AIPC
- 2481.709
- -25.995-1.04%
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.
Baiwei Storage expects to turn profitable in 2024. The net profit attributable to shareholders is below expectations due to share-based payments. Revenue from Smart Clothing storage products has increased significantly.
① Baiwei Storage expects to achieve revenue of 6.5 billion to 7 billion yuan in 2024, representing a year-on-year growth of 81.02% to 94.95%, with a net income of 0.16 billion to 0.2 billion yuan; ② Baiwei Storage stated that the recovery of the storage Industry, and in 2025, the growth of AI glasses and in-depth collaboration with key clients will drive the continued growth of the company's Smart Clothing storage Business.
Firing the first shot for increased computing power! Driven by CPU and DCU, Haiguang Information's annual report shows net profit may increase by nearly 60%.
① Haiguang Information expects to achieve revenue of 8.72 billion to 9.53 billion yuan in 2024, a year-on-year increase of 45.04% to 58.52%; ② Regarding the reasons for performance growth, Haiguang Information stated that the rapid iteration and development of DCU products has achieved support for AI industry applications such as commercial computing.
Synthetic data or AI is the future hope, with Institutions forecasting an industry compound annual growth rate exceeding 45%.
① Musk stated that the data used for training AI models in the real world has almost been exhausted, and he believes that synthetic data is the solution for the future, allowing AI to generate its own training data. ② A Markets And Markets report indicates that the market size for synthetic data will increase from $0.3 billion in 2023 to $2.1 billion in 2028, with a compound annual growth rate of 45.7%.
Why is Wingtech Technology undergoing a strategic transformation at this time? | K Commentary
The effect of Wingtech Technology's recent Business adjustment will be how, and what kind of company it will be in the future is worth our continued attention.
NVIDIA releases the general robot model RVT-2, accelerating the implementation of humanoid robot intelligence.
① NVIDIA has released the robot's Hardware solution Jetson Orin series chips and Software solution Isaac platform, which can be used for the training, development, simulation, and deployment of robots throughout the process. ② Changjiang Securities stated that NVIDIA, being a core manufacturer of AI computing power, has entered the field of humanoid robots, and is expected to provide strong technical support for downstream robot software manufacturers, accelerating the iteration of AI model training.
How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
The intensive release of new products represented by the Huawei Mate 70 marks the arrival of the traditional Q4 peak season in the consumer electronics industry.
① According to media reports, Huawei's terminal BG CEO He Gang stated in an interview on the evening of December 4 that the pre-orders for the Huawei Mate70 series have exceeded 6.7 million, and due to high demand, the initial supply is still slightly insufficient. ② Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will see a wave of device replacements and drive inventory stocking in related supply chains.
Unreasonable suppression! The Biden administration announced the latest semiconductor export restrictions to China. How will this affect various aspects?
1. The usa Biden administration has issued new controls on semiconductor exports to china, with over one hundred chinese entities being included in the 'entity list'; 2. The U.S. Department of Commerce has also introduced 'long-arm jurisdiction,' restricting third-party countries from providing products containing U.S. technology or chips to Chinese companies listed on the entity list, but the Netherlands, japan, and over 30 other countries are exempted; 3. The Chinese Ministry of Commerce and Ministry of Foreign Affairs respond: China will take necessary measures to resolutely defend its legitimate rights and interests.
6 years after acquiring ANSYS semiconductors, Zhongwen Jintai's "operation abnormalities", Wingtech Technology responds: the company has no actual business.
① Zhongwen Jintai has been included in the list of abnormal operations by the Market Supervision Administration of Hefei High-tech Development Zone due to being unable to be contacted through its registered address or business location. ② A staff member from the Secretary Office of Wingtech Technology stated that the company currently has no actual business, and the legal department has communicated with the local market supervision to understand the situation.
The native hongmong system has expanded to the tablet sector, and the huawei hongmong ecosystem is expected to experience accelerated development.
