GuShiio.com ① Central Huijin will be in five financial institutions ② Dong Guoqun, former deputy general manager of the Shanghai Stock Exchange, was “double opened” ③ The three major U.S. stock indexes closed mixed last Friday, and Meta’s share price continued to hit a record high ④ Dumplings topped the box office list of film history directors in China. Tencent said that WeChat Souyisou is testing access to DeepSeek recently.
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macro news
1. During his investigation in Heilongjiang, Li Qiang emphasized that it is necessary to thoroughly implement the spirit of General Secretary Xi Jinping’s important instructions on developing ice and snow sports and ice and snow economy, focus on meeting the people’s needs for a better life, make good use of unique and advantageous resources, enrich the supply of high-quality products, and stimulate the vitality of the ice and snow economy., create new highlights in service consumption and new economic growth points, and continue to improve people’s livelihood and well-being.
2. The central bank released data that the scale of social financing increased by 7.06 trillion yuan in January, 583.3 billion yuan more than the same period last year. RMB loans increased by 5.13 trillion yuan in January. At the end of January, the broad money (M2) balance was 318.52 trillion yuan, a year-on-year increase of 7%. The narrow money (M1) balance was 112.45 trillion yuan, a year-on-year increase of 0.4%.
3. Dong Guoqun, former deputy general manager of the Shanghai Stock Exchange, was “double opened”. After investigation, he had used multiple securities accounts for a long time to stock stocks and illegally invested in many companies planning to be listed.
industry news
1. China Agricultural Reinsurance Company, China Cinda Asset Management Company, China Orient Asset Management Company, China Great Wall Asset Management Company, and China Securities Finance Company all issued announcements stating that part of the company’s equity will be transferred to Central Huijin Investment Company., Ltd. After the transfer is completed, Central Huijin will control these five important financial institutions. In addition, the actual controllers of Yinbaoshan New, Dongxing Securities, Cinda Securities and Unified Shares will also be changed to Central Huijin.
2. According to the online data platform, director Jiaozi has won 15.763 billion yuan in box office results with the Nezha series of movies “Nezha’s Devil Boy Coming into the World” and “Nezha’s Devil Boy Making the Sea”, surpassing Chen Sicheng and topping the top of the box office list of directors in film history in China.
3. In order to achieve the unification of standards for low-altitude transportation network command platforms and several ground flight service facilities across the country as soon as possible, form a national “one network” for low-altitude transportation as soon as possible, and provide strong support for the construction of low-altitude transportation networks in various places, China Low-altitude Economic Alliance held a demonstration meeting for the “National Low-altitude Transportation One Network” project in Beijing on February 14, and officially launched the project.
4. Central bank data shows that at the end of the fourth quarter of 2024, the balance of RMB real estate development loans was 13.56 trillion yuan, a year-on-year increase of 3.2%. The growth rate was 1.7 percentage points higher than that at the end of the previous year, and an increase of 412.5 billion yuan for the whole year. The balance of personal housing loans was 37.68 trillion yuan, a year-on-year decrease of 1.3%, and the growth rate was 0.3 percentage points higher than that at the end of the previous year. At the end of the fourth quarter of 2024, the balance of RMB real estate loans was 52.8 trillion yuan, a year-on-year decrease of 0.2%, and the growth rate was 0.8 percentage points higher than the end of the previous year.
5. The National Development and Reform Commission and other departments carry out pilot work on open interconnection of logistics data. The pilot goals are to focus on outstanding issues in the development of the logistics industry, break down “information islands” and “data chimneys”, open up data from government departments, related enterprises and business systems such as ports, highways, railways, and aviation, and innovate logistics data interaction models and solutions.
6. International Data Corporation (IDC) and Inspur Information jointly released the “Evaluation Report on the Development of Artificial Intelligence Computing Power in China.” The “Report” predicts that in the next two years, China’s smart computing power will continue to maintain rapid growth. In 2025, the market size of China’s artificial intelligence computing power will reach US$25.9 billion, an increase of 36.2% compared with 2024; in 2026, the market size will reach US$33.7 billion, 1.77 times that of 2024.
7. Data from China Academy of Information and Technology shows that in December 2024, mobile phone shipments in the domestic market were 34.528 million units, a year-on-year increase of 22.1%. Among them, 30.433 million 5G mobile phones were 5G mobile phones, a year-on-year increase of 25.8%, accounting for 88.1% of mobile phone shipments during the same period.
8. The Shanghai Stock Exchange recently organized a symposium on the high-quality development of indexed investment. The relevant person in charge of the Shanghai Stock Exchange stated that it will continue to enrich the index fund product system and high-quality supply, continuously optimize the ETF supporting mechanism, answer the same questions with all parties in the market, enhance synergy, promote the implementation of various measures for the high-quality development of indexed investment, and improve The proportion and stability of medium-and long-term capital A-share investment.
company news
1. Tencent said that WeChat Soyisou recently officially connected to DeepSeek for grayscale testing.
2. Baidu Search announced that it will fully access the deep search functions of DeepSeek and Wenxin Model.
3. BYD Sun Huajun said that batch demonstration and loading applications of all-solid-state batteries will be launched in 2027.
4. Halo Xinwang announced that the controlling shareholder plans to reduce its shares in the company by no more than 3%.
5. A group of nuclear technologies, one of Hangzhou’s “Six Little Dragons”, submitted a listing application to the Hong Kong Stock Exchange.
6. Wanda Film announced that shareholders plan to reduce their shares in the company by no more than 3%.
7. Mixue Ice City Co., Ltd. passed the listing hearing on the Hong Kong Stock Exchange, and the price of its core product is 2-8 yuan.
8. Lanqi Technology announced that the second generation of MRCD and MDB chips has successfully sent samples to major memory manufacturers around the world.
9. Zhichun Technology announced that it plans to purchase a controlling stake in Witton Crystal Phosphorus, and its shares will be suspended from today.
10. Aisen shares announced that it plans to purchase a controlling stake in Ganuo New Materials, and its shares resumed trading today.
11. Byte CEO reflects on the AI business, but the follow-up speed is not enough. This year, he will pursue the intelligence ceiling, explore new interactions and enhance scale effects.
12. According to exclusive information from a reporter from the Science and Technology Innovation Board Daily, Nvidia’s 1.74 million shares of Wenyuan Zhixing were an early investment in 2017 and were not a new purchase.
13. Data Port announced that there are no big model and deepseek related products, and there are no deepseek and big model related equity cooperation and other business cooperation.
global market
1. The three major U.S. stock indexes closed mixed last Friday. The Nasdaq rose 0.41%, rising 2.58% last week; the S & P 500 fell 0.01%, rising 1.47% last week; the Dow fell 0.37%, rising 0.56% last week. Meta rose more than 1%, its share price continued to hit a record high, and the company plans to invest heavily in AI humanoid robots.
2. Musk said on social platform X that the Grok 3 model will be released at 8 p.m. Pacific Time on Monday (12 p.m. Beijing time on Tuesday), and a live demonstration will be held.
3. Hillhouse’s fund management platform HHLR Advisors released U.S. stock position data as of the end of the fourth quarter of 2024. Data shows that among the top ten positions held by HHLR Advisors in the fourth quarter, Chinese stocks accounted for eight. These include Baekje Shenzhou, Alibaba, Pinduo, Netease, Shell, Vipshop, Legendary Biology and Futu Holdings.
Investment opportunity reference
1. Google AI agents have achieved 85% completion of complex tasks
According to media reports, Google CEO Sundar Pichai said that in the next 2-4 years,”Agent Workflows” will see significant progress. With this technology, AI can help users perform and ultimately complete the task after users describe the task in natural language. Google is advancing two related projects, one of which is the browser extension “Mariner”-AI can replace users by browsing the web, performing complex tasks, and providing complete results. He said that the technology was only 50% completed a year ago, but now it has increased to 85%.
Industrial Securities said that industry giants have launched AI Agents, and AI Agents have ushered in the first year of their outbreak. At the level of listed companies, by accumulating AI capabilities and increasing AI Agents ’empowerment of products and businesses, it is expected to boost performance. It is recommended to focus on tracking the progress of the AI Agent industry and seizing relevant investment opportunities.
2. Many companies have connected to the DeepSeek model, which is expected to accelerate the commercialization of AI products in the education industry
The agency pointed out that education is one of the core scenarios for the implementation of AI applications. AI technology makes it possible to balance high quality, inclusiveness and personalization in education by reducing costs and increasing efficiency. It is expected to deeply empower education to improve delivery efficiency and enhance students ‘personalized experience.
AI+ education is the best implementation scenario under high-frequency iteration + personalized needs. Since January, many education companies have connected to the DeepSeek model. Under the catalysis of high-quality open source and low-cost models, the rich vertical data reserves of the original education companies are combined. The reasoning capabilities of the large model are expected to accelerate the commercialization of AI education products. CITIC Construction Investment Research News believes that AI technology makes it possible to balance high quality, inclusiveness and personalization in education by reducing costs and increasing efficiency. It is expected to deeply empower education to improve delivery efficiency and enhance students ‘personalized experience. According to data from iResearch and Tencent Research Institute, the domestic AI+ education B-end and C-end markets are expected to reach 47.7 billion yuan and 28.2 billion yuan respectively by 2027, while the AI+ companion market is expected to reach 100 billion yuan in 3-5 years. level.
3. Alibaba Cloud opens Thailand’s second data center, and its overseas market size has increased by more than 20 times in five years
Alibaba Cloud announced the official opening of its second data center in Thailand. The new data center this time will provide more powerful cloud computing resources for local Thai companies, China overseas companies and local developers. In recent years, Alibaba Cloud has grown rapidly in overseas markets, and its market size has increased more than 20 times in five years.
Faced with the actual need for cultivating ultra-large-scale data factor markets, on December 19, 2024, my country’s first central data technology enterprise was officially established. This is China Digital Logistics Information Co., Ltd. At present, my country’s data element policy portfolio has formed a clear synergy, aiming to promote the reform of market-oriented allocation of data elements and fully unleash the market potential of data elements. The establishment of central enterprises is an important manifestation of the country’s vigorous development of the data factor industry and is expected to promote the development process of the data factor industry chain.
4. Setting a new record, my country’s autonomous quantum computer has exceeded 20 million global visits
According to the Quantum Computing Engineering Research Center of Anhui Province, the number of global visits to China’s third-generation autonomous superconducting quantum computer “Origin Wukong” exceeded 20 million, setting a new record for the scale of my country’s autonomous quantum computing power services. Data shows that “Yuanwu has covered 139 countries and regions around the world. Among overseas users, the United States, Russia, Japan, Canada and other countries are among the top in user activity. Among them, the number of user visits in the United States has always ranked first in overseas visits. Since its launch on January 6, 2024, Yuanyuan Wukong has completed more than 339,000 quantum computing tasks, covering many industry fields such as fluid dynamics, finance, and biomedicine. quot; Origin Wukong was developed by Origin Quantum Company.
With the technological breakthroughs of quantum technology and the recognition of its industry prospects, global technology giants are also accelerating the deployment of quantum technology. Zheng Xiaoxia of Hua ‘an Securities analyzed that in the “14th Five-Year Plan” and even in the longer-term future, quantum information technology is expected to become an important core technology for China to “change lanes and overtake” in the global technology industry and gain the right to speak in the industrial chain. In terms of market size, some institutions predict that by 2035, the market size of quantum technology will reach about US$2 billion, and by 2050, the market size of quantum technology will reach about US$260 billion.
