Seek .(US:SKLTY) 2 1 Shi Ji Jing Ji Bao Dao·2026-01-22 02:30Group 1: Technology Developments - DeepSeek has updated its GitHub repository, revealing a new model architecture "MODEL1," which is expected to be more efficient and suitable for edge devices compared to its predecessor DeepSeek-V3.2 [2] - Longji Technology announced significant progress in Co-packaged Optics (CPO) technology, with successful customer sample deliveries and testing, addressing the growing demand for high-bandwidth, low-latency optical interconnects [11] - Shanghai Yiyou Intelligent Control Technology has launched its first automated production line for robot joints in Zhangjiang, aiming to meet the increasing demand and reduce costs for humanoid robots [10] Group 2: Financial Performance and Projections - Moole Technology expects a net loss of 950 million to 1.06 billion yuan for 2025, despite launching a leading GPU product and experiencing revenue growth due to the AI industry's expansion [17] - Demingli anticipates a net profit of 650 million to 800 million yuan for 2025, representing a year-on-year increase of 85.42% to 128.21%, driven by advancements in storage solutions and AI demand [18] - Tianfu Communication projects a net profit of 1.881 billion to 2.150 billion yuan for 2025, reflecting a growth of 40% to 60% due to the accelerating AI industry and global data center construction [19] Group 3: Regulatory and Market Responses - The European Union plans to phase out "high-risk suppliers" in critical sectors, interpreted as targeting Chinese tech firms like Huawei, which has expressed concerns over the fairness of such regulations [2] - Pinduoduo was fined 100,000 yuan for failing to report tax information as required, highlighting regulatory scrutiny on internet platform companies [4] - Zhiyu Technology announced a temporary limit on the sale of its GLM Coding Plan due to high demand and resource constraints, reducing daily sales to 20% of current levels [3]