, market hotspots.
Education: There is a strong demand for recruitment and training.
Driver: 2024 2 26 Chalk after-hours results announcement, the annual revenue will not be less than 3 billion yuan, and the adjusted net profit will be 4200 million, an increase of 119% year-on-year, exceeding market expectations.
Reason: In 2023, the demand for recruitment and training will be strong, and the company will increase the unit price of customers and significantly increase the brand and reputation by virtue of the first-class and first-class integration class.
Industry scene: The total enrollment of the 2024 public examination is about 240,000, an increase of 6% year-on-year, and the number of references is significantly faster than the recruitment.
Related companies: Huatu Ding, Dong Education, Zhonggong Education.
Film and television animation: The Ministry of *ai animation series is broadcast.
Event: On February 26, 2024, China's *AI series animation "Ode to a Thousand Autumns" was broadcast on CCTV-1 comprehensive channel.
CCTV listening model: ** broadcast TV station and Shanghai AI Laboratory, Zhipu Huazhang, Huawei and other companies to create a joint, and in response to the creation of a series of poetry animation "Autumn Poetry Collar", the director said that AI has accelerated the team's creation from 1 episode to 3 episodes, and the creator can complete the creation of many elements such as objects, scenes, and animation effects through a simple "grid reference map + prompt words".
Copyright Resources: February 22, 2024, in the data, the American social ** platform Reddit has reached an agreement with Song to train its content on Song's intelligent model, with an agreement value of about $60 million per year. Previously, OpenAI announced that it had signed a cooperation agreement with German news and publishing giant Axel Springer, under which OpenAI will pay for Axel Springer's publication content to train its intelligent models, and in the future, AI models will pay to make published content or become a trend.
Related companies: CCTV listening model related: entrepreneurship (signed a strategic cooperation agreement with Zhipu Huazhang), science and technology (joint research and development), China Television Media (** broadcast TV station only listed company).
IP Resources: Shanghai Film, Jebsen Shares, Zhangyue Technology, Olympic Entertainment, Xinghui Entertainment.
Film and television animation: Baina Qiancheng, Huace Film and Television, Guangguang Media, Mango Supermedia, Shanghai Film. Publishing Copyright: Reader, CITIC Publishing, Guohua, Times Publishing, Century Tianhong.
Note: We do not make any guarantee for the accuracy and completeness of the above information, and the information involved may be subject to new changes at any time, so please refer to it carefully.
Boiler equipment: equipment renewal flexibility
Drive: On February 25, 2024, the meeting of the Central Finance Committee will promote the renewal of large-scale equipment and the trade-in of consumer goods, effectively reducing the logistics cost of the whole society. In the equipment update, the machine tool is the most flexible, reaching 129%, followed by boiler equipment, reaching 120%.
Equipment renewal: According to official statistics, China's boilers, motors, transformers, refrigeration, lighting, household appliances and other major energy products and equipment have more than 5 billion units, accounting for 80% of the country's total energy consumption, so it is an important direction for future technological transformation and renewal.
Related companies: Huaguang Huaneng: The company's waste incineration boiler equipment ranks in the market share of similar products;
Sea & Land Heavy: Products include Amateur Thermal Boilers;
Hua Energy: one of the few enterprises in China with complete sets of R&D and manufacturing capabilities for supercritical new boilers;
Chuanrun Co., Ltd.: Chuanrun participated in the manufacture of 1000MW (the flattest and most difficult) cold-wall core components of the East Boiler.
Opportunity Forward. Commercial spaceflight: Commercial space is expected to accelerate this year.
Drive: February 26, 2024 After the news, the Aerospace Science and Technology Group Blue Book said that China's aerospace is expected to carry out about 100 launch missions in 2024 (67 launches in 2023), which is expected to set a new record. At the same time, China's commercial space launch sites will usher in launch missions, and the construction of multiple satellite constellations will also be accelerated. The agency predicts that the size of China's commercial aerospace market in 2024 may be close to 24 trillion yuan.
Near-term drive: Chuanyuan Xin, Star is expected to speed up the bidding, and it is expected that there will be an inflection point in March this year. In addition, the 3 Starship will be the "third", with 9 launches planned during the year.
Medium-term drive: Hainan Commercial Development is expected to complete the installation, commissioning and joint training of equipment in five this year, and will have the ability to generate and continue to transmit at a high density by the end of June this year.
Long-term drive: Satellite interconnection is a trillion-dollar track that can connect with 6G and resonate with the military, and it is a strategic emerging industry set the tone by the first economic conference.
Reasons for limitations: The current high cost is one of the reasons that hinders the advancement of China's satellite interconnection.
