A-share evening hotspots | DeepSeek is accelerating the launch of the R2 model

The following is the main content of the evening news: 1. DeepSeek is reportedly striving to release its R2 model early Importance: Informed sources said that DeepSeek is accelerating the launch of its R2 artificial intelligence model. The company originally planned to release it in May, but is now working hard to launch it as soon as possible. DeepSeek stated that the new model will improve its programming capabilities and multilingual reasoning. Vijayasimha Alilughatta, Chief Operating Officer of Indian technology service provider Zensar, believes that the release of the DeepSeek R2 model may become a turning point in the AI industry, and its cost-effective AI model development approach "may inspire global companies to accelerate their efforts and break the monopoly of industry giants." 2. Ministry of Foreign Affairs: US coercing other countries to suppress China's semiconductor industry will ultimately harm itself Importance: On February 25, the Ministry of Foreign Affairs spokesperson Lin Jian hosted the regular press conference. A reporter asked about the Trump administration drafting stricter semiconductor restriction measures and pressuring key allies to upgrade restrictions on China's chip industry. What is China's comment on this? Lin Jian said that China has repeatedly expressed a strong stance on the US malicious blockade and suppression of China's semiconductor industry. The US has politicized, generalized security, and used tools to constantly increase restrictions on the export of chips to China, coercing other countries to suppress China's semiconductor industry. These actions hinder the development of the global semiconductor industry and will ultimately harm itself. 3. EU sanctions against Russia in the 16th round include Chinese companies and individuals. Ministry of Commerce: Stop smearing and blaming China Importance: On February 24, the EU announced that some Chinese companies and individuals were included in the list in the 16th round of sanctions against Russia. In response, the Ministry of Commerce spokesperson stated on February 25 that China has always believed that dialogue and negotiation is the only feasible way to resolve the Ukraine crisis and has always advocated peace talks. We urge the EU to stop listing Chinese companies and to stop smearing and blaming China. China will take necessary measures to resolutely defend the legitimate rights and interests of Chinese enterprises. (Translated the first three articles)It ended within a few weeks, but he did not provide details.Putin's latest statement indicates that Trump is handling the Russia-Ukraine conflict rationally rather than emotionally, but he believes that the conflict may not end as quickly as Trump hopes. Putin also added that his phone conversation with Trump and recent US-Russia talks have involved the issue of resolving the Russia-Ukraine conflict. The reason behind European stocks outperforming US stocks: Is Trump forcing "Make Europe Great Again"? Although Trump's slogan is MAGA (Make America Great Again), investors are currently betting in capital markets that it is actually MEGA (Make Europe Great Again)... In November last year, American President Trump's victory in the election was seen by many as bad news for European assets trapped in long-term stagnation. However, investors recently seem to be betting that the situation may actually be the opposite... In the past few weeks, the performance of European markets has somewhat surprised many people: the STOXX 50 index in Europe has not only not fallen, but has risen 12% since the US election, while the S&P 500 index has only increased by 3.5% during the same period. Musk's "final ultimatum" to federal employees: Fired if they don't submit "weekly reports" for the second time In the past few days, Elon Musk, head of the Department of Government Efficiency (DOGE) in the United States and a billionaire in technology, requested all federal employees to submit "weekly reports," which sparked controversy. Many federal employees chose to ignore this request. Musk stated on Monday that federal employees will get a second chance to respond to the email requiring them to report on their personal work progress from the previous week. If they do not reply for the second time, they will face dismissal. Selected brother's market focus on investment opportunities has found attention on titanium dioxide and others. 