Tips: Whether a seed can take root and grow into a big tree depends not only on the seed itself. In addition, it is also necessary to look at the objective environment such as soil, light, water source, and animals where the seeds grow. Information is like a seed, whether it can affect the rise of stock prices also depends on the objective environment of the market at that time. Calm, rational and objective analysis and decision-making are very important prerequisites for successful investment and speculation.
1. Investment information
1. Artificial intelligence empowers the high-quality development of education Beijing Chaoyang took the lead in releasing a three-year action plan
On May 13, the press conference of the three-year action plan for the high-quality development of artificial intelligence empowerment education in Chaoyang District, Beijing was held. The three-year action plan points out that in terms of artificial intelligence technology to empower teachers, explore the application of large models and multiple scenarios, and provide support and assistance for professional teaching and research work. In terms of empowering classrooms, we will explore the integration of intelligent technology tools and classroom teaching, and present all-round and multi-dimensional classroom teaching evaluation results. At the same time, schools are encouraged to take schools as the main body, open education and teaching scenarios, and promote the practical exploration and application research of artificial intelligence-enabled education.
The analysis points out that the text-generated video AI model represented by Sora has a wide range of application scenarios, and education is one of the first directions to be implemented, mainly due to the relatively standard data, short video length, fast feedback process, and relatively rigid demand. The AI video model represented by Sora may profoundly change the traditional education model and promote the comprehensive transformation of teaching materials, teachers, and teaching. The agency believes that the education industry is expected to benefit from the dual benefits of AI technology progress and non-subject training policies, ushering in development opportunities.
As a teacher-end teaching assistant product developed by the company based on large language models, Century Tianhong (300654) "Xiaohong Teaching Assistant" embeds the company's high-quality content resources through leading structured long text vector processing technology, and helps teachers improve work efficiency in various application scenarios including lesson plan generation and composition correction.
Jiafa Education (300559) Co., Ltd.'s Lingfu education model can help the proposition, invigilation, marking and other links to achieve a significant improvement in efficiency.
2. OpenAI will hold a spring update conference The two companies have a partnership with OpenAI
According to media reports, OpenAI announced on social platforms that it will announce the latest content of ChatGPT and GPT-4 on Monday, May 13 at 10 a.m. Pacific Time (1 a.m. Beijing time on Tuesday), online live. OpenAI CEO Sam Altman said that the product will not be a search engine, GPT5, but it is expected that people will love it very much.
The media quoted two people familiar with the matter as saying that the new product is an AI model with visual and auditory functions, and has better logical reasoning capabilities than current chatbots. According to relevant sources, OpenAI is developing an AI voice assistant with audio and visual understanding capabilities, which may be previewed at next Monday's event at the earliest. OpenAI believes that such an assistant could lead to a technological revolution like a smartphone, capable of doing many tasks that existing AI assistants can't, such as serving as a tutor for student essays or math problems, translating road signs, and helping to fix car breakdowns.
Dingxin Computer, a subsidiary of Dingjie Software (300378), has strategically cooperated with Microsoft Azure OpenAI to empower the Paas platform MERITS with the GPT large model, and launched three major functions based on this platform: personal intelligent assistant, enterprise knowledge brain, and AI-assisted development.
The only network of a subsidiary of Nanxing Co., Ltd. (002757) cooperates with Microsoft and OpenAl on a new product - Xiaolu AIGC intelligent assistant.
3. Audio and visual comprehension OpenAI is going to launch new products again
According to reports, on May 10, local time, OpenAI announced on social media X that it will live demonstrate the update of ChatGPT and GPT-4 on its official website at 10 a.m. next Monday (1 a.m. Beijing time next Tuesday). According to the report, OpenAI is developing an AI voice assistant with audio and visual understanding capabilities, which could be previewed at next Monday's event at the earliest. OpenAI believes that such assistants could trigger technological changes like smartphones, and can do many tasks that existing AI assistants can't.
