As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.
The Volcano Engine creates an AI voice toy, which may become one of the first applications of AI Hardware.
① It is understood that Volcano Engine has collaborated with Shanghai Fortune Techgroup to create AI voice toys, with its Wi-Fi module provided by Bestechnic (Shanghai) Co., Ltd. Tuya Inc. also participated in providing relevant modules and integration platforms. ② GF SEC analyst pointed out that the AI toy sector combines Education and companionship attributes, representing a real demand direction for AI Hardware, and is Bullish about the market potential for AI toys.
CVC under Yili raised a seed Fund in Anhui to invest in food science start-ups.
① Yili stated that the establishment of the Anhui Jianling Seed Fund aims to seek investment opportunities in early-stage innovative enterprises in the health food sector. ② The Anhui Jianling Seed Fund will invest no less than 70% of the total investment amount in small and medium-sized technology innovative enterprises in the startup phase.
Byte's "Eye-catching Bag" has ignited interest in AI toys, but the company claims it does not intend to sell them to the public.
① The "Eye-catching Bag" is just a gift given to customers by Volcano Engine, and ByteDance does not plan to launch this toy on the market. ② AI toys have a long payment cycle and high market growth, making them one of the best scenarios for large models to take root, with the potential to meet some of the user demand for traditional children's toys, millet products, Smart Speakers, and AI virtual companionship applications.
The former 100 billion real estate company Kimco Realty Corp's reorganization agreement has been implemented, receiving more than 3.3 billion in funds injected by investors such as Feng Lun.
① Jinke Property Group and investors officially signed a restructuring investment agreement, which will receive over 3.3 billion yuan in funding support; ② Its leading industrial investor Shanghai Pinqi is a wholly-owned subsidiary of Peking Pinqi, which was founded by Feng Lun and others, with former CM BANK president Ma Weihua serving as honorary chairman, and Feng Lun serving as director.
Henan Lingrui Pharmaceutical plans to acquire Silver Valley Pharmaceutical for 0.782 billion, entering the market of traditional Chinese medicine plaster agents as a leading player in crossover pharmaceutical markets. | Quick summary announcement.
① Henan Lingrui Pharmaceutical plans to acquire all equity of Yingu Pharmaceutical for 0.782 billion yuan, entering the chemical and innovative drugs market. ② According to data from MoShang Pharmaceuticals, Yingu Pharmaceutical's sales exceeded 0.4 billion yuan in 2023, with the top-selling product being Jin'erli, accounting for about 70% of the company's total revenue, and the growth rate of the Class 1 new drug Bilitin is relatively fast. ③ If the acquisition of Yingu Pharmaceutical proceeds smoothly, the difficulty of achieving the previously set stock-based incentive unlock goals may be significantly reduced.