SIASUN(SZ:300024) Xin Lang Cai Jing·2025-05-19 06:32Group 1 - The Shenzhen Stock Exchange hosted the 2025 Global Investor Conference, focusing on new productive forces and investment opportunities in China, particularly in the context of open innovation [1] - Gopi Mirchandan highlighted significant advancements in artificial intelligence and robotics in China, with companies like DeepSeek leading the way, reshaping the innovation landscape and closing the gap with Western AI developments [1] - The open AI models are expected to reduce computing costs, enabling more Chinese companies to develop AI products and services, enhancing internal efficiency and customer experience [1] Group 2 - The development of general generative AI and robotics is crucial for the semiconductor and IT industries, as these technologies can perform human-like tasks, improving productivity and reducing labor costs [3] - There is an anticipated surge in demand for cloud computing power to support the operations of AI agents and robots, benefiting hardware and chip providers [3] - Ensuring the economic feasibility of computing power is essential for maintaining progress and development in these sectors [3] Group 3 - Schroders has established a sustainable infrastructure team in China, focusing on renewable energy expertise to combine global knowledge with local needs [4] - The company aims to assist foreign enterprises in achieving supply chain decarbonization and net-zero goals in China, leveraging its role as a "super connector" [4] - Schroders announced a strategy for renewable energy in China, including over $100 million investment from Apple, aiming to provide long-term stable cash flows for institutional investors while generating positive environmental impacts [4]