Seek .(US:SKLTY) Zhong Guo Neng Yuan Wang·2025-08-28 03:33Core Insights - The release of DeepSeek-V3.1 enhances the capabilities of AI models, particularly in mixed reasoning architecture, which supports both thinking and non-thinking modes, leading to improved efficiency and performance [1][3] - The semiconductor industry is expected to see significant growth in computing power demand, driven by advancements in AI applications and multi-modal large models [4] Group 1: Market Overview - The Shenwan Electronics Industry Index rose by 8.95% during the week of August 18-22, outperforming the CSI 300 Index by 4.77%, ranking second among 31 industries [2] Group 2: DeepSeek-V3.1 Release - DeepSeek-V3.1 introduces a mixed reasoning architecture that allows for faster output and improved task performance, maintaining average results comparable to R1-0528 while reducing output token count by 20%-50% [1][3] - The model's enhanced Agent capabilities are achieved through Post-Training optimization, significantly improving performance in tool usage and agent tasks [3] Group 3: Industry Outlook - The demand for computing power in China is projected to grow over 40% by 2025, with a focus on advancing GPU chip technology and building computing facilities [4] - Domestic computing power is expected to gain market share and maintain a favorable outlook, particularly in the context of self-sufficiency in technology [4] Group 4: Investment Strategy - Companies to watch in the domestic AI industry chain include Cambrian-U, Haiguang Information, Chipone Technology, ZTE, and others in the semiconductor and storage sectors [4][5] - The report suggests monitoring storage module and end-side storage companies that may benefit from upstream production control and inventory digestion [5]