SUPCON Technology (SH:688777) Zheng Quan Ri Bao Wang·2025-08-29 11:45Core Viewpoint - Zhongkong Technology Co., Ltd. officially launched the TPT2 time-series pre-trained transformer model, which focuses on the deep integration of process industry and artificial intelligence, marking a significant step towards large-scale application and implementation in the market [1][2]. Group 1: Product Launch and Market Response - TPT2 has received strong market recognition with 518 pre-ordering companies and 112 units sold as of August 28, alongside 3,268 online registered users, indicating a positive reception from customers [1]. - The model is designed specifically for the process industry, utilizing unique time-series data algorithms to achieve closed-loop applications across various production scenarios, enhancing production safety, product quality, and energy efficiency [2]. Group 2: Industry Position and Strategic Initiatives - Zhongkong Technology is leveraging its extensive customer base of over 30,000 to accumulate industrial data, emphasizing the importance of implementation alongside data, algorithms, and computing power [2]. - The company has successfully implemented over 100 projects nationwide with TPT since last year, including significant projects with major state-owned enterprises like Sinopec and China Coal Group, which serve as benchmarks for AI integration in industrial manufacturing [3]. Group 3: Technological Advancements and Competitive Edge - TPT2 represents a core value upgrade through three dimensions: centralized empowerment, penetrating data value layers, and overcoming traditional development models, thus providing a solid technical foundation for automation and intelligent transformation in complex industrial environments [3]. - The model integrates multiple technological systems, evolving from traditional tools to intelligent agents capable of proactive anomaly detection, risk assessment, and autonomous decision-making [3]. Group 4: Financial Performance and R&D Investment - Zhongkong Technology maintains a high R&D investment rate of over 10% for several years, supporting product innovation and industry leadership, while also optimizing management to enhance operational efficiency [4]. - The company's overall expense ratio has decreased, with management expenses around 5% and sales expenses around 9%, positioning it favorably within the industry [4].