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Institutions are intensively researching Doubao Concept stocks! The leading stock has surged 7 times in 12 days, and the list of popular stocks with high reception volume in the past two months has arrived.
① The Doubao large model family has been completely upgraded, HuiZhou Intelligence Technology Group closed on Friday with 12 days and 7 consecutive boards, and Espressif Systems reached a 20% limit up during the session, hitting a historical high. ② A list of Doubao concept stocks that have been intensively researched by institutions in the past two months has been compiled (attached table).
Breaking! The controlling Shareholder of this company is planning significant matters and has signed a transfer agreement. Stocks resume trading | Post-market announcement highlights.
Anhui Guofeng New Materials: plans to purchase 58.33% of Jinzhang Technology's Stocks. The Stocks will resume trading.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
Shanghai has issued the first batch of completely self-driving car licenses, and self-driving cars are expected to take off.
In the 2024 World Artificial Intelligence Conference, Shanghai issued the first batch of demonstration application licenses for driverless intelligent connected vehicles, commonly known as "fully unmanned passenger vehicle licenses." Dongfang Securities' Zhou Xuhui said that the prospects for the development of intelligent connected vehicles and autonomous driving are vast, and leading intelligent vehicle manufacturers and intelligent component suppliers are expected to benefit first.
Peking has released regulations for self-driving autos, and the integration of vehicles and roads with cloud technology has sped up thanks to the policy.
On June 30, the Beijing Municipal Bureau of Economy and Information Technology publicly solicited opinions on the Draft Regulations on Beijing Autonomous Driving Automobiles. The regulations propose a clear reservation of space for intelligent roadside infrastructure for new, renovated, and expanded roads, and will achieve full coverage of intelligent roadside infrastructure for 600 square kilometers in the city within the year.
Huawei will launch a new product, CarRoute Cloud, in the second half of the year. The industry may enter a explosive growth stage from 1 to N.
Ma Jindou, the president of Huawei's wireless network product line in the field of vehicle networking, stated at the CICV 2024 Technology Week International Conference on the 19th that Huawei will launch new products in the second half of this year to solve the short board in vehicle-to-cloud, road-side and perception. Li Muhua of GTJA Securities believes that the V2X industry has entered an explosive growth stage from 1 to N, and is bullish on companies that lay out V2X.
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.
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.
The domestic Car-Road Cloud Integration Project has been launched, and the prosperity of transportation informationization is expected to improve.
On June 3rd, Fuzhou announced the demonstration construction of approval projects for smart network-connected cars and road-cloud integration, making it the second city after Beijing to have a major initiative in cooperating with road-cloud. Caixin Securities believe that the application pilot of "road-cloud integration" for smart network-connected cars will accelerate the commercialization of autonomous driving.
The number of connected vehicles worldwide reached 350 million, and the V2X industry ushered in a golden period of opportunity
① During MWC24, Liu Kang, president of ICT Marketing and Solution Sales at Huawei, said that by the end of 2023, the number of connected vehicles worldwide had reached 350 million. ② Great Wall Guorui Securities pointed out that the intelligent and connected automobile industry is considered the focus of future competition, and it is expected that the domestic V2X industry chain will face a 10-year golden period of strategic opportunity.
Yi Hua recorded a pre-loss of 1.9 billion yuan! The data lake business has shrunk into a “painful period” and the scale of some of the new businesses has yet to reach
① E-Hualu is expected to achieve operating revenue of 810 million yuan to 1.03 billion yuan in 2023, with net profit losses of 1.48 billion yuan to 1.91 billion yuan; ② The announcement shows that changes in Ehualu's performance are affected by business transformation and adjustments, actively reducing data lake construction and advance funding businesses, and related businesses have been drastically reduced.
The National Bureau of Data accelerates the market-based allocation of data, reform agencies say data elements may become the main market for New Year's Eve
① At the opening ceremony of the 2nd Digital Government Building Summit, Liu Liehong, director of the National Bureau of Data, said that the National Bureau of Data will vigorously promote the development and utilization of public data resources and accelerate the reform of market-based data allocation. ② Guotai Junan Securities pointed out that data asset registration will soon be officially implemented on January 1, 2024, and data elements may enter a period of policy intensity, which is expected to become the main market for New Year's Eve.
The restructuring of China Telecom and Hualu Group has been implemented! The collaboration and complementarity of the two central enterprises, Yi Hualu is expected to welcome substantial benefits
① Xinhua News Agency reported today that with the approval of the State Council, China Telecom and Hualu Group have implemented a restructuring. Hualu Group has become a subsidiary of China Telecom Holdings and is no longer an enterprise that performs funder duties as the State Council's State-owned Assets Administration Commission. ② Analysts say that Hualu Group complements China's electronics business, and the restructuring will bring substantial benefits to Yi Hualu.
Guizhou issues major documents for data element registration, data element market welcomes strong catalysis
① The Guizhou Big Data Bureau issued the “Administrative Measures on Data Element Registration Services in Guizhou Province (Trial)”. The competent data department of the provincial people's government is responsible for managing data element registration services and guides registration service agencies in formulating and implementing relevant standards. ② Data element registration is a “first move” to promote the implementation of a series of subsequent market-based data element allocation reforms.
A new model of government affairs has been added! Digital Government Communications released the “Man and the Big Model”, the new competition point for the 100 Model Battle has reached the vertical field
① Digital Government Communications (300075.SZ) today officially announced the government model “People and Big Model”. This big model can solve various urban governance issues such as people's livelihood demands, rule of law government, and urban management. ② The deepening of the industry has become an inevitable trend in the development of large models. In the financial field, Hang Seng Electronics already has implementation cases; in the medical field, Weining Health, etc. have also been deployed.
20CM rises and stops! Huina Technology announced a doubling of A100 computing power charges, and the industry called it “too exaggerated”
① According to Huina Technology, a concept stock for computing power leasing, it plans to raise fees for computing power services by 100% from now on. ② Recently, Zhongbei Communications and Hengrun Co., Ltd. revealed that computing power procurement costs have risen by 50%, so many industry insiders directly called Huina Technology to announce that the price adjustment for A100 computing power services has reached 100% “too exaggerated.”
Huina Technology posted price increase information in the intraday period, and after the stock price rose sharply, it was deleted and re-posted
Information shows that at 10:21, Huina Technology posted information on the increase in Nvidia A100 chip computing power service fee prices on its official WeChat account, then deleted the relevant content and re-posted it at 11:52.
Sudden news! Ant Group's consumer finance increases capital by 22 billion! Giants collectively take action, CHINA CINDA secures 6 billion, Sunny Optical invests 1.8 billion yuan.
Ant Consumer Finance is undergoing a large capital increase, with state-owned capital control increasing. After restructuring, Huabei has just announced brand isolation and will become the exclusive Consumer Crediting brand of Ant Consumer Finance.
Jinyi Technology: shareholder Yang Cheng plans to reduce his holdings by no more than 1.04%.
Jinyi Technology: shareholder Yang Cheng plans to reduce his holdings by no more than 1.04%.