Super-Info Communications.
Super Communication (603322) theme = ai** + short drama going overseas + computing power + Huawei + will soon announce the Chinese version of "SORA".
Reasons for plate changes:
AI Wensheng** (multimodal); On February 16, 2024, Openal released the latest Wensheng ** large model SORA, which currently supports the generation of up to 1 minute**.
*Abnormal analysis:
AI** + short drama going overseas + computing power + Huawei.
1. The length of SORA is automatically generated in about 1 minute**, which naturally fits the duration of the short drama, and combined with AI face swap technology, it is expected to become a must for the short drama to go overseas. On February 6, 2024, the company issued a document that the company's investment in Seven Volcanoes, as the Ali** content strategic partner of SnackVideo (overseas Kuaishou), realizes the localization of massive content through cutting-edge Ali technology, and will bring wonderful short drama content to Indonesian users.
2. As of October 2023, it will be 400 million (2000-3000p) computing power in cooperation with the Greater Bay Area, and Muxi will plan to land 10,000p next year. Qingyang has landed a 3000p intelligent computing center, and has signed a six-party agreement (including China Energy Construction, Muxi, and Qishang**) planning 240,000 cabinets (about 500,000p computing power) will be implemented in 2024.
3. The company mainly provides communication operators and tower companies with services integrating communication network construction, equipment and software sales and leasing and construction business. On October 23, 2023, the company was authorized by the Electronic Data Forensic Center of the State Information Center.
In May, the company and the American artificial intelligence company Unlala jointly developed the domestic and foreign markets of artificial intelligence by combining the resources of the domestic computing center and the advantages of foreign algorithm technology.
Note: No matter how good the logic is, you have to combine the ** rising and falling trend to choose the timing of intervention and exit. The above content is only a static analysis based on the industry and company fundamentals, not a dynamic trading guidance. **There is a risk, you need to be cautious when entering the market, and please operate at your own risk. ）
Tipping Point Books
Playing board family and latent ** essential books for the daily limitChinese**
Reasons for plate changes:
film and television media games; The advent of SORA represents a technological leap in the field of AI, and the potential for commercial applications such as film and television IP short drama copyrights needs to be unleashed urgently. As of 18:00 on the 17th of 2024, the box office of the Spring Festival schedule has exceeded 8 billion yuan, with a total of 16.2 billion, with a total of 383 sessions60,000, a comprehensive refresh of the Spring Festival film history record.
Chinese**(300364) Theme = **Change analysis: short drama + AIGC + large model
1. The company is one of the largest online original content platforms in China, with 4.50+ million original creators on the Internet, 60TB of massive genuine Chinese data, more than 5.5 million digital content resources, and a large number of the company's micro-short dramas adapted from the company's original **. On October 13, 2023, the Xiaoyao model was released, and according to online information, it has surpassed GPT3 in the field of online text creation5. It can generate 10,000 words with one click, write a picture and understand 1 million words at a time.
2. Reelshort is a live-action short drama launched by the company's overseas companies, which has performed well in the North American market recently. The company adapts and produces high-quality content into **short plays**, on the company's mini program and other clients**.
3. The company has a comprehensive layout of audiobooks, etc., and the emergence of multi-modal GPT has directly and greatly reduced the cost of IP into audio and broken the bottleneck of production capacity, accelerating the company's "opening up the entertainment industry chain downstream with IP as the core.""strategic layout.
Note: No matter how good the logic is, you have to combine the ** rising and falling trend to choose the timing of intervention and exit. The above content is only a static analysis based on the industry and company fundamentals, not a dynamic trading guidance. **There is a risk, you need to be cautious when entering the market, and please operate at your own risk. ）
Senyuan shares
Reasons for plate changes:
computing power; The global demand for AI computing power is strong, and on February 22, 2024, Nvidia's 24Q4 and 25Q1 performance exceeded market expectations.
*Abnormal analysis:
Senyuan shares (300210) theme = cloud computing center + Chinese Academy of Sciences
On the evening of January 25, it was announced that the transfer of shares by agreement between the controlling shareholder and the actual controller was completed, and the controlling shareholder was changed to Zhongke Information Control. The actual controller of the Chinese Academy of Sciences is the Computer Network Information Center of the Chinese Academy of Sciences, which has projects such as the Super Cloud Computing Center and the Global Supercomputing Brain.
2. The company has a research and development project of civil modified vehicles using new energy chassis; Sanitation equipment has new energy vehicle sales.
