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Open Source Securities: The inflection point for AI Agents has arrived, with dual ends of 2B + 2C flying together.
AI Agent applications will flourish in multiple areas by 2025.
Beijing Tricolor Technology (603516.SH): The liquid cooling testing equipment that is being connected with Company N is currently progressing normally.
On December 17, Glonghui reported that Beijing Tricolor Technology (603516.SH) stated on the investor interaction platform that the liquid cooling testing equipment in collaboration with Company N is currently progressing normally; please pay attention to the company's subsequent announcements for specific details.
Beijing Tricolor Technology (603516.SH): Company N's Business began to be introduced in Q2, and the business income in Q3 has increased month-on-month.
On December 17, Gelonghui reported that Beijing Tricolor Technology (603516.SH) stated on the investor interaction platform that the Business of N company began to be introduced in Q2, and the revenue from the Business in Q3 increased month-on-month. Future business progress needs to pay attention to the introduction progress of the client's new iterative products and the equipment validation status. With the continuous iteration of N company's products, the series of products the company adapts is also increasing accordingly. Please pay attention to the company's subsequent announcements for specific situations.
Beijing Tricolor Technology (603516.SH): Partial senior management shareholding completed.
On November 27, Glorious Exchange announced that beijing tricolor technology (603516.SH) reported that as of the date of this announcement, Mr. He Shida had cumulatively reduced his shareholding by 1,967,100 shares through centralized bidding trading, accounting for 0.9746% of the total share capital of the company; Mr. Fu Guoyi had cumulatively reduced his shareholding by 145,000 shares through centralized bidding trading, accounting for 0.0718% of the total share capital of the company; Mr. Cheng Rui had cumulatively reduced his shareholding by 9,400 shares through centralized bidding trading, accounting for 0.0047% of the total share capital of the company.
Beijing Tricolor Technology (603516): Self-developed chips in display control sector consolidate its position, marching into AI computing power detection with promising growth.
Investment highlights include being an industry-leading provider of professional audio and video control equipment and solutions, the turning point for the traditional business in the industry is approaching, and the self-developed professional ASIC chip is expected to further enhance the leading advantage; cooperation with global AI leader N Company has already begun.
Beijing Tricolor Technology (603516): Significant improvement in quality and efficiency, deepening cooperation with Company N.
Domestic leading provider of display control system equipment and solutions, maintaining a 'buy' rating. We maintain the company's net income attributable to the parent for 2024-2026 at 0.13, 0.172, 0.224 billion yuan, with EPS of 0.
