LCXX(SZ:000977) Zhong Guo Xin Wen Wang·2025-08-06 13:06Core Insights - The establishment of a comprehensive product and service system by the China Mobile Qilu Innovation Institute is likened to a "central kitchen" for the AI industry, enabling tailored AI products and solutions based on diverse industry needs [1][3] - The Shandong provincial government is promoting high-quality products in the AI industry chain, aiming to enhance the new productive forces of artificial intelligence [1][3] Group 1: China Mobile Qilu Innovation Institute - The China Mobile Qilu Innovation Institute, a new R&D institution established by the Shandong provincial government and China Mobile, was inaugurated in July 2024 and has developed several innovative AI solutions within its first year [3] - The institute has created a full-stack capability system covering "network—computing power—data—model—platform—application—security—service," facilitating end-to-end service links [3] - The institute plays the roles of "supplier," "aggregator," and "operator" in the Shandong AI industry chain, promoting a collaborative ecosystem for AI development [3] Group 2: Inspur Group - Inspur Group's AI factory is recognized as China's first industrialized and standardized production line tailored for industry scenarios, addressing the demand for smaller, specialized computing power services [5] - The company is leading the industry in deploying large models across 68 sectors, positioning itself as the top player in China's industry large model market [5] Group 3: Zhenghe Technology Co., Ltd. - Zhenghe Technology has achieved several national firsts in cost reduction and efficiency enhancement through AI-driven services, transforming traditional service timelines from monthly to minute-level responses [7] - The company utilizes a combination of "large models + big data + software engineering" to significantly reduce the time required for tasks, thereby automating management processes and enhancing innovation efficiency [7] - Shandong's comprehensive industrial system is expected to experience significant growth in traditional industry upgrades and emerging industries due to the expansion of AI application scenarios [7]