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

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

The recovery of Semiconductors could not withstand the erosion of costs, Hunan Kaimeite Gases' losses widened last year | Interpretations

① Hunan Kaimeite Gases expects to incur a net income loss of 43.8 million yuan to 54 million yuan in 2024; ② The company stated that the main reasons for the decline in performance are: first, the prices of rare gas related products decreased; second, the termination of the restrictive stocks incentive plan implemented in 2022, which will be included as corresponding costs and expenses in 2024.

cls.cnJan 20 10:17 ET

AI drives the growth in demand for optical devices, with Tengjing Technology expected to increase its net profit by up to 80% in 2024.

① Tengjing Technology expects a year-on-year growth of 51.24%-80.05% in Net income for the fiscal year 2024, and a year-on-year growth of 64.75%-97.7% in net income after deductibles; ② In recent years, the company's applications in the field of precision optical components have gradually increased. In addition to the optical communication field, there are also applications in Medical, Semiconductors equipment, AR glasses, and quantum information.

cls.cnJan 16 08:06 ET

Anji Microelectronics Technology: Will not engage in single low stock price competition, will continue to strengthen the introduction of domestic products | Directly hit earnings conference

① Wang Shumin, chairman of Anji Technology, said that the company's 2024 performance expectations will continue the growth trend of the first three quarters; ② Yang Xun, secretary of the board of directors of Anji Technology, said that the company's capacity utilization rate is currently at a healthy level.

cls.cnDec 2, 2024 06:56 ET