AI攻坚“下一站”：京东方、隆基与国盾量子的深度答卷

Core Insights - The emergence of domestic AI models like DeepSeek has led to a global reassessment of China's AI capabilities and the value of its technological assets, making AI and digitalization essential for future competitiveness [1] - The integration of AI into various industries is redefining the competitive landscape, with companies like LONGi Green Energy, Guodian Quantum, and BOE leading the way in smart manufacturing, quantum technology, and IoT innovation [1] Group 1: AI Integration in Manufacturing - LONGi Green Energy is embedding AI throughout its manufacturing processes, establishing benchmarks for efficiency and quality, and utilizing AI for process optimization, quality prediction, and accelerated R&D [7][8] - BOE is transitioning from a display leader to an IoT innovation enterprise, leveraging AI across its entire business model, including manufacturing, product development, and operations [2][4] - The concept of the "AI factory" introduced by BOE emphasizes a fully AI-native approach to production, enhancing product intelligence and operational efficiency [3][5] Group 2: Product Innovation and Development - AI is transforming BOE's product development by introducing new production methods and tools, improving material research, simulation design, and process optimization [4] - The company has launched the "BOE Blue Whale Display Model" to enable intelligent upgrades across the industry chain, focusing on quality, power consumption, and user interaction [5] Group 3: Quantum Technology and Security - Guodian Quantum is positioning itself as a leader in quantum communication, expanding its applications from national security to various industries, thereby enhancing digital trust and security [9][10] - The company is actively involved in building a nationwide quantum communication network, which aims to provide advanced security for data transmission in critical sectors like government, finance, and energy [11]