GuShiio.com ① Trump says interest rates should be lowered ② Regulators require listed companies and intermediaries to strengthen the quality of credit and will deal with low-level mistakes seriously and in accordance with regulations ③ The Nasdaq China Golden Dragon Index hits a new high in more than four months ④ China Sports Lottery debating rumors AI can predict the winning numbers: no matter how powerful the AI is, it cannot predict ② 20CM6 connected board Qingyun Technology: Shareholders Jiaxing Lanchi and Tianjin Lanchi jointly reduced their holdings of the company’s shares by 1.3%.
There are no new shares listed today and no new shares are subscribed for.
macro news
1. Foreign Ministry Spokesperson Guo Jiakun held a regular press conference on February 12. The reporter asked that US Vice President Vance expressed dissatisfaction with the strict supervision of AI at the Artificial Intelligence Summit, and the United States did not sign the joint statement of the summit. Guo Jiakun said that China opposes the use of ideological lines, generalizing the concept of national security, and politicizing economic, trade, scientific and technological issues.
2. The reporter learned that some securities regulatory bureaus and listed company associations have again issued regulatory reminders to listed companies and intermediaries, requiring strengthening the quality of information disclosure work. Regulatory requirements: If a low-level error in information disclosure occurs and causes a significant impact, the regulatory authorities will deal with it strictly in accordance with regulations.
3. U.S. President Trump wrote on Truth Social that interest rates should be lowered, and lowering interest rates will go hand in hand with upcoming tariffs.
industry news
1. At the DeepSeek Large Model Media Industry Application Seminar held on the 11th, Danghong Technology and the Academy of Sciences of the State Administration of Radio, Film and Television and other units jointly initiated the establishment of the DeepSeek Media Industry Application Innovation Alliance to jointly move towards the deep integration of “DeepSeek+ Media Applications”. A new stage of cooperation.
2. News came out in the Shenzhen market that the “New Deal for Housing Provident Fund” is about to be implemented. In response, the Shenzhen Provident Fund Center responded that it is currently submitting for review in accordance with normative document procedures. On November 11, 2024, the Shenzhen Provident Fund Center issued a draft for comments, proposing to increase the maximum amount of Shenzhen Provident Fund loans and increase interest subsidies for paid employees, including individual employees applying for provident fund loans, with the maximum amount increased from the current 500,000 yuan. Increase to 600,000 yuan; families jointly apply for provident fund loans, and the maximum amount will be increased from the current 900,000 yuan to 1.1 million yuan.
3. The “China Sports Lottery Subscription Numbers” Weixin Official Accounts issued a document stating that no matter how powerful the AI is, it cannot predict the winning number, because each lottery draw is independent, and the lottery numbers for random events are randomly generated, which is impossible to predict at all.
4. Yushu Technology’s humanoid intelligent robot G1 was once launched on Jingdong, selling for 99,000 units and is expected to be delivered in 45 days. However, the product was subsequently removed from the Jingdong platform.
5. The Silicon Industry Branch issued a document stating that the industrial silicon spot market continued to hold steady this week. The main reason was that the market was relatively sluggish. After the Spring Festival, market transactions recovered slowly. Buyers and sellers failed to reach an agreement on psychological price expectations, and the wait-and-see atmosphere was strong.
6. From February 11th to 12th, the National Statistical Work Conference and the National Bureau of Statistics Party Building Work Conference were held in Beijing. The meeting mentioned that we will continue to optimize and improve statistical systems and methods, improve statistical classification standards, accelerate the promotion of statistics on the places where business entities ‘activities occur, and establish and improve digital economy, online retail, grain and large food, rural revitalization, high-quality urban development, culture, population employment, etc. Statistical systems in fields.
7. A reporter from “Science and Technology Innovation Board Daily” learned that He Xiaopeng, Chairman of Xiaopeng Automobile, Wang Xingxing, founder of Yushu Technology, Xu Xin, investor, Yuan Jinhui, CEO of Si-based Mobile, Li Dahai, CEO of Yingshi Intelligence, and Zhang Junjie, Bawang Tea Ji, went to Huawei to visit and study and communicate with Ren Zhengfei.
8. The latest report points out that under the basic scenario with the highest probability of occurrence, global AI server shipments are expected to increase by nearly 28% annually in 2025. Driven by DeepSeek, CSP companies are expected to be more actively developing their own low-cost ASIC solutions and shift their focus from AI training to AI reasoning. It is estimated that the proportion of AI reasoning servers will gradually increase to nearly 50%.
9. The implementation rules of the 2025 Shanghai City Automobile Replacement Renewal Subsidy Policy were released. From January 1, 2025 to December 31, 2025, individual consumers purchase new energy passenger cars included in the “Announcement of Road Motor Vehicle Manufacturers and Products” or other relevant national vehicle models, and transfer the passenger cars registered in this city under their own name within the specified time limit, giving a one-time fixed subsidy of 15,000 yuan.
company news
1. Chengda Biotech announced that the company’s actual controller plans to change and stock trading will resume.
2. 20CM6 Connected Board Qingyun Technology announced that shareholders Jiaxing Lanchi and Tianjin Lanchi reduced their shares by a total of 1.3% from February 6 to February 11.
3. *ST Zhongrun announced that the listing of the company’s shares may be terminated.
4. Weipeg announced that it has not signed a service cooperation agreement with DeepSeek.
5. Ridi Intelligent Drive announced that the main customers of the company’s harmonic reducers are Zhongke Xinsong and Tihu Robot.
6. Borui Data announced that the new generation of core products have been connected to and applied DeepSeek related models, but have not yet generated performance revenue.
7. Zhejiang Digital Culture announced that there is no direct or indirect equity relationship with DeepSeek.
8. Zhejiang Dongfang announced that the company has not directly or indirectly invested in Hangzhou Deep Search Artificial Intelligence Basic Technology Research Co., Ltd.
9. Fulin Seiko announced that it plans to invest 110 million yuan to build a robot intelligent electric joint module research and development and production base project.
10. Xinju Network announced that the company’s IT operation and maintenance agent business is in the research and development stage and has not yet generated revenue.
11. Liaoning Chengda announced that it authorized management to dispose of A shares that did not exceed 3% of the total share capital of GF Securities.
12. China Digital Media announced that the company’s cultural travel card products have launched Aijia Zhixing Assistant integrated with DeepSeek.
global market
1. The three major U.S. stock indexes closed mixed, with the Nasdaq up 0.03%, the S & P 500 down 0.27%, and the Dow down 0.5%. Intel rose more than 7%, setting a new close high since December last year; Tesla rose more than 2%, ending a five-game losing streak on the daily line. Meta rose slightly, recording 18 consecutive gains on the daily line, and its share price continued to hit new highs. Most popular Chinese stocks rose, with the Nasdaq China Golden Dragon Index closing up 2.73%, setting a new closing high since October 8 last year. European stocks closed higher across the board, with German and British stock markets continuing to hit record highs.
2. The settlement price of international crude oil futures fell more than 2%. WTI crude oil futures fell 2.66% in March, while Brent crude oil futures fell 2.36% in April.
3. COMEX gold futures fell 0.18%, while COMEX silver futures rose 1.17%.
Investment opportunity reference
1. Apple and Alibaba are said to cooperate to develop AI functions for China iPhone users
Apple and Alibaba will collaborate to develop AI features for China iPhone users. According to people familiar with the matter, the move is part of Apple’s strategies to deal with declining sales in China, aiming to provide more attractive software features. People familiar with the matter said that Apple has been testing different artificial intelligence models from well-known China artificial intelligence developers since 2023 and chose Baidu as its main partner last year. People familiar with the matter said that Apple has begun to consider other options in recent months, evaluating models developed by Tencent, ByteDance, Alibaba and Deepseek.
Since December 2024, Ali has successively adjusted its C-side layout through team reorganization, integration work and talent introduction. On February 6, Xu Zhuhong, the world’s top artificial intelligence scientist, joined Ali. Zhao Lingyi of Shenwan Hongyuan Securities believes that Alibaba Cloud has ranked first in the cloud database market share in China for many consecutive years. From vigorously investing in AI research and development to introducing top talents, it has comprehensively increased its layout in the AI field and is optimistic about Alibaba’s infrastructure and services. Pay equal attention to it, continue to improve cloud technology and support AI upgrades and optimization.
2. Overseas giants continue to increase their numbers in this field, and such products have become a new species in the context of the paradigm revolution.
According to reports, Samsung continues to add additional AI mobile phones. Recently, the national version of Samsung’s S25 series was officially released, including three models: S25, S25+, and S25 Ultra. In terms of hardware configuration, the S25 series are equipped with Qualcomm Snapdragon 8 Extreme Edition. This is currently the mainstream choice for all manufacturers who want to build AI mobile phones. Its Hexagon NPU supports stronger end-side AI capabilities. For example, when running a large language model, its higher computing power can generate text responses faster.
In the context of the rapid development of artificial intelligence, the underlying logic of cognition, organization, and behavior is undergoing changes, and AI mobile phones have become a new species in the context of paradigm revolution. In the face of future competition, differentiated creation of AI mobile phone performance will be the key, which is related to the redistribution of resources in the new battlefield. According to Canalys data, the penetration rate of AI mobile phones may reach 17% in 2024. It is expected that the penetration of AI mobile phones will further accelerate in 2025. More flagship and mid-to-high-end models will be equipped with more powerful end-side AI capabilities, pushing the global penetration rate to reach 32%, with shipments of nearly 400 million units.
3. The increase in AI models in smart driving applications is expected to push up such chips to usher in explosive growth.
According to reports, as more and more new energy vehicle companies promote the process of vehicle intelligence, high-end smart driving is expected to usher in the “iPhone moment” in 2025. With the increase of AI models in smart driving applications, the demand for computing power continues to increase, and car manufacturers pursue differentiated competitive advantages, in the future, leading car companies will gradually shift from NVIDIA’s general GPUs to their own developed smart driving chips, specially designed ASICs are expected to become the mainstream choice for smart driving leading car companies.
ASICs are integrated circuits designed for specific applications. ASIC’s design is fully optimized for specific applications and achieves higher efficiency and lower power consumption when handling specific tasks, thus achieving the ultimate in performance and efficiency. In reasoning scenarios, the massive demand for computing power and the more fixed AI algorithm are expected to push up ASIC chips to usher in explosive growth. CITIC Securities pointed out that cost reduction on the hardware side is a long-term trend in smart driving, and chips are the only hardware product with long-term value growth potential in the current smart driving system. In line with the trend of end-side AI applications, it is expected that ASIC will gradually replace Nvidia GPUs as a better solution for smart driving.
4. In the Ningde era, a team of dozens of people has been established to self-develop the robot body
The Ningde era began to increase investment in the field of robots at the end of last year. Currently, a team of dozens of people has been established in Shanghai to independently develop robot bodies, control and human-computer interaction algorithms, and plans to manufacture complete industrial robots such as robotic arms and AGVs. Ningde Times has previously investigated some humanoid robot companies, but there is no clear humanoid robot research and development plan. Ningde Times also plans to invest in a humanoid robot company for financial investment purposes. It is understood that Ningde Times has contacted companies such as Galaxy General and plans to invest in a humanoid robot body manufacturing company.
