LEAGUER(SZ:002243) Ge Long Hui A P P·2025-10-28 07:56Core Insights - Lihe Technology is gaining attention in the market due to its strategic positioning in future industries and the reform of state-owned enterprises in Shenzhen [1][6] - The establishment of the "AI Fund Group" with a scale of 3 billion yuan demonstrates Lihe Technology's commitment to enhancing its influence and capabilities in the AI sector [1][4] Group 1: Lihe Technology and AI Innovation - The Moli Ying AI ecosystem community is the first vertical large model ecosystem community in the Nanshan District, aiming to provide 100,000 square meters of industrial space, incubate 100 innovative entities, and generate a trillion-level economic increment [3] - Moli Ying offers a comprehensive service chain, including two years of rent-free support and access to seven public service platforms, addressing the pain points of AI startups and allowing them to focus on technology development [3][4] - Over 500 companies have applied to join Moli Ying, with 102 successfully settled, indicating strong market recognition of its ecological value [3] Group 2: Financial Support and Ecosystem Development - The recent "X-Day" event gathered experts from various fields to discuss AI projects, while the Nanshan District announced a 3 billion yuan AI fund group to support AI innovation at different development stages [4] - The Lihe Artificial Intelligence and Embodied Robotics Industry Fund, co-established with Huitong Financial Holdings, aims for a target scale of 500 million yuan, focusing on technology transfer and talent acquisition [4] - Lihe Technology provides platforms to support AI companies in commercializing their innovations, creating a closed-loop value realization from "technology strong" to "industry strong" [4] Group 3: Strategic Positioning and Future Opportunities - The Shenzhen government is actively promoting the integration of state-owned enterprises and market vitality, positioning itself at the forefront of the new technology cycle [5][7] - The "14th Five-Year Plan" emphasizes the importance of state-owned capital in emerging industries, indicating a potential surge in technological breakthroughs led by central and state-owned enterprises [7][8] - Lihe Technology's focus on AI and other future industries aligns with national strategic directions, suggesting significant growth opportunities and the potential for enhanced market influence [8]