Data security has become a "compulsory course" in the process of digital transformation of every enterprise.
Huawei’s smart car selection S7 is "far ahead".
On the evening of November 9th, at the release of Huawei’s smart travel solution and the pre-sale meeting of Zhijie S7, Huawei and Chery Automobile jointly released the first smart electric vehicle, Zhijie S7, which is also the first car under Huawei’s smart car selection mode.
Yu Chengdong, chairman of BU, Huawei’s smart car solution, said, "Today, we redefine the new form, and the appearance is different from other cars, and we have adopted a new design concept." The dimensions of Zhijie S7 are 4971mm in length, 2950mm in wheelbase and 1963mm in width, "and the profit rate of the space in the warehouse has reached 88%. Mercedes-Benz E is 73.8%, and we are bigger than Tesla Modle3. In terms of space utilization, we are far ahead again. "
Yu Chengdong said that at present, there are four partners in Huawei’s smart car selection model, including Cyrus, Chery, Jianghuai and BAIC. Zhijie Automobile is a cooperative model of Chery and Huawei. According to public information, Zhijie S7 will be the first to carry the newly released HarmonyOS4 HarmonyOS system and ADS2.0 advanced intelligent driving system, and will be equipped with Contemporary Amperex Technology Co., Limited (300750) Ferrous lithium phosphate or ternary lithium+lithium iron manganese phosphate battery and Huawei motor.
BYD launches Leopard 5
On November 9, BYD’s personalized brand Equation Leopard also released its first product, Leopard 5, with the price ranging from 289,800 yuan to 352,800 yuan. The top model is equipped with Yunqi -P intelligent body control system.
In August this year, BYD officially released the professional personalized brand equation Leopard for the mid-to-high-end market, and the first model Leopard 5 was positioned as a super hybrid hard-core SUV. On October 30th, Weibo, the official of Equation Leopard Automobile, issued a document saying that the first batch of 70 direct-operated stores of Equation Leopard Automobile officially opened for trial operation, and the first model Leopard 5 has arrived in stores one after another.
According to reports, Leopard 5 is positioned as a hard-core off-road SUV, adopting a non-loaded architecture that is more suitable for pickup trucks and off-road vehicles, equipped with BYD’s new hybrid technology platform (DMO) and CTC battery chassis integration technology, with a comprehensive cruising range of over 1,200 kilometers.
In the context of a large increase in sales of new energy vehicles and an increase in penetration rate, since October, the Shenwan automobile sector as a whole has increased by 5.18%, ranking second only to the electronics industry. In terms of sub-sectors, the passenger car sector rose by 11.45% and the auto parts sector rose by 2.92%.
Benefiting from the high prosperity of new energy vehicles, in the first three quarters, the performance of over 60% of the auto sector achieved growth or turned losses. Among the companies whose net profit increased year-on-year in the first three quarters of this year and whose net profit exceeded 1 billion yuan, Yutong Bus ranked first in net profit growth rate of 7.03 times; BYD increased by 129.47%.
Data security has become a "compulsory course" in the process of enterprise digital transformation.
The data security sector changed on November 9, with Ren Zixing rising by 18.84%, Guohua Netan and Hengwei Technology trading daily, and Capital Online, Zhongke Information and Daily Interaction were among the top gainers.
On the news front, OpenAI updated in official website that it was handling the periodic interruption caused by abnormal traffic reflecting DDoS (Distributed Denial of Service) attacks. This is the first time that OpenAI has disclosed the cause of the potential failure that plagued ChatGPT this week. DDoS attacks are designed to overload the network or server and crash through false traffic.
With the popularity of AI computing power scheduling, security issues such as data leakage and hacker attacks have become increasingly prominent. According to the "2023 Data Leakage Cost Report" released by IBM Security, the average cost of global data leakage reached 4.45 million US dollars in 2023, the highest in the history of this report, which was 15% higher than the average in the past three years. Data security has become a "compulsory course" in the process of digital transformation of every enterprise.
To this end, the state has stepped up the formulation of rules at the relevant policy level. On November 8, the State Council Press Office held a policy briefing to introduce the situation of accelerating the construction of a strong intellectual property country and effectively supporting innovation-driven development. China National Intellectual Property Administration said at the meeting that the next step is to accelerate the new round of revision of the Trademark Law, fully implement the newly revised detailed rules for the implementation of the Patent Law, speed up the completion of revisions such as Regulations on the Protection of Geographical Indications Products, Regulations on the Protection of Layout Design of Integrated Circuits and Regulations on the Implementation of Copyright Law, and speed up the establishment of rules for the protection of intellectual property rights in data.
In terms of industry, we are also constantly making technological breakthroughs to achieve the landing of data security policies. On November 7th, the patent of "A Language Model Protection Method, Device and Computing Equipment Cluster" applied by Huawei Technologies Co., Ltd. was published. When a specific type of request is processed through the language model, the reply information with watermark can be automatically generated through the language model, thus realizing copyright protection.
Abroad, at present, Internet companies including Google, Meta and OpenAI have been using encrypted metadata to mark the content generated by AI.
Data security blue chip stocks released
The Guiding Opinions on Promoting the Development of Data Security Industry issued by the Ministry of Industry and Information Technology and other 16 departments at the beginning of this year mentioned that by 2025, the basic capacity and comprehensive strength of the data security industry will be significantly enhanced, and the scale of the data security industry will exceed 150 billion yuan, with a compound annual growth rate of over 30%. The market share of data security is large, and many companies in the A-share market are involved in the field of data security.
Since the beginning of this year, the data security index has risen by 18.82%, outperforming the broader market. In terms of individual stocks, seven stocks including Wanxing Technology, Hengwei Technology, Nanling Technology, Inspur Information and Digital China were among the top gainers, among which Wanxing Technology and Hengwei Technology rose by 220.98% and 215.47%.
In the first three quarters, 12 shares of SuperMap Software, Wanxing Technology and Digital China achieved positive growth, while 3 shares of Gao Weida, Sino-Singapore Seck and Xinyada turned losses. These blue-chip stocks performed well during the year, with an average increase of 36.73%.
In the first three quarters of this year, Digital China achieved a net profit of 851 million yuan, a year-on-year increase of 25%; Among them, the net profit returned to the mother in the third quarter increased by 43%. In terms of computing power scheduling, the company continues to deepen the ecological development of Kunpeng and cloud computing, strengthen the unified scheduling of various computing power, and improve the resource utilization rate of computing power infrastructure. In terms of data security, Digital China was selected as the Panorama of China Cyber Security Market in 2022.
Gao Weida turned losses in the first three quarters, mainly benefiting from the data element business. The related network visualization products of Sino-Singapore Seck Company have benefited from the release of the investment and construction needs of the government and operators in the fields of 5G construction and network information security, and their performance has been improved.
In terms of institutional positions, in the third quarter, Goldman Sachs and CITIC Securities newly held 1,001,300 shares and 394,200 shares of Nanling Technology, making them the third and seventh largest tradable shareholders of the company; Wanxing Technology acquired 1,451,200 new shares from JPMorgan Chase Bank, 1,265,900 new shares from Haifutong Stock Mixed Fund, and the company was also increased by the basic endowment insurance fund. (Data Bao Zhu Tingwu)
