Matrix Design (SZ:301365) Zheng Quan Shi Bao·2025-09-09 16:37Core Viewpoint - The article emphasizes the importance of technological innovation, particularly in artificial intelligence (AI), as a driving force for enhancing core competitiveness and achieving high-quality economic development in China. The integration of technology and industry innovation is highlighted as a key task for 2025 [1]. Company Overview - Matrix Co., Ltd. (301365) is a leading enterprise in the space design and soft decoration sector in China, aligning with national and industry policy trends. The company has transitioned from a 1.0 to a 4.0 digital strategy, focusing on "design for good and technology for all" [1][2]. - The company has developed its own AI application, the Dark Shell AIGC platform, which supports a comprehensive personalized design system across various scenarios [1][2]. AIGC Development - In February 2023, Matrix initiated AIGC case practices and established an AI pioneer group, marking a significant step in its digital transformation [2]. - In February 2024, Matrix launched a wholly-owned subsidiary, Dark Shell Technology, and introduced its self-developed AIGC design platform, Dark Shell AI, which plays a crucial role in advancing design intelligence [2]. Product Offerings - Dark Shell currently offers two main product modules: space design and home product marketing image design, catering to comprehensive customization needs [3]. - The space design module enhances designers' efficiency and reduces labor costs, while the marketing image design module supports home enterprises in innovation and improves product marketing effectiveness [3]. Strategic Partnerships - On December 24, 2024, Dark Shell Technology, along with Orange Fruit Vision (Shenzhen) Technology Co., Ltd. and Tencent Cloud, signed a strategic cooperation agreement to establish a "Design AIGC Joint Laboratory" [4][5]. Industry Trends - The smart home market in China is experiencing rapid growth, with the market size projected to reach 876.74 billion yuan in 2024 and exceed 1 trillion yuan by 2025 [9]. - The demand for space design software is driven by growth in downstream industries such as construction, e-commerce, and real estate, which require precise modeling and optimized space layout tools [9]. Competitive Advantages - Dark Shell AI possesses four core advantages: data advantage from a vast project database, aesthetic advantage through professional design input, industry advantage from a cross-disciplinary team, and technical advantage with proprietary algorithms [6]. - These advantages enable Matrix to lead in design innovation and enhance its market share and brand influence [7]. Government Support - The Shenzhen government has established a 10 billion yuan fund to support AI and robotics industries, which is expected to benefit Matrix due to its strategic location and early AIGC layout [8]. Future Outlook - Dark Shell Technology aims to accelerate its AI+design ecosystem layout following a recent strategic investment from the Jifeng Fund, with plans for commercialization and potential public listing in the coming years [18][19]. - The company is positioned to drive significant changes in the design and home industries through continuous technological innovation and deep industry integration [19].