Artificial intelligence continues to fragrant! In June, the institution conducted an intensive survey on AI applications, with the participation of Sequoia Capital and Ruixian Asset

In June, institutions continued to pay attention to the addition of artificial intelligence technology to the business of listed companies.

As far as the survey situation is concerned, well-known enterprises in various sub-industries such as Guanglianda, Yake Technology, and Yaowang Technology have been concentrated, and the research meeting has attracted well-known institutions such as Sequoia Capital, Ruixian Asset, Gaoyi Asset, Juming Investment, Fidelity, Morgan Stanley, China Europe Fund, Cathay Fund, CICC, Haitong Securities, GF Securities, Taikang Asset Management, Changjiang Pension Insurance and so on.

The questions from institutions to listed companies focused on the company's investment in the field of artificial intelligence, the promotion of business by artificial intelligence technology, and the use of artificial intelligence technology to develop new business. With the resurgence of the artificial intelligence sector, the concept has once again attracted the enthusiasm of investors.

Sequoia Capital, Ruixian Assets, etc. investigated Guanglianda

On June 10, Guanglianda's online conference attracted a total of 245 companies. Many well-known institutions in the research list include well-known private equity Sequoia Capital, Ruixian Asset, Gaoyi Asset, public Cathay Fund, Harvest Fund, China Merchants Fund, as well as foreign Fidelity, Morgan Stanley, UBS Asset Management, Insurance Capital Taikang Asset Management, BOCOM Life Insurance, etc.

Guanglianda provides customers with professional application products and solutions in the field of construction engineering. Guanglianda's products have expanded from a single budget software to multiple business sectors such as engineering cost, engineering construction, and industrial new finance, covering tools, solutions, big data, mobile Internet, cloud computing, intelligent hardware equipment, industrial financial services and other business forms. In terms of institutional holdings, in addition to public offerings such as Harvest Fund, China Universal Fund, Bosera Fund, ICBC Credit Suisse Fund, there are also QFII Merrill Lynch International, Aberdeen Global China A-share Fund, etc. Gui Kai of Harvest Fund, Yang Jin of Huitianfu Fund, and Qu Yang of Qianhai Open Source Fund all have products held by Guanglianda.

During the survey, some institutions asked about the charging model of the platform and the consideration of a net interest rate of not less than 15% in 2025. In this regard, Guanglianda said that in the future, it will still be in the form of platform plus components to collect annual service fees, and for individual large-scale customized projects, it will be done according to personalized charges. Regarding the consideration of profit margin, the company has given a target of no less than 15%, which is a bottom-line target. For a company to grow in the long term, it needs to remain engaged. The company's new products are constantly updated, investing a lot in artificial intelligence, and it needs to control the profit margin at a reasonable level to better balance long-term development and short-term interests, so 15% is just a bottom-line requirement.

CICC Research Institute said that it maintained Guanglianda's 30% year-on-year revenue and profit growth guidance for the whole year of 2023, and they are optimistic that the company's new and old businesses will compete for breakthrough strategies, cost upgrades to cost management, and construction, design and infrastructure business development will bring new revenue increments to the company.

CICC, Guotai Junan Securities, etc. investigated Yak Technology

On June 9, the on-site meeting of Yak Technology attracted the participation of a total of 115 companies. Many well-known institutions are in the research list, including well-known public offering China Europe Fund, Quanguo Fund, Invesco Great Wall Fund, well-known securities companies CICC, Guotai Junan Securities, well-known insurance capital Taiping Pension Insurance, Taikang Asset Management, etc.

Yak Technology is mainly engaged in the research and development and production of electronic semiconductor materials, cryogenic composite materials and plastic additive materials. The company participates in all aspects of the electronic manufacturing industry chain such as integrated circuits (wafer manufacturing and packaging), flat panel displays (including LCD and OLED) in a variety of ways. In terms of institutional holdings, publicly managed products such as Wells Fargo Fund, Huaxia Fund and Huaan Fund hold the company.

During the survey, some institutions asked about the impact of the development of the artificial intelligence (AI) market on companies. Yake Technology said that with the promotion of the AI market, the demand for high-performance DRAM required for high computing power will grow rapidly. The high computing power data involved in the AI field requires large data centers as support, and from a hardware point of view, the memory chip manufacturing industry will benefit from the continuous development of the AI field. At present, the development of the domestic DRAM market is not good enough, mainly mobile phones, computers and other consumer demand is not high, but for the production of advanced process chips involved in AI, semiconductor chip manufacturers are expanding production, which will bring a very large increment of precursor materials, the company is very optimistic about the market expansion of this part. Jacques is also doing some technical and talent reserves in etching, CMP, etc., which I believe is a new opportunity for the company's development.

Guosen Securities Research Institute said that Sino-US trade frictions have promoted the domestic substitution of semiconductor materials, and Yake Technology's electronic materials business is expected to continue to benefit. The company is also involved in photoresist and supporting reagent business and electronic special gas business, the company's electronic special gas products also continue to supply domestic and foreign semiconductor manufacturers, with the intensification of Sino-US trade frictions, the company's semiconductor material business penetration rate is expected to further increase, for the company's performance continues to bring increments.

CCB Finance, Changjiang Pension Insurance and other research remote view technology

On June 9, the video conference of Yaowang Technology attracted 104 companies to participate in the survey. Many well-known institutions are in the research list, including Haitong Securities, GF Securities, Juming Investment, CCB Wealth Management, Huaan Fund, Changjiang Pension Insurance, etc.

Yaowang Technology is a leading footwear brand operator in China, the company's main business is the production and sales of fashion shoes, and wholesale and retail diversified fashion products. In terms of institutional holdings, Cathay Fund, Huaan Fund, Anxin Fund, Wanjia Fund, etc. all have products holding shares of the company.

During the survey, some investors asked about the company's recent operation, and Yaowang Technology said that the company promoted AI-related businesses from three aspects: efficiency, platform and technology. The efficiency side has entered the optimization stage; On the platform side, the clothing supply chain platform is about to enter the testing stage; On the technical side, the virtual human with the Xiaoice will be tested online, in addition, the company is conducting AI model testing with the brands of the stars and has achieved considerable results.

Cinda Securities Research Institute said that the company signed a strategic agreement with Xiaoice company, Xiaoice the company will give full play to its advantages in the production and research of artificial intelligence complete frameworks such as natural language processing, computer vision, computer speech, AIGC, and large models; Yaowang Technology uses its advantages in operation, supply chain, technology research and development, industry data and other advantages in the field of live streaming e-commerce to jointly develop, upgrade and improve new artificial intelligence technologies/products in the field of live streaming e-commerce with Xiaoice companies, including but not limited to product innovation and upgrading in the fields of virtual humans and AI products. "AI+Virtual Twin" has become a hot spot in the industry, and Yaowang Technology has taken the lead in launching industry solutions to lead the live streaming e-commerce market.

Responsible editor: Li Xuefeng

Proofreader: Wang Jincheng