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.

Guosheng SecuritiesMar 24 11:06

The founder sold the controlling stake at a 30% premium. Will Shaanxi Kanghui Pharmaceutical still sell medications in the future? | Quick read of the announcement

① Kanghui Holdings transferred 22% of its shares in Shaanxi Kanghui Pharmaceutical at 24.70 yuan/share, reflecting a premium of 31.24% compared to the price before the suspension. ② The business scope of the transferee, Yuehe Zhichuang, does not include any mention related to pharmaceuticals.

cls.cnMar 20 23:04

In response to the controversy over the renewal of sanitary napkins on March 15, Chongqing Baiya Sanitary Products stated: the company has not participated in any illegal Business and has stopped cooperation with the recycling company | Read the announcem

① Chongqing Baiya Sanitary Products responded to the Exchange's inquiry letter, claiming no knowledge of the violations and no connection with the involved companies; ② ceased cooperation with the recycling company and will destroy defective products independently; ③ however, the company did not explain why its sanitary napkins appeared in the news.

cls.cnMar 20 22:25

The market continues to shrink and fluctuate, and after the acceleration of themes rotation, funds are expected to flow back to the core main lines.

As the premium for new themes decreases, some funds still choose to flow back into the two major core directions of Siasun Robot&Automation and AI.

cls.cnMar 19 09:19

After two trading limit increases, Shaanxi Kanghui Pharmaceutical officially announced plans for a change in control, refuting rumors of a shell acquisition by Hengchang Pharmaceutical | Quick announcement summary.

① Due to the controlling shareholder planning a share transfer, Shaanxi Kanghui Pharmaceutical Stocks have been suspended from trading since the 19th. ② Shaanxi Kanghui Pharmaceutical stated that, aside from a small collaboration with Hengchang Pharmaceutical on a Business level, there is no related cooperation in terms of backdoor listing.

cls.cnMar 18 23:53

A large number of consultations! The benefits of childcare subsidies continue to be released, and Assisted Reproduction companies are looking forward to a "combination punch."

① Recently, policies favorable for child-rearing have emerged from both central and local governments, with some regions even offering substantial monetary incentives to encourage childbirth. ② Industry experts pointed out to reporters at Caijing that the introduction of child-rearing subsidy policies can, to some extent, reduce the burden and concerns for young couples regarding childbirth. ③ Insiders from Assisted Reproduction companies have expressed that measures such as promoting cultural awareness of male responsibility in child-rearing are also highly anticipated in the industry.

cls.cnMar 17 13:44