Zhong Guo Jing Ji Wang·2025-11-10 03:06Group 1: Forum Overview - The "Intelligent China: Setting Sail for the Future" forum hosted by GF Securities took place in Hong Kong from November 6 to 7, focusing on sectors such as AI, robotics, new energy, innovative pharmaceuticals, and new consumption [1] - Approximately 80 well-known listed companies and numerous institutional investors participated, creating a platform for dialogue between outstanding listed companies and top global investment institutions [1] Group 2: Key Presentations - Zheng Hongmeng, Chairman of Industrial Fulian, discussed the rapid growth of the AI server market and the impact of generative AI on data center infrastructure, emphasizing the company's core advantages in AI server system assembly [1] - Zhou Qunfei, Chairman of Lens Technology, highlighted the challenges and opportunities brought by AI edge hardware, aiming to become a leader in AI edge manufacturing by upgrading from component supplier to solution provider [1] - Wang Dongning, President of Qinhuai Data, spoke on the integration of AI and energy, noting that energy constraints are critical for the expansion of AI infrastructure, and the company is focused on building a new generation of AI intelligent data centers [2] - Wen Shuhao, Co-founder and Chairman of Jingtai Holdings, emphasized the role of AI and robotics in accelerating drug and material discovery, addressing traditional challenges in these fields [2] - Jin Lei, General Manager of Changchun High-tech, provided an overview of the company's innovative drug pipeline, reaffirming its commitment to innovation and efficiency in the pharmaceutical sector [2] Group 3: Future Research Directions - GF Securities plans to enhance its research team in response to global industrial changes and China's advantageous industries, focusing on AI+ industrial chains, new energy, and innovative pharmaceuticals [3] - The company aims to promote outstanding Chinese listed companies to overseas investors and develop an English research product system to increase coverage and service depth for core overseas institutional investors [3]