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. Huawei's first large-code model project standard has been approved, and AI+ low-code is expected to usher in explosive growth
According to reports, the international standard project "Technical Requirements and Evaluation Methods for Code Generation Based on Artificial Intelligence", led by the China Academy of Information and Communications Technology and jointly proposed by Huawei Cloud and other industry-university-research institutions, has been successfully approved. The project puts forward full-stack technical and management requirements for the code model from the dimensions of input diversity, task diversity, language completeness, result acceptability, and result accuracy, and is the first standard project of the code model in the world.
According to HUAWEI CLOUD, the successful establishment of the international standard project will help promote the global recognition and consensus on the overall technical framework of the code model, improve the capabilities of the code model, and promote the standardized application of the code model.
The large code model with the blessing of AI can significantly lower the development threshold and improve the efficiency of program development, which is of great significance to technology giants to reduce costs and increase efficiency. Gartner's Top 10 Strategic Technology Trends for 2024 states that by 2028, 75% of enterprise software engineers will use AI programming assistants. In the future, the AI+ low-code platform is expected to become the core development model in the future and usher in explosive growth.
Kim Hyundai (300830) has completed the internal testing of the proprietary large model in the low-code field based on the large language model, which can realize the automatic generation of data models and the automatic construction of forms.
Hot 300448 won's low-code development platform has passed the second batch of low-code general capability evaluation of the China Academy of Information and Communications Technology, and is researching, testing and training the open-source multi-modal artificial intelligence model by combining the existing low-code smart IoT data platform and GMind big data platform.
2. The second batch of Apple VisionPro will be released in the country soon, and we will pay attention to the opportunities of related industry chain companies
Apple is reportedly preparing to start selling the VisionPro, a mixed reality headset outside the U.S., to see if the $3,499 device has broader appeal. VisionPro's market may expand to China, Japan, France and Germany. Hundreds of international retail store employees from these countries flew to Apple's headquarters in Cupertino, California, last week for a four-day in-person training on how to demonstrate VisionPro to customers. The exact launch date of VisionPro in the international market has not yet been announced, but it is expected to expand to other countries after the Worldwide Developers Conference (WWDC) in June of this year.
VisionPro hardware experience 3D immersive viewing, spatial video effects are shocking, the game ecology is not rich enough, but some applications have begun to take shape of spatial computing, which is expected to break through the boundaries of previous VR applications and bring a new ecological change to XR. According to the expectation of the industry chain, the second-generation MR is expected to be launched at the end of 2025 or early 2026, with the cost reduction of MicroOLED and other links, the price is expected to drop by 30%-50%.
In A-shares, you can pay attention to Wufang Optoelectronics (002962), Yashi Optoelectronics (002952), etc.
3. The service platform welcomes a major upgrade ByteDance's self-developed large model will be released
According to reports, on May 15, the "2024 Spring Volcano Engine FORCE Motive Power Conference" focused on the theme of AI, with the application of large models as the core and AI landing as the guide, showing the practical application of Volcano Engine in the field of large models and cloud computing, and joining hands with experts and enterprise technology leaders in the fields of automobiles, mobile terminals, finance, consumption, and the Internet to discuss the transformation opportunities in the AI era. The conference is divided into three chapters: "AI Growth and Renewal, AI Application New Paradigm, and AI Computing Power Strong Escort". At the meeting, ByteDance's self-developed large model will be officially released, and the volcano engine large model service platform - Volcano Ark will also usher in a major upgrade. At the same time, the conference will also bring the best practices of large models in various industry scenarios, and explain the ecological strategy of the volcano engine model in detail.
With the rise of generative AI, AI basic models have become a "battleground" for track competition, and the pattern of "100 model wars" has emerged. Volcano Engine Large Model Service Platform - Volcano Ark is ingenious and makes itself a "large model shopping mall". Domestic large models are rapidly iterating, and different large models have their own advantages in specific tasks. The Volcano Ark model is connected to the large model manufacturer at one end, and the application requirements of the large model at the other end. If this route is successful, the intermediate platform can build a complete ecosystem, or even become the only entrance. Enterprises can comprehensively evaluate the use effect and cost based on their own business scenarios, and choose more cost-effective models in different scenarios.
A-share related concept stocks mainly include Yakang shares (301085), Inspur Information (000977), etc.
4. Low cost and safety The large-capacity sodium-ion battery energy storage power station was put into operation
According to reports, the first 10MWh sodium-ion battery energy storage power station in the field of new energy storage in mainland China was officially put into operation in Nanning, Guangxi. This is the first time that the sodium-ion battery energy storage technology in mainland China has been applied on a large scale. Under the premise of ensuring the safety of energy use, the energy conversion efficiency of this sodium-ion battery energy storage system can exceed 92%, which is higher than the current common lithium-ion battery energy storage system.
After large-scale production, the cost of sodium-ion batteries will be reduced to less than 50% of that of lithium-ion batteries, and it has significant advantages in terms of safety, and has good application prospects in new energy storage. SNE Research, a market research agency, released a report saying that it is expected that by 2035, the price of sodium-ion batteries will be 11% to 24% lower than the price of lithium iron phosphate batteries, and the market size will reach 14.2 billion US dollars per year, totaling 100 billion yuan.
A-share related concept stocks mainly include Zijian Electronics (301121), China Dynamics (600482), etc.
