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Lanco Technology: 2024 Annual Report Summary
Lanco Technology: Annual Report 2024
Express News | Netac Technology: A net loss of 99.2488 million yuan is expected in 2024.
Express News | AI glasses concept stocks have fluctuated and declined, with Mingyue Optics falling over 10%.
Netac Technology (300042.SZ): Shareholder Deng Guoshun's shareholding period has expired, with a total reduction of 2.279% of shares.
Gelonghui reported on March 24 that Netac Technology (300042.SZ) announced it received an email notification from Mr. Deng Guoshun, a Shareholder with over 5% shareholding, informing that the shareholding reduction plan has reached its deadline; during the time range of this reduction plan, Mr. Deng Guoshun reduced his shareholding in the company by a total of 4,567,100 shares through centralized bidding and block trading, accounting for 2.2790% of the company's total share capital.
The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.
With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.