Ziguang Co., Ltd. (000938.SZ): Terminate the issuance of A shares to specific targets in 2023
Gelonghui, May 24, 丨 Ziguang Co., Ltd. (000938.SZ) announced that the company held the 38th meeting of the 8th board of directors and the 18th meeting of the 8th board of supervisors on May 24, 2024 to review and pass the “Proposal on Termination of Issuance of A Shares to Specific Targets in 2023". Since the company disclosed the issuance of A-shares to specific targets in 2023, the company and related intermediaries have been actively promoting various related tasks. Adjusted according to the company's plan to acquire minority shareholders' shares in Xinhua Group Co., Ltd. and based on the actual situation of the company, approved by relevant intermediaries
Ping An Securities: GPT-4o performance and practicality breakthroughs are expected to accelerate the implementation of large model applications
Currently, large models around the world are gradually showing a development trend from one-sided performance competition to putting equal emphasis on performance and practicality.
Tianfeng Securities: AI computing power becomes a new engine to drive the growth of the communications industry, and it is recommended to focus on three diffusion branch line investment opportunities
Tianfeng Securities released a research report stating that it continues to be optimistic about the core beneficiaries of the AI computing power supply chain (optical module, PCB, GPU module manufacturing, switch, etc.).
Nomura Adjusts Unisplendour's Price Target to 25.00 Yuan From 38.10 Yuan, Keeps at Buy
05:18 AM EDT, 05/07/2024 (MT Newswires) -- Nomura Adjusts Unisplendour's Price Target to 25.00 Yuan From 38.10 Yuan, Keeps at Buy Price (RMB): ¥20.94, Change: ¥-0.27, Percent Change: -1.27%
Ziguang Co., Ltd. (000938.SZ)'s net profit for the first quarter of 414 million yuan decreased by 5.76% year-on-year
On April 29, Ge Longhui Co., Ltd. (000938.SZ) released its report for the first quarter of 2024. Operating revenue during the reporting period was 17.06 billion yuan, up 2.89% year on year; net profit attributable to shareholders of listed companies was 414 million yuan, a decrease of 5.76% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 343 million yuan, up 1.75% year on year, with basic earnings per share of 0.145 yuan. In the first quarter of 2024, under the leadership of the “Intelligent Computing Strategy”, the company continued to improve computing power and connect the “Dual Cornerstone” full-stack capabilities to further expand the company's entire industry
Unisplendour (SZSE:000938) Investors Are Sitting on a Loss of 39% If They Invested a Year Ago
While not a mind-blowing move, it is good to see that the Unisplendour Corporation Limited (SZSE:000938) share price has gained 15% in the last three months. But that doesn't change the fact that t
Guoxin Securities: The three major operators are expected to benefit from successive AI server collection processes related to domestic computing power
The three major operators are actively deploying computing power, and Telecom and Mobile have begun collecting AI servers one after another.
Oriental Securities: The development of major models such as KMI and Step Star is expected to continue to drive demand for computing power
As the number of visits to large models such as Kimi continues to increase, the length of long text increases, and the number of model parameters and training tokens increases, the demand for inference computing power and training computing power is expected to continue to increase. In the wave of computing power, localization of computing power is a long-term trend, and demand is expected to continue to rise.
CICC: Establishing a trend in liquid cooling enables increased computing power density
CICC released a research report saying that liquid cooling, as a method with higher heat dissipation efficiency, is expected to replace traditional air cooling with the advantages of increasing computing power deployment density and reducing system power consumption, and achieve rapid growth along with the increase in the scale of AI computing power.
Is Unisplendour Corporation Limited (SZSE:000938) Trading At A 34% Discount?
Key Insights Unisplendour's estimated fair value is CN¥34.98 based on 2 Stage Free Cash Flow to Equity Unisplendour is estimated to be 34% undervalued based on current share price of CN¥23.17 Ana
Ziguang Co., Ltd. (000938.SZ): As of March 8, 2024, the total number of shareholders of the company was 28,7041
Gelonghui March 14 | Ziguang Co., Ltd. (000938.SZ) said on the investor interactive platform that as of March 8, 2024, the total number of shareholders of the company was 287,041.
