Tongfang shares: half-year net profit pre-profit of 75 million yuan to 110 million yuan
Tongfang issued a pre-profit announcement for the half-year results of 2023, and after preliminary calculations by the financial department, it is expected that the net profit attributable to shareholders of the listed company in the half year of 2023 will be 75 million yuan to 110 million yuan, which will turn losses into profits compared with the same period of the previous year.
Comments: Based on the two core industry fields of information technology and energy and environmental protection, Tongfang Co., Ltd. has formed eleven industries including computer systems, digital cities, security systems, Internet of Things applications, microelectronics and core components, multimedia, knowledge networks, military industry, digital television systems, building energy conservation and semiconductors and lighting after the implementation of structural adjustment. The ultimate controller of the company is the State-owned Assets Supervision and Administration Commission of the State Council.
The Inner Mongolia Supercomputing Center operated by Tongfang is providing users with large-scale AI computing power services. The company has artificial intelligence server product lines with two technical routes of NVIDIA and Ascend, and has the ability to ship large quantities for the construction of Inner Mongolia Supercomputing Center, Ningbo Intelligent Computing Center, Beijing Ascend Intelligent Computing Center and other projects.
As Huawei's complete machine partner in the computing industry, Tongfang Computer Co., Ltd. has in-depth cooperation with Huawei Ascend product line in the artificial intelligence industry, and has won the title of excellent complete machine partner of Huawei Ascend product line. According to its subsidiary Guanwei, Tongfang Computer and Huawei launched an AI server based on Ascend technology, and signed a cooperation agreement with Beijing Ascend Artificial Intelligence Computing Center, with a pre-computing power usage scale of more than 248P.
Tongfang Co., Ltd. said on the interactive platform on July 11 that based on technological innovation, new products lead the new development of the industry, and launched "backscattering + robot" products. This robot can be widely used in special inspection of vehicles at various checkpoints, container and box inspection in customs, ports, freight yards and other areas. In addition, in the field of nuclear power operation and maintenance robots, the company has carried out in-depth cooperation with relevant units of CNNC to provide robot solutions for specific scenarios of nuclear power sites.
People's Network: The company's main business, production and operation and business environment have not undergone major changes
People's Daily announced that the company's main businesses are: advertising and publicity service business, content technology service business, data and information service business, network technology service business. The company's current production and operation activities are normal, the main business, production and operation and business environment have not undergone major changes, and there are no major matters or important information that should be disclosed but not disclosed.
Comments: People's Network business mainly includes advertising and publicity service business, content technology service business, data and information service business, network technology service business, including data and information service business, the company through big data platform and SaaS products, to provide users with public opinion big data analysis, public opinion consulting research, satellite data application and other vertical fields of intelligent, personalized, multi-functional, security data services. The ultimate controller of the company is People's Daily.
At present, People's Daily Network has formed an all-media communication system including PC, client, mobile network, domestic and foreign social media accounts, content operation and content aggregation and distribution platform. As of August 2022, the number of users of People's Network's PC, client, mobile People's Network, and new media accounts exceeded 733 million.
Based on knowledge graph, natural language processing and artificial intelligence and other technologies, the company deeply excavates its own core data resources, develops a new generation of content intelligent risk control platform in subdivided fields, and related product applications have been launched and delivered to customers, and the platform has completed more than 10 million calls for content risk control services.
At present, the company has launched two content risk control systems, "Zhixiaosu" and "Baize" based on artificial intelligence, and used them in more than 100 institutions. The company-led AIGC-X detection tool can quickly distinguish between machine-generated text and human-generated text, and the accuracy of Chinese text detection has exceeded 90%.
People's Cloud, a national-level data cloud platform under People's Network, is positioned as a security cloud for "storage, management and use" of big data, an independent information and innovation cloud, a state-owned asset cloud supervised by state-owned assets, and an open and win-win industry cloud. Focus on the storage, management and use of big data, do a good job in data storage, precise and accurate rights, data application, and give full play to the value of data as a factor of production.
According to the introduction of the subsidiary People's Data Officer Weiwei: "People's Cloud" will plan and lay out new data centers and new computing power centers in the Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta and Chengdu-Chongqing regions. In order to actively respond to the national "East Data and West Computing" project, "People's Cloud" will also accelerate the layout of western computing power hub nodes and invest in the construction of data centers.