3. The company participated in the construction of the underground pipe gallery project in Jilin City, based on the fact that the first project is in the adjustment and re-planning stage.
4. The company is an equipment manufacturing enterprise, and its products are centered on pavement material regeneration, maintenance technology research and equipment development; Based on emergency support and production of mixing products; The industrial layout is carried out in the direction of military industry, sanitation and 3D product manufacturing. The technical work focuses on R&D, design, manufacturing and promotion and application in three aspects: regeneration and maintenance, snow removal and sanitation.
Note: No matter how good the logic is, you have to combine the ** rising and falling trend to choose the timing of intervention and exit. The above content is only a static analysis based on the industry and company fundamentals, not a dynamic trading guidance. **There is a risk, you need to be cautious when entering the market, and please operate at your own risk. ）
Kelai Electromechanical (603960).
Reasons for plate changes:
Robot; Bezos and Nvidia will join Openal to invest in humanoid robotics startup FIGURE
*Abnormal analysis:
Kelai Electromechanical (603960) theme = industrial robot + optical communication + AL chip + automotive electronics
1. The company is a leading supplier of flexible automation equipment and industrial robot system applications, providing Huawei with new energy vehicle motor related products. 2. The automated assembly and testing equipment developed by the company in the field of optical communication has been supplied to Finisar, a manufacturer of optical communication devices.
On January 18, the automotive chip equipment business is one of the key areas for the company to expand. The company is actively trying to apply Al intelligent chips to process the information obtained by sensors in project development and product development, and is still in the technology research and development stage.
4. The company's products are mainly used in automotive electronics, automotive interiors and other fields, and the market territory has gradually expanded to electronics, household appliances and other fields, and has in-depth cooperation with many large auto parts enterprises at home and abroad, such as United Electronics, German Bosch, and Lianchuang Electronics.
Insai Group
Insai Group (300781) theme = Wensheng** + digital marketing + short drama
On February 19, the intraday reporter called the company, and the staff said that according to the plan, the company's AIGC project team will develop the Wensheng ** function in March, and wait for the time to be put into public testing when the time is ripe.
2. The company released InsightGPT in November 2023, network information shows that it is expected that by the end of February 2024, Tusheng**related marketing application products will be opened, and at the end of March, the Wensheng ** function will be realized, and Q2 will fully enter the commercialization stage. **Smart scissors module has delivered information flow advertisements to a leading game company in China**, and the Wensheng diagram function has been applied in two marketing fields: fashion jewelry and FMCG.
3. In the field of short dramas going overseas, the company is communicating and cooperating with a leading short drama overseas platform, hoping to build a full-link marketing service platform based on the field of short dramas going overseas.
4. The company cooperates with Tencent to cover games such as "Yuan Dream Star" and "Glory of Kings". The subsidiary, Yingxing World, indirectly provides KOL KOC marketing and grass planting services for Douyin Supermarket, a subsidiary of Douyin e-commerce. Shadow Travel World participated in the production of China's first soft sci-fi sweet pet web short drama "My Machine Boyfriend", "Love Flower and Face Royal Capture" and so on.
High-tech development (000628) theme =Huawei computing power + plans to purchase 70% of the equity of Huakun Zhenyu + Chengdu state-owned assets
On February 18, it was announced that the total 25% equity of Huakun Zhenyu held by CDHTI Electronics had completed the payment of all transaction prices on January 30, 2024, and the industrial and commercial change registration related to the aforementioned equity transfer would be carried out in accordance with the procedures.
On October 19, it was announced that the company planned to purchase 70% of the shares of Huakun Zhenyu. The target is Huawei's Kunpeng ecosystem enterprise, which ranks first in the Kunpeng + Ascend ecosystem sales scale and capability evaluation. It was announced on the evening of October 30, 2023 that after preliminary estimates, the estimated value of 100% equity of Huakun Zhenyu will not exceed 3 billion yuan.
3. Huakun Zhenyu has launched more than 30 products based on Kunpeng and Ascend computing power, and is fully responsible for Huawei-based products"Kunpeng + Ascend"Processor of the "Heavenly Palace.""The R&D, production and sales of self-owned brand servers ranked first in Huawei's Kunpeng and Ascend ecosystems.
4. The company's main business is the construction and operation of the construction industry and smart city, and the business of **, kitchen cabinets and hotels, etc., and the final actual controller is the Management Committee of Chengdu High-tech Development Zone.
5. The smart city project of Chengdu High-tech Zone, which the subsidiary Beizhi Intelligent participates in, involves the installation of smart light poles.