The computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.
Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.
Driven by technology and policy, the Education Industry pattern and valuation are expected to be restructured.
At the economic themed press conference on March 5, Zheng Zhanjie, the director of the National Development and Reform Commission, introduced plans to expand the supply of high-quality Education resources, continue to promote the quality upgrade of higher education, and further increase the scale of undergraduate enrollment in 'Double First Class' Universities.
Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the
① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.
The DeepSeek large model promotes cost reduction and efficiency improvement, and AI Education products are expected to accelerate commercialization.
① Education is one of the core scenarios for the application of AI. The use of AI technology to reduce costs and increase efficiency makes it possible for education to balance high quality, inclusiveness, and personalization, and is expected to deeply empower education by improving delivery efficiency and enhancing personalized experiences for students. ② The domestic AI + education B2B and B2C markets are expected to reach 47.7 billion yuan and 28.2 billion yuan respectively by 2027, while the AI + companionship market is anticipated to reach a trillion level within 3-5 years.
The stock surged before the major Assets restructuring disclosure. Shida Group plans to acquire Assets with a new symbol, the 2000P computing power project has been put into operation | Quick announcement.
① Shida Group intends to acquire 51% equity of Fujian Shuchan Ming Shang Technology Co., Ltd. The computing power scale of the smart computing center built by Shuchan Ming Shang is 2000P, which has been put into operation and started generating revenue. ② Due to changes in the business sector of Star Cloud Big Data, the Big Data Group stated that the assets injected into the listed company will be changed to Shuchan Ming Shang. ③ On the last trading day (24th), Shida Group opened its limit up during the session, and today there was unusual activity in the collective bidding.
It is expected that in 2024, the non-deductible significant reduction in losses will be achieved, and Zhengbang Technology's 2025 target for sales is aimed at 7 million heads | Interpretations
1. Zhengbang Technology expects a net income loss of 0.32 billion to -0.38 billion yuan for 2024, compared to a loss of 4.883 billion yuan in the same period last year; 2. In 2024, the average price of Hog Sale is expected to increase by 1.2 yuan per kilogram year-on-year, with the average slaughter weight increasing by about 15 kilograms per head compared to the same period last year; 3. The company anticipates an overall slaughter quantity of over 7 million heads in 2025.