5. Improving stability The key mechanism of perovskite solar cell degradation was discovered
According to reports, a collaborative study by a research team at the Chinese University of Hong Kong recently discovered the key mechanism affecting the service life of perovskite solar cells. The results show that ion field shielding is behind the degradation of perovskite solar cells. The findings, published in Nature Energy, lay the groundwork for new strategies to improve the life of next-generation solar batteries. According to the research team, the findings are expected to extend the stability of perovskite solar cells, allowing them to guarantee a lifespan close to the industry standard of 25 years.
A-share related concept stocks mainly include LONGi Green Energy (601012), Risen Energy (300118), etc.
2. Company information
1. Zhongpet shares: the company's high-end brand has strong growth in major developed countries
Zhongpet Co., Ltd. (002891) said in an institutional survey that the company has confidence in the growth of gross profit margin, whether it is overseas business or domestic business. In the domestic business, with the increase in the proportion of the company's high-margin products, the increase in the proportion of direct channels, the increase in the proportion of independent brands, the improvement of factory capacity utilization, and the continuous optimization of product structure, the gross profit of the domestic business is expected to achieve further growth.
The company has actively laid out its own brand overseas business. At present, the independent brand "Wanpy Naughty", "New Zealand ZEAL Zhenzhi", "GREAT JACK'S" and so on are sold to 61 countries and regions around the world, while the high-end brand "New Zealand ZEAL Zhenzhi" has strong growth in major developed countries such as the United States, Canada, New Zealand, Australia, etc., and the mid-to-high-end brand "Wanpy Naughty" has a wide audience in both developed and developing countries.
2. Hengshuai shares: the variety of motors required for humanoid robots will become a new growth point for the company
Hengshuai Co., Ltd. (300969) said in an institutional survey that the company is one of the earliest domestic enterprises to develop automotive washing system products, and has established good cooperative relations with many well-known OEMs and world-renowned multinational auto parts suppliers. Compared with the traditional cleaning system, the active sensing cleaning system products are suitable for the future high-level autonomous driving field, the ADAS system has a large number of sensors, and the points that need to be cleaned will be much more than the traditional cleaning system, so the related product structure will be more complex and precise, and the value will be higher.
The company has developed more motor varieties in the field of four doors and two covers, which is one of the main growth points of the company's future performance, and the tailgate motor is the company's first breakthrough in the field of motors A motor variety, with a relatively large proportion of revenue, and has successively developed other large customers, and related business growth is relatively fast. The company attaches great importance to the industrial chain opportunities of humanoid robots, and by matching the harmonic magnetic field motor technology with the customized needs of motor varieties required by humanoid robots (such as frameless torque motors, coreless motors, etc.), related industrial opportunities are expected to open up a new incremental space for the company and become the third largest growth curve for the company in the future.
3. Company announcement
Eston (002747) said at the performance briefing that the company has a layout in humanoid robots. The company's underlying technology and the development of humanoid robots have commonality, the company has a stake in Nanjing Estun Kuzhuo Technology Co., Ltd., its business includes the research and development of humanoid robot components and algorithms, the future based on the multi-scene staggered complementary model, Kuzhuo's product research and development can further enrich the company's product portfolio and technical layout, which is conducive to deepening the company's business cooperation with Kuzhuo in the fields of highly flexible intelligent robots and embodied intelligence.
Guolian Securities (601456) intends to purchase 100% of the shares of Minsheng Securities held by 46 counterparties including Guolian Group and Fengquanyu by issuing A shares, and raise matching funds. The price of the transaction has not yet been determined. According to relevant regulations, the company's shares will resume trading from the opening of the market on May 15.
The actual controller of Jilin Chemical Fiber (000420) is planned to be changed from Jilin SASAC to Jilin SASAC.
Jinghuan Electronics, a subsidiary of Jingsheng Electromechanical (300316), has launched a 1000kg super-large sapphire crystal, which has once again refreshed the world record for the research and development of super-large sapphires.
The subsidiary of Shengyuan Environmental Protection (300867) plans to invest 1.166 billion yuan in the construction of chemical (food) raw materials and other projects.
Weifu Hi-Tech (000581) plans to establish a joint venture company for intelligent perception business to promote the application of radar products.
King Kong Photovoltaic (300093) and Risen Energy (300118) won the bid for the heterojunction photovoltaic module procurement project of Datang Group.
Beijing Lier (002392) wholly-owned subsidiary intends to sell 147 million shares of Minsheng Securities held by it to Guolian Securities, and use these shares to subscribe for A shares issued by Guolian Securities.
Shanghai Electromechanical (600835) plans to acquire 100% of the equity of Shanghai Jiyou.
Fosun Pharma (600196) holding subsidiary signed an agreement on capital increase and share expansion.
China Railway Construction (601186) won the bid for a number of major projects, with a total project amount of 61.154 billion yuan.
Weihai Guangtai (002111) won the bid for a 375 million yuan special customer fire truck project, accounting for 15.6% of the audited operating income in 2023.
Tonghua Dongbao (600867) completed the first patient in the phase I clinical trial of insulin degludec liraglutide injection.
A wholly-owned subsidiary of Huafu Fashion (002042) signed a confirmation letter of computing power service with e Cloud Technology.
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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!