GuShiio.com ①DeepSeek has a new release, and the agency said that DeepSeek has promoted a large increase in the demand for AI computing power;② Guangdong encourages autonomous driving technology companies and vehicle manufacturers to strengthen in-depth cooperation;③ Lei Jun: Determined to apply AI technology to various end products.
[Today’s Introduction]
DeepSeek has a new release, and the agency says DeepSeek is driving a significant increase in demand for AI computing power
Guangdong encourages autonomous driving technology companies to strengthen in-depth cooperation with vehicle manufacturing companies
Lei Jun: Determined to apply AI technology to various terminal products
Wang Xingxing: Humanoid robots will reach a “new level” in 2025
Many companies have announced access to DeepSeek, which may bring a large number of model application needs
Such products are beginning to emerge and are expected to become one of the fastest explosive AI terminals
This product is ushering in large-scale applications, and robots are a market several times larger than vehicles.
[Theme Details]
DeepSeek has a new release, and the agency says DeepSeek is driving a significant increase in demand for AI computing power
According to media reports, on February 18, DeepSeek released a purely technical paper report on NSA on social platform X. DeepSeek claims that NSA is a hardware-consistent and native-trainable sparse attention mechanism for ultra-fast long-context training and reasoning. Through optimized designs for modern hardware, NSA speeds up reasoning while reducing pre-training costs without affecting performance. It performs equally or better than the full attention model on general benchmarks, long-context tasks, and instruction-based reasoning.
Minsheng Securities said that the development of head models such as DeepSeek has accelerated the implementation of AI applications, AIAgents, etc., and the rapid increase in usage has pushed AI computing power demand into the turning point from training to reasoning. Deepseek is a “small wave” in the sea of computing power stars. It can be seen from the connection of WeChat and other head apps to DeepSeek that the use of national-level application models continues to amplify the demand for computing power, which in turn brings about a large increase in the demand for computing power such as reasoning, and the computing power industry is ushering in important development opportunities.
On the company side, Keystone Computing CoresHub, an AI computing cloud service owned by Fastcloud Technology, officially launched the DeepSeek-R1 series of models. Runjian Co., Ltd. actively promotes the development of domestic computing power ecology, and cooperates with Guangzhou Sime Semiconductor Technology Co., Ltd.(Sime Computing) to create a completely autonomous and controllable “computing-algorithm-application” national production closed-loop ecosystem. It adopts independently developed AI chips, compilers, and deeply coupled the tool chain with DeepSeek, successfully completing the adaptation of Deepseek-R1 series distillation models, and released the industry-leading DeepSeek to support the national production computing power government intelligence machine. Provide integrated software and hardware solutions based on DeepSeek’s large model for smart government.
Guangdong encourages autonomous driving technology companies to strengthen in-depth cooperation with vehicle manufacturing companies
According to media reports, Wang Weizhong, Governor of Guangdong Province, went to Haizhu District, Huangpu District, Panyu District, and Nansha District of Guangzhou City to go deep into the front lines of scientific and technological innovation enterprises and new R & D institutions, and conduct special research on building a modern industrial system. Wang Weizhong walked into Guangzhou Xiaoma Zhixing Technology Co., Ltd. to inspect the development and application of autonomous driving systems on site. He said that Guangzhou, as a major city in the automobile industry, has a solid foundation for developing the autonomous driving industry. It should support enterprises to increase investment in R & D around core technologies such as autonomous driving algorithms, chips, and systems, continue to improve the level of intelligence and safety, and encourage autonomous driving technology companies Strengthen in-depth cooperation with vehicle manufacturing companies to jointly promote the rapid commercialization and industrialization of innovative technological achievements.
CICC believes that the rapid development of intelligent driving of passenger cars in 2024 will, on the one hand, be the rapid increase in penetration rate, and hardware cost reductions will support intelligent driving for universal benefits; on the other hand, the rapid evolution of functions under new technologies, and the focus of competition among car companies will start at the beginning of the year. The whole scene that can be opened to the present runs uninterrupted. 2025 is expected to become a big year for smart driving development from quantity to quality. There are two main lines: one is the gradual completion of L2+ functions to the opening of a new chapter in competition among L3 car companies. The other is the dual potential brought by Tesla FSD’s entry into China and Robotaxi. Positive catalysis.
On the company side, the car lens produced by Yutong Optics is the core accessory of car cameras and is a key link in the advanced assisted driving and autonomous driving industry chain. The company’s in-vehicle optical products are indirectly applied to complete vehicles through TILER1 or subsidiaries or business divisions of the entire vehicle manufacturer. The company’s in-vehicle lenses, in-vehicle HUD and lidar optical components are downstream in-vehicle lens module manufacturers, in-vehicle HUD module manufacturers, and in-vehicle laser. The main parts of the radar manufacturers are used in BYD, Chery, Geely, Zero Run and other car companies after penetration. Kaizhong’s automotive chassis suspension system shock absorbing component products mainly include polyurethane buffer blocks, polyurethane spring pads, polyurethane shock absorbing supports and dust caps. Among them, polyurethane buffer blocks, polyurethane spring pads, and polyurethane shock absorbing supports have obvious competitive advantages. The product technical level is in a leading position in the industry, with a domestic market share of approximately 36%. The company’s shock-absorbing component products are widely used in new energy vehicles and intelligent driving vehicles.
