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Express News | Surprisingly, the operation of the smart home is currently normal.
Express News | Jiranzhijia: There are no significant matters that should be disclosed about the company that have not been disclosed.
Douyin Doubao is on fire! The leading company has achieved six trading limits in ten days, benefiting from the restructuring of listed companies.
① The Doubao model has experienced rapid growth, with MAU second only to ChatGPT. In the A-share market, Tianyu Digital Technology closed with 6 consecutive uptrends in 10 days on Friday, while Juran Zhijia had 5 uptrends in 6 days. ② According to incomplete Statistics, as of the time of writing, 8 listed companies have recently participated in institutional research or interactions on platforms regarding cooperation related to Doubao (see attached table).
Express News | ByteDance's AI assistant Doubao is on fire. Tianyu Digital Technology has achieved 6 limit-ups in 10 days. 7 listed companies responded regarding related cooperation on their interactive platforms.
Juran Zhijia (000785.SZ): The company's Juran Design Business is currently integrating with Doubao, which presents some uncertainty.
On December 13, Gelonghui reported that Juran Zhijia (000785.SZ) stated on the investor interaction platform that the company's Business design and home business is currently coordinating with Doubao, and there is uncertainty in the cooperation.
Research Reports Gold Digging丨Zhongtai: Initiate a "Buy" rating for Juran Zhijia, with fundamentals expected to marginally improve from the bottom.
Zhongtai's Research Reports indicate that JULY Smart Home (000785.SZ) core performance comes from the operation of home shopping centers. With the gradual introduction of home subsidies and real estate policies, performance is expected to improve marginally. The company's brand agency, AI+ design applications, and the original Wuhan Zhongshang business may not be adequately priced in the market, and future stock prices are expected to resonate with improvements in the fundamentals. By the first half of 2024, the company's project layout has expanded out of Hubei, with four shopping centers opened in Changchun, Hohhot, and Wuhan, achieving sales of 1.267 billion yuan, a year-on-year increase of 193.7%, and a total foot traffic of 20.44 million persons, a year-on-year increase of 156.3%.