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Krypton Evening Post | White Paper: Offline Stores Remain an Important Scene for Young People's Sports Consumption: Yuanbao Group Report: The Total Premium of Internet Insurance Is Expected to Exceed One Trillion Yuan in the Next Five Years; Xiaohongshu Launches Nine Measures for the Algorithm to Be Upward and Virtuous.

卜算籽2025-01-14 19:51
The Xianyang New Energy under CATL has been renamed as Time Tianyuan.

Big Companies:

AMEC: It is expected that the net profit in 2024 will be 1.5 billion yuan - 1.7 billion yuan, a year-on-year decrease of approximately 4.81% - 16.01%
36Kr learned that AMEC announced that it is expected that the operating income in 2024 will be approximately 9.065 billion yuan, an increase of approximately 2.802 billion yuan compared with 2023, with a year-on-year growth of approximately 44.73%. Among them, the sales of etching equipment are approximately 7.276 billion yuan, with a year-on-year growth of approximately 54.71%; the LPCVD thin film equipment achieved the first sale, and the annual equipment sales are approximately 156 million yuan. The company expects to achieve a net profit attributable to the owners of the parent company of 1.50 billion yuan to 1.70 billion yuan in 2024, a year-on-year decrease of approximately 16.01% to 4.81%. The company has achieved remarkable results in the development of new products, and the cumulative shipments of LPCVD thin film equipment have exceeded 100 reaction chambers.

China Resources Land: Cumulative contracted sales amount in 2024 is approximately 261.1 billion yuan, with a year-on-year decrease of 15%

36Kr learned that China Resources Land announced that as of December 31, 2024, the company and its subsidiaries achieved a total contracted sales amount of approximately 32 billion yuan, with a year-on-year growth of 52.4%; the cumulative contracted sales amount in 2024 is approximately 261.1 billion yuan, with a year-on-year decrease of 15%.

Snowy Salt Industry: Net Profit in 2024 Expected to Decrease by 55.22% to 62.69% Year-on-Year
36Kr learned that Snowy Salt Industry announced that the net profit attributable to the parent company's owners for the 2024 fiscal year is expected to be 264 million yuan to 317 million yuan, a year-on-year decrease of 55.22% to 62.69%. The main reason for the expected decline in performance is due to the impact of the macroeconomy and market changes, resulting in a year-on-year decline in the market prices of some of the company's products.

Chuanjinnuo: It is expected that the net profit in 2024 will increase by 264.01% - 302.28% year-on-year.

36Kr learned that Chuanjinnuo announced that it is expected that from January 1, 2024 to December 31, 2024, the operating income will be 3 billion yuan - 3.4 billion yuan, an increase of 10.65% - 25.40% compared with the same period of the previous year; the net profit attributable to shareholders of the listed company will be 150 million yuan - 185 million yuan, an increase of 264.01% - 302.28% compared with the same period of the previous year; the net profit attributable to the parent company after deducting non-recurring gains and losses will be 141 million yuan - 176 million yuan, an increase of 235.39% - 268.90% compared with the same period of the previous year. It is expected that the impact of non-recurring gains and losses on the net profit is about 8.2 million yuan - 9 million yuan.

Contemporary Amperex Technology Co., Limited's Xianyang New Energy has been renamed as Time Tianyuan
36Kr learned that the Aiqicha App shows that recently, Shenzhen Xianyang New Energy Technology Co., Ltd. has undergone industrial and commercial changes, and its enterprise name has been changed to Time Tianyuan (Shenzhen) Technology Co., Ltd. The company was established in November 2018, with Li Chunpeng as the legal representative and a registered capital of 495 million yuan. Its business scope includes the technical development of intelligent electrical products, the technical development and transfer of lithium battery production technology, computer software, etc. It is jointly held by Contemporary Amperex Technology Co., Limited, Shenzhen Liyang No.1 Consulting Partnership (Limited Partnership), Shenzhen Deyi Xinneng Consulting Partnership (Limited Partnership), etc.

Yuanbao Group Report: Total Internet Insurance Premiums Expected to Exceed One Trillion Yuan in the Next 5 Years
36Kr learned that Yuanbao Group, in conjunction with the Insurance Center of Tsinghua PBCSF, jointly released the "China Internet Insurance Development Report (2024)". The report indicates that the scale of internet insurance premiums has maintained a high annual growth rate of over 32%, from 29 billion yuan in 2013 to 494.9 billion yuan in 2023, with intermediaries as the main channel. The report predicts that the average annual growth rate of internet insurance in the next 5 years will stabilize in the range of 15% - 20%, and the total premiums of internet insurance are expected to exceed one trillion yuan.

