Special Treat Huato's 2024 performance is expected to increase by up to three times. 'Endless Winter' sets a new high for revenue in the same category of games | Interpretations
① The gaming Business is experiencing rapid growth, and Special Treat HuTong expects to achieve a net income of 1.6 billion to -2.3 billion yuan in 2024, a year-on-year increase of 205% to 338%; ② The popularity of "Endless Winter" and "Whiteout Survival" is at the core of the company's performance growth, with both generating new revenue highs for the category; ③ The company's two large computing power centers are accelerating construction.
[Data Watching] QUANSHANGETF trading volume surged, three leading funds raised nearly 0.5 billion to buy Hand Enterprise Solutions.
① The transaction volume of several QUANSHANGETF has greatly increased, among which the E Fund CSI Hongkong Bond Investment Theme ETF (513090) saw a 214% increase in transaction volume compared to the previous period. ② The AI Asia Vets Concept stock Hand Enterprise Solutions received a total Buy of 0.46 billion from three major first-line speculative positions.
Key technologies in quantum computing continue to make breakthroughs, and Institutions recommend focusing on opportunities in the related industry chain.
On January 21, Honeywell's quantum computing company Quantinuum announced plans to establish a cutting-edge R&D center in New Mexico, USA, which will focus on photonic technology. Zheshang pointed out that, from the perspective of the Industry Chain, opportunities in quantum chips, dilution refrigerators, and other Industry Chain segments should be given special attention.
It is estimated that in 2024, after deducting non-recurring items, the loss will be reduced by more than 30%. Special Treat Bubugao plans to complete the supermarket store adjustments before August this year | Interpretations
① Special Treat Bubugao expects to achieve a net income of 0.86 billion to 1.26 billion yuan in 2024, turning losses into profits year-on-year; after deducting non-recurring items, the net income is expected to be -0.76 billion to -1.12 billion yuan, which is a reduction in loss of 31.35% to 53.42% year-on-year. ② Special Treat Bubugao plans to complete the adjustment of supermarket stores by August this year and aims to launch its own brand commodity in Q1.
Verisilicon Microelectronics (Shanghai) Co., Ltd. is expected to incur a loss of 0.613 billion yuan in 2024, with revenue from AI-related IP licensing business accounting for approximately 40%.
① It is estimated that Verisilicon Microelectronics (Shanghai) Co., Ltd. will achieve a revenue of approximately 2.323 billion yuan in 2024, which is basically the same as in 2023; ② In the fourth quarter of 2024, revenue from Verisilicon Microelectronics (Shanghai) Co., Ltd.'s chip design business is expected to increase by approximately 81% year-on-year, and R&D expenses in 2024 are expected to increase by approximately 32% year-on-year.
An new low in eighteen years! Tonghua Dongbao Pharmaceutical expects last year's net income to decline by more than 90% year-on-year, and Q4 performance may not meet expectations | Interpretations
① Affected by the decline in sales revenue due to product price reductions, as well as the termination of research and development projects, Tonghua Dongbao Pharmaceutical expects that its net income attributable to the parent for 2024 will decrease by more than 90% year-on-year. ② Compared to Q4, net income saw a decline quarter-on-quarter, and may not have met the company's previous expectations.