Artificial intelligence is a strategic technology leading the future, the core driving force of a new round of scientific and technological revolution and industrial transformation, and is considered to be the main position for the development of new quality productivity. AI will facilitate the emergence of more enhanced and personalized products, which will trigger a wave of consumption. The International Data Corporation (IDC) predicts that by 2024, more than 70% of terminal devices equipped with AI functions in the Chinese market will be equipped with AI functions, and AI terminals will account for 55%. The mainland's artificial intelligence industry will make great progress in the next 10 to 15 years, and a number of industrial elements are leading the world. It is estimated that by 2035, the scale of Chinese's artificial intelligence industry will reach 1.73 trillion yuan, accounting for 30.6% of the global total. PwC even predicts that AI could add $15.7 trillion to global GDP by 2030, a 20% increase from today.
A-share related concept stocks mainly include Dingjie Software (300378), Nanxing (002757) and so on.
4. Technology giants have increased the deployment of AI to greatly improve the efficiency and quality of new drug research and development
According to reports, the latest research from BCG (Boston Consulting Group) found that AI-generated drug molecules have a success rate of 80%-90% in phase I clinical trials, compared with the historical average of about 50%. In less than a year, AI has predicted the structure of 200 million proteins in the universe. The results show that AI has a strong ability to design or identify molecules with drug properties. Recently, many technology giants such as Microsoft, Nvidia and Google have increased the layout of "AI + healthcare".
The traditional drug discovery process is a marathon, taking 12-18 years from concept to clinic. With the help of AI technology, it only takes 5 years or less to achieve. Based on pharmaceutical big data, AI pharma applies artificial intelligence technology to all aspects of pharmaceutical, improves the efficiency and quality of new drug research and development, and reduces research and development costs. The McKinsey Global Institute (MGI) estimates that generative AI could bring between $60 billion and $110 billion in economic value to the pharmaceutical and healthcare industries annually. According to the Global Market Insights report, the "AI + healthcare" market is expected to grow at a compound annual growth rate of more than 29%, and the market size will reach $70 billion by 2032. Drug discovery and medical imaging have become the two most important areas for AI applications, accounting for more than 50% of the combined market share. In the future, perhaps artificial intelligence can help humans take off the holy grail of drug discovery.
A-share related concept stocks mainly include Chengdu Pilot (688222), Lepu Medical (300003), etc.
5. Extremely scarce resources and growing demand Indium prices have risen sharply to a multi-year high
Indium prices have reportedly risen rapidly since mid-to-late April. According to the latest quotation of Yangtze River Nonferrous Metals, the price of refined indium is approaching 3,000 yuan/kg, an increase of nearly 50% compared with the beginning of the year, and the price has hit a new high in more than 8 years since 2016. The latest indium ingot price in the European market is at $345/kg, up nearly 60% from last year's low and the price is also the highest since 2016. Indium is extremely scarce and is one of the seven scarce metals, equivalent to only 1/6 of gold reserves. The application of indium in photovoltaic heterojunction cells, thin-film cells and optical chips has also shown a rapid growth trend. Due to the breakthrough in photovoltaic heterojunction cell technology, the demand for indium metal as a target has increased.
A-share related concept stocks mainly include Zhuye Group (600961), Zinc Industry (000751), etc.
6. The new product of domestic humanoid robot is expected to be widely used
Recently, Unitree Technology released a new humanoid robot called Unitree G1, priced from 99,000 yuan. The robot not only has a large joint movement angle and up to 34 joints, but also incorporates force and position hybrid control technology to simulate the precise operation of the human hand. In addition, Unitree G1 is driven by UnifoLM (Unitree Robot Unified Large Model), which has strong capabilities for self-learning and iterative upgrading.
The humanoid robot is an embodied intelligent robot, which can interact with the environment and perceive, can independently plan, make decisions, and act, and has the ability to execute, which is composed of three parts: control, perception and execution. Among them, perception is the premise of control and execution, and humanoid robots need to realize the perception of external light, force, sound, electricity and other information through sensors, and provide real-time feedback for control and execution. Northeast Securities pointed out that in the field of humanoid robots, inertial sensors are very critical to attitude balance control. The inertial sensors manufactured by MEMS process are expected to be widely used in humanoid robots due to their small size, light weight, strong environmental adaptability, low price, and easy mass production.
