CLOUDWALK(SH:688327) Zhong Guo Zheng Quan Bao·2025-05-28 20:35Group 1 - The "Bay Area Artificial Intelligence Industry Innovation Alliance" was officially established in Nansha District, Guangzhou, aiming to create a new high ground for the AI industry in the Guangdong-Hong Kong-Macao Greater Bay Area and globally [1][2] - The alliance is initiated by Hong Kong University of Science and Technology (Guangzhou) and Huawei, focusing on integrating various resources from international, Hong Kong, Macao, and mainland research institutions to empower Nansha and promote it as a leading area for AI innovation [1][2] - Nansha aims to upgrade its AI industry ecosystem by focusing on three core tasks: technological innovation, industrial aggregation, and ecological construction, with a goal to form a trillion-level industrial cluster [2] Group 2 - Nansha's AI-related industry scale is projected to reach approximately 10 billion yuan in 2024, with a year-on-year growth of 12%, establishing itself as a significant application demonstration area for AI in China [2] - Over 100 AI-related companies have gathered in Nansha, including CloudWalk Technology and Pony.ai, covering various fields such as AI chips, basic software algorithms, biometric recognition, and natural language processing [2] - The establishment of the alliance is expected to enhance the support for AI companies, with financial backing of up to 10 million yuan for key elements like computing power, data, and algorithms [2] Group 3 - Pony.ai, which settled in Nansha in 2017, has launched China's first autonomous taxi service and reported a revenue of 12.3 million yuan for its autonomous taxi business in Q1 2025, marking a 200% year-on-year increase [3] - The company has formed a global strategic partnership with Uber, planning to integrate its autonomous taxi services into Uber's platform starting in the Middle East [3] - The Guangdong Province has introduced policies to promote the integration of AI and robotics across various sectors, including education, healthcare, and finance [4] Group 4 - CloudWalk Technology, established in 2015 and listed on the Sci-Tech Innovation Board in 2022, focuses on AI technology and its application in key industries, aiming to deepen technology research and scene implementation [4] - Nansha's fully automated terminal has seen a 41.42% year-on-year increase in container throughput in Q1, showcasing the successful integration of advanced technologies like Beidou navigation and AI [4][5] - The terminal is recognized as the world's first fully automated terminal for multimodal transport, capable of continuous operation with a large fleet of autonomous guided vehicles [5]