The former 'big bull' stock's earnings forecast is in violation of regulations! SGSG Science&Technology and related responsible persons received regulatory warning letters | Quick Read Announcement.
① There are significant discrepancies between the two performance forecasts, with the revised Net income showing an expanded loss and revenue revised down by over 12 million yuan, and the revenue after deduction is less than 0.1 billion yuan... The once high-flying SGSG Science&Technology may be designated as *ST; ② Due to the failure to forecast revenue below 0.1 billion yuan and the occurrence of losses in the previous year's performance forecast, the company and related personnel received a warning letter from the Guangdong Securities Regulatory Bureau.
Game developers are on a rampage in the AI race, and AI is expected to further open up the payment space for games.
According to media reports, as we enter 2025, major domestic Game Developers are racing ahead in the AI field. Now, many companies, including Tencent, NetEase, and Giant Network Group, are embedding AI large models into their games to enrich the storyline and player interaction. Open-source securities point out that AI is expected to reshape gaming from aspects such as development, interaction, and commercialization.
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.
The price of FPSO orders has increased by 50% over three years. China International Marine Containers will prioritize improving profitability in future orders | Direct coverage of the Earnings Conference.
① In 2024, the company achieved a revenue of 177.664 billion yuan, a year-on-year increase of 39.01%; the Net income attributable to the parent company was 2.972 billion yuan, a year-on-year increase of 605.60%; ② The company's Chairman, Mai Boliang, stated that this year the FPSO order volume will further increase, and future order acquisitions will focus on enhancing the order value. The demand for containers is also expected to be supported.
Star Evening Report | Shareholders of Beijing Kingsoft Office Software, Inc plan to inquire about the transfer of 7.7618 million shares. Angruiwei's IPO application on the Star has been accepted.
① Multiple Star companies stated that their local Business was not affected by the earthquake; ② Manus announced two pricing plans of $39 and $199; ③ NVIDIA's special supply GPUs for the mainland saw a surge in orders.
Domestic Innovative Drugs are once again surging towards overseas markets! Concept stocks have responded with a significant increase. Is the external authorization model the optimal choice?
① As of the time of publication, the Hang Seng Innovative Drugs Index has risen over 5%, with multiple Innovative Drugs concept stocks experiencing double-digit gains; ② In recent days, Jiangsu Hengrui Pharmaceuticals, Hepo Pharmaceutical, UNITED LAB, and other Biotech companies have issued announcements about "going abroad"; ③ Northeast Securities stated that top MNCs recognize the R&D capabilities of Chinese local companies and are more willing to assign high valuations.