Sinopec Power (603121) uses the existing automotive-grade Mems pressure chip and silicon strain gauge independent design and packaging and testing capabilities to seek a breakthrough from glass micro-melting MSG high-pressure pressure sensor to six-dimensional torque sensor;
Amperon (301413) has mastered the core technologies and independent research and development capabilities of MEMS multi-chip packaging, high and low temperature calibration.
7. The supply side is limited and the downstream demand is picking up, and the price of tungsten products continues to rebound
Baichuan Yingfu data shows that on May 13, the price of domestic tungsten metal rose in many varieties. Among them, ammonium paratungstate, tungsten powder and scheelite concentrate increased by 1.79%, 1.53% and 1.33% respectively compared with the 10th, and the quotations were 227,000, 3.32 million and 152,500 yuan/ton respectively. Since the beginning of this year, the price of tungsten products has continued to rebound, and ammonium paratungstate has risen by more than 25% since the low point of the year.
CITIC Securities Research Institute believes that the mainland, as the world's largest tungsten resource reserves and producers, has a leading position in the supply side of tungsten ore. In recent years, the output of tungsten concentrate in mainland China has declined from 145,000 tons in 2019 to 123,000 tons in 2023 due to factors such as the constraints of total mining control indicators, the decline in mine grades, and the improvement of environmental protection supervision requirements. Due to the small number of new projects at home and abroad, the short-term increase is very limited, and the supply of tungsten resources may continue to be tight. Coupled with the recovery of demand brought about by the recovery of downstream manufacturing, it will form a strong support for tungsten prices.
In terms of companies, Zhangyuan Tungsten Industry (002378) and Chinatungsten High-tech (000657) are mainly engaged in tungsten product business.
2. Company information
1. Delmar: The company will steadily promote the brand to go overseas
Delmar (301332) said at the performance briefing held on May 13 that the company will steadily promote the brand to go overseas. First of all, the company will use its own team advantages and natural supply chain advantages to build overseas rapid new capabilities, so as to achieve rapid entry of products into the target country market; Secondly, the company will continue to polish its core products, establish competitive advantages in core categories in core national markets, and occupy a certain market share in related categories; After that, the company will further deepen the layout of overseas channels and develop local core supermarket channels and e-commerce platforms. On this basis, the national manager system will also be implemented, the construction and management of overseas channels will be strengthened, and the brand, product, price, marketing strategy and other effective implementation will be better implemented. In addition, the company actively seized the opportunity of live broadcasting, continued to improve the company's own live broadcast capabilities, and has set up live broadcast bases in Changsha, Hunan Province and Foshan, Guangdong Province, respectively, and the company's own team completes content creation, anchoring, streaming, etc.
2. Liangxin Electric: Follow the head customers of new energy, communications and other industries to go to sea simultaneously
Liangxin Electric (002706) recently said in an institutional survey that the company's overseas business is divided into two parts, one is to follow the head customers of new energy, communications and other industries to go to sea synchronously, which accounts for a relatively large proportion; The second is the overseas promotion of independent brands. At present, the independent brand has a business layout in Europe, North America, Asia-Pacific and other regions, and continues to expand the overseas business team and customer development, the company will be based on different countries and regions of the market situation, targeted key customer development and channel capacity building, focusing on communications, new energy, power and other industries. In the global market, the head of the low-voltage electrical industry is still dominated by foreign brands, occupying a large market share, the company maintains continuous customer development, product certification and channel layout in overseas markets, and at the same time through the rapid expansion of the domestic market scale, enhance brand influence, in order to enhance the company's competitiveness in overseas markets.
3. Company announcement
Fu'an Co., Ltd. (603315) plans to jointly establish a joint venture with Shanghai Jitie Network Technology Co., Ltd. in the form of cash contribution to jointly develop the AI computing power leasing service business. The company plans to hold 71% of the equity of the joint venture, and the joint venture company plans to invest about 350 million yuan in the AI computing power leasing service business. The Company has received an inquiry letter from the Shanghai Stock Exchange, requesting clarification on whether the Company has the necessary conditions to carry out computing power leasing business.
