Summary of Conference Call Records Company Overview - Zhongda Group Holdings (00139.HK) is a diversified financial group listed on the Hong Kong main board, involved in securities brokerage, asset management, and property investment [1][2]. Core Insights and Arguments - In 2024, Zhongda Group officially initiated its AI strategic transformation, with its core AI asset GIBO successfully listing on NASDAQ on May 9, 2025, achieving a closing market value of $5.1 billion, which translates to an unrealized profit of HKD 1.14 billion for Zhongda Group, while its current market value is only HKD 1.065 billion [1][2]. - GIBO is recognized as a leading AIGC content creation platform in Asia, boasting over 27 million monthly active users and more than 60,000 active content creators [1][2]. - As of June 30, 2024, GIBO's platform hosts approximately 113,000 uploaded videos, with a total view count of around 23.3 billion and user interactions exceeding 37.1 million [2]. - The company’s board has approved a global AI strategic investment plan aimed at investing in industry leaders such as NVIDIA, Tesla, and Meta by establishing a dedicated investment department [2]. - Zhongda Group has signed a public relations service agreement with GIBO to provide media relations and content creation services, further integrating into the AI ecosystem [2]. Additional Important Points - GIBO's user base has experienced a 200% compound growth rate, providing Zhongda Group with a significant entry point into AI content production [3]. - Despite prior stock price adjustments, GIBO's successful listing and its market value of approximately $5.148 billion (around HKD 400.45 billion) have significantly exceeded market expectations [3]. - Zhongda Group has announced plans to distribute a special dividend, with the board resolution date set for May 12, 2025, which is expected to further catalyze stock price increases [3].

Core Viewpoint - The company, Yanshan Technology, reported a revenue of 662 million yuan for 2024, marking a year-on-year growth of 17.06%, with a net profit attributable to shareholders of 32.46 million yuan. The company is focusing on internationalization and intelligence, particularly in the fields of mobile internet and artificial intelligence [1]. Group 1: Financial Performance - In 2024, the company achieved an operating income of 662 million yuan, reflecting a 17.06% increase year-on-year [1]. - The net profit attributable to shareholders was 32.46 million yuan [1]. - The internet information service business generated 559 million yuan in revenue, a 15.33% increase from 2023, accounting for 84.54% of total revenue [1]. Group 2: Strategic Focus - The company aims to innovate and collaborate in cutting-edge fields such as mobile internet and artificial intelligence, with a mission to create a smarter and more convenient future [1]. - Yanshan Technology has made significant progress in artificial intelligence, with advancements in various business segments [1]. Group 3: Artificial Intelligence Developments - The company has made breakthroughs in smart driving, including acquiring a controlling stake in Nullmax (Cayman) Limited, which specializes in automotive intelligent driving systems [1]. - Nullmax introduced a new generation of autonomous driving technology, Nullmax Intelligence (NI), which supports multi-modal inputs for enhanced task reasoning [2]. - The Shanghai Yansi Brain Research Institute achieved notable results in brain-computer interface technology, successfully controlling a game using non-invasive methods [3]. Group 4: Generative AI Initiatives - Yanshan Technology established RockAI, which developed the Yan architecture model, the first domestic model without a Transformer or Attention mechanism, and received regulatory approval [4]. - RockAI has provided localized applications for enterprise clients and is exploring collaborations with various device manufacturers [4]. - The generative AI system for smart medical records based on the Yan architecture has been implemented in hospitals [4].

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