As high as 545%! DeepSeek has released its cost-profit margin for the first time. What is the impact on computing power?

According to DeepSeek's calculations, the theoretical daily profit of the V3/R1 inference system can reach 3.46 million yuan. The founder of Silicon-based Flow, Yuan Jinhui, commented that the V3/R1 architecture is significantly different from other mainstream models. Brokerage opinions suggest that in the medium to short term, technology giants will continue to make ongoing and large-scale investments in the field of AI computing power, which will remain a highly certain event.

cls.cnMar 2 05:58 ET

Due to violations of information disclosure, Fuchuang Precision is under regulatory scrutiny.

① Fuchuang Precision received an administrative regulatory decision from the Liaoning Securities Regulatory Bureau for failing to timely review and disclose the Trade with related party Company A, violating the "Administrative Measures for Information Disclosure by Listed Companies"; ② Reporters from the Star Daily noted that Fuchuang Precision has recently been quite active in investments and acquisitions in the Semiconductors field, all of which constitute related-party transactions.

cls.cnFeb 14 10:35 ET

Chongqing Changan Automobile will equip Lidar on models at the 0.1 million level, and the Industry penetration rate may significantly increase.

On February 9, Zhu Huarong, Chairman of Chongqing Changan Automobile, stated at the launch of the company's Asia Vets Global Strategy that starting this year, models in the 0.1 million range will be equipped with Lidar. SWHY Securities pointed out that with the rapid drop in prices of Lidar products to the thousand-yuan level, Lidar is expected to significantly increase its configuration rate as a "safety component" for autonomous driving.

cls.cnFeb 9 18:55 ET

Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.

① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.

cls.cnFeb 6 20:18 ET

Star Evening News | Baiwei Storage expects to turn losses into profits in 2024. Aisen Co., Ltd. and Fumiao Technology will be suspended from trading tomorrow.

① The Ministry of Commerce responds to the U.S. hope of owning 50% of TikTok's shares; ② The Dutch Prime Minister indicates that export policies to China should be decided independently; ③ ByteDance launches a long-term research project on AGI codenamed SEED Edge.

cls.cnJan 23 08:04 ET

Trading will be suspended starting tomorrow! Aisen Co. plans to acquire the controlling stake of Banue New Materials, with the symbol being an OLED materials and photoresist manufacturer.

① Aisen Co., Ltd. is planning to acquire control of Bano New Materials through the issuance of shares and cash payments; Bano New Materials is a company specializing in organic optoelectronic materials and photoresist electronic Chemicals. ② Aisen Co., Ltd. has been making frequent external investments recently. It announced in October 2024 its intention to acquire 80% of Malaysia's INOFINE for 14 million Malaysian Ringgit. It announced on the evening of January 2, 2025, that this acquisition has been completed.

cls.cnJan 23 07:59 ET