Onsite Investigation | Orders accelerating delivery, equipment updates bring bullish news, visiting Inspur Electronic Information Industry's Super Smart Warehouse.
Traditional warehouses require workers to receive orders, search for orders, and then wait for forklifts to pick, confirm, and gather materials before entering the transportation link. The whole process takes about 5-6 hours. According to Inspur Electronic Information Industry's half-year performance forecast, server sales have increased significantly. I believe this is highly related to the investment in intelligent manufacturing and the rapid response of the supply chain. Equipment updates are bullish for Inspur Electronic Information Industry.
H1 revenue is expected to increase by more than 60% year-on-year. Inspur Electronic Information Industry said that server demand is gradually improving.|Quick Announcements
Benefiting from the gradual improvement in server demand, Inspur Electronic Information Industry expects its H1 net income attributable to shareholders to increase by up to 107.48% year-on-year, with revenue expected to increase by more than 60% year-on-year. According to reporters' calculations, the net profit change Q2 compared to the previous quarter is -20.26% to 12.42%; The demand for AI computing power continues to increase for large models, and the domestic intelligent computing ecosystem is further improved. Jibang Consulting estimates that the overall server shipments in the Q3 market will increase by 4%-5% compared to the previous quarter.
[Looking at the data] Information on the wave of institutions selling many low-altitude economic concept stocks, multiple sources of capital, and large fund-raising
① Low-altitude economy concept stocks Aerospace Hongtu, Wanfeng Owei, and Rice Information have all been sold by institutions. ② Inspur Information was purchased by institutions for 112 million yuan. Together, the two companies bought more than 250 million first-tier tourist seats, and one quantitative seat purchased 115 million yuan. ③ The number of long positions added to IF and IM contracts is significantly greater than the number of short positions.
[Data review] Northbound Capital increased positions for 7 consecutive days, and the Midea Group's strength surpassed 300 million to grab a wave of fund-raising
① In the top ten transactions of the Shanghai and Shenzhen Stock Connect, Chinese and American groups had the highest net purchases. The stock has been net bought for 7 consecutive trading days. ② The wave of ups and downs was purchased by Orient Securities Shanghai Yuanshen Road Sales Department for 341 million yuan. ③ IC futures indicate that the number of short positions reduced in the main contract is significantly greater than that of long positions.
The world's leading fund added Hong Kong stocks in Q3. How can it seize the market with smart money?
The new heavy stock holdings were mainly focused on education and hardware; software and photovoltaics were transferred out.
Is the tight chip supply situation easing? Wave Information Q3 performance improved month-on-month, annual inventory growth exceeded 40% | Financial Report Interpretation
① Wave Information Net revenue and profit for the first three quarters all declined compared to the same period last year, but Q3 improved markedly month-on-month in a single quarter. ② Inventory, capital requirements, and advance payments all increased in the first three quarters, which may mean that the Q3 chip and order situation improved this year.