Bingo Software (SH:688227) Zheng Quan Shi Bao Wang·2024-11-29 14:30Core Viewpoint - The strategic cooperation agreement between Pingao Co., Ltd. and Jiangyuan Technology aims to enhance collaboration in the domestic computing power and artificial intelligence software ecosystem, with Pingao designated as Jiangyuan's primary agent for product sales and overseas distribution [1][2]. Group 1: Strategic Cooperation - The partnership will involve mutual procurement agreements, with Pingao prioritizing the purchase of Jiangyuan's products in the domestic computing power chip sector, while Jiangyuan will prioritize purchasing Pingao's products and services in various fields [2]. - Pingao commits to purchasing at least 2,000 units of Jiangyuan's products annually over the three-year cooperation period [2]. Group 2: Technological Innovation - Both companies will collaborate on technological innovation in areas such as intelligent heterogeneous cloud data centers, unmanned intelligent equipment, and key technologies like multi-target visual tracking and GPU virtualization [2][4]. - The partnership aims to develop a unified computing architecture foundation for domestic computing power chips, enhancing the integration of software and hardware solutions [4]. Group 3: Business Expansion - The collaboration will deepen in sectors such as government, public security, special industries, rail transit, and education, focusing on the implementation of typical case studies [3]. Group 4: Industry Context - The Ministry of Industry and Information Technology projects that China's computing power scale will exceed 100 EFLOPS from 2024 to 2025, with the AI chip market expected to surpass 260 billion yuan [4]. - Despite the high demand for computing power, the domestic production rate of GPUs is currently below 10%, indicating a significant reliance on imports [4].