Xiaxia Precision (001306) plans to invest in a project with an annual output of 1 million sets of precision transmission structure products in Vietnam, and plans to invest no more than 15 million US dollars with its own funds or self-raised funds.
ST Intercontinental (600759) successfully won the bid to acquire the exploration rights of the Zurbatiya and Jabel Sanam blocks in Iraq. The Zurbatiya block is located in the provinces of Baghdad and Wasit in central Iraq, with an area of 519.06 square kilometres, which is close to the Company's existing Naft Khana block. The Jabel Sanam block is located in Muthanna Province in southern Iraq and covers an area of 235 square kilometres.
Shenyang Yuanda Aluminum Group Co., Ltd., the controlling shareholder of Yuanda Intelligent (002689), plans to increase its shareholding in the company by centralized bidding within six months from May 14, with a total amount of not less than 10 million yuan and no more than 20 million yuan.
Tianqi Mould (002510) said on the interactive platform on May 13 that the company's aviation business will achieve sales revenue of 88.5906 million yuan in 2023. The company has been deeply engaged in the aviation field for many years, and its main supporting models include large aircraft, such as COMAC C919, ARJ21, Airbus A220, and Bombardier Global7500; General aviation aircraft, such as AVIC AG600, AVIC Y12, GA20, XL100, LE700 and many types of military models and UAVs. At present, the company's aviation product orders are sufficient, and the production and supply are scheduled according to customer requirements in a timely manner.
Newtouch Software (688590) intends to raise no more than 300 million yuan by issuing shares to specific targets through simplified procedures for projects related to the company's main business.
Yatong Precision (603190) plans to acquire 55% of the shares of Xingye Auto Parts to enrich the product types of commercial vehicle parts.
ROMAN SHARES (605289) INTENDS TO ACQUIRE THE EQUITY INTEREST IN PREDAPTIVE OD LIMITED IN THE UNITED KINGDOM. The target company holds 100% equity interest in Holovis in the UK. Holovis' business scope and main services include the design and implementation of immersive experience systems, the technical development of virtual reality and augmented reality systems, etc.
PowerChina (601669) signed a strategic cooperation agreement with China Meteorological Administration.
The controlling shareholder of Yazhen Home Furnishing (603389) intends to transfer 5% of the company's shares by agreement.
Jiangte Motor (002176) Qiankeng Lithium Mine has obtained a mining license, which is of great significance to the company's lithium industry.
Jiacheng International (603535) won the bid for the quality inspection outsourcing project of Shein.
Oriental Jiasheng (002889) won the bid for the Haikou International Traditional Chinese Medicine Center project (the second batch of medical equipment procurement), and its expansion strategy in the field of health care has reached a new level.
Qixin Group (002301) won the bid for the purchase of rights and interests related to retail points of Industrial Bank.
Dashi Intelligent (002421) signed the project contract of Weigao (Shanghai) International Research Institute.
Zhongke Cloud Network (002306) signed a sales contract with Yiyi New Energy for N-type monocrystalline cells.
A wholly-owned subsidiary of Zhezhong Co., Ltd. (002346) pre-won the bid for a rail transit equipment procurement project of 102 million yuan, accounting for 9.13% of the company's total audited operating income in 2023.
Yongtai Energy (600157) plans to acquire a 49% stake in Beijing Detai Energy Storage Technology Co., Ltd.
Gansu Nenghua (000552) invested in the establishment of a new coal washing subsidiary and increased its capital at the Jinhe Coal Mine Coal Washing Plant.
Changzhou Lithium Source, a subsidiary of Lopal Technology (603906), plans to increase its capital and shares and introduce investors.
Some products of a wholly-owned subsidiary of China Resources Shuanghe (600062) have passed the consistency evaluation of generic drug quality and efficacy.
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【Disclaimer】
The information in this information is mainly derived from public information such as Times Wealth Information, CSI Express, SSE Early Know, etc., and this number does not make any guarantee for the accuracy and completeness of these information. The content and opinions expressed in the information are for informational purposes only and do not constitute investment advice for the trading of the securities described. The stock market is risky, please analyze and invest rationally!