Kimi exploded and responded urgently; Technology giants have deployed
Kimi, the popular big model, once went down, and the dark side of the moon has been expanded five times in a row.
Technology giants have deployed AI PC products, which is expected to become the mainstream of the PC market.
Demand in the tire industry continues to improve, and () announced an increase in product prices.
The Ministry of Commerce responded that "the United States is considering sanctions against China chip companies related to Huawei", saying that China has always opposed the politicization and weaponization of economic, trade, scientific and technological issues, and will take necessary measures as appropriate to safeguard the legitimate rights and interests of China enterprises.
The General Administration of Market Supervision and other six departments issued the Notice on Strengthening the Food Safety Supervision of Precast Vegetables to Promote the High-quality Development of the Industry, which clarified the definition and scope of Precast Vegetables, and preservatives were not allowed to be added in the production process.
The National Development and Reform Commission said that it will speed up the construction of a comprehensive service platform for the development of the private economy, and steadily and accurately promote the resolution of problems and demands reflected by local private enterprises.
According to the report of the Central Finger Research Institute, in 2023, the market share of the top 100 real estate enterprises was 46.2%, a slight increase of 0.4 percentage points compared with 2022, and the market share of central state-owned enterprises continued to increase.
Shenzhen will promote the high-quality development of ultra-high-definition video display industry cluster, and will support key core technology research around 8K video recording equipment, CMOS image sensor, ultra-high-definition SoC chip and photoresist.
On March 21st, the world’s first local train with hydrogen energy independently developed by CRRC Changchun Railway Passenger Car Co., Ltd. successfully reached the speed test run, marking a new breakthrough in the application of hydrogen energy in rail transit.
Lei Jun announced that Wuhan Optics Valley Xiaomi Automobile Delivery Center is ready; Delivery centers and sales stores in 29 cities across the country will receive visitors from the 25th.
The person in charge of the LE (Life Service) business of Meituan said that door-to-door service has supported a trillion-dollar market. In 2023, the transaction volume of life services (including housekeeping, washing and maintenance) on Meituan doubled year-on-year.
Apple released the advertisement of "Briefing Experience Specialist" for the sales team in China, which was mainly responsible for the sales and business development of Vision Pro.
On the 21st, the international gold price exceeded $2,200 per ounce, a record high. Huaan Fund believes that the Fed’s interest rate meeting released the "dove" signal, and the market’s expected probability of interest rate cuts in June increased from 60% to 75%, which strengthened the pricing logic of gold.
There is a new share subscription today: () code 001389, the issue price is 17.43 yuan, the price-earnings ratio is 26.32 times, and the subscription limit is 11,000 shares, mainly engaged in printed circuit boards.
Kimi, the hot big model, once went down.
On March 21, the App and applet of Kimi, a large model application of the dark side of the moon, once appeared to be unable to be used normally. The dark side of the moon announced that since the 20th, Kimi’s system traffic has continued to increase abnormally, and the trend of traffic increase far exceeds the expected plan. The company has expanded its capacity five times, and the reasoning resources will continue to expand with the traffic to try to carry the growing number of users.
Guojin Securities believes that the large model is constantly upgrading, driving the demand for AI hardware to continue to be strong. Judging from the recent performance and guidance of relevant companies, the demand for GPU, ASIC, AI server, optical module, switch and so on has maintained rapid growth.
() It is believed that the current restrictions on the supply of high-end GPU in the United States are becoming stricter, and domestic AI computing chip manufacturers are welcoming a golden period of development. Haiguang DCU, CAMBRIAN Siyuan series and Huawei Shengteng series special AI chips are expected to accelerate the realization of domestic substitution and enter the high-speed growth period.
Technology giants have deployed AI PC products.
On March 21st, AMD held the AI PC Innovation Summit in Beijing, attended by Lenovo Group, Asus Computer, Zhizhi AI, Zhipu AI, Tongyi Qianwen, Baichuan Intelligent and other companies. AMD said that it is promoting innovations outside the chip, including an open end-to-end software ecosystem that enables its ISV partners to use thousands of AI models; By the end of 2024, more than 150 ISVs are being promoted to develop Ryzen AI as planned. Lenovo Group also announced that it will release new AI PC products at Lenovo Innovation and Technology Conference on April 18th.
The organization believes that AI PC can realize AI functions under offline conditions, and has many functions such as natural language processing and image recognition, which is expected to become a key tool to improve productivity. AIGC will usher in intensive landing in the office field, and more content can be expected in the future. The White Paper on AI PC Industry predicts that in the PC market in China, the assembly proportion of AI PC in new machines will rise rapidly in the next few years, reaching 85% in 2027.
Demand in the tire industry is improving, and product prices are rising.
