SUPCON Technology (SH:688777) Zheng Quan Shi Bao Wang·2025-08-30 06:18Core Insights - The 2025 Zhongkong Technology global product launch and industrial AI innovation conference was successfully held in Hangzhou, introducing the TPT2 model, a revolutionary industrial AI tool tailored for process industries [1][2] - TPT2 is based on industrial time-series data and features strong generalization and closed-loop application capabilities, marking a significant advancement in industrial AI [1][3] Group 1: TPT2 Model Features - TPT2's core value lies in three aspects: intensive empowerment, expert-level interaction, and full-link closed-loop capabilities [1] - It utilizes the SCOPES capability matrix to disrupt the traditional "one scenario, one model" development approach, enabling root cause identification and precise predictions through conversational interaction [1][3] - The model supports a full process loop of "perception-recognition-decision-execution," overcoming technical bottlenecks in less human and unmanned production [1][3] Group 2: Industry Impact and Collaboration - Zhongkong's founder, Chu Jian, emphasized that TPT2 is not merely a generic model but is deeply integrated with industrial scenarios to address key issues such as safety, quality, cost, efficiency, and low carbon [2] - The establishment of the "Industrial AI Data Alliance" was announced, involving over 130 industry leaders to promote data sharing, value co-creation, and ecological construction [2] - The alliance aims to facilitate standardized governance of industrial data and cross-scenario circulation, enhancing the pre-training and application of industrial large models [2] Group 3: Performance and Future Outlook - TPT2 has demonstrated a prediction accuracy of 99.79% in a project with PetroChina, generating an annual net profit exceeding 3.15 million yuan per furnace [3] - The company maintains a stable R&D expense ratio of over 10%, with a projected R&D investment of 978 million yuan in 2024, reflecting a year-on-year increase of 7.7% [3] - TPT2 is expected to tap into a market space exceeding 10 billion yuan in the process industry, driving the evolution of industrial software towards open collaboration [3]