Core Insights - The article discusses the experience of a small supermarket owner who is considering purchasing a vehicle, specifically an Iveco model, and highlights the various promotional offers available from the manufacturer [1][5]. Group 1: Vehicle Options and Recommendations - The AI assistant "豆包" recommends the Iveco 聚星 model for its affordability and suitability for both family outings and cargo transport [2]. - Another AI, "DeepSeek," provides a more detailed analysis, comparing the advantages and limitations of different models, ultimately favoring the Iveco 欧胜 for its balanced features [3]. - The AI "腾讯元宝" emphasizes the logistics-focused design of the Iveco 得意 series, suggesting it for daily cargo needs while also recommending the 聚星 series for its dual functionality [4]. Group 2: AI Assistance in Decision Making - The article illustrates how different AI tools provide varied yet insightful recommendations, helping the owner clarify the performance advantages and pricing of each vehicle [5]. - The use of AI in decision-making is portrayed as beneficial, allowing the owner to make a more informed choice while also considering financial implications [5][6].

Core Viewpoint - The use of AI tools like DeepSeek in student writing has sparked debate on whether it enhances writing skills or diminishes creativity [1][6][10] Controversy - There is a tension between the ability to "master tools" and the risk of "losing creative ability" among students [9][10] - Supportive teachers argue that AI can quickly generate writing frameworks and provide language enhancement suggestions, potentially replacing some teacher functions [9][10] - Concerns exist that over-reliance on AI may lead to a loss of independent thinking and creativity in students [10][11] Innovation - Educational institutions in Changsha are actively exploring the integration of AI into classrooms, with initiatives like the "Smart Education" program aimed at enhancing teachers' skills in using AI [11][12] - Schools are implementing AI-assisted writing feedback systems to provide personalized guidance to students, thereby reducing teacher workload and improving teaching efficiency [12][13] Suggestions - Educators emphasize the need to view AI as an "accelerator" rather than a "steering wheel," promoting the idea that students should learn to use AI tools effectively without becoming overly dependent [13][14] - Parents are encouraged to guide their children in using AI tools appropriately, focusing on enhancing writing skills rather than generating content automatically [13][14] Communication - Experts suggest that open communication between parents and children regarding the use of AI tools is essential to ensure that students understand the purpose of these tools as aids rather than replacements for their own efforts [14][15] - Collaboration between parents and teachers is recommended to explore the effective use of new technologies in education [15][16]

Group 1 - The Yellow River Water Conservancy Commission is accelerating the implementation of the "Artificial Intelligence + Water Conservancy" initiative, completing the localization deployment of the domestic large language model DeepSeek, which integrates deeply with Yellow River protection and management operations, propelling the digital twin of the Yellow River into the AI era [1] - In flood control, DeepSeek's retrieval-augmented generation (RAG) technology and natural language processing (NLP) algorithms are combined with an established knowledge graph to enable rapid retrieval and analysis of vast information related to flood control situations, forecasts, and professional databases, generating comprehensive report solutions [1] - The initiative aims to establish a rapid registration and coupling calculation framework for water conservancy models that are compatible with DeepSeek, facilitating semantic parsing, logical reasoning, and collaborative computation across hydrological forecasting, reservoir scheduling, and hydrodynamic evolution models, ultimately enhancing the effectiveness of the "four-prevention" mechanism [1] Group 2 - In the management of direct pipe engineering safety and operations, large model technology is utilized to extract value from data resources related to basic information, real-time safety monitoring, operational management records, and multi-dimensional engineering inspections, enabling functions such as information querying, monitoring alerts, and scenario linkage [2] - In the digital twin of Sanmenxia, a fine-tuned DeepSeek model employs RAG technology to access a dedicated knowledge base, ensuring data security while empowering flood support, engineering management, and reservoir area management [2] - The Yellow River Water Conservancy Commission plans to enhance the integration of large model technology with Yellow River protection and management applications, expanding intelligent application scenarios for the digital twin of the Yellow River to promote high-quality development in water conservancy across the Yellow River basin [2]

