The 205th issue of the series of [unraveling new high stocks] of the research value group.
Jessica, Literature and Research Value Group
Editorial Value Group Jessica
On December 19th,Aoya shares（300949.SZ) 20cm daily limit, closing at 6653 yuan shares, with a market value of 4 billion yuan, recorded two consecutive boards.
Enter the field of computing power
On December 17, Aoya announced that its wholly-owned subsidiary, Aochuang Engine, intends to sign the "Computing Server Procurement Contract" with Shenzhen Runxin ChainIt is planned to purchase 128 high-performance computing servers embedded with NVIDIA GPU chips and supporting software and hardware, with a contract amount of 43.5 billion yuan
At the same time, RC Engine has also reached cooperation with other service providers to provide support and services for the operation and maintenance and network security of the computing power servers purchased by RC Engine.
Aoya was established in 2001He has been deeply involved in landscape design for more than 20 years, positioned as a comprehensive service provider for a better living environment.
Affected by the epidemic, the decline in real estate investment, and the increase in costs and expenses due to business transformation, the revenue of Aoya shares in 2022 will be 48 billion -2152%, net profit -05.2 billion -16853%。
Aoya shares said that the company is deeply engaged in the field of creative design and parent-child cultural tourism, relying on the accumulated data and experience advantagesContinue to promote the development of AIGC vertical models and applications
With the explosion of generative artificial intelligence, the supply of intelligent computing market exceeds demand, and computing power continues to growEntering a new field of intelligent computing business is conducive to enhancing the company's profitability and ensuring the needs of vertical models and application development, in line with the overall development direction of the company's business.
At the same time, Aoya shares issued a risk reminder that the company's intelligent computing business is still in the early stage of start-up, has not yet contributed to operating income, the computing power leasing industry is in an emerging market, and there are still uncertainties in the follow-up operation process of the business.
Expand the cultural tourism business
The landscape design business of Aoya Co., Ltd. includes tourism products such as ** thatched cottage and millennium ancient estate project, etc., and has rich experience reserves. The company has built a "D.B.F·O" service system and focused onFrom cultural and creative tourism planning to brand buildingA complete set of experiential industrial services from site planning to landing operation, with clear positioning.
At present, the policy support for the tourism industry has not decreased, and the promotion of surrounding tourism and vacation tourism has continued to heat up due to the epidemicThe immersive experience is also developing rapidly, and the prospect of Aoya Co., Ltd. to develop a new track is promising.
Aoya Co., Ltd. invested in Chongqing in October 2021, increased its capital to hold Bloom Technology in November, participated in Changyue Cultural Tourism in March 2022, and cooperated with Xiaohongshu in April
Chongqing focuses on the comprehensive operation of cultural tourism and urban renewal, and is the developer and operator of Chongqing's well-known Internet celebrity landmarks Second Factory and Shancheng Lane. The core team of Bloom Cultural and Creative has rich experience in project operation and is actively promoting the "big silo" project, which will create a "fully immersive, strong interaction" metaverse future life experience space.
In addition, Aoya also actively promotes parent-child travel projects such as children's parks.
In the first three quarters of 2023, Aoya shares achieved operating income of 38.1 billion yuan, a year-on-year increase of 1944%；Net profit attributable to the parent company - 05.7 billion yuan, down 1524%；Non-net profit is deducted - 07.5 billion yuan, down 7 percent year-on-year69%。
Guotai Junan said that with the increasing importance of new urbanization at the county level, there is still a high space for development in landscape construction, and Aoya shares are expected to fully benefit from the integration advantages of innovative digital technology platforms, new technology research and development, talent and brand.
Risk warning: the epidemic has been repeated, the landscape design industry is fiercely competitive, and the business transformation is less than expected.
This column is only a review of the value group, and any views and ** mentioned are examples only, and are not trading advice. **There are risks and investment should be cautious.