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Huawei is accelerating the advancement of its asia vets: investing in multiple key core technologies, with many listed companies expected to participate.
1. Huawei (Shenzhen) global body-based intelligent industry innovation center will integrate Huawei's various departments' body-based intelligent related capabilities, co-build key root technologies such as body-based intelligent brain, cerebellum, toolchain; 2. Huawei will also collaborate with ontology manufacturers and manufacturing enterprises to solve enterprise technical challenges, creating body-based explosive products that solve actual enterprise problems. The first batch of participating companies in the project include Shenzhen Zhaowei Machinery & Electronics, Leju Robotics, Guangdong Topstar Technology, etc.
Concept Dynamics | Cailian News Theme Library Adds "Zhipu AI"
① On October 25, 2024, Zhipu AI launched AutogLM, an autonomous smart device. AutoGLM is a mobile phone operation assistant that simulates users clicking on the screen and a browser assistant that clicks on the web. Currently, it can be used with 8 well-known applications including WeChat, Taobao, Meituan, and Xiaohongshu. ② A list of Smart Spectrum AI concept stocks.
The new Huawei smartwatch is about to be released and is expected to become a new hotspot for AI implementation.
1. According to official news from Huawei Terminal, Huawei's new extraordinary exploration smartwatch will be released at Huawei's full-scene new product launch event on October 22nd. 2. Shanxi Securities believes that the launch of the new TruSense system by Huawei indicates that leading domestic consumer electronics manufacturers are bullish on the future prospects of wearable devices. With the continuous maturity of edge AI technology, wearable devices will become a new outlet for AI applications.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
yantai eddie precision machinery joined hands with Kawasaki Heavy Industries to establish a subsidiary, accelerating the capture of high-end market share.
Unveil! With huge trading volume, which A-shares are institutions chasing after?
The heat of A shares is still continuing!
Three years after Ye Fei reported, guangzhou haozhi industrial's senior management involved in eating billions of yuan 'penalties', the controlling shareholder's family once 'precisely reduced their shareholding' by billions | Speed reading announcement
①The China Securities Regulatory Commission is planning to impose a fine of 10.9 billion yuan on the chairman of Guangzhou Haozhi Industrial, Tang Xiuqing, and a fine of 2 million yuan on the secretary of the board, Xiao Yonglin; ②In May 2021, Weibo celebrity Ye Fei exposed Guangzhou Haozhi Industrial and other companies colluding with 'whales' in 'market cap management' to manipulate stock prices; ③Between 2019 and 2020, Guangzhou Haozhi Industrial saw a significant increase in market cap, then experienced a flash crash in January 2021, with Tang Xiuqing and others 'accurately reducing their shareholdings' by billions.
Huawei Hisilicon's release of a risk warning notice for high-growth stocks! The company's stock price has risen sharply, with the risk of market sentiment overheating | Highlights of the post-market announcement.
Qinghai Salt Lake Industry: Controlling shareholder signs general cooperation agreement, proposed change of company's controlling rights.
Changzhou NRB Corporation has hidden concerns behind the turnaround: Q2 profits decline on a quarter-on-quarter basis, accounts receivable remain high, and cash flow is under pressure. | Interpretations
①Under the recovery of the downstream auto industry, bearing company Changzhou NRB Corporation achieved a turnaround in the first half of the year; ②The company's net income in the second quarter showed a sequential decrease, and the gross margin also decreased accordingly, indicating insufficient growth momentum; ③In addition, the company also faces negative cash flow, increasing accounts receivable and inventory, which may cause funding pressure.
Did the high stock price fail to save the decline in performance? Han's Laser Technology Industry Group's net income for Q2 has continued to fall for three consecutive years | Interpretations
1. Han's Laser Technology Industry Group's H1 net income increased significantly, with the sale of subsidiaries being the biggest contributor. 2. Han's Laser Technology Industry Group's Q2 net income has declined for three consecutive years, and its profitability has declined significantly. 3. Revenue from new projects in semiconductors and new energy funds of the company has declined.
Apple is stepping up the development of household robots. The development of the robot industry is entering an accelerated period.
According to media reports, Apple's R&D team is intensively developing a household robot that combines iPads and robotic arms, with the project codenamed J595. The innovation aims to create a product that combines smart home control and video conferencing functions. Zhonghang Securities estimated that the accumulated demand for humanoid robots in 2030 is expected to reach about 2 million units, corresponding to a market space of about 570 billion yuan.