Xiaohongshu Introduces Nine Measures for Upward and Virtuous Algorithms
Xiaohongshu releases nine measures to promote upward and virtuous utilization of algorithms. These measures include establishing an algorithm communication mechanism, improving the construction of the governance system, enhancing the diversity of recommendations, improving the "Sincerity Score" system for accounts, optimizing the traffic distribution mechanism, increasing the guidance and support for positive content, strengthening the governance of the community atmosphere, intensifying the governance of false and low-quality content, and building a friendly community for minors, etc. (Sina Technology)

Investment and Financing:

"Zuanjibao" Secures 30 Million Yuan in Series A Strategic Financing
36Kr learned that "Zuanjibao" announced the successful completion of a 30 million yuan Series A financing round. This strategic financing round is led by Shenzhen Guanfeng Yongyue Investment Co., Ltd. This round of financing is mainly used to increase investment in technological research and development and enhance the platform's service capabilities, including optimizing the engineering machinery equipment information query system and improving digital solutions, etc.

"Saturn Vision" Completes Pre-B Round Financing

"Saturn Vision" announced the completion of a Pre-B round financing of several million yuan, jointly invested by Bangsheng Capital and Daosheng Capital. This round of funds will be mainly used for the establishment of the production line and the research and development of new products. It is reported that Saturn Vision was founded in 2020, focusing on the energy and power field. With acoustic and machine vision technologies, it has created AI products for vertical scenarios and widely serves customers on the power supply side and the power grid side. In 2024, Saturn Vision's performance nearly doubled and achieved profitability.

New Products:

The Ministry of Industry and Information Technology: Strengthen the Security Protection of Customer Data in Internet Data Centers
36Kr has learned that the General Office of the Ministry of Industry and Information Technology has issued a notice on strengthening the security protection of customer data in Internet data centers. In the contract agreements signed with customers, third-party service providers, etc., the responsibilities and obligations of all parties for data security protection should be clearly defined according to the cooperation mode and content. Establish and improve the customer data security management system, clarify the person in charge of data security and the management department, and strengthen the safeguard measures for customer data security management. Establish a customer management mechanism, and provide differentiated security protection measures for customers to choose according to customer categories and data protection needs. Combined with the data processing process, clarify the security strategies and process mechanisms for key links such as data access, operation, and destruction, and take protective measures such as data isolation.

Today's Perspective:

White Paper: Offline Stores Remain an Important Scenario for Young People's Sports Consumption
36Kr has learned that Topsports has released the "White Paper on Sports Consumption of Pan-Young People in China". The white paper shows that the number of sports shoes and clothing that young people own and their wearing habits. Over 80% of young people own more than 5 pairs of sports shoes, and more than half of young people wear sports shoes every day. Offline stores are still an important scenario for young people's sports consumption. People under the age of 18 are more enthusiastic about shopping in offline stores than people in other age groups. Brand, product quality, cost performance, and style design are the factors that young people pay more attention to when purchasing sports products. Although the influence of the brand is still significant, the importance of factors such as product quality and cost performance is also increasingly prominent.

Xuan Changneng, Deputy Governor of the Central Bank: This year, the overall liability cost of banks will be further reduced to ease the pressure on the net interest margin of banks
Xuan Changneng, Deputy Governor of the Central Bank, said at a press conference held by the Information Office of the State Council that in order to achieve the goal of reducing the comprehensive financing cost of the society, the People's Bank of China will take comprehensive measures to expand the space for interest rate policies. First, we will continue to strengthen the implementation of interest rate policies. This year, we will further reduce the overall liability cost of banks to ease the pressure on the net interest margin of banks and better balance the relationship between the health of the balance sheet of the banking industry and the reduction of the financing cost of the real economy. Second, we will take into account the internal and external balance. We will take multiple measures to maintain the basic stability of the RMB exchange rate at a reasonable and balanced level. Third, we will accelerate the replenishment of bank capital. The Ministry of Finance has recently made it clear that it will support large banks to replenish capital by issuing special treasury bonds. Special local government bonds are also an important channel for the capital of small and medium-sized banks, which is also an important manifestation of the joint force of fiscal and monetary policies. (Securities Times)

Other News Worth Noting:

Shanghai Airport: Passenger throughput at Pudong Airport increased by 20.30% year-on-year in December
36Kr learned that Shanghai Airport announced that in December 2024, the number of aircraft takeoffs and landings at Pudong International Airport was 43,800, an increase of 6.96% year-on-year; the passenger throughput was 6.4135 million, an increase of 20.30% year-on-year; the cargo and mail throughput was 333,100 tons, an increase of 6.08% year-on-year. The number of aircraft takeoffs and landings at Hongqiao International Airport was 23,600, an increase of 4.18% year-on-year; the passenger throughput was 3.944 million, an increase of 6.74% year-on-year; the cargo and mail throughput was 38,900 tons, an increase of 8.56% year-on-year.