DeepSeek's layout has attracted attention. Digital China Group: 300 all-in-one machine samples have been deployed at customer sites | Directly covering the Earnings Conference.
① The sales of the Shenzhou Kuntai learning and integration machine, DeepSeek version, are quite promising, with the first batch of 300 prototypes almost fully deployed at customer sites. ② Chairman Guo Wei stated that the open-source nature of DeepSeek has led to the popularization of AI, which will drive demand for computing power. ③ The IIC Assets have had a negative impact on the company's Operation, with last year's Net income for the parent company decreasing by more than 30% year-on-year.
Ningbo Orient Wires & Cables: Using overseas investment platforms to promote international market development | Directly addressing the Earnings Conference.
① Offshore wind power is expected to usher in a peak in installed capacity, with strong demand in overseas markets, and the leading company in submarine cables, Ningbo Orient Wires & Cables, may get back on the fast track of development; ② The company's Chairman, Xia Chongyao, stated that by 2025, the company's production capacity will be fully utilized, and production and delivery will be organized according to contract requirements and project progress.
The change of control has taken a dramatic turn as Jiangsu General Science Technology ultimately embraces Suhao Holdings.
On the evening of April 1, Jiangsu General Science Technology announced that Jiangsu Suhao Holding Group Co., Ltd. will become the new actual controller of the company; the relevant person in charge of the company stated that Suhao Holding has considerable accumulation in tire raw material trade, auto trade, and other areas, which can empower the company.
Ningbo Shuanglin Auto Parts: It is expected that the net profit in Q1 this year will double year-on-year, and the Siasun Robot&Automation business may become a new driving force | Interpretations
① Ningbo Shuanglin Auto Parts achieved a Net income of 0.492 billion yuan in 2024, representing a year-on-year increase of 508.43%; ② The company expects to achieve a Net income of 0.15 billion yuan to -0.18 billion yuan in the first quarter of 2025, with a year-on-year growth of 93.35% to 132.02%; ③ The company stated that its independently developed reverse planetary roller screw products have core advantages of "high load, high precision, and long service life."
Direct coverage of The People's Insurance Earnings Conference: Executives discuss for the first time the accident rate in intelligent driving and the moderate allocation of high dividend rate equity Assets.
① Yu Ze introduced that after using Asia Vets driving, the accident rate has slightly decreased, and currently, the compensation rate is acceptable, but the main risk of Asia Vets driving lies in the collective risk brought about by OTA upgrades or system failures. ② It is necessary to continuously optimize the structure of Assets Hold Positions, steadily increase the proportion of OCI equity, and moderately allocate high dividend yield OCI equity assets. ③ The sensitivity of data in the Insurance Industry is extremely high, focusing on the challenges and opportunities brought by domestic large models.
Zhejiang Weixing Industrial Development accelerates its overseas expansion, with international revenue expected to grow by over 30% year-on-year in 2024 | Interpretations
① In 2024, Zhejiang Weixing Industrial Development's net income is 0.7 billion yuan, a year-on-year increase of 25.48%; ② The proportion of international Business has increased to 33.81%, with revenue growing by 30.62% year-on-year; ③ The company stated that in 2024, it will promote the Global Strategy, with a significant increase in overseas Orders.