(1) As of today's close, Tuowei Information reported 41.76 yuan / share, up 147.39% in the month, with a total market value of 52.453 billion yuan, ranking seventh in the market value of listed companies in Hunan

(2) Analysts told the Financial Associated Press reporter that behind the soaring share price of Tuowei Information, there is the impact of market funds to leverage speculation, and if the company cannot improve its performance in the future, the stock price may have the risk of valuation repair.

Finance Associated Press, February 21 (Reporter Wu Weiling) Hunan stocks 50 billion market value club added a new one, today's limit again Tuowei Information (002261. SZ) is listed among them.

With the blessing of many popular concepts such as "Deepseek" and "Huawei Hongmeng", despite the expected loss of performance in 2024, the stock price has risen strongly after the Spring Festival in the Year of the Snake.

As of the close of trading today's afternoon, Tuowei Information reported 41.76 yuan per share, up 147.39% in the month, with a total market value of 52.453 billion yuan, ranking seventh in the market value of listed companies in Hunan. In front of the list is Lens Technology (300433. SZ), Aier Ophthalmology (300015. SZ), Founder Securities (601901. SH), Zoomlion (000157. SZ), Times Electric (688187. SH) and Anker Innovations (300866.SZ).

Guo Shiliang, an expert and financial commentator of the whale platform think tank, told the Financial Associated Press reporter that Tuowei Information is backed by concepts such as Hongmeng, and behind the soaring stock price, there is the impact of market funds to leverage speculation, but from the perspective of the company's fundamentals, if the company cannot improve its performance in the future, the stock price may have the risk of valuation repair.

From the perspective of subject matter, following "Hongmeng" and "AI", Topway Information once again caught up with the popular "Deepseek" concept. On February 7, the company's official Weibo issued a document saying that its "Zhaohan" series of AI servers and related products have completed the in-depth adaptation of DeepSeek-R1/V3 series large models, and will provide customers with comprehensive access to DeepSeek to provide software and hardware integration planning consulting and deployment services, and accelerate the implementation of AI applications with the help of DeepSeek. Subsequently, on February 13, the company issued another document saying that it would jointly launch an intelligent data annotation all-in-one machine equipped with a full range of DeepSeek models with integer intelligence.

However, judging from the performance in 2024, Tuowei Information, which is deeply bound to Huawei, is expected to have a net profit loss of 100 million yuan ~ 150 million yuan attributable to the parent company in 2024, turning from profit to loss year-on-year; It is estimated that the non-net profit loss will be 105 million yuan ~ 155 million yuan, turning from profit to loss year-on-year.

For performance changes, Tuowei Information said that on the one hand, based on the development needs of intelligent computing business and its business characteristics, the company's bank borrowings and interest expenses increased year-on-year, of which financial expenses increased by 35 million yuan compared with the previous period; On the other hand, in order to meet the needs of business development, the company has expanded the scale of the technical service team on a large scale, and the corresponding expenses related to talent introduction are 24 million yuan; At the same time, the performance of the company's game business did not meet expectations, and the provision for goodwill impairment and intangible assets was 40 million yuan to 50 million yuan; In addition, the loss of inventory decline was 30 million yuan to 40 million yuan.

Looking back on history, the company's performance is also like the stock price, and it has been on a "roller coaster" many times. In 2018, the company's net profit loss attributable to the parent company was 1.366 billion yuan, a year-on-year decrease of 2158.59%, of which the goodwill impairment of the three companies previously acquired Haiyuntian Technology, Huorong Information and Changzheng Education was 1.288 billion yuan, and in 2019, the company officially became a partner of Huawei Cloud Kunpeng Lingyun, extending its business to smart transportation, industrial Internet, 5G smart park and other fields, providing software and hardware integration products, and the profit of the year turned positive; However, by 2022, affected by factors such as the impairment of goodwill and the significant year-on-year decline in mobile game revenue, the company fell into a loss again, with a net profit loss of 1.019 billion yuan attributable to the parent company for the whole year.

In 2024, the game business will continue to be a drag on the company's performance. The reporter of the Financial Associated Press called the company's securities department as an investor today, and its staff said that for the follow-up planning of the game sector, the company's annual strategic plan is still being formulated. Regarding the landing of "Deepseek"-related products and businesses mentioned in the official WeChat, the person only said, "It is currently being promoted." ”

"Short-term stock prices look at sentiment, and medium- and long-term stock prices look at fundamentals and performance growth capabilities. From the perspective of the fundamentals of Topway Information, if the company is not able to improve its performance and enhance its competitiveness, the stock price may have the risk of valuation repair. Guo Shiliang told the Financial Associated Press reporter. Collection

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