Lei Jun: Determined to apply AI technology to various terminal products
After the private enterprise symposium, Lei Jun, chairman of Xiaomi Technology, accepted an exclusive interview. Lei Jun said that in the 15 years since Xiaomi started its business, it has been focusing on the fields of mobile phones, automobiles, smart homes, and smart manufacturing. We must make up our minds to implement the latest technologies, such as how AI technology can be applied to all of our terminal products, allowing consumers to experience the better life brought by technology, how to expand the domestic market while looking global and improve the global influence of China products.
At present, the implementation of the AI model has become a consensus in the industry. With the support of the AI model, AI glasses, the smart terminal closest to the five senses of human beings, is expected to become a next generation computing platform at the mobile phone level. Ping An Securities Research reported that the current focus of AI development is gradually transitioning from computing infrastructure to terminal side. AI smart glasses, as end-side hardware that integrates important human sensory interactions such as vision, hearing, and voice, are expected to become the most important application of AI technology. One of the best carriers. In 2025, the AI smart glasses market will enter a period of intensive release of new products. Global sales of AI smart glasses are expected to increase significantly, and relevant industry chains will benefit simultaneously.
Among listed companies, Xingchen Technology’s AI chips mainly focus on the end-side and edge-side AISoC, and are in a leading position in fields such as intelligent security and video intercom. The company has core self-developed IP related to AI glasses, has been in low-power technology for many years, and has high-quality ISP (Image Signal Processing) technology, AI processors, etc. Yutong Optics provides accessories for AI glasses.
Wang Xingxing: Humanoid robots will reach a “new level” in 2025
Wang Xingxing, CEO of Yushu Technology Co., Ltd., said that AI-driven robots are now evolving very fast every day. Basically, the speed exceeds my expectations, and the surprises they give me every day are also very big. It is necessary to do a good job in the AI model of the robot, and then use better AI computing power to train it, so technological progress has been greatly accelerated.
In the past month, Yushu robot has been continuously upgraded iteratively, from the yangko dance at the Spring Festival Gala to the company’s official announcement that its robot algorithm has been upgraded on February 14, allowing smooth dance performances. The Shanghai Securities Machinery Team believes that Yushu Technology has quickly achieved production and manufacturing on humanoid robots based on its advantages in robot dogs. It already has strong technical strength and market potential, and is expected to achieve batch supply in the future. It is optimistic about the domestic supply chain of Yushu Robot. Related manufacturers.
Among listed companies, Manenst’s subsidiary Lanfang Technology and Yushu Technology signed a strategic cooperation agreement. The two parties will cooperate in areas such as robot ontology software and hardware technology and robot industry implementation. Lingyunguang and Yushu Technology proposed a specific intelligent solution for robot research and development and training. The solution is based on the company’s independently developed motion capture system FZMotion. It is aimed at multi-scene applications including humanoid robots and can accurately capture the human body with sub-millimeter accuracy. Posture movements and motion trajectories
Many companies have announced access to DeepSeek, which may bring a large number of model application needs
On February 19, Shuidi Company announced that it has officially connected to DeepSeek model products to further improve the ecological strategic deployment of the insurance model. On the same day, Boss Electric recently connected to the DeepSeek model and has launched internal testing. At present, Boss Electric has completed its deployment and has achieved deep integration with the company’s self-developed AI cooking “God of Cookery” model to accelerate the large-scale implementation of AI cooking scene applications.
Algorithm driving is the core engine for the development of artificial intelligence, which determines the intelligent upper limit of applications and also drives the development of computing power. In addition, popular events such as the recent explosion of DeepSeek, the cooperation between Apple and Ali on artificial intelligence, and WeChat access to DeepSeek have attracted the attention of investors. Minsheng Securities said that from a longer cycle perspective, the development of DeepSeek will accelerate the popularization and innovation of AI, bringing about a greater increase in computing power demand, especially reasoning computing power demand. Minsheng Securities said that the development of head models such as DeepSeek has accelerated the implementation of AI applications, AIAgents, etc., and the rapid increase in usage has pushed AI computing power demand into the turning point from training to reasoning. Deepseek is a “small wave” in the sea of computing power stars. It can be seen from the connection of WeChat and other head apps to DeepSeek that the use of national-level application models continues to amplify the demand for computing power, which in turn brings about a large increase in the demand for computing power such as reasoning, and the computing power industry is ushering in important development opportunities.
