Quan Jing Wang·2025-11-26 01:21Core Insights - Google has launched its next-generation AI model, Gemini3, which has achieved significant performance improvements over other AI models, including a 37.5% score on Humanity's Last Exam and a 31.1% score on ARC-AGI-2, leading to a surge in Google's market capitalization nearing $4 trillion [1] - The release of Gemini3 signifies a new wave of AI technology reshaping global supply chains, with Changying Precision (300115.SZ) positioning AI as a strategic core and transitioning from precision manufacturing to intelligent creation [1] Group 1: AI Hardware Market - Changying Precision has established long-term strategic partnerships with leading AI companies like Google, providing components for smart devices since 2019, thus positioning itself to benefit from the growing demand for next-generation AI hardware [2] - The demand for AI terminal products is expected to accelerate as Google aims to double its computing capacity every six months, with a long-term goal of a 1000-fold increase in capabilities over the next 4 to 5 years [2] Group 2: Strategic Partnerships - Changying Precision is a key supplier for Meta's AI glasses, which are projected to hold a 73% global market share by mid-2025, allowing the company to directly benefit from the AI application market boom [3] - Partnerships with tech giants like Apple and Amazon further support Changying Precision's growth in the AI terminal wave [3] Group 3: Infrastructure Development - The exponential growth in AI computing demand presents unprecedented opportunities in the infrastructure sector, prompting Changying Precision to acquire a 51% stake in Shenzhen Weixian Technology, enhancing its capabilities in AI core components [4] - Weixian's expertise in high-speed copper cables and AI server transmission lines complements Changying Precision's manufacturing strengths, positioning the company to capture high-value AI computing market opportunities [4] Group 4: Intelligent Manufacturing - Changying Precision is integrating AI technology into its manufacturing processes to enhance efficiency and quality, with a new precision manufacturing factory project in Dongguan planned for completion by December 2028, focusing on advanced electronic components [5] - The project, with an investment of 1.02 billion yuan, aims to create a smart production facility utilizing advanced equipment and green technologies [5] - The company plans to optimize production processes through AI, employing big data for precise scheduling and automated production lines to reduce human error, establishing a fully integrated intelligent system [6]