Linglong Tire said on the interactive platform that in view of the recent continuous rise in raw material prices, the company decided to raise the prices of all products of all brands of TBR and PCR in the domestic retail market by 2% to 3% from April 1, taking into account various factors such as market demand and production cost.
According to the industrial chain data, as of the week of March 14th, the starting load of all-steel tires of tire enterprises in Shandong was 70.37%, 1.87 percentage points higher than the same period of last year; The starting load of semi-steel tires was 79.67%, 6 percentage points higher than the same period last year. In addition, the downstream automobile industry achieved double growth in production and sales in the first two months as a whole, and the sales of new energy vehicles continued to grow, which all drove the demand for tires. () It is pointed out that in the medium and long term, the advantage of high cost performance of China tires is expected to be maintained.
○ SuperMap Software cooperates with Taizhou Data Industry Group.
() Signed a strategic cooperation framework agreement with Taizhou Data Industry Group. The two sides will explore the cooperation mode of joint operation and carry out the construction of digital intelligence infrastructure related to "(spatial information x data elements) x" around the cooperation contents such as data element circulation, scene demand application and technology joint development. Cooperation around low-altitude economic perception is also one of the important contents of this strategic cooperation.
○ Wanma Technology Subsidiary cooperates with Langge Technology.
() Shanghai Youka, a subsidiary, signed a strategic agreement with Langge Technology, which will establish a strategic partnership in the closed-loop field of autopilot data based on mutual understanding and recognition of the strategic planning, business positioning and development direction of the closed-loop field of autopilot data, and promote cooperation projects in line with the common interests of both parties in stages.
○ Baowu Magnesium signed a cooperation agreement on integrated die casting.
() Chongqing Boao Mg-Al Metal Manufacturing Co., Ltd., a subsidiary, signed a development agreement with an automobile manufacturer, and the company will jointly develop ultra-large magnesium alloy integrated die castings with this customer.
○ Baolong Technology won the designation of air suspension system product project.
() Received the Notice of Fixed Point from a new energy automobile head brand OEM in China, and selected the company as the spare parts supplier for the front and rear air springs of its new project. The life cycle of the project is 4 years, and the total amount of the life cycle exceeds 640 million yuan. It is expected that mass production will begin in October 2025.
○ Taihua New Materials intends to repurchase shares.
() It is planned to buy back shares at a price of 50 million to 100 million yuan, and the repurchase price shall not exceed 13.93 yuan/share.
○ Shandong Haihua’s performance in the fourth quarter increased greatly.
() The net profit returned to the mother in 2023 was 1.044 billion yuan, down 5.78% year-on-year. Among them, the net profit returned to the mother in the fourth quarter was 379 million yuan, up 533.05% year-on-year.
Billboard
Three institutions buy Shennong Group
According to the public trading information on March 21st, () won the seats of three institutions and bought a total of 99,657,400 yuan, accounting for 32.57% of the total turnover of the whole day.
Everbright Securities said that from the perspective of expansion speed, the company maintained a steady strategy. Under the condition of continuously increasing the proportion of foster care, the target for slaughter in 2024 and 2025 was 2.5 million and 3.5 million. From a regional perspective, the company is currently expanding its layout outside the province to Guangdong and Guangxi, and the effect of reducing costs and raising prices is obvious. From the perspective of industrial structure, the company has long attached importance to the integrated layout of industrial chain, and the upstream feed plate supports the production demand of aquaculture. By the end of 2024, the production capacity is expected to exceed 1.5 million tons, and the downstream slaughtering and processing capacity of 2.5 million heads will be stable for a long time, which will effectively undertake the expansion demand of the company.
○ () said that in recent years, the company has focused on developing innovative business with open source HarmonyOS and open source Euler as the main business, and the new generation of artificial intelligence hub platform AIRuns has been gradually commercialized in the fields of finance, electric power and robotics. At the beginning of January this year, the company and Huawei signed the HarmonyOS Talent Ecosystem Service Cooperation Framework Agreement. In the future, the company will continue to provide low-level software and hardware capability support and empowerment innovation for various products and solutions related to HarmonyOS’s ecology, and help HarmonyOS’s ecological development and prosperity.
○ () said that at the end of last year, the company successfully won the bid in all nine blocks of the sixth phase frame of mechanical seal, and won the first place in eight blocks and the second place in one block. The company’s international business orders have increased significantly in recent years, and the brand awareness and influence in the international market have been continuously improved. In the future, with the further enhancement of the ability to obtain orders, international business will be the most important part of the company’s business growth.
○ () said that the company continued to optimize the layout of production lines last year and its performance grew steadily. At present, the company’s orders in hand and overall production and operation are in good condition, and the visibility of orders is about one quarter. In the future, the company will unswervingly focus on the main business of professional stage lighting equipment, promote business development with technological innovation, and expand customer base according to industrial direction.