Ziguang Computer, a subsidiary of Ziguang Co., Ltd. (000938.SZ), received 99 million yuan in government subsidies
Zhitong Finance App News, Ziguang Co., Ltd. (000938.SZ) issued an announcement. According to the relevant agreement on the “Ziguang Smart Computing Terminal Global Headquarters Project Cooperation Agreement” signed by the company and the Zhengzhou High-tech Industrial Development Zone Management Committee on April 30, 2020, the company's holding subsidiary Ziguang Computer Technology Co., Ltd. (“Ziguang Computer”) received a 2023 operating reward of RMB 300 million from the Zhengzhou High-tech Industrial Development Zone Management Committee, and has received an incentive fund of RMB 201 million. Recently, Ziguang Computer received the remaining bonus funds of RMB 99 million.
Unisplendour Corporation Limited's (SZSE:000938) 36% Price Boost Is Out Of Tune With Earnings
Unisplendour Corporation Limited (SZSE:000938) shares have had a really impressive month, gaining 36% after a shaky period beforehand. Unfortunately, the gains of the last month did little to right
China Merchants Securities: Wensheng's video model SORA's performance exceeds expectations, driving demand for computing power network construction
The Zhitong Finance App learned that China Merchants Securities released a research report saying that Sora has opened up AIGC application space in the field of vision, and the continued shortage of computing power network supply is driving demand for hardware infrastructure construction. The line estimates that training the Sora model requires about 70,900 H100 sheets per month of training. On the inference side, according to relevant research estimates, the computational power consumption of generating a graph is about 256 words. From this, it is estimated that generating a one-minute short video consumes about a thousand times more computing power than generating a text conversation. The bank believes that there will continue to be a shortage of computing power in the short to medium term and will not be able to fully meet inference side needs. occurrences
Returns On Capital Signal Tricky Times Ahead For Unisplendour (SZSE:000938)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to notice a trend of growing return on capital employed (ROCE) and alongside that,
Are Unisplendour Corporation Limited's (SZSE:000938) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?
It is hard to get excited after looking at Unisplendour's (SZSE:000938) recent performance, when its stock has declined 20% over the past month. But if you pay close attention, you might find that i
Guohai Securities: AI servers have fulfilled or exceeded expectations to maintain the computer industry's “recommended” rating
Guohai Securities released a research report saying that AI big model inference and training is expected to drive AI computing power demand, and AI chip vendors and server manufacturers are expected to continue to benefit.
Ziguang Co., Ltd. (000938.SZ): Provided the National Maritime Information Center with a full range of cloud service construction solutions covering virtualization platforms, cloud management platforms, cloud security construction, and cloud operation and
Gelonghui, January 15 | Ziguang Co., Ltd. (000938.SZ) said on the investor interactive platform that as a digital solution provider, the company has been deeply involved in the field of safety and emergency response for many years, continuously served units directly under the Seismological Bureau and provincial seismological bureaus, participated in many informatization constructions, supported various businesses such as seismic measurement, precursor, emergency response, and forecasting through virtualized cloud platforms and data center construction services to promote the high-quality development of emergency safety and emergency services; The company also participated in the construction of national meteorological informatization projects, including the construction of multiple provincial networks, cloud platforms and distributed storage Other projects. Furthermore, the company is
Ziguang Co., Ltd. (000938.SZ): Recently, the subsidiary received 300 million yuan in government subsidies
On January 2, Gelonghui Co., Ltd. (000938.SZ) announced that Ziguang Computer Technology Co., Ltd. (“Ziguang Computer”) is a 51% holding subsidiary of Ziguang Co., Ltd. (the “Company”). According to the relevant agreement on the “Ziguang Smart Computing Terminal Global Headquarters Base Project Cooperation Agreement” signed between the company and the Zhengzhou High-tech Industrial Development Zone Management Committee on April 30, 2020, Ziguang Computer recently received the 2023 operating award of RMB 300 million from the Zhengzhou High-tech Industrial Development Zone Management Committee, accounting for the company's most recent audit and belonging to a listed company
The Market Doesn't Like What It Sees From Unisplendour Corporation Limited's (SZSE:000938) Earnings Yet
Unisplendour Corporation Limited's (SZSE:000938) price-to-earnings (or "P/E") ratio of 26.9x might make it look like a buy right now compared to the market in China, where around half of the companies
No Data