Digital China(SZ:000034) Jing Ji Wang·2025-09-22 09:26Core Insights - Shenzhou Kuntai launched the industry's first large model training and inference integrated server, KunTai R624 K2, and inference server KunTai R622 K2, marking a significant advancement in AI infrastructure [1] - The "AI+" product matrix includes comprehensive AI infrastructure products and solutions, supporting intelligent transformation across various industries [1] - Collaborations with partners in education, healthcare, and government sectors were established to release joint solutions and sign ecosystem cooperation agreements [1] Group 1: AI Infrastructure and Product Offerings - The "AI+" product matrix encompasses large model training and inference, central and edge inference, intelligent computing boards, and industry-specific intelligent solutions [1] - Shenzhou Kuntai is focusing on a full-stack AI layout and capability building, enhancing technology from hardware to application [3] Group 2: Industry Applications and Collaborations - In the education sector, Shanghai Jiao Tong University utilizes Shenzhou Kuntai's intelligent computing infrastructure for efficient resource allocation [2] - In the legal field, a joint solution with Turing Microbird redefines service processes [2] - The government sector benefits from the "Kingsoft Government AI Integrated Machine," which addresses efficiency and security challenges [2] - In healthcare, the "AI Pediatrician" application by Xiaorifang Technology leverages Shenzhou Kuntai's infrastructure for rapid screening and diagnosis of common pediatric diseases [2] Group 3: Strategic Focus and Future Directions - Shenzhou Kuntai is in a critical phase of strategic transformation centered on AI, aiming to seize historical opportunities presented by the "AI+" initiative [3] - The company plans to increase AI R&D investment and focus on the "AI for Process" methodology to explore AI value in various verticals such as healthcare, education, and manufacturing [3]