Group 1 - Huawei concept stocks surged significantly, with stocks like Tuowei Information and Changshan Beiming hitting the daily limit, and Fabien Information rising over 3% [1] - Huawei announced that its ModelEngine AI platform fully supports local deployment and optimization of DeepSeek large models R1 & V3, accelerating AI application implementation for customers [1] - The support from Ascend AI platform enables faster AI application deployment solutions, increasing investor interest in related concept stocks [1] Group 2 - The company is a diamond-level service provider in Huawei's HarmonyOS ecosystem, certified as a "HarmonyOS Diamond Service Provider" and "HarmonyOS Development Service Provider" [2] - As of the 2024 semi-annual report, the company has over 500 Harmony software developers and more than 300 senior certified Harmony application developers [2] - The company’s FarData big data platform received Huawei Cloud Kunpeng cloud technology certification and joined Huawei Cloud's "Wotu Cloud Creation" plan [2] Group 3 - The company is an official ecological development partner of HiCar, providing development and testing services for major in-car connectivity protocols [3] - As a core ecological partner of Huawei Cloud, the company collaborates on AI and large model applications across various industries, promoting AI implementation in finance and manufacturing [3] Group 4 - DeepSeek is driving a profound transformation in the AI field, with the company forming a comprehensive AI product and solution lineup, including FarAI GPT series and industry-specific large models [4] - The company has integrated DeepSeek models since December 2023, enhancing products like FarAI GPTCode, FarAI GPTBrain, and FarAI GPTRecruit for intelligent transformation across multiple industries [4] - The company achieved an 85% accuracy rate in business code completion and Q&A through deep secondary development based on DeepSeek models [4] Group 5 - The company has focused on developing vertical large models and application technologies, establishing partnerships with major players like Harbin Institute of Technology and Alibaba [5] - The FarAI model family includes various models such as general models, speech recognition, speech synthesis, and more, with ongoing collaboration in testing-related business [5] Group 6 - DeepSeek is accelerating the implementation of AI Agents, with investment directions suggesting a focus on Agent + various terminal entries [6] - The local deployment requirements for R1 in mobile applications have significantly decreased, leading to increased integration in various systems and software [6] - The HarmonyOS NEXT Xiaoyi assistant is integrated with DeepSeek, highlighting the potential for companies like Fabien Information [6]
法本信息：深度融合DeepSeek，AI应用加速落地，助企数智化蝶变