SIE(SZ:300687) Zheng Quan Shi Bao Wang·2025-04-17 09:39Group 1: Industry Overview - The domestic AI industry is experiencing a historic development opportunity amid escalating global trade tensions, with AI technology being a key driver for breaking technology barriers and enhancing self-sufficiency [1] - The evolution of large model capabilities is expected to significantly broaden AI application scenarios, shifting market focus from infrastructure to application value [1] - The necessity of establishing a foundational platform for intelligent agents is emphasized to achieve real-time understanding of user needs and efficient data analysis [1] Group 2: Company Focus - Saiyi Information (300687) is accelerating the integration of AI technology with vertical industries, exemplifying the trend of deep fusion between AI capabilities and specific business scenarios [2] - The company has developed an "AI + PCB manufacturing solution" leveraging its extensive experience in digital smart factory construction and Huawei's Ascend AI computing power [2] - Saiyi Information has initiated the "AI + supply chain" era, utilizing a dual-engine approach of "low-code + large model" to enhance supply chain intelligence through various technological steps [2] Group 3: Solutions and Impact - Saiyi Information has launched four intelligent agent scenario solutions focusing on order, planning, procurement, and logistics, addressing inefficiencies and enhancing supply chain transparency and resource scheduling [3] - The intelligentization of supply chains is becoming a critical competitive metric for enterprises, with Saiyi Information aiming to reconstruct supply chain value chains to achieve improvements in customer experience, cost efficiency, and risk control [3] - The demand for AI toolchains in the manufacturing sector is on the rise, marking a golden development period for AI application deployment in manufacturing software [3]