Interpretation of positive events

> National Standing Meeting: Support the accelerated development of new consumption and promote "artificial intelligence + consumption".

> National Standing Meeting: Study the work related to boosting consumption, and put boosting consumption in a more prominent position.

> Standing Committee of the People's Republic of China: Increase support for domestic reinvestment of foreign-funded enterprises and encourage foreign investors to carry out equity investment in China.

> Ministry of Industry and Information Technology launched the declaration of enterprises with standardized conditions for environmental protection equipment manufacturing industry in 2025.

> National Development and Reform Commission and relevant Thai departments signed two cooperation documents, including exchanges and cooperation documents in the field of artificial intelligence and economic development.

> UBS: Optimistic about the leading position of Chinese automakers in the AI revolution, new car manufacturers with technical backgrounds will be the focus of attention.

> "Nezha 2" entered the top 30 of the global box office list.

> Wang Chuanfu: All BYD models are equipped with high-end intelligent driving.

China Unicom and Huawei jointly released millimeter wave innovations

Related concept stocks include ZTE (000063), Accelink (002281), etc

The single financing amount of implantable brain-computer interface in China has reached a new high, and rehabilitation medicine has received widespread attention

Related concept stocks include Chengyitong (300430), Weiss Medical (688580), etc

The 2025 Medical Artificial Intelligence and Precision Diagnosis and Treatment Development Forum will be held soon

Related concept stocks include Runda Medical (603108), Weining Health (300253), etc

Mechanical Revolution AI PC is connected to DeepSeek

Related concept stocks include Emdoor Information (001314), Yingli shares (300956) and so on

High-end intelligent driving has entered the era of inclusiveness, and the industrial chain has benefited

Related concept stocks include Bethel (603596), Horn Steam and Electric (301488), etc.

DeepSeek has partnered with Saudi companies to operate the data center

Related concept stocks include Alpha Data (300738), Crestec (002518), etc

OpenAI's internal model programming capabilities will surpass human opponents by the end of the year, and AI+ low-code will usher in explosive growth

Related concept stocks include Kim Hyundai (300830), Alter (300825) and so on

The essence of mutual exchange between Shanghai and Shenzhen

Zhongrun Optics: At present, it has not established business cooperation with BYD

CVTE: The full range of products of its education brand Xiwo has been connected to the DeepSeek model in an orderly manner since February 8

Genor Mecan: DeepSeek has been connected to explore new applications for clinical specialty application scenarios

Nanwei Software: DeepSeek, a subsidiary of Wanfu Information Application

Huitong Co., Ltd.: It has laid out and launched polymer material solutions in the field of humanoid robots

CVTE: The full range of products of Xiwo, an education brand under the company's banner (Golden Kylin analyst), has been connected to the DeepSeek model in an orderly manner since February 8

Worth buying: Model products that have been connected to DeepSeek

Belon Precision: At present, we have not supplied AI glasses structural parts

Important announcement: Gold rush

▶ ►Jingzhida (688627) signed a major contract of 322 million yuan for daily operation

▶ ►Southeast Grid (002135) plans to invest about 500 million yuan in the construction of Xiaoshan (Puyang) zero-carbon Taoyuanli 110MW agricultural-photovoltaic power station project.

▶ ►Chongqing Logistics, the indirect controlling shareholder of Chongqing Port (600279) Company, is planning the strategic integration of state-owned assets with China Logistics.

▶ ►The subsidiary of Duoli Technology (001311) has been notified by a number of customers

▶ ►Guangfeng Technology (688007) received a notice from a well-known car company to develop a fixed point

▶ ►Dangsheng Technology (300073) signed a strategic agreement with CNGR

▶ ►Montage Technology (688008) intends to sign a purchase agreement with Intel Corporation

▶ ►Tianyuan shares (002386) will be increased by the controlling shareholder

▶ ►Jihua Group (601718) plans to repurchase the company's shares for 100 million to 200 million yuan

Note that these units may have "mines".

