On the rise of optical Communications, Tengjing Technology's revenue and net profit are expected to both increase in 2024.

① Tengjing Technology seizes the market opportunity created by the growth in demand for high-speed optical Communications components driven by AI computing power, further expanding the scale of its optical Communications Business; ② Tengjing Technology plans to use the excess raised funds to build a research and development center (Phase II), promoting new technologies such as "chirped grating technology development" and "freeform surface technology development."

cls.cnMar 21 20:56 ET

New Phase Micro plans to acquire 100% equity of AiXieSheng Technology. The target company's revenue is expected to exceed 1.2 billion yuan in 2024. Shenzhen Yitoa Intelligent Control had previously intended to make an acquisition.

① New Xiangwei plans to acquire 100% equity of Shenzhen Ai Xie Sheng Technology Co., Ltd. through the issuance of shares, convertible bonds, and cash payment; ② New Xiangwei will form a positive synergistic and complementary relationship with the symbol company in product categories, Technology research and development, customer resources and sales channels, and supply chain integration.

cls.cnMar 14 10:02 ET

The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 00:30 ET

Intending to acquire 0.324 billion yuan for 3D visual Sensor supplier Zhejiang Crystal-optech to create a complete closed loop of perception + display system | Quick read announcement.

① Echoes is one of the few companies in the 3D vision Industry that covers both automotive electronics and Consumer Electronics, able to provide end-to-end and cost-effective solutions for terminals; ② Zhejiang Crystal-optech stated that this acquisition is primarily based on predictions of Industry trends and industrial synergies, expecting a positive impact on the company's performance; ③ In the first three quarters of last year, Echoes reported a net loss of 37.4457 million yuan; in February this year, the company just completed its Series C financing.

cls.cnMar 6 10:21 ET

Channel SSD storage prices have risen for two consecutive weeks, and domestic enterprise-level SSDs are expected to welcome an increase in demand opportunities.

At the beginning of March, benefiting from the shortage of Low Stock Price resources and continuous price increases, the rising costs have driven some channels' SSD finished product prices to increase for two consecutive weeks. Guosen stated that AI has opened up the incremental market for SSDs, and domestic production has opened a verification window, providing incremental opportunities for domestic enterprise-level SSDs.

cls.cnMar 5 19:10 ET

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