Related companies: Ground equipment (flexible): Mengsheng Electric, Higer Communications;
Satellite launch (the most scarce industrial link): Parker New Materials, JOVO Energy;
Satellite**: Chinese satellite;
Satellite ** test: Cisco Rui, Su test test, test test;
Satellite manufacturing: Zhenlei Technology, Shanghai Hanxun, Chengchang Technology, Jiayuan Technology;
Satellite operation and services: China Satcom;
Load devices: Shanghai Hanxun, Jiayuan Technology, Guoguang, Aerospace Huanyu;
Load upstream: Zhenlei Technology, Chengchang Technology, Zhenxin Technology, Aerospace Micro;
Accuracy time frequency: Tianaodian ;
3D printing industry chain: platinum, Huashuke;
Ground equipment and terminals: Hager Communications, Seven, Nanjing Panda, Beacon.
Minutes**: Wen Bagu Research] Mini Program
3. Rise analysis.
Hair Precision Machine: Proposed buyback, machine and machine tool business dual drive.
Event: 2024 2 26 after-hours announcement, the company intends to repurchase 05 100 million yuan, the repurchase price does not exceed 7$7 shares. The buyback amount is 119%⾄2.38%；Equity incentives, etc.
Drive: Machine Tools & Machines The sector is strong. According to the announcement minutes after February 23, 2024, the company's CNC thread grinding machine has a good test grinding situation for screw rods and screws on new energy automobile and shaped machines. In 2023, its subsidiary, MAM, successfully introduced the key core technology of five-axis machine tools and realized the localization of machine tool core components. It is reported that the five-axis linkage machine tool is the most advanced machine tool in advance.
Note: We do not make any guarantee for the accuracy and completeness of the above information, and the information involved may be subject to new changes at any time, so please refer to it carefully.
Huayan Precision Machinery: Preform intelligent molding system head, into Wahaha** system.
Driver: On February 25, 2024, Zong Qinghou passed away, and Wahaha Group was taken over by Zong Fuli, who refused to go public many times before, and Wahaha may start the IPO process in the future; The company's main customers include Wahaha, C'estbon, Yuan Forest and other well-known domestic enterprises.
Intelligent manufacturing: The company is the head enterprise of the domestic preform intelligent molding system, which can carry out real-time data interaction and precise intelligent control of the process parameters of the entire injection molding process, and the production cycle and production efficiency of injection molding equipment of the same scale are close to the international leading level. The company's products are 50%-60% of foreign products with similar performance, which has a strong price advantage.
Machine: The company's preform intelligent molding system includes pick-up machines and other industrial machine products.
Note: We do not make any guarantee for the accuracy and completeness of the above information, and the information involved may be subject to new changes at any time, so please refer to it carefully.
Fourth, ** excavation.
Positive**: 49% stake in Credit Suisse China
Driver: February 26, 2024 Intraday news, Bloomberg quoted people familiar with the matter as saying that Ant Group bid for Credit Suisse's China investment business, bidding on Castle** (about 1.52 billion yuan).
Joint venture: Credit Suisse is operating a joint venture in China and is holding a 49% stake in Credit Suisse** (China), which was originally planned to be 11400 million Xiang is acquiring the remaining shares, but the UBS acquisition plan has been defeated. It has been reported that Credit Suisse is seeking to merge with a joint venture for an intent price of about $2 billion.
Expectation: Ant chooses a joint venture with a foreign background** or targets the global market, and the market speculates that the company may have the potential to restructure.
Zhishang Technology: Nintendo Nuclear Suppliers Benefit from the Switch 2 Release.
Event: 2024 26 After the 26 disk, Nintendo will launch Switch 2 as early as 2025 3.
Supply to Nintendo: The company's 2022 Nintendo revenue accounted for 5885% of the core suppliers of its end slides, supplying its switch products to account for its required quantity of 2835%；The company has developed TACT Switch, card slot, precision positioning controller and other products around the Switch product, among which the key technology of the precision positioning controller has significantly improved the problem of product drift, and has obtained patent authorization in China and the country, with a service life of more than 20 million times.
Mold development: With a variety of flexible production capacity of multiple varieties and batches, the newly developed injection mold hot channel technology can save more than 30% of the production materials, and shorten the processing cycle, and the processing precision can reach 0002mm。
Note: We do not make any guarantee for the accuracy and completeness of the above information, and the information involved may be subject to new changes at any time, so please refer to it carefully.
Annada: Wanhua Battery Plan The main company, the actual control is planned to become Yantai State-owned Assets Supervision and Administration Commission.
Event: 2024 2 26 After the market announcement, "Wanhua Battery" plans to 300 million yuan The unit price of the main company is 915 yuan shares, the actual control is planned to be changed to Yantai SASAC (change to Yantai SASAC is expected).
Wanhua Battery: It is a wholly-owned company of Wanhua Chemical with a registered capital of 1.8 billion yuan.
Cooperation: According to the announcement of Wanhua Chemical, Wanhua Chemical will cultivate the battery industry as the company's growth curve, and after the completion of this transaction, Wanhua Battery will improve the upstream raw material industry chain and enhance the nuclear competition in the battery industry, especially the lithium iron phosphate industry. Wanhua Battery Holding Co., Ltd.'s business has strong complementarity and synergy with Wanhua Chemical's existing business. Wanhua Chemical can provide strong support and guarantee for the construction and operation of the target company's existing and future new bases.
