Core Insights - The "going global" strategy of Chinese AI companies is shifting from a guerrilla approach focused on single products to an ecosystem approach that encompasses the entire industry chain [2][3] - Shenzhen is set to achieve a record high in R&D investment in 2024, exceeding 240 billion yuan, which represents 6.67% of its GDP, the highest proportion in the country [2] - The "Shenzhen-Hong Kong-Guangzhou" innovation cluster has recently ranked first globally in the latest global innovation cluster rankings [2] Industry Trends - AI companies are increasingly forming groups led by "chain master" enterprises to provide comprehensive solutions in overseas markets, particularly in the Middle East [2][3] - There is a strong demand for "intelligent" solutions in the Middle East, but a significant lack of "data" infrastructure, presenting a major opportunity for Shenzhen's full-stack solutions [2][3] Company Strategies - Companies like SenseTime are leading the charge in exporting the entire industry chain, addressing both the "data" and "intelligent" needs of the Middle Eastern market [3] - SenseTime's approach emphasizes that AI technology should solve local problems rather than merely exporting Chinese technology [3][4] - The collaboration between Shenzhen and the Greater Bay Area is viewed as a valuable asset for Chinese tech companies, enhancing their global outreach [4]
AI出海转向生态战？告别单兵出击，深圳AI链主组团出海