The global data cross-border flow cooperation initiative has been launched, and the cni data factor index industry is expected to usher in a qualitative change.
According to the WeChat official account of Cyberspace Administration of China, the National Cyberspace Administration of China has put forward a global data cross-border flow cooperation initiative, aiming to balance the relationship between technological innovation and security, economic development, and personal privacy protection. Tianfeng Securities believes that with the implementation of detailed rules for data elements and accelerated promotion of typical application cases, the industry is expected to undergo a qualitative change.
Suochen Technology: "AI+CAE" is the key focus of research and development, with existing orders in the field of embodied intelligence. | Direct coverage of shareholder meeting
① AI technology enables the company's simulation platform to automatically generate optimized design solutions, thereby improving design efficiency. This not only enhances accuracy but also shortens the product commercialization cycle; ② The company has established a siasun robot&automation division, and in the future, it will be able to provide training sets based on simulation, with relevant technological reserves already in place and in collaboration with Professor Gaofeng's team from the School of Machinery at Jiaotong University to establish a subsidiary.
Another major battery player is entering the solid state battery industry, which may give birth to significant investment opportunities.
eve energy co.,ltd. expressed on the interactive platform that the company has already carried out technical layout in the field of solid state batteries and made relevant industrial planning. The company plans to achieve a technological breakthrough in 2026, launching high-power, high environmental tolerance, and absolutely safe all solid state batteries, mainly used in the hybrid power field.
The average sales price of major products in Q3 has seen significant recovery. Grace fabric technology: prices of some electronic fabric products are still at the bottom in the first three quarters | Direct hit on the earnings conference.
①Grace Fabric Technology indicated that the prices of electronic fabric products in the industry have partially recovered in the first three quarters of this year due to the growth in market demand, but some product prices are still at historically low levels. ②Chairman and General Manager Mao Jiaming of the company stated that in the future, with the recovery of consumer confidence, technological advancement of end products, and the development of new application areas, product prices and sales volume will rebound.
Amlogic: It is expected that the annual revenue will increase year-on-year, with inventory consisting mainly of short-term aged products | Directly focus on the earnings conference.
①Based on the new ARM V9 architecture and self-developed edge AI capabilities, the 6nm chip of the company's next-generation product improves CPU performance by more than 60%, GPU performance by more than 230%, and reduces power consumption by 50% compared to the previous generation 12nm chip; ②This year is dedicated to improving operational efficiency for the company. A series of operational efficiency improvement initiatives have been identified, and the improvement effects will gradually be reflected in the second half of the year.
The Huawei master-level AI agent on Kaggle has emerged, and domestic AI applications are expected to continue flourishing.
① According to Kaggle's promotion system, the end-to-end autonomous data science asia vets (agent) - Agent K v1.0, jointly launched by Huawei Noah's Ark Lab and University College London team, has already obtained 6 gold medals, 3 silver medals, and 7 copper medals. ② Open-source Securities stated that the domestic AI Agent has made positive progress, and AI applications are expected to thrive.