UCD: The company does not directly or indirectly hold the equity of Hangzhou Deepin Artificial Intelligence Basic Technology Research Co., Ltd

Digital China: Combined with its own brand products and the Shenzhou Inquiry platform, it has carried out docking and deployment work for the DeepSeek series models

Yinghantong: Some products are deployed in DeepSeek, but they are currently in the early stage of research and development

Qingyun Technology: It has not signed a service cooperation agreement with DeepSeek and has no business cooperation with it

Baoland (rights protection): Some businesses are connected to DeepSeek-related models, and the related revenue accounts for a very small proportion of the company's revenue

Yuntian Lifei: At present, the company has no business cooperation with Deepin Quest

Tongda Electric: The company mainly supplies software and hardware products for buses and buses to BYD, and does not involve the supply of intelligent driving products related to market hotspots to BYD

Zhejiang Oriental: The company does not directly or indirectly invest in Hangzhou Deep-Seeking Artificial Intelligence Basic Technology Research Co., Ltd

Wanshun New Materials: The integration of Shiyou Technology's products into DeepSeek's large-scale model services has little impact on the company's performance

Xinju Network: The IT O&M intelligent twin business has not yet generated revenue

Yifei Laser: Shareholder Yipo New Energy intends to reduce its holdings of no more than 3% of the company's shares

Juchen shares: shareholders Beijing Luojia and Wuhan Luojia will reduce their holdings of the company by no more than 3% in total

Quwei Communications: The controlling shareholder and some senior executives will reduce their holdings of no more than 2.02% of the company's shares in total

United Optoelectronics: Shareholders plan to reduce their holdings of no more than 2% of the company's shares in total

iKedi: Shareholders plan to reduce their holdings of no more than 1% of the company's shares

Airport shares: The shareholder China Development Bank Capital intends to reduce its shareholding in the company by no more than 1%.

Desay SV: Huichuang Capital reduced its stake in the company by 0.66

Neusoft Carrier: The controlling shareholder and some senior executives plan to reduce their holdings of no more than 1.09% of the company's shares in total

Tourist capital and institutions are on the list

Institutions: Buy Huajin Capital 76.99 million, Dongfang Zhizao 46.56 million, sell Guangguang Media 74.98 million, Ankai Micro 59.69 million;

Xu Xiao: Buy 49.49 million from Capital Online;

Boss Mao: Buy 230.91 million for Youke;

Stock speculation to support the family: sell Changshan Beiming 67.68 million;

Little Crocodile: Buy 135.36 million for Digital China and 101.17 million for UCD;

Qujiangchi: Do T Hangjin Technology (Rights Protection) (three days) buy 43.9 million sell 40.81 million, sell Oriental Materials 21.82 million;

The new one: buy 23.67 million for Leon Technology, 23.53 million for Dawei Technology, sell 24.16 million for Zhongyuan Internal Allocation and 23.12 million for Zhongyi Technology;

Siming South Road: Buy Hangzhou Iron and Steel shares (three days) 18.91 million;

Shengang Guangdong Branch: Do T Oriental Materials buy 24.12 million and sell 19.25 million;

Liushahe: Buy 29.17 million Yuncong Technology, Wanlang Magnetic Plastic (three days) 12.37 million;

Zhongshan East Road: 99.23 million Yutong Optics and 76.92 million Capital Online were sold;

Leisure faction: bought 61.66 million shares of Leo, sold 33.95 million Wanshun New Materials (three days), and 47.99 million Zhongyi Technology;

Foshan system: sold Zhejiang Dongfang (219.9 million in three days), Meishi Technology 144.86 million;

Chengdu Department: Buy 61.24 million of Lianchuang Electronics, 49.51 million of Dawei Technology, sell 26.92 million of Wanshun New Materials (three days), and 42.3 million of Yutong Optics;

N Tuesday: Buy 33.42 million Guangyun Technology;

Low-level mining: buy 30.01 million Tongji Technology and 66.33 million Youkede;

Ningbo Sangtian Road: Buy 63.69 million of Tianyu Digital, 60.83 million of Guangguang Media, 20.28 million of Guangyun Technology, sell 24.75 million shares of Dawei, 28.21 million of Yingtong Communication, 48.11 million of Youkede, and 75.66 million of Yuntian Lifei (three days).

(Redirected from: Little Doctor of Finance).