With the rapid development of domestic AI, it is expected to bring about a jump in social productivity, marking the beginning of the "fourth industrial revolution"; (Artificial Intelligence, Dahua Co., Ltd., Intelligent Automatic Control, Wansheng Intelligence, Wanxing Technology, etc.; Server High-tech Development, Sugon, iSoftStone, etc.; CPO Changdian Technology, Zhongjing Electronics, Optical Library Technology, etc.; AI computing power liquid cooling: Huafu Fashion, Zhenshitong, Chuanrun shares, etc.; )
Two sessions are expected- New quality productivity is one of the focuses of public opinion before and after the two sessions; The time of the two sessions, the focus of the economic direction, new quality productivity, equipment renewal, etc.; Electric power reform: Li Qiang proposed in the first work report that he would unswervingly deepen the reform (deepen the reform of the electric power, railway and comprehensive transportation system) and enhance the endogenous driving force of development; (Tianyuan Intelligence, Zowee Technology, Dongfang Precision, Wansheng Intelligence, Deen Precision, etc.).
AI + electricity-1 [Two Sessions] Li Qiang: Deepen power reform! 2 Musk pointed out: What is currently lacking is AI computing chips, and then the world will usher in a power shortage, and electricity will not be able to meet all computing power needs in 25 years. (Wansheng Intelligence, Jiuzhou Group, Canaan Intelligence, Amkor Zhidian, etc.).
Silicon photonics super track- OFC Conference on March 24 Silicon Photonics Modules and 16T optical transceiver is one of the most important industry events in the field of global optical communication. The NV GTC conference on March 18 may release silicon photonics concept products, which may be similar to C2C silicon photonics products cooperated by Ayar Labs, and B2B silicon photonics products with Blackwell architecture (Jufei Optoelectronics, Robotec, Jiuzhou Group, Sichuan Jiuzhou, Borche Technology, etc.).
Consumer electronics AI mobile phones-Apple U-turn, Tesla entered the game, Huawei P70 series mobile phones added orders, and the first battle of AI mobile phones into thousands of households began! At the 2024 Mobile World Congress, AI mobile phones have become the focus of the exhibition venue; (JMicron, Furong Technology, G.Tech Technology, OFILM, Jufei Optoelectronics, etc.).
New energy vehicles- State-owned Assets Supervision and Administration Commission: Conducted separate assessment of the new energy vehicle business of the three leading car companies (FAW, Dongfeng and Changan); (FAW Fuwei, Jinbei Automobile, Dongfeng Motor, Dongfeng Technology, Changan Automobile, etc.).
Military-Guosheng** said that the national defense and military industry is a cyclical industry with a five-year plan, and 2024 and 2025 are expected to usher in a two-year accelerated development period; (Lihang Technology, Dongfang Precision, Guanxiang Technology, BD Industry, Jindun Shares, etc.).
Sichuan Jiuzhou: Silicon photonics pearls, the form breaks through the big platform, and the assets of Jiuzhou Group are expected to be injected!
Silicon photonics module: The company is a subordinate listing platform of Jiuzhou Group. It is understood that the 400G DR4 high-speed silicon photonics engine adopts the current advanced silicon photonics technology, optimizes the integrity of high-frequency signal circuits, and uses COB precision packaging technology to effectively solve the problem of high-speed signal crosstalk and cost problems of silicon photonics modules, and realizes the industry-leading 400G DR4 silicon photonics solution. The 800G DR8 high-speed optical engine provides higher speed and ultra-low power consumption, taking the lead in the competition of low-power solutions in the future, and achieving a technology leadership in the field of high-speed connection optical modules in next-generation super data centers.
Low-altitude economy: The low-altitude economy has given rise to new demand for air traffic control systems, and the company has benefited deeply as an industry leader. The low-altitude economy drives the new demand for air traffic control systems, and the subsidiary Jiuzhou Air Traffic Control is the largest scientific research and production base of military and civilian air traffic control systems and equipment in China, and related products have been applied to UAV platforms. It is estimated that the revenue of air traffic control products from 2023 to 2025 will be 120/14.3/16.900 million yuan, year-on-year. 0%。。
Light field screen: intelligent terminal products are deeply bound to head customers. The company is a leading intelligent terminal company in China, with products covering digital audio terminals, data communication terminals and other fields, and has close cooperation with leading customers. It is estimated that the revenue of smart terminal products from 2023 to 2025 will be 230/27.4/32.300 million yuan, year-on-year. 0%。
Acquired Zhiliang Electronics to deploy electronic countermeasures. Electronic countermeasures are a new type of combat field, and electronic countermeasures equipment can greatly improve the combat capability of traditional equipment. China is in a period of rapid construction of electronic countermeasures equipment, referring to the proportion of electronic warfare expenditure in equipment procurement of the US military, assuming that China's defense expenditure will maintain a 7% growth rate in the future, we expect that the market space of electronic countermeasure equipment will exceed 50 billion yuan in 2027. Zhiliang Electronics is one of the very few enterprises in the field of radar countermeasures with the ability to cooperate with the whole industry chain, and its positioning is scarce.
Jiuzhou Holding Group, an important listing platform, is expected to become stronger and bigger. The chairman of the group personally took charge, showing that he attaches great importance to the company. Jiuzhou Group is a large-scale military-civilian integration electronic information national team, the company has acquired the group's assets many times in history, and is expected to continue asset integration in the future.