SUPCON Technology (SH:688777) Ge Long Hui·2025-12-30 07:44Core Viewpoint - The collaboration between Zhongkong Technology (688777.SH) and Huawei has deepened, focusing on creating comprehensive AI innovation solutions across multiple industries, leveraging both companies' strengths in industrial AI and ICT infrastructure [1] Group 1: Partnership Development - The partnership has led to the development of AI solutions that address industry pain points, integrating Zhongkong's industry knowledge and Huawei's technological capabilities [1] - In September, both companies jointly released AI innovation solutions that cover various industries and scenarios [1] Group 2: Technological Integration - Zhongkong's "1+2+N" industrial AI-driven architecture will utilize Huawei's Kunpeng servers and OceanStor storage to provide unified data integration, modeling, and analysis capabilities for physical devices and information systems [1] - The company's self-developed time series model TPT and hypergraph model HGT will be trained and inferred using Huawei's Ascend AI computing platform, enabling automation in production processes and enterprise operations [1] - The new generation of general control system UCS will be deeply integrated with Huawei's Kunpeng hardware, redefining the product form and application value of control systems through software definition and cloud-native technology [1] Group 3: Future Exploration - Both companies plan to explore a new industrial service ecosystem by combining Zhongkong's offline PlantMate 5S store and online PlantMart marketplace, aiming for a one-stop industrial service model [1]