Core Insights - Amazon Web Services (AWS) has launched DeepSeek-R1 as a fully managed serverless large language model (LLM) on Amazon Bedrock, marking it as the first cloud service provider to offer this model as a fully managed service [1] - Since its introduction in late January, thousands of customers have utilized the custom model import feature of Amazon Bedrock to deploy the DeepSeek-R1 model [1]

Core Insights - Industrial and Commercial Bank of China (ICBC) has completed the privatization deployment of the DeepSeek open-source large model, integrating it into its "ICBC Intelligent Surge" model matrix to enhance the intelligence of financial business scenarios [1] - Other banks, including Postal Savings Bank and Shanghai Pudong Development Bank, are also adopting DeepSeek models to optimize their AI capabilities across various business applications [2][3] - Smaller banks are increasingly active in deploying AI technologies, leveraging DeepSeek to improve customer service and operational efficiency [4][5] Group 1: ICBC's AI Initiatives - ICBC has implemented AI technology across over 20 major business areas, with more than 200 practical applications [1] - The bank has developed the ChatDealing product to enhance trading processes, significantly increasing transaction volumes [1] - ICBC's remote banking assistant, "Gong Xiaohui," has reduced call durations by approximately 10%, improving service efficiency and customer experience [1] Group 2: Other Banks' Deployments - Postal Savings Bank has integrated DeepSeek models to enhance capabilities in complex multi-modal processing and efficiency improvements [2] - Shanghai Pudong Development Bank has deployed the DeepSeek-R1 model on Ascend servers, focusing on AI applications in inclusive finance for small and micro enterprises [2] - Smaller banks like Chongqing Bank and Jiangsu Bank are utilizing DeepSeek for intelligent customer service and automated valuation processes [4][5] Group 3: Industry Trends - The banking sector is increasingly reliant on data, and AI technologies like DeepSeek are expected to drive significant digital transformation [3] - There is a need for banks to explore AI applications in management while adjusting organizational structures and processes to accommodate these technologies [3] - DeepSeek provides smaller banks with an opportunity to enhance their technological capabilities and reduce the cost of AI application integration [5][6]

Core Insights - The emergence of AI products like DeepSeek and Manus highlights the significant potential of China's artificial intelligence industry, showcasing its rapid development and innovation capabilities [1][2] - The AI boom is driving unprecedented insights for business development, emphasizing the need for technological innovation to enhance societal vitality [2][3] Industry Overview - As of now, there are over 4.09 million AI-related companies in China, with more than 110,000 new registrations since 2025, indicating a steady growth trend [2] - The application of AI spans various sectors, including autonomous driving, smart home technology, medical diagnostics, and financial risk control, reflecting its broad market appeal [2][3] - The GAIA benchmark test results show that Manus outperformed OpenAI products by 20%, demonstrating its superior capabilities across 12 task domains [2] Technological Advancements - DeepSeek specializes in tasks requiring intensive cognitive effort, such as paper editing and legal contract analysis, while Manus functions as a versatile tool capable of analyzing financial reports and generating investment documents [2] - The rapid development of AI technology is reshaping core competencies in the workforce, making AI understanding and collaboration essential for future competitiveness [3] Regulatory and Safety Concerns - The rise of AI technologies has also led to increased risks, including the potential for misuse and the spread of misinformation, necessitating effective regulatory measures [4][5] - The Chinese government is focusing on establishing standards for AI safety and governance, aiming to mitigate the risks associated with AI-generated content [6][7] Future Directions - Industry experts emphasize the importance of rational development strategies for companies leveraging AI, advocating for a tailored approach that aligns with their unique circumstances [7] - The integration of digital technologies with manufacturing and market advantages is seen as crucial for driving high-quality development in the context of China's modernization efforts [7]

