COSCO SHIP TECH(SZ:002401) Zhong Guo Zheng Quan Bao·2025-09-26 05:01Core Viewpoint - The shipping industry is undergoing a significant digital transformation, with China Ocean Shipping Group's COSCO Shipping Technology (002401) leading the way in redefining the future of shipping through proactive innovation and digitalization [1] Group 1: Digital Transformation in Shipping - The shipping industry, traditionally conservative, is now embracing digitalization as a core tool for optimizing routes, saving fuel, and reducing carbon emissions [1][2] - COSCO Shipping Technology aims to become a digital ecosystem enabler in the shipping sector, focusing on high-quality development and the vision of building a world-class shipping technology enterprise during the 14th Five-Year Plan [1][3] Group 2: Challenges in Data Collaboration - The shipping chain involves multiple entities like shipping companies, ports, and freight forwarders, leading to independent data systems and standards, which create data collaboration challenges [2] - The lack of unified data standards and insufficient system interface openness hinder efficient interconnectivity within the industry [2] Group 3: Initiatives for Digital Infrastructure - COSCO Shipping Technology launched the "Build Cloud, Gather Data, Create Intelligence, and Promote Industry" initiative in 2019 to address common industry issues and establish a "new infrastructure" for shipping [3] - The company is focused on building a "trusted data space" to ensure data circulation is traceable and ownership is clear, transforming data into a valuable digital commodity [4] Group 4: AI and Innovation - COSCO Shipping Technology is leveraging artificial intelligence (AI) models, such as the "Hi-Dolphin" model, to enhance operational efficiency and automate complex processes in the shipping industry [5][6] - The "Hi-Dolphin" model integrates industry knowledge with data capabilities, achieving a shift from data retrieval by humans to data serving humans [8] Group 5: Industry Collaboration and Standards - The company is actively participating in global standard-setting and alliance building to promote digital transformation across the entire shipping industry [9] - COSCO Shipping Technology is committed to enhancing safety management, reducing emissions, and improving supply chain resilience through its technological capabilities and digital platforms [9] Group 6: Future Goals - Looking ahead to the 15th Five-Year Plan, COSCO Shipping Technology aims to capitalize on opportunities in AI and data elements, focusing on developing industry-leading digital products and platforms [10]