, with tianqi lithium corporation receiving 0.106 billion buy-in from citic sec's Xian Zhuque Avenue business department.
The machine tool industry maintains steady growth during the off-season. Kede CNC reports a production and sales rate of nearly 90%. Overseas orders are experiencing rapid growth. | Highlights from the earnings conference.
① Yin Yunzhong said that the production and sales rate of the company during the reporting period was close to 90%. Currently, the production capacity utilization rate is close to saturation. It is expected that by 2028, the production capacity of the five-axis machine can reach 1100 units. ② Yu Benhong stated that the expansion progress of the Dalian plant is steady. The purchased horizontal milling production line has entered the trial operation stage, and the gantry production line has been installed and debugged at the factory. After being put into use, it will further accelerate the capacity improvement.
Avic Aviation High-Technology: The commercial engine composite materials field is a new business growth point for the company | Earnings conference
1. The commercial aircraft engine composite materials field may become the company's new business growth point; 2. The honeycomb product has been certified by Airbus and has achieved exports, and the current order volume is stable.
Two shipbuilding stocks with market caps of hundreds of billions will undergo restructuring! china cssc plans to merge with china shipbuilding industry.
①The method of this merger is that China CSSC plans to issue A-share stocks to all shareholders of China Shipbuilding Industry for stock-for-stock absorption and merger. ②As of today's close, the total market value of China CSSC is 156.1 billion yuan, and the total market value of China Shipbuilding Industry is 113.6 billion yuan.
Breaking news! Dragonhead, the leader in the research, development, design, and manufacturing of 110 billion ships, is planning to merge with China CSSC through stock absorption. | Post-market announcement highlights.
China CSSC: Currently planning to merge with China Shipbuilding Industry. Stocks will be suspended from trading starting tomorrow.
Shareholders of baoding tianwei baobian electric and electrical equipment group are integrating their businesses. The controlling shareholder of baoding tianwei baobian electric may change. | Read the announcement quickly.
① The controlling shareholder of the company, China North Industries Group Corporation, is currently carrying out the integration of the power transmission and transformation equipment business with Electric Equipment Group, which may result in changes to the controlling shareholder of Baoding Tianwei Baobian Electric; ② Electric Equipment Group currently controls several listed companies including China XD Electric, XJ Electric Co., Ltd., and Henan Pinggao Electric.