大模型点评：国产化智算一体机助力政企DeepSeek部署

Investment Rating - The industry investment rating is "Positive" (maintained) [5] Core Insights - Government agencies and state-owned enterprises are actively deploying DeepSeek, leading to a surge in demand for private deployment [1][12] - Integrated computing devices, known as intelligent computing all-in-one machines, are becoming the preferred choice for rapid deployment due to their low operational thresholds [2][13] - The release of DeepSeek all-in-one machines is supporting the domestic AI ecosystem, with over 60 companies, including Huawei and Lenovo, launching products based on DeepSeek [3][19] Summary by Sections 1. