GuShiio.com The main contents of today’s Science and Technology Innovation Board Morning Post include: ① The two departments proposed to support the low-carbon transformation of the energy system and increase financial support for the charging infrastructure field;②Kimi’s latest model k1.6 was exposed, and its programming capabilities surpassed GPT o3-mini;③ Baiji Shenzhou The net loss in 2024 was 4.978 billion yuan;④ the net loss in 2024 was 443 million yuan.
“Science and Technology Innovation Board Daily” reported on February 28,The main contents of today’s Science and Technology Innovation Board Morning Post include: the two departments proposed to support the low-carbon transformation of the energy system and increase financial support for the charging infrastructure field;Kimi’s latest model k1.6 was exposed, and its programming capabilities surpassed GPT o3-mini; Baiji Shenzhou 2024 The net loss was 4.978 billion yuan; the Cambrian net loss in 2024 was 443 million yuan.
Xiao K, the anchor of “Science and Technology Innovation Board Daily”, reports for you.
[Market Trends]
Two departments: Support the low-carbon transformation of the energy system and increase financial support for charging infrastructure
The General Office of the State Financial Supervision and Administration and the General Office of the People’s Bank of China issued the “Implementation Plan for the High-Quality Development of Green Finance in the Banking and Insurance Industry.” It mentioned supporting the low-carbon transformation of the energy system. Bank insurance institutions should focus on the production, construction and operation, as well as the renewal, upgrading and transformation of new energy industries such as solar photovoltaics, wind power, hydropower, pumped storage energy, ultra-high voltage, nuclear energy, energy storage, smart grids, and microgrids, and do a good job in project docking and Credit support, strengthen financial risk prevention and control, and provide full life cycle insurance protection. Explore and improve financial services for the entire industry chain of new energy vehicles and increase financial support for charging infrastructure. Explore financial services for biomass energy, geothermal energy, and ocean energy, and promote the development of hydrogen energy, nuclear power and other energy sources in an orderly manner. Based on the actual national conditions and the low-carbon transformation characteristics of the energy industry, we support the clean and efficient use of traditional energy. Provide financial services to ensure energy supply and meet the reasonable financing needs of coal, electricity and coal enterprises.
Nvidia fell more than 8%, and its market value fell below US$3 trillion
The three major U.S. stock indexes closed down collectively, with the Dow down 0.45%, the Nasdaq down 2.78%, the S & P 500 down 1.58%, large technology stocks down generally, Nvidia down more than 8%, and its market value fell below US$3 trillion. Broadcom fell more than 7%, Tesla fell more than 3%, Amazon, Google, and Meta fell more than 2%, and Microsoft and Apple fell more than 1%. The semiconductor sector was among the top losers, with ARM and Asmail falling more than 6%, and AMD and Qualcomm falling more than 4%.
Demand for NVIDIA’s H20 chips has soared to become the “big factory’s favorite”, and the unit price of 8-card equipment has increased by more than 100,000 yuan compared with the previous year
Reporters learned from interviews from various sources that driven by the DeepSeek craze, major manufacturers have strong demand for Nvidia H20 chips due to cost performance and compliance considerations. One Nvidia dealer interviewed called the H20 the “big manufacturer’s favorite.” In terms of price, the reporter learned from the dealer that the H20 series has the largest price increase.”Currently, the unit price of an 8-card machine is about 1.1 million yuan, which is at least 100,000 yuan higher than before.”
Xiaomi SU7 Ultra is priced at 529,900 yuan
The Xiaomi 15 Ultra and Xiaomi SU7 Ultra millet new product launch conference was held yesterday. At the press conference, the Xiaomi 15Ultra was officially released, starting at 6499 yuan, and officially going on sale at 10 a.m. on March 3. Xiaomi SU7 Ultra was released with a price of 529,900 yuan, which is significantly lower than the pre-sale price of 814,900 yuan disclosed by Xiaomi last year. According to Xiaomi Automobile’s official Weibo, Xiaomi SU7 Ultra has been on sale for two hours and has ordered more than 10000 units.
Kimi’s latest model k1.6 exposure programming capabilities surpass GPT o3-mini
Yesterday, Kimi’s latest model k1.6 was exposed. According to LiveCodeBench, the world-renowned dynamic benchmark platform, Kimi k1.6 exceeds GPT o3-mini, o1 and other models. Flood, a researcher on the Dark Side of the Moon, said on social platforms that k1.6 is a training based on k1.5 and its performance is still improving. Zhang Yutong, co-founder of Dark Side of the Moon, said in a circle of friends,”k1.6 has not yet been released, but I am happy to see the results of LiveCodeBench and look forward to the continued evolution of intelligent models.”
OpenAI is launching a research preview of GPT 4.5
The System Card report released by OpenAI said it is releasing a research preview of OpenAI GPT-4.5, its largest and most knowledgeable model to date. Building on GPT -4o, GPT-4.5 further extends pre-training and is designed to be more general than its powerful stem inference model. Early testing showed that interacting with GPT-4.5 felt more natural.
[Overview of the company]
Baiji Shenzhou: Net loss in 2024 will be 4.978 billion yuan
Baiji Shenzhou released a performance report, achieving total operating income of 27.214 billion yuan in 2024, a year-on-year increase of 56.2%; net profit loss of 4.978 billion yuan, compared with a loss of 6.716 billion yuan in the same period last year. Xiao K’s note: Q3’s net loss was 809 million yuan. Based on this calculation, Q4’s net loss was 1.292 billion yuan.
Cambrian: Net loss of 443 million yuan in 2024
Cambrian (688256.SH) released a performance report, achieving operating income of 1.174 billion yuan in 2024, a year-on-year increase of 65.56%, and net profit attributable to owners of the parent company was-443 million yuan. Xiao K’s note: Q3’s net loss was 194 million yuan. Based on this calculation, Q4’s net profit was 281 million yuan.
Trina Solar: Net loss of 3.455 billion yuan in 2024
Trina Solar released its performance report, achieving total operating income of 80.334 billion yuan in 2024, a year-on-year decrease of 29.15%; net profit attributable to owners of the parent company was a loss of 3.455 billion yuan, compared with net profit of 5.531 billion yuan in the same period last year, turning into a loss year-on-year.
Daquan Energy: Net profit loss in 2024 will be 2.718 billion yuan
Daquan Energy announced that it will achieve operating income of 7.411 billion yuan in 2024, a year-on-year decrease of 54.62%; net profit attributable to shareholders of listed companies will be-2.718 billion yuan. Mainly affected by the decline in polysilicon prices, the company’s performance declined compared with the same period last year.
Jinshan Office: Net profit in 2024 will be 1.645 billion yuan, a year-on-year increase of 24.84%
Jinshan Office announced that it will achieve operating income of 5.121 billion yuan in 2024, a year-on-year increase of 12.40%; net profit attributable to owners of the parent company will be 1.645 billion yuan, a year-on-year increase of 24.84%. Xiao K’s note: Q3 net profit is 318 million yuan. Based on this calculation, Q4 net profit is 600 million yuan, a month-on-month increase of 88.7%.
Yuncong Technology: Net loss of 637 million yuan in 2024
Yuncong Technology released a performance report. In 2024, the company achieved total operating income of 398 million yuan, a year-on-year decrease of 36.60%; the net loss attributable to owners of the parent company was 637 million yuan, compared with a net loss of 643 million yuan in the same period last year.
Baiwei Storage: Net profit in 2024 is 176 million yuan, turning losses into profits year-on-year
Baiwei Storage announced that it will achieve operating income of 6.704 billion yuan in 2024, a year-on-year increase of 86.71%; net profit attributable to owners of the parent company will be 176 million yuan, turning a loss into a profit year-on-year. The storage industry is recovering and the company’s business has grown significantly.
Lexin Technology: Net profit in 2024 will increase by 150% year-on-year
Lexin Technology released a performance report. In 2024, total operating income will be 2.007 billion yuan, a year-on-year increase of 40.04%; net profit attributable to owners of the parent company will be 340 million yuan, a year-on-year increase of 149.54%.
[Technological Frontier]
‘Photon avalanche’ nanoparticles bring new computing materials
A joint team from the Lawrence Berkeley Laboratory in the United States, the University of Colombia and the Autonomous University of Madrid in Spain published a breakthrough result in the journal Nature Photonics. They have used “photon avalanche” nanoparticles to develop a new type of optical computing material. The discovery paves the way for making nanoscale optical memories and transistors, while also providing a new way to achieve smaller, faster components for the next generation of computers.
Ultra-fast and highly sensitive solar blind photodetector successfully developed
It was learned from Lanzhou University that a research team formed by the School of Physical Science and Technology of the school and the University of Science and Technology of China has made important progress in the field of wide-band semiconductor photoelectric detection and successfully developed a gallium oxide solar blind photodetector with ultra-fast and highly sensitive response., effectively solves the dilemma of responsiveness and speed that has long plagued the field (RS dilemma). Relevant research results were published in the international academic journal Advanced Materials.