5. Other information.
Intelligent driving: In the first year of intelligence, accelerate the landing.
Event: February 26, 2024 announced on the Hong Kong Stock Exchange that the total revenue for 2023 is 1238500 million yuan, compared to 452 in 2022900 million yuan, an increase of 1735%。
The net profit for 2023 is 118100 million yuan, with a net loss of 20.0 million in 2022$300 million.
Intelligent driving: At the 2023 financial conference, Li Xiang said that the former AD Max 30 The intelligent driving system brings "speed + city" full-scene intelligent driving to all households.
NOA, which covers the national speed, city loop, and urban roads in more than 110 cities. It is expected that in the quarter of this year, the ideal will realize the opening of all the map city NOA nationwide, and further improve the capacity of urban NOA.
Intelligent driving era: In 2024, in addition to Huawei and Weili, the company has also set a target of opening urban NOA functions in 100 cities by the end of this year. The era of standard intelligent driving has come, and the leading enterprises will form differentiation in 24-25 years.
Related companies: Bethel, Desayway, Hengrun-W, Keboda;
Intelligent cockpit: Shangshengdian, Guangfeng Technology, Jifeng shares.
Sixth, market mining and supplementation.
Steam: Aviation Science and Technology Shengshi will enter the world's electric vertical take-off and landing aircraft (EVTOL) cross-sea and cross-city air routes (Shenzhen-Zhuhai) at 2 27 17:00 Koyo Co., Ltd., River Intelligence, Shangluodian, Wanfeng Aowei, Yuandong ).
Coal IT: The national guidance on accelerating the development of intelligent coal mines requires 25 years of intelligent coal mines and 35 years of intelligent mines, and there are currently 1,200 coal mines in China, each of which requires tens of millions of intelligent construction every year, and the overall space increases by about 12 billion per year. (North Road Intelligent Control, Soft Technology, Mei Ansen, Tiandi Technology, Optical Technology).
E-commerce AI: Joe Tsai, director of the Ababa Group, said that e-commerce is the richest AI application scenario, and the company is increasing its investment in related technologies. (Contact Interactive, Worth Buying, Jihong Shares, Yidian World, Jebsen Shares) Siquan New Materials: It is rumored that it has not been confirmed that the next generation of NVIDIA core B100 will adopt liquid cooling and heat dissipation, or it may be an alternative supplier.
Storage: Driven by strong demand for AI, the storage market has ushered in an increase in volume and price, and SK Hai's HBM production quota has been sold out. (BIWIN Storage, GigaDevice, Jiangbo, Xiechuang Data, Dongxin Co., Ltd., Saiteng Co., Ltd.).
Li Auto: U.S. stocks rose more than 8% pre-market. The company's fourth-quarter 2023 revenue was 417300 million yuan, exceeding expectations; In 2023, the annual revenue will exceed 100 billion yuan, and the annual net profit will reach 118$100 million. The outlook for the quarter 2024 is a new one-quarter outlook, with deliveries expected to be 100,00030,000 units, an increase of 902%⾄95.9%；Revenue achieved 312500 million 321900 million yuan, an increase of 663%⾄71.3%。(Jifeng shares, iKedi, Can shares, Baolong technology).
Wanlang Magnetic Plastic: The trade-in of consumer appliances is expected to benefit. The company has the advantages of the whole industry chain of refrigerator sealing, and the domestic market share is about 50% on average in the main refrigerator host.
Yusys Technologies: After-hours announcement performance express, net profit deduction for the whole year of 2023 is 31.3 billion yuan, an increase of 2836%。During the reporting period, the company's information and innovation integration business revenue increased by 7747%。
Kelai Electromechanical: After the market issued a serious stock price change announcement, as of now, the company's static price-earnings ratio is 15231, with a rolling P/E ratio of 11974, with a price-to-book ratio of 948；Significantly higher than the average in the industry.
Baiao Intelligence: After the market, it said that it provides intelligent equipment for Tesla's parts manufacturers, and the company-shaped machine can assist children's learning in language, mathematics, science, etc. The former special machines are mainly used in aerospace, energy, oil exploration, etc.
Investment Holdings: After the market announcement, the company received the "Decision Letter" from the Beijing Intermediate People's Court on the 26th, agreeing to start a pre-reorganization of the company.
Oni Electric: 2024 2 26 hours of interaction, the company's integrated AI algorithm of intelligent cameras can be realized, pet, vehicle recognition, integrated sound recognition algorithm of infant care camera, with crying detection, intelligent noise filtering and other functions; According to the online information, the company's address is close to Vihyde, and the two are 90 meters apart.
Minutes**: Wen Bagu Research] Mini Program