CEM(SZ:002980) Cai Fu Zai Xian·2025-09-03 04:54Core Viewpoint - The company has developed the "DeepSense Deep Sensing Model," which has passed the generative AI service filing and will soon be available for internal testing, aiming to provide intelligent and efficient technical support in the instrument and measurement industry [1][2]. Group 1: Company Developments - The "DeepSense Deep Sensing Model" is a versatile vertical model designed for applications in instruments, professional measurement, and testing, offering integrated solutions for downstream enterprises and professionals [1][2]. - The model provides real-time technical support in operations, maintenance, and calibration of instruments, optimizing measurement processes and enhancing data analysis capabilities [2]. - The company is transitioning from a hardware supplier to a provider of intelligent industrial monitoring solutions, aiming to deliver value across a broader range of customers and applications [2]. Group 2: Industry Insights - The domestic instrument and meter industry is characterized by a large market with many small companies, with a total output value reaching 10,112 billion in 2023 [3]. - There is an annual total trade deficit of approximately 20 billion in the instrument and meter industry, indicating a structural reliance on high-end imports, with domestic production rates for high-end products below 50% [3]. - The company is actively embracing AI technology to penetrate the high-end instrument market, launching AI products that fill gaps in domestic high-end instruments [3]. Group 3: Strategic Initiatives - The company has established long-term partnerships with international brands and is leveraging its overseas expansion experience to empower the domestic market through AI technology [4]. - The "AI+" strategy is expected to position the company advantageously in emerging fields such as industrial intelligent measurement, environmental intelligent detection, new energy testing, and medical diagnostics [4]. - The recent filing approval signifies a milestone in the "AI+ measurement intelligence" domain, enhancing the company's competitive edge and reducing operational costs [4].