The BAT collectively launched the API "moving" service! OpenAI blocks Chinese developers, and domestic big model players accelerate their land acquisition.

①OpenAI terminates the API service provided to China, leading to multiple domestic large model companies launching migration plans. ②For domestic AI large model companies, this move by OpenAI is an opportunity.

cls.cnJun 26 10:24

The business transformation still cannot escape losses. Li Yuanheng replied to the annual report inquiry: power lithium equipment has not yet formed a scale effect.

① Liyuanheng suffered its first annual loss and the Shanghai Stock Exchange requested Liyuanheng to explain its main considerations and market competitiveness for entering the power lithium-ion and continuing to increase investment in photovoltaic equipment; industry insiders said the inquiry reflects the fierce competition in the photovoltaic and lithium-ion tracks, and companies need to be cautious in their business layout. ② Due to reasons such as long repayment cycle for power lithium-ion, Liyuanheng's financial data is not optimistic. Securities personnel said that gross margin is expected to increase this year.

cls.cnJun 21 07:49

The company has a large balance of interest-bearing debt. The stock of chip concept for storage with two consecutive trading days is showing abnormal announcements after the market. | Highlights of the after-market announcement.

Shanghai Huaming Intelligent Terminal Equipment, which has had four consecutive daily limit surges, currently has no involvement in the integrated "vehicle-road-cloud" project.

cls.cnJun 20 20:16

The International Smart Networked Autos Conference will soon be held, and the sector of the cloud connecting cars and roads may receive another strong catalyst.

The 11th International Smart Connected Autos Conference (CICV2024) will be held from June 18th to 20th, 2024. CICV2024 has set up multi-level, multi-perspective, and multi-level activities around the integration of vehicle-road-cloud. CITIC Securities believes that high-level autonomous driving can effectively solve many pain points such as the cost increase of manpower, traffic safety, and driver shortage, and the potential market space for autonomous driving exceeds tens of trillions of yuan.

cls.cnJun 17 08:22

The issue of new energy electrical utilities consumption is inevitable, and virtual power plants are expected to open a market worth hundreds of billions.

At the 2024 Shanghai International Carbon Neutrality Expo opened on June 5th, the first residential virtual power plant 2.0 platform in the country was unveiled at the Huangpu District booth. Citic Securities released research reports, expecting the overall capacity of virtual power plants to reach 72.3 billion yuan by 2025, and their market space could reach 196.1 billion yuan by 2030.

cls.cnJun 7 08:07

Concept Update | Caixin Theme Library Adds 'Vehicle Road Cloud'

Autos-to-Cloud technology refers to the direct communication between cars, cars and roads, and other traffic elements. The recent intensive release of policies indicates that new energy vehicles are evolving from individual breakthroughs to multi-industry collaboration, and the integrated ecosystem of 'car-road-cloud' is accelerating. Concept stocks in the field of Autos-to-Cloud.

cls.cnJun 4 15:48