The popularity is second only to ChatGPT! How much computing power does ByteBean need to support it? Which companies are likely to benefit?

The analyst team at Minsheng Securities stated that as ByteDance continues to deepen its layout in AI, the demand for computing power, data, and energy consumption solutions will significantly increase, which will also drive growth in AI Education, advertising services, and other Industries.

wallstreetcnDec 16 11:51 ET

Over 30 photovoltaic companies will start controlling production capacity next month, and the industry is expected to usher in a turning point at the bottom.

Multiple photovoltaic module battery industry insiders confirmed to the Star Daily reporter that they have participated in signing a self-discipline agreement. Among them, a photovoltaic enterprise executive disclosed: "More than 30 enterprises have signed the self-discipline agreement this time. According to the signed self-discipline agreement, production capacity will be controlled starting from next month, and each company has quotas."

cls.cnDec 8 19:04 ET

The impact of the reduction in existing mortgage rates is not significant. Wuxi rural commercial bank: stable income from business by 2025.

wuxi rural commercial bank held a performance briefing for the third quarter of 2024, stating that after the reduction of mortgage interest rates for existing houses, it will to a certain extent reduce the interest income from the bank's mortgage loan business, but the overall impact is not significant. At the same time, the rate cut will to some extent reduce customers' willingness to repay in advance, which will have a positive impact on stabilizing the business scale.

cls.cnDec 5 08:30 ET

The annual conference of the photovoltaic industry will be held. Analysts state that the price bottom of the industry has already been clarified.

① The China Photovoltaic Industry Association will hold the "2024 Photovoltaic Industry Annual Conference" in Yibin City, Sichuan Province from December 4 to 6. ② Xu Baiqiao from Haitong International Securities stated that the industry is currently in a stage of clearing and adjustment. As the end of the year approaches, the concentration of signing orders may increase, leading to potential price fluctuations. However, the overall room for decline is limited, the price bottom is already clear, and the photovoltaic industry is accelerating its return to order.

cls.cnDec 3 19:02 ET

Sanfu New Era: Demand for chemicals for PCBs is picking up, and composite copper foil equipment is ready for mass production | A direct look at the earnings conference

①It is reported that the company's MSA eco-friendly high-speed tin-plating special chemicals, due to its significant advantages in eco-friendliness and other aspects, have replaced the products originally used by customers and are currently being exported to Belarus; ②Mr. Shang Guan Wenlong stated that the company's one-step method and two-step method (hydroelectric plating) composite copper foil production equipment have been delivered, and currently have the capability to produce and ship in large quantities.

cls.cnNov 25 05:41 ET

Traffic control technology: The truck platooning system has completed the development of its main functions but has not yet generated revenue in the low-altitude economy sector | Directly at the earnings conference.

① Traffic control technology provides flight management systems and related services based on drones, entering the low-altitude economy field. With its virtual grouping technology, it is entering hot market areas such as vehicle networking and integrated vehicle-road-cloud applications; ② The chairman of traffic control technology, Gao Chunhai, stated that as of the end of the third quarter of this year, revenue has not yet been generated in the low-altitude economy sector; in terms of integrated vehicle-road-cloud, the truck convoy system has completed the development of major functions and is currently undergoing testing on closed roads.

cls.cnNov 21 00:35 ET