1. Titanium dioxide industry starts the second round of price increases this year On February 21, LB Group Co., Ltd. issued a price adjustment letter, raising the sales prices of various types of titanium dioxide by RMB 300/ton for domestic customers and $50/ton for international customers as of that day. Thus, the titanium dioxide industry has started the second round of price increases this year. As of 3 pm on February 25, more than 20 titanium dioxide companies, such as China Nuclear Huayuan Titanium, Shandong Dongjia Group, etc., have issued price increase letters, with price increases consistent with Long Bai. Sun Zheyu, Deputy Secretary-General of the Titanium White Division of the National Chemical Industry Productivity Promotion Center, analyzed that this round of collective price increases is mainly based on various factors such as the current supply and demand situation of the titanium dioxide market, rising raw material costs, and market stockpiling demand. Xiangcai Securities pointed out that China is the country with the largest titanium dioxide production capacity in the world. In recent years, titanium dioxide exports have maintained rapid growth. Against the backdrop of stricter domestic energy consumption control and overseas anti-dumping duties, domestically backward production capacity is expected to be gradually eliminated, and titanium dioxide producers with titanium ore resources and chloride process production technology have cost and technical advantages, which may further consolidate their market positions. It is recommended to focus on leading companies in the titanium dioxide industry. In addition, the following sectors are also worth noting: 2. Siasun Robot & Automation | Siasun Robot & Automation exhibiting martial arts actions: Upgraded algorithms, learning any movement at will. 3. Low-altitude economy | Low-altitude economy welcomes a development boom, with 30 provinces planning to develop by 2025. 4. Artificial Intelligence | Shenzhen Two Sessions first use AI simultaneous interpretation, "zero delay" cross-language communication. 5. Real Estate | Land auctions in Hangzhou and Chengdu are sold at a premium, with the highest premium rate exceeding 72%. In terms of positive and negative announcements, it is recommended to pay attention to Sita Vee's financial report with a net profit growth of 26 times, and to pay attention to the risks of the 5 consecutive boards of Shenzhen Zowee Technology, among other announcements. Positive Announcements 1. Sita Vee: Net profit increased by 2651.81% in 2024 2. Bestechnic (Shanghai) Co., Ltd.: Net profit of 460 million yuan in 2024, a year-on-year increase of 272% 3. Nexchip Semiconductor Corporation: Net profit of 533 million yuan in 2024, a year-on-year increase of 152% 4. Glory View Technology: Signed a 161 million yuan server integration service contract with Company X in Shenzhen 5. Sichuan Development Lomon: Subsidiary intends to acquire 60% of the shares of Tianbao Animal Nutrition Technology Co., Ltd. for 432 million yuan 6. Wuxi Lead Intelligent Equipment: Submitted an application for H-share issuance to the Hong Kong Stock Exchange and issued application materials 7. Fangda Special Steel Technology: Controlling shareholder intends to increase holdings of company shares by 55 to 110 million yuan 8. Guizhou Chanhen Chemical Corporation: Intends to repurchase company shares for 40 to 80 million yuan 9. Yibin Tianyuan Group: Controlling shareholder Yifa Development obtains a 270 million yuan loan commitment letter Negative Announcements 1. Shanghai Yaohua Pilkington Glass Group: Shareholder China Meifeng plans to reduce holdings of no more than 2% of the company's shares 2. Sumavision Technologies: Controlling shareholder intends to reduce no more than 1% of company shares 3. Weihenghengrun: Net loss of 5.06 billion yuan in 2024 4. Suzhou Novosense Microelectronics: Net loss of 403 million yuan in 2024 5. Shanghai Welltech Automation, 7 consecutive limit-up: The company's stock may be subject to delisting risk warning 6. Shenzhen Zowee Technology, 5 consecutive limit-up: The company's products have not been applied in the field of AI glasses 7. Fengzhushou: Research and development of cloud terminal technology and products in the main business.Low proportion in business revenue8. Anhui Zhongding Sealing Parts: The company's business in the field of parts assembly at Siasun Robot & Automation is still in the business development stage. 9. Aojie Technology: The company has not provided any ASIC chip customization services to Alibaba Group. 10. Global Top E-Commerce: The company's largest shareholder, Yang Jianxin, who holds 2.30% of the total shares, will have their shares auctioned off by the court.