Doubao has become the 2CAI product with the most users, and the Industry Chain is expected to see explosive growth.
① Recently, the signing ceremony of the "Doubao Large Model System Applications Joint Laboratory" by Peking University and ByteDance, along with the academic seminar on "Intelligent Software Technology and Ecology for Large Models," was grandly held at Peking University Yingjie Exchange Center. ② Doubao has become the most widely used 2CAI product. In the global monthly active user ranking for November, the MAU of the Doubao APP reached 59.98 million, ranking second globally.
The collaboration with the Doubao large model will be conducted in multiple stages. The Doubao Concept stocks rose over 11%. This week, Institutions extensively researched the relevant listed companies.
① Zhongke Lankun released the institutions' research summary on Friday, indicating that the cooperation with Doubao large model will be conducted in multiple phases. The Xunlong third-generation BT895x chip product is the second headphone product in the market that supports Doubao large model AI. In the secondary market, Zhongke Lankun closed with an increase of over 11% on Friday. ② A summary of the Global Sectors that institutions are paying most attention to this week (attached table), a list of listed companies (attached stocks), and the latest research on Doubao Concept stocks.
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Jointly developing Solid State Battery, Sunwoda Electronic partners with Xiamen Tungsten New Energy | Quick Read Announcement.
1. Sunwoda Electronic and Xiamen Tungsten New Energy have signed a "Global Strategy Cooperation Framework Agreement" focused on the research and development of Solid State Battery electrolytes and related materials; 2. Currently, Sunwoda Electronic's Solid State Batteries are in the laboratory stage, and Xiamen Tungsten New Energy is collaborating with battery companies to develop a brand new structure for Cathode Material.
Huawei Shengsi Artificial Intelligence Framework Summit will soon be held to accelerate the prosperity of AI applications
① According to media reports, on December 14, the Shengsi Artificial Intelligence Framework Summit will be held in Beijing. ② CITIC Securities said that the model ecosystem is booming rapidly, and it is expected that in 2025, with the support of upgrading model capabilities and lowering the threshold for industrialization, combined with the implementation of applications such as agents, the commercialization of AI will continue to accelerate.
Debang Technology: Multiple chip-level packaging materials have been introduced and are expected to increase in volume. It is anticipated that the domestication rate of semiconductor materials will steadily grow this year | Focus on the earnings conferenc
① The company's integrated circuit sector currently generates sales mainly from a series of products including UV films, die attach materials, thermal conductive materials, and other chip packaging materials; ② Jie Haihua stated that the domestic production rate of semiconductor materials is still at a low level, with great potential, and many products are in the certification and expansion stages, expecting a steady growth trend this year.