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Express News | CHINA LONGYUAN: By 2025, the cumulative completed power generation will reach 12.7186 million megawatt hours, and excluding the impact of thermal power, the year-on-year growth is 7.37%.
CHINA LONGYUAN (00916) completed a power generation of 6.3264 million megawatt-hours in February, a year-on-year decrease of 2.31%.
CHINA LONGYUAN (00916) announced that the company completed a power generation of 632 according to the consolidated financial statements in February 2025...
Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.
[Brokerage Focus] HTSC: Wind power production scheduling increased significantly in the first quarter, with profit turning upwards.
Jinwu Financial News | HTSC's Research Reports indicate that in 2024, domestic wind turbine bidding is expected to be highly prosperous. According to the Wind Power Headlines Statistics, 228GW of domestic wind turbine bids will be opened in 2024, an increase of 137% year-on-year, supporting a high increase in installations in 2025. The wind power Industry Chain in the first quarter of 2025 is expected to be lively during the off-season. According to CCTV's "Economic Half Hour", the leader of Luozhou stated that in previous years, January and February were off-seasons, but this year, Orders are already full. Combined with Industry Chain research, this institution determines that in the first quarter of 2025, the production and delivery of wind turbines, Bearings, Blades, and other links are expected to increase significantly, with some components likely seeing price increases or implementation, driving the improvement of Industry Chain profitability. This institution mentions that there are concerns in the mar
In the era of accelerated AI by Manus, is the AI Application software Sector igniting a "gold rush"?
Although it is still unclear whether Manus's rise to fame is due to hype or genuine skill, the investment effects of AI applications are becoming increasingly evident alongside the accelerated implementation of AI applications catalyzed by DeepSeek.
Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.
At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.
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