Guosheng Securities: Pay attention to AIDC Infrastructure and recommend "Four Large and Four Small".
In the future, as the demand for Electrical Utilities in Datacenters gradually increases, power suppliers for Datacenters are expected to benefit from the demand for improved stability of Datacenters.
Express News | Ruijie Networks: The company and its controlling Shareholder have no significant matters that should be disclosed but have not been disclosed.
Longhu List | Ruijie Network hits a historical high, six Institutions net Sell 0.184 billion yuan.
On December 23, Gronghui reported that Ruijie Networks (301165.SZ) surged 17% at the beginning of trading today, setting a new historical high, but ultimately closed up 3.4% with a Turnover Ratio of 36.14% and a transaction volume of 1.946 billion yuan. According to the Dragon and Tiger list, HK->SZ bought 0.105 billion yuan while selling 78.954 million yuan, resulting in a net purchase of 26.3946 million yuan; six Institutions bought 86.671 million yuan, sold 0.27 billion yuan, and had a net sale of 0.184 billion yuan. (Gronghui)
A-share fluctuations | The Concept of CPO surged, Ruijie Networks once jumped 18% to a new high.
On December 20, Greenwich reported that Ruijie Networks saw an intraday increase of 18%, reaching a historic high of 79.79 yuan. Robotechnik Intelligent Technology rose over 10%, while Cig Shanghai, Dongtianwei, Huafeng Technology, and others followed suit. Industry insiders revealed that Taiwan Semiconductor is working on integrating CoWoS with SiPh, aiming to launch co-packaged optical devices (CPO) in 2026. Additionally, Apple is collaborating with Broadcom to develop AI Chips, and Taiwan Semiconductor is set to receive another large order for its advanced process. It is also worth noting that there are reports that Taiwan Semiconductor's first factory in Kumamoto Prefecture, Japan, is nearing mass production. (Greenwich)
A-shares liquid-cooled Server Concept stocks are strengthening, Guangzhou Goaland Energy Conservation Tech is up by 20 CM and has hit the limit.
On December 19, Gelonghui reported that Guangzhou Goaland Energy Conservation Tech hit the 20% daily limit. Ruijie Networks, Nanjing Canatal Data-Centre Environmental Tech, and Accelink Technologies also previously reached their daily limit, while Shuguang Data Creation, Nanfang Zhongjin Environment, Shenling Environment, Shenzhen Envicool Technology, Range Intelligent Computing Technology Group, and others rose over 5%.
A-shares rebound on Douyin Concept stocks, NOVA Technology Corporation hits the 20% daily limit.
On December 19, Gelonghui reported that NOVA Technology Corporation reached a 20CM limit up, Ruijie Network rose more than 10%, HuiZhou Intelligence Technology Group hit its limit, while Accelink Technologies, FS Development Investment Holdings, and YAKAN Co., Ltd. increased more than 5%. Other stocks like Feng Assistant, Range Intelligent Computing Technology Group, and Hand Enterprise Solutions also followed the upward trend. On the news front, the Volcanic Engine Winter FORCE original power conference's developer forum will soon open, focusing on the practices of the Volcanic Engine in large model development, applications, and implementation. As of now, the daily token usage of the Doubao large model has exceeded 4 trillion, growing more than 33 times since its release 7 months ago.
Ruijie Networks (301165.SZ): The company is a major supplier of Datacenter Switches for leading Internet Plus-Related companies such as ByteDance.
Gelonghui, December 16丨Ruijie Networks (301165.SZ) stated on the investor interaction platform that the company is a mainstream supplier of Datacenter Switches for top Internet Plus-Related companies like ByteDance. In 2024, the company will deliver supplies for the ByteDance Smart Computing Center construction project it has won bids for.
Express News | The USA ITC issued a final ruling on the 337 investigation concerning wireless front-end modules and their downstream devices.
Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
Express News | Domestic GPU company Moore Threads launches listing counseling, and many listed companies respond to the cooperation situation.
Express News | Ruijie Networks: Technical consultation and communication with Moore Thread Company.
Ruijie Networks (301165): The datacenter revenue has increased significantly, benefiting from the opportunity of domestic computing power.
Event: On October 25th, Ruijie Networks released the third quarter report of 2024. In the first three quarters of 2024, the company achieved revenue of 8.377 billion yuan, a year-on-year increase of 5.36%, and net income attributable to shareholders of 0.412 billion yuan.
Express News | Ruijie Networks: It is expected that next year, the 800G switch products will gradually begin mass deployment.
Hong Kong stock abnormal movement | jd.com logistics (02618) rose by over 3% again, recently signed a further deepening cooperation agreement with Ruijie Networks.
jd.com logistics (02618) rose by over 3% again, as of the time of publication, up by 2.69% to HK$16.78, with a turnover of 0.128 billion Hong Kong dollars.
Ruijie Networks (301165): Q3 net income exceeds expectations, high demand for datacenter switches
Event: On October 24, 2024, the company released its third-quarter report for 24, achieving a revenue of 8.38 billion yuan, a year-on-year increase of 5.4%; achieving a net income attributable to the mother of 0.41 billion yuan, a year-on-year increase of 47.
Ruijie Networks (301165): The third-quarter performance exceeded expectations, the prosperity of demand for intelligent computing resonates with cost optimization.
Ruijie Networks announced its third-quarter performance in 2024, which exceeded our expectations: the company achieved a revenue of 8.377 billion yuan in the first three quarters, an increase of 5.36% year-on-year; the net income attributable to the parent company was 0.412 billion yuan, an increase of 47.73% year-on-year.
Ruijie Networks: Q3 2024 Report
Ruijie Networks (301165.SZ) released its performance for the first three quarters, with a net income of 0.412 billion yuan, a 47.73% increase.
Ruijie Networks (301165.SZ) released the third quarter report for 2024, with the company's revenue for the first three quarters at 8...
Ruijie Networks (301165.SZ): Not involved in information technology construction projects.
On September 26th, Ruijie Networks (301165.SZ) stated on the investor interaction platform that the company is a provider of ICT infrastructure and industry solutions, with main business in the research and development, design, and sales of network equipment, cybersecurity products, and cloud desktop solutions. The company mainly focuses on its core business, pays attention to investment opportunities in the ICT industry chain, and does not involve in information technology construction projects.
Ruijie Networks (301165): High demand for datacenters, profits approaching a significant turning point.
Event: In the first half of 2024, the revenue was 5.043 billion yuan, a year-on-year increase of +4.40%. The net income attributable to the parent company was 0.154 billion yuan, a year-on-year increase of +10.08%. After deducting non-recurring items, the net income attributable to the parent company was 0.125 billion yuan, a year-on-year increase of +5.54%. Q2