技术突破、生态协同、AI赋能 上市公司竞逐新质生产力赛道

Core Insights - The "2025 Securities Market Annual Conference" focused on the theme of "Reform and Innovation in Capital Markets," gathering industry leaders to discuss the future of capital market reforms and innovation in the context of high-quality development [1] - Technology innovation is deemed a "mandatory course" for companies, essential for survival and long-term growth, particularly in the data center industry [2] - Companies are increasingly recognizing the importance of ecological collaboration within the industry chain, moving towards building a symbiotic industrial ecosystem [4] Group 1: Technology Innovation - Companies like Dawi Technology have shifted focus to the internet sector, emphasizing hardware and architecture innovation, software and intelligent innovation, and ecological integration to enhance operational efficiency and reduce costs [2] - Ice Wheel Environment has adopted a differentiated innovation strategy, establishing a research institute to focus on core areas such as temperature and pressure control, achieving breakthroughs in energy utilization aligned with carbon neutrality goals [3] - Huazi Industrial has transitioned from traditional industries to biotechnology, successfully launching projects in resistant dextrin and functional foods, while planning to build a deep processing platform for grains [3] Group 2: Ecological Collaboration - The concept of ecological integration is gaining traction, with companies aiming to create open and win-win industrial communities rather than competing in isolation [4] - Dawi Technology integrates advanced technologies to embed computing power into various industries, supporting fields like remote healthcare and autonomous driving [4] - The automotive industry is highlighted as a prime example of how AI is reshaping production models and creating a multi-faceted ecosystem [5] Group 3: AI Empowerment - Ice Wheel Environment is enhancing its core competitiveness through AI technology, transitioning to a data-driven digital platform that redefines production relationships and value creation [7] - AI is expected to significantly shorten product cycles and unleash human creativity, driving societal progress [7] - Companies are looking to expand internationally, with Dawi Technology targeting emerging markets to leverage digital economic growth and validate business models [8] Group 4: International Expansion - Dawi Technology plans a phased approach to international expansion, starting with capital cooperation to build data centers, followed by technology export and participation in global standards [8] - Huazi Industrial is also advancing its international strategy by establishing platforms for raw materials, processing, and marketing, aligning with global consumer demands for health foods [8]