● 本报记者 杨皖玉 张佳琳 "这两天，谁要是不说说DeepSeek，好像就不太时髦。" 在今年两会上，DeepSeek、AI成为"时髦话"，代表委员对此各有关心、各有见地，不同的回答给予了记 者相同的感受――AI时代全面到来。 "DeepSeek火热出圈后，您是感到压力大还是感到兴奋？"记者对来自人工智能大模型领域的全国人大代 表、科大讯飞董事长刘庆峰提出了这个颇为尖锐的问题。科大讯飞已推出星火大模型，如何评价 DeepSeek，这一问题并不好回答。 "我们对此感到自豪，它最大的意义是提升了各个方面对中国自主创新的信心。他们是很了不起的。"刘 庆峰直抒胸臆。 这种信心并非是一种形式上的表达，而是一种深入生活、照进现实的底气。 "AI越来越多地走进我的生活。"全国人大代表、小鹏汽车董事长何小鹏说，他坐自动驾驶的汽车上下 班，安排机器人做会议纪要。他说："一个全新的AI时代正在到来。" "我深刻地感受到新时代的开始，就是中国新能源汽车时代开始，国产品牌全面崛起的时代开始。"在北 京代表团开放日，全国人大代表、小米集团创始人雷军表示，小米将致力于成为全球新一代硬核科技引 领者。 今年，"支持大模型广泛应用"被首次 ...

记者还注意到，随着Deep-Seek的出圈，国产算力迎来火爆行情，一大批一体机密集上线，由此出 现"2025是一体机元年"的观点。"一体机今年火起来主要是因为DeepSeek，很多政企客户都想把 DeepSeek用起来。"容联云大模型产品负责人唐兴才表示，市面上目前满血版Deep-Seek大模型一体机售 价约为200万元。 盘活国产AI生态 "（DeepSeek的开源）对整个AI行业都有一定程度的推动。"行业研究机构Omdia人工智能首席分析师苏 廉节告诉《中国经营报》记者，AI芯片厂商通过这些开源代码更加了解DeepSeek大模型的架构和特 点，进而做出相对应的优化，特别是算力的配置、训练推理的架构、存储资源的需求等。 摩尔线程和壁仞科技这两家国内AI芯片的代表厂商都在接受采访时表示，DeepSeek这种低算力需求的 大模型，对国产AI芯片的发展是一个重要机遇。 通过"开源周"以及公开发布V3/R1大模型的推理系统技术介绍，DeepSeek成为AI技术圈和开发者的"开 源之神"，已经被昵称为DeepOpen。 当DeepSeek的开源代码如蒲公英种子飘向世界，国内AI芯片行业是否能借此东风，迎来属于自己的春 ...

Equity Research China Technology 6 March 2025 China Technology Bye DeepSeek; Hello Monica Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. Please see analyst certifications and important disclosures ...

大摩：AlDeepSeek 对汽车智能化的影响人形机器人，如何结合理想 与现实 20250307 摘要 Q&A 人形机器人产业在中国的发展现状和前景如何？ 在中国，人形机器人产业得到了政府的大力支持。两会期间，政府工作报告明 确指出对人工智能终端的支持，这为人形机器人作为战略型产业的发展奠定了 基础。政府不仅在政策和资金方面提供支持，还与企业共建研究、训练和创新 中心。这些措施增强了企业的信心，推动人形机器人的快速发展。 从企业角度 来看，我们在今年 2 月中旬进行了一次调研，发现人形机器人的发展速度非常 快。尽管目前人形机器人的工作效率与人类相比仍有差距，但技术突破不断涌 现。例如，海外公司 Figure 和国内公司优必选都推出了基于同一神经网络的机 器人写作技术，这些突破将有助于提升机器人的智能化水平，加速其落地应用。 • 中国政府通过资金支持和共建研发中心，积极推动人形机器人产业发展， 增强企业信心，加速技术突破和应用落地。 • 人形机器人迭代速度加快，软硬件同步升级，产业链各环节协同发展，数 据采集量增加将显著提升机器人智能化水平。 • 中国人形机器人产业链涵盖本体制造和零部件供应，关键部件如减速机、 ...