Every reporter: Liu Mingtao Every editor: Peng Shuiping
As of the close of the morning, the Shanghai Composite Index rose 0.44% to 2911.7 points, the Shenzhen Component Index rose 0.49% to 9202.15 points, the ChiNext Index rose 0.36% to 1815.03 points, the Science and Technology 50 Index rose 0.91% to 832.75 points, and the Beijing Stock Exchange 50 Index fell 2.5%. The Shanghai and Shenzhen stock markets traded 399.71 billion yuan in the morning, and the actual net purchase of northbound funds was 2.831 billion yuan.
In terms of liquidity, the central bank announced that in order to maintain reasonable and abundant liquidity at the end of the year, a 7-day reverse repurchase operation of 421 billion yuan was carried out in the form of interest rate bidding on December 27, and the winning interest rate was 1.8%. Wind data shows that 134 billion yuan of reverse repurchase expired on the same day, so the net investment in a single day was 287 billion yuan.
On the news side, on December 27, Yu Weining, a statistician of the Industrial Department of the National Bureau of Statistics, interpreted the profit data of industrial enterprises and said that in November, as the effect of macro policies continued to appear, domestic demand gradually recovered, industrial production accelerated the rebound, and the efficiency of industrial enterprises continued to improve.
In order to conscientiously implement the "Opinions on Further Reducing the Burden of Homework and Extracurricular Training for Students in the Compulsory Education Stage" issued by the General Office of the CPC Central Committee and the General Office of the State Council, further standardize the work of compulsory education after-school services, and improve the level and quality of after-school services, the General Office of the Ministry of Education and other four departments recently jointly issued the "Notice on Further Standardizing the Work Related to Compulsory Education After-school Services".
The "Notice" proposes that it is strictly forbidden for unqualified institutions and personnel to enter the school to provide after-school services. It is necessary to establish a review mechanism for the selection and review of third-party institutions entering the campus, form a list of institutions, service items and introduction fee standards, strengthen daily supervision and establish a dynamic adjustment mechanism. It is necessary to establish a mechanism for examining the qualifications of personnel brought in from outside the school, and strictly prohibit personnel who do not meet the prescribed conditions from entering schools to provide after-school services.
In terms of plates, the concept of computing power has become the pioneer of the rebound, Zhizhen Technology, Zhiwei Intelligence, and Lotus Health have risen to the limit, and the semiconductor industry chain has also ushered in a rebound, Jinhaitong has a daily limit, Xinhai Technology has risen by more than 10%, and Jingyi Equipment, Shengke Communications, and Xinyuan have risen slightly by more than 8%. The stocks of the dragon generation fell, and the shares of Fenglong, Longxi, and Longyun fell to the limit.
This year, the High-tech Department of the Ministry of Science and Technology organized a kick-off meeting for the national supercomputing Internet work in Tianjin. At the meeting, the responsible comrade of the High-tech Department of the Ministry of Science and Technology said that the Ministry of Science and Technology will build a national computing power base through the construction of supercomputing Internet, promote the integrated operation of supercomputing power, and help scientific and technological innovation and high-quality economic and social development.
Zheshang Securities expects that the total demand for domestic AI computing power is expected to reach 211.50EFlops in 2024, with a Chinese computing power demand of 98.24EFlops, a localization ratio of 46.45%, and a corresponding shipment of 307,000 domestic AI chips, with a potential market size of about 30.7 billion.
At present, computing power has become a new basic energy source after coal, oil, and electricity, and the elementalization of data has also greatly increased the demand for data storage and computing. In the future, the digital infrastructure, which is composed of computing power, storage power, and transportation capacity, will usher in policy-driven and accelerated development.
Here, by integrating the latest research report information of a number of brokerages, we bring 4 company profiles to fans and friends, for reference only.
1. Si Strange
SITECH is the first in the industry to put forward the concept of AI-PaaS, providing developers with full-process management tools from data management, data annotation, model training to model inference, and empowering developers. SI-TECH provides AI capabilities to more than 30 customers in the form of AI cloud services, supporting more than 100 business scenarios. With the rapid penetration of AI large models, the company is expected to benefit from the core. (Northeast Securities)
2. Longyu shares
After years of strategic transformation and development, the company has initially completed the coordinated development of large-scale customized data centers, regional data centers and edge computing core data centers, realizing the IDC business layout of "industrial coverage, gradient layout, moderate advancement, and edge strength". (Huaxin Securities)
3. Alpha data
The company is one of the leaders in the IDC industry, and the cabinet planning and layout reflects the long-term development and growth rate. As the demand for computing infrastructure continues to increase with the development of AI, IDC, as the foundation of computing infrastructure, is expected to continue to benefit deeply, and the subsequent development of the inference side is expected to bring greater traffic and computing power demand. As one of the leaders in the domestic IDC industry, Alpha Data has in-depth cooperation with Baidu to embrace the era of AI computing power. (Tianfeng Securities)
4. Jinji shares
The company plans to set up a wholly-owned subsidiary in Nanshan District, Shenzhen, which is mainly engaged in advanced computing power service projects, mainly including computing power supply, computing power scheduling, and scenario-based application expansion. At the same time, it is planned to invest in the establishment of a shareholding company to be responsible for the commercial operation of computing power assets, mainly including the operation and maintenance of AI computing power centers, the research and development of intelligent management platforms, and the project promotion of scenario-based needs and solutions. (Haitong International)
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