On the morning of November 21, following the release of smartphones, Huawei's terminal announced on its official social platform that a tablet equipped with the native Hongmeng OS will soon debut at the Mate brand event. This marks Huawei's first expansion of the native Hongmeng OS to the tablet track.
Biwei Storage: Market demand in Q4 has somewhat recovered month-on-month and will actively focus on opportunities for industry chain integration | Direct coverage of earnings conference.
In the earnings conference of Baiwei Storage, the company’s chairman Sun Chengsi stated that downstream customers slowed down the pace of goods picking in the third quarter. As inventory is digested and enters the peak season for consumer electronics, market demand in the fourth quarter has somewhat recovered compared to the third quarter; Sun Chengsi also indicated that with the update of inventory structure, the company’s gross margin is expected to gradually return to the central level, and the increase in localization rate provides ample space for the company's revenue growth.
Semiconductor giant Wingtech Technology's Q3 performance is improving, with the price of convertible bonds rising by over 50% from the low point of the year.
①In the third quarter, the net income attributable to shareholders of the listed company was 0.274 billion yuan, turning from a loss to a profit compared to the second quarter, showing significant improvement, and the performance recovery may drive the continuous rise of 'Wentai Convertible Bonds'. ②It is worth noting that the company's net profit attributable to equity holders in the first three quarters still decreased by 80.26% year-on-year, and the company's shares have frequently experienced shareholder reductions this year.
The convergence of big finance and technology may continue to lead the bullish trend.
Track the entire lifecycle of the main sector.
High stock-based compensation leads Baiwei Storage to turn losses in Q3, with product prices recovering during the year.
1. BW storage's total revenue in the first three quarters of this year was 5.025 billion yuan, a year-on-year increase of 136.76%; net income attributable to shareholders was 0.228 billion yuan, a year-on-year increase of 147.13%; 2. It stated that the storage industry has recovered in the first three quarters of this year, and the company has achieved growth breakthroughs in both market and business, while product prices have also rebounded year-on-year.
Loongson Technology incurred a loss of 0.343 billion in the first three quarters. Government and industrial control customers have not yet resumed normal purchases, leading to a sharp increase in credit and assets impairment losses.
①In the first three quarters of this year, Loongson achieved a revenue of 0.308 billion yuan, a year-on-year decrease of 21.94%, and a net loss of -0.343 billion yuan attributable to the mother, an increase of 0.136 billion yuan compared to the same period last year; ② Loongson stated that its performance change was affected by the macroeconomic environment, the electronic government market, and the fact that some important customers in the company's traditional advantageous industrial control field have not yet resumed normal purchases.
Tande Yu's Q3 net profit attributable to the parent doubles, driven by increased demand for electronic price tag chips. Shareholder Huaqin Technology reduces shareholding.
In the third quarter report of Tiande Yu, the revenue for the first three quarters reached 1.484 billion yuan, a year-on-year increase of 79.57%, with a 156.55% year-on-year increase in net income attributable to shareholders. Tiande Yu stated that the main reason for the revenue growth in the first three quarters is the increased demand from customers for asia vets mobile terminal display driver chip products and electronic price tag driver chip products.
Huawei's new asia vets smartwatch is about to be released, poised to become a new outlet for AI landing.
①According to the official news from Huawei Terminal, the new extraordinary exploration smartwatch from Huawei will be released at the Huawei Full-Scene New Product Launch Event on October 22. ②Shanxi Securities believes that the launch of the new TruSense system by Huawei indicates that leading domestic consumer electronics manufacturers are bullish on the future of wearable devices. With the continuous maturation of edge AI technology, wearable devices will become a new outlet for AI implementation.
The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?
①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.
Star Evening News | Hikvision's Q3 net income increased by nearly 200% year-on-year. Effort's shareholders plan to collectively reduce their shareholding by no more than 4%.
Shanghai Municipal Transportation Commission: By 2030, the basic establishment of a "5G+digital twin" smart aviation hub; Domestic photoresist verified by mass production; The US government is reportedly considering restricting nvidia, AMD from selling ai chips to some countries.