CHINA TELECOM(SH:601728) Yang Zi Wan Bao Wang·2025-11-21 06:31Core Insights - The city of Changshu is undergoing a "computing power revolution," transitioning from traditional manufacturing to becoming a hub for artificial intelligence (AI) [1] - A strategic cooperation agreement was signed between the Changshu Municipal Government and China Telecom Jiangsu to establish the first county-level "AI+" innovation application demonstration zone in the Yangtze River Delta [1] Group 1: Computing Power as a Driver - The launch of the "Xiangran" computing power scheduling platform in Changshu will unify local computing resources and connect to the national "East Data West Computing" project, enabling efficient cross-regional collaboration [2] - Changshu has a solid industrial foundation with 33 industrial categories and an industrial output value of 490 billion yuan, providing a fertile ground for AI applications [2] - The city has over 200 AI-related companies generating more than 40 billion yuan in revenue, with 33 large models and 71 typical application scenarios developed [2] Group 2: AI Empowering Various Industries - AI is deeply integrated into the manufacturing chain in Changshu, enhancing efficiency and reducing costs across various sectors, including cross-border e-commerce and intelligent logistics [3] - AI applications are also being utilized in urban governance, such as agricultural subsidy calculators and intelligent water network risk warnings, improving public services [3] - China Telecom's "Xingchen" large model will support industry-specific model training and applications, fostering new AI-driven business models in Changshu [3] Group 3: Collaborative Ecosystem Development - The establishment of three key platforms, including the "Six Degrees Space" AI cluster and joint laboratories, aims to create a collaborative environment for AI enterprises [4] - The "Zhiyun STORE" initiative will allow businesses to select AI capability modules, facilitating rapid development of intelligent systems [4] - The focus is on building a self-evolving and diverse AI industrial ecosystem, avoiding isolated projects and promoting integrated development [5] Group 4: Changshu's Unique Advantages - Changshu's success in establishing a city-level AI brand is attributed to its robust manufacturing base, proactive government initiatives, and strong collaboration with central enterprises [6] - The city is actively inviting major tech companies to invest, with China Telecom providing a stable digital foundation for this transformation [6] - Changshu aims to become a model for intelligent transformation in county-level economies, showcasing its ambition and future potential [6]