Among listed companies, Taijia has complete high-power power supply manufacturing capabilities and can produce server power supplies, medical power supplies, new energy photovoltaic optimizers and inverters, energy storage, new energy vehicle and other products. Invik has provided a large number of energy-efficient computer room temperature control systems for data centers built or rented by large Internet companies including Alibaba, Tencent, and ByteDance. In the first half of 2024, Halo New Network’s Internet data center business in seven cities and regions including Beijing, Tianjin, Yanjiao in Hebei, Shanghai, Hangzhou in Zhejiang, Changsha in Hunan, and Urumqi in Xinjiang is progressing smoothly, and it actively promotes the construction of data centers and resource delivery in various places. progress. In 2020, the company stated that it has business cooperation with ByteDance. The company plans to invest 2.295 billion yuan in the construction of the Hohhot computing power base project.
Such products are beginning to emerge and are expected to become one of the fastest explosive AI terminals
The agency pointed out that with the continuous improvement of AI model capabilities, its dialogue and interaction capabilities, answering questions, and even emotional companionship capabilities are expected to move from online to offline. AI toys have become one of the physical carriers of AI models. The share of AI toys in the toy market is expected to continue to increase.
At this year’s CES show, many AI toys, AI pets, AI robots and AI robot dogs emerged. The strong support of the advancement of underlying AI technology has allowed AI to be applied on a large scale in the physical side. Currently, more and more parents are incorporating “AI enlightenment” into their preschool education budgets and using AI toys to cultivate their children’s interest in technology. The types of AI toys are increasingly abundant, from intelligent robots to AI voice interactive toys, from programming educational toys to virtual reality toys, covering multiple age groups and application scenarios. Data from consulting firm IMARC Group shows that the AI toy market will reach US$18.1 billion in 2024. It is expected that by 2033, the global market size in this field will grow to US$60 billion, with the Asian market dominating. Industrial Securities pointed out that with the significant improvement in the voice interaction capabilities of GPT4o and the bean bag model, as well as the significant reduction in reasoning costs, end-side Al applications are expected to be implemented intensively. With its significantly improved interactive experience, demand characteristics for non-serious use scenarios, fewer hardware restrictions and lower Alization costs, AI toys have a solid foundation for application promotion and are expected to become one of the fastest explosive AI terminals.
Among listed companies, Shifeng Culture’s latest second-generation AI toy-AI Magic Star has chosen Byte Company’s bean bun model as the basic model, mainly based on its advantages in natural language processing, intelligent recommendation, etc. advantages. Gongda Electroacoustics focuses on the development of acoustics, and its products are widely used in the fields of consumer electronics such as smart cars, smart wearables, smart homes, smartphones, Internet of Things, and AI toys. Aofei Entertainment’s “AI Smart Pleasant Goat” products have been sold on online platforms such as Tmall and Jingdong.
This product is ushering in large-scale applications, and robots are a market several times larger than vehicles.
According to reports, airborne lidar can accurately depict a large-scale forest three-dimensional environment by generating massive point clouds. The Lidar remote sensing team of the Institute of Resources, China Academy of Forestry, recently proposed a point cloud clipping algorithm for sensing crown edges. The algorithm quantifies the possibility of the crown edge through mathematical morphology operations, calculates and generates a cut line at the crown edge, which significantly improves the integrity of the crown near the cut line. This algorithm has been successfully applied to large-scale data processing.
Guojin Securities analysis pointed out that there are many landing scenarios for lidar in the robot industry, including lawnmower in the broad sense. Sweeps, industrial AGVIAMR/forklifts, drones, logistics robots, hotel/station service robots, etc. The narrow sense of robots includes bipedal/quadruped/hexapod. Taking the current fast-moving lawnmower market as an example, the TAM space is about 15 million units ×1,500 yuan = 22.5 billion yuan, so it is judged that the robot lidar TAM is a market several times larger than that of vehicles. In terms of pattern, the only competitive barrier in the general sensor industry is still “cost”. In a market with many scenarios, leading manufacturers can obtain multiple scale effects through “hardware standardization + software ecosystem openness”, consolidate cost advantages, and thereby enhance Industry concentration.
Among listed companies, Wanji Technology mainly provides lidar for Robotaxi/Bus, unmanned mining cards, unmanned sanitation, etc. in the field of autonomous driving; in the field of lidar for industrial and mobile robots, the company’s lidar has been widely used in AMR, AGVs, forklifts and other industrial robots and commercial guidance, distribution, killing, cleaning, inspection and other service robots, and continues to supply them to many leading companies. Yutong Optics has cooperated with mainstream Asian Optics, BYD and LIDAR manufacturers in molded glass, HUD optical parts, and LIDAR. Yongxin Optics ‘lidar optical components products are mainly used in unmanned vehicles, ADAS, service robots, smart cities, low-altitude aircraft and other scenarios.
Related stocksgongda electroacoustic+0.43%Manenst+6.40%sinnet-0.18%Xingchen Technology+4.27%Runjian Stock+10.00%Kaizhong Stock-2.70%Wanji technology-0.57%Taijia Stock-0.70%Fastcloud Technology-U+4.05%envicool-3.04%Ling Yunguang+11.77%Yongxin Optics-0.80%Shifeng culture+3.84%aofei entertainment-1.31%Yutong Optics+3.70%