Kunlun Wanwei: Signed an AI technology service agreement with Mellywood Technology
Kunlun Wanwei announced that it has reached an agreement with Mellywood Technology on the purchase of AI technology services from the company. The technical services that Mellywood Technology intends to purchase from the company include AGI Sky-Chat SaaS API service and AIGC SkyPaint API service, the service content includes AI text generation capability, AI image generation capability, the purpose of the service is to support the technology landing of Mellywood Technology in the direction of customized large model, the term is one year, and the total amount does not exceed 15 million yuan.
Comments: Kunlun Wanweishi is currently one of the few companies that has formed a closed-loop AIGC layout, and the underlying large model company cooperates with Singularity Zhiyuan to develop Kunlun "Tiangong", according to Guoxin Media Research Report, its performance is close to OpenAI ChatGPT.
In terms of application, the company's own Opera browser has previously reached cooperation with OpenAI, becoming another browser that deeply integrates AIGC functions after Microsoft's Bing search engine and Edge browser, and at the same time, the company has released a full range of algorithms and models of "Kunlun Tiangong" AIGC for 22 years, comprehensively layout AI music, pictures, code and other fields of multimodal content generation and application landing, with the company's StarMaker, Ark Games and idle interactive entertainment form a closed loop.
NAURA: net profit in the first half of the year increased by 121%-156%
NAURA announced that it is expected that the net profit in the first half of the year will be 1.67 billion yuan to 1.93 billion yuan, an increase of 121.30% to 155.76% year-on-year. Benefiting from the steady increase in the market share of the company's semiconductor equipment business and the continuous improvement of operating efficiency, the company's total operating income and net profit attributable to shareholders of listed companies in the first half of 2023 increased compared with the same period of the previous year. The company's net profit in the first quarter was 592 million yuan, according to which the net profit in the second quarter is expected to be 1.078 billion yuan to 1.338 billion yuan, an increase of 82% to 126% from the previous quarter.
The company specializes in semiconductor equipment, vacuum equipment and precision electronic components, among which semiconductor equipment covers etching, thin film deposition, oxidative diffusion, cleaning equipment and other fields, mainly used in integrated circuits, advanced packaging, power semiconductors, compound semiconductors and other fields, successfully supplied SMIC, Changjiang Storage, Huahong Group, Wuhan Xinxin and other leading customers. China Post Securities said that the company's new orders from January to May 2023 increased by more than 30% compared with the same period last year, of which integrated circuit equipment orders were the mainstay.
The company is the leader of domestic semiconductor equipment with the most complete product line, and the products are progressing smoothly. Among semiconductor equipment, in June 2023, NAURA achieved a cumulative sales of 100 cavities of 12-inch deep silicon etching machine PSEV300; In July, NAURA officially released the 12-inch plasma etching machine AccuraBE, which is applied to the BevelEtch process, realizing the breakthrough of "zero" of domestic crystal edge dry etching equipment, and the current products have obtained multiple orders from leading customers in the field of logic and memory, and entered the mass production stage.
Soochow Securities believes that thanks to the large-scale expansion of domestic wafer fabs & domestic substitution of equipment, the company's performance has accelerated growth.
Huachen Equipment: net profit in the first half of the year increased by 71.39%-118.80%
Huachen Equipment announced the 2023 half-year performance forecast, and the net profit attributable to shareholders of listed companies in the reporting period was 47.000 million yuan-60.000 million yuan, an increase of 71.39%-118.80% over the same period of the previous year. The company's net profit in the first quarter was 15 million, according to which the net profit in the second quarter is expected to be 32 million yuan to 45 million yuan, an increase of 113.73% to 200.51% from the previous quarter.
The company is an innovative leading enterprise specializing in the R & D and production of automatic high-precision CNC roll grinding machines in China. The automatic high-precision CNC roll grinding machine produced by the company is an important supporting equipment for the metal sheet rolling production line. It can realize the research and development, design and manufacture of various types of precision CNC roll grinding machines required by steel, non-ferrous metals, mechanical processing, textile and paper industries, and continue to achieve import substitution in the fields of hot rolling and cold rolling of steel. The company has expanded overseas business, expanded foreign sales channels through the "Belt and Road" export business, and its products have been exported to Thailand, India, Uzbekistan and other countries.
The company's new product - Asian μ precision composite grinding center benchmarks the international top products, the grinding roundness value can reach 0.2μm, has been produced in small batches, after being put on the market, it will become another domestic market main product of the company. The new products are used for the processing of high-precision parts such as aerospace, automobiles, precision equipment, precision bearings, and precision machining.
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Source: CaiLian News
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