This week adds 9 more! Sany Heavy Industry and several other stocks have announced plans for repurchase and Shareholding refinancing, a list of related A-shares is as follows.
① According to incomplete Statistics, as of the time of writing, 9 A-shares listed companies have disclosed their shareholding regarding buybacks and refinancing (see attached table); ② Sany Heavy Industry obtained the highest special loan quota, with the loan amount not exceeding 0.63 billion yuan.
Game developers are on a rampage in the AI race, and AI is expected to further open up the payment space for games.
According to media reports, as we enter 2025, major domestic Game Developers are racing ahead in the AI field. Now, many companies, including Tencent, NetEase, and Giant Network Group, are embedding AI large models into their games to enrich the storyline and player interaction. Open-source securities point out that AI is expected to reshape gaming from aspects such as development, interaction, and commercialization.
"Black Myth: Wukong" investors have settled! Shanghai's construction of a "Global Esports Capital" has made further progress.
① The headquarters project of Hero Game R&D has been announced to be established in Huangpu District, Shanghai, with an expected investment of approximately 1.435 billion yuan. The company is one of the investors in last year's globally popular game 'Black Myth: Wukong'. ② Currently, Shanghai is home to multiple game companies such as Mihayou, Mutong, Eagle Horn, Paper Games, and Yoozoo Interactive.
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.
The game license has arrived in March! Black Myth: Wukong has been approved for the PS5 in the Chinese market, with major titles from Tencent and NetEase gathering around it.
Explode the Industry.
The "hot battles" of humanoid robots have begun: with an intensive release of new products, has the year of mass production really arrived?
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.