Fulin Precision signs a long-term cooperation agreement with Ning Wang to bind their partnership. | Speed read announcement
Fulin Precision and Contemporary Amperex Technology signed a long-term cooperation agreement, with the latter committed to purchasing at least 0.14 million tons of cathode material each year for the next three years; 0.14 million tons of cathode material is more than three times the company's sales volume last year.
OpenAI is facing personnel instability as Altman's "close ally" takes a long vacation and ChatGPT architect switches to a competitor.
① John Schulman and Greg Brockman are both co-founders of OpenAI; ② Almost all key figures of Anthropic come from OpenAI; ③ Many departing executives are dissatisfied with OpenAI's direct release of GPT-3 without solving security issues.
Bullish catalysts are ongoing in the self-driving cars industry, and the sector is expected to see an upward trend.
The Ministry of Industry and Information Technology, the Ministry of Transportation, and the Beijing Municipal Government will jointly hold the "2024 World Intelligent Connected Vehicles Conference" in October. Nomura Securities stated that on the policy side, bullish policies promoting commercialization of self-driving cars have emerged throughout the country, and in terms of commercial applications, Roadstar.ai is conducting full self-driving travel service tests in Beijing, Wuhan, Chongqing, Shenzhen, and Shanghai. The smart automobile industry is expected to enter a bullish trend.
After five consecutive days of increases, zhejiang rifa precision machinery's subsidiary suffered a 'blow'. Subsidiary's loan of nearly 60 million yuan was overdue. | Speed read announcement
Dayton Refa Precision Machinery, which has had five consecutive days of price increases, announced that its important subsidiary, Airwork, has overdue nearly 600 million yuan in bank loans. On June 14, Dayton Refa Precision Machinery replied to the Shenzhen Stock Exchange's inquiry letter that Airwork believes it can repay or smoothly handle the maturity debt. The overdue debt may have an indirect negative impact on Dayton Refa Precision Machinery, other subsidiaries' domestic bank loans, and credit business.
Huangshan State-owned Assets also comes to personally control listed companies on the field.
As the controlling shareholder of Changzhou NRB Corporation, Huangshan State-owned Asset Management Co., Ltd. formally acquired the company and became its actual controller. With the frequent entry of state-owned assets into listed companies across the country, a new stage of "equity finance" has begun.
The Huawei Global Connectivity Conference will be held in September, and ecosystem companies are expected to benefit from the acceleration of intelligentization.
According to the information from Huawei's WeChat official account, the 9th Huawei Global Connectivity Conference will be held in Shanghai from September 19th to 21st. The Huawei Global Connectivity Conference is regarded as an opportunity to showcase Huawei's latest technological achievements and future development directions. The three-day conference focuses on the word "asia vets," accelerating the industry's intelligence.
In the first half of the year, net profit is expected to exceed the full-year 2020, Innouvo Technology: significant growth in the health equipment business, while the magnetic materials business performance is under pressure. | Quick Read Announcement
In the first half of the year, Innouvo Technology increased its efforts in developing the health equipment business and achieved significant growth in performance. From the first quarter of this year, the operation of magnetic materials still faces certain pressures due to the decline in raw material prices and market competition.
Control of Changzhou NRB Corporation is expected to change hands, with Anhui State-owned Assets injecting 1.3 billion yuan at a premium to take over? | Quick read announcement
Changzhou NRB Corporation's actual controller plans to transfer the controlling interest of the listed company, and the acquirer is "Huangshan Jian投" or its affiliates. The total consideration for the equity transfer of the company's controlling shares does not exceed RMB 1.3 billion yuan, and the value of this portion of equity in the secondary market is about RMB 0.853 billion yuan. Due to large business and capacity construction expenditures, rising costs of raw materials and other factors, Changzhou NRB Corporation has been operating at a loss for three consecutive years.
A-share buyback wave surges in the first half of the year! 48 listed companies have a maximum buyback plan of over 400 million yuan, and 11 stocks including s.f. holding have announced buyback plans.
According to incomplete statistics, 48 A-share listed companies plan to repurchase a maximum amount of over 400 million yuan in the first half of 2024 (see table); Tongwei Co., Ltd. ranked first in the maximum repurchase amount with 4 billion yuan; 11 stocks including S.F. Holding announced repurchase plans twice this year (see table).