【Today's Resumption】
At the end of the month, it was volatile, and the three major indexes were slightly consolidated. Northbound funds had a net outflow of 7.6 billion yuan today, mainly buying ZTE (000063.SZ) and Midea Group (000333.SZ).
The 2023 World Artificial Intelligence Conference will be held in Shanghai from July 6 to 8, intelligent robots set off the tide, the direction of the reducer is eye-catching, repeatedly mentioned Zhongma Transmission (603767.SH) 6 consecutive boards and out of 8 days 7 boards, yesterday mentioned Youde Precision (300549.SZ) 20CM up limit, Liancheng Precision (002921.SZ), Xiangyang Bearing (000678.SZ) have advanced to 2 boards; Hengwei Technology (603496.SH) 6 days 3 boards, Giant Wheel Intelligent (002031.SZ) due to the news that the card robot plans to purchase about 50,000 sets of RV reducers in batches, directly top a word; Fengli Intelligent (301368.SZ) and Huayan Precision Machinery (301138.SZ) both have 20CM price limit; Yuanda Intelligent (002689.SZ) and Founder Motor (002196.SZ) are up and down, and nearly 30 stocks in the sector are up and down.
Some concept stocks in the direction of AI have ushered in a repair. The concept of data security is the same as shares (002835.SZ) 3 days and 2 boards, Dingjie Software (300378.SZ) 20CM price limit, Runda Medical (603108.SH), Jida Zhengyuan (003029.SZ) price limit; The CPO direction ushered in a rebound driven by communication equipment, and Liante Technology (301205.SZ) approached the price limit, hitting a record high; Zhongji Xuchuang (300308.SZ), Xinyisheng (300502.SZ), and Tianfu Communications (300394.SZ) are all sought after by funds.
The app-side game sector is active again, with Yao Kee Technology (002605.SZ), Deli (002571.SZ), and Variety (600770.SH) up the limit; Xunyou Technology (300467.SZ) has a premium, Shengtian Network (300494.SZ), 37 Interactive Entertainment (002555.SZ), and Shenzhou Taiyue (300002.SZ) all performed well. The core varieties Cambrian (688256.SH), Huaxi (000936.SZ), and Topway Information (002261.SZ) have been adjusted, and the overall repair force of AI is still weak.
The 2023 Mobile World Congress learned that Huawei will release end-to-end 5.5G commercial products next year. The communications and 5G sectors rose strongly in the afternoon, with individual stocks such as Huamai Technology (603042.SH) and Oriental Communications (600776.SH) rising to the limit, ZTE (000063.SZ) soaring to a new recent high, and Benchuan Intelligent (300964.SZ) leading the rise.
The hype in the direction of the automotive industry chain continued to spread, parts and integrated die-casting led the rise, Founder Motor (002196.SZ) rose to the limit, Welltech (002058.SZ), Chunxing Seiko (002547.SZ), Hongsheng (603090.SH) and other stocks rose to the limit.
The repeatedly mentioned power concept Shennan Power A (000037.SZ) was promoted to board 4, and Guidong Power (600310.SH), Coal Direction Yuncoal Energy (600792.SH), and Zhengzhou Coal Power (600121.SH) all had premiums.
Robots have recently been in the limelight, but they will face differentiation after entering the climax, but in the final analysis, they also belong to the branch of AI, and the varieties that continue to strengthen after full adjustment of subsequent AI are still worth paying attention to.
Smart machines
More than 20 robots such as Tesla's humanoid robot Optimus Prime will appear at the 2023 Artificial Intelligence Conference. Beijing issued the "Beijing Robot Industry Innovation and Development Action Plan (2023-2025)" on the 28th, which proposed to step up the layout of humanoid robots, the main goal is that by 2025, the number of robots owned by 10,000 people will reach the world's leading level, and the income of the city's core robot industry will reach 30 billion +.
Giant Wheel Intelligence (002031.SZ): Reached a strategic cooperation with Lingka Robot, which plans to purchase about 50,000 sets of RV reducers in batches, the first batch of purchases is about 3,000 sets, and the precision planetary cycloid reducer for the robot sent for inspection has been issued a 6,000-hour quota life test.
artificial intelligence
On June 29, the Information Office of the Shanghai Municipal Government held a press conference. 1. Large model technology, displaying more than 30 large models at home and abroad; Second, the demand for computing power gathered more than 10 chip companies and displayed more than 10 chips; 3. Scientific intelligence, brain-computer interface, AI-assisted drug research and development and other popular directions; Fourth, embodied intelligence, around embodied intelligence and intelligent robots; During this World Artificial Intelligence Conference, a total of more than 20 robots will be unveiled, many of which will make their debuts, including Tesla humanoid robot Optimus Prime, NetEase Fuxi embodied intelligent engineering robot, etc.
Same as shares (002835.SZ): The use of NVIDIA AI server to train large models is mainly used for video surveillance related intelligent applications, with audio and video encoding and decoding technology and other leading core technologies at home and abroad, AI products include a full range of face capture.
Yao Kee Technology (002605.SZ): Products such as "Yao Kee Fishing" and "New Era of Fishing" have grown steadily, and the landing of Byte's large model in the future will bring promotion, and the completion of the card trading & issuance platform Card Hobby's billion-level financing, the investment star card has both collectible value and investment value.
【Nuggets Dragon and Tiger List】
Yao Kee Technology (002605.SZ): Favored by many institutions, a total of 5 institutional seats appeared on the Dragon and Tiger list today, with a total net purchase of 47.43 million yuan, Shenzhen Stock Connect sold 16.45 million yuan, and a net purchase of 22.67 million yuan on the day, the stock broke through all moving averages today and is expected to hit the recent high.
Fundamental analysis: The revenue of the company's three core businesses in 2022 will be 1.20 billion yuan, 1.11 billion yuan and 1.53 billion yuan, accounting for 30.73%, 28.29% and 39.09% of the operating income, respectively; Among them, the playing card business developed steadily, with revenue increasing by 18.53% year-on-year, and the game and digital marketing business decreased slightly, with revenue decreasing by 1.59% and 3.43% year-on-year, respectively.
Highlights: 1) The company's 3D mobile game products "Yao Ji Fishing" and "New Era of Fishing" have achieved steady growth; 2) The company's playing card business continues to be prosperous, and the sales of playing cards will reach 1.037 billion pairs in 2022; 3) The subsidiary Luming Technology has built a diversified and symbiotic marketing ecological service system, which is a high-quality service provider and agent recognized by the industry, relying on the byte-based platform, the landing of the byte-based large model in the future will also promote the company; 4) The company holds the equity of Shanghai Cell Therapy Engineering Technology Research Center, and the target is engaged in technology development in the field of cell therapy technology, biotechnology and laboratory equipment technology; 5) The company completed the card trading & issuance platform Card Hobby billion-level financing, the company invested in the star card company Shanghai Chaowang, the star card has both collection value and investment value, the company reserves a large number of Unitity3D R & D personnel, the product application of this technology.
【Institutional Research】
Jiuyuan Yinhai (002777.SZ): Recently intensively investigated by Shenwan Hongyuan Securities, Everbright Securities, CITIC Securities, Chunyang Fund and other institutions.
Fundamental analysis: the company achieved revenue of 188 million yuan in the first quarter of 23 years, a year-on-year increase of 25.97%; The net profit attributable to the parent was 17 million yuan, a year-on-year increase of 6.24%.
Highlights: 1) The company builds a medical knowledge graph based on big data and NLP technology, and upgrades and develops a new generation of knowledge base rule engine, and the existing relevant achievements have been applied to multiple products of case quality control and medical record quality control, providing intelligent guidance services for many medical communities and tertiary hospitals, and also some applications in medical insurance anti-fraud, hospital flight inspection and self-inspection;
2) The company's Yinhai cloud platform can provide users with complete solutions from IaaS, PaaS to SaaS and related cloud platform products;
3) The company is developing medical NLP-based medical record connotation quality control, specialized CDSS, intelligent guidance, medical insurance AI anti-fraud and other industry AI products;
4) The company has the underlying technology research and development capabilities in the fields of AI machine vision and natural language, and has been applied in ICD coding intelligent recommendation, intelligent guidance, etc., and has completed the research and development and application of AI technology in face recognition;
5) The company participated in the national digital economy pilot major project "Health and Medical Big Data Application Innovation Project" project. The company's cloud business includes government cloud business and providing operation and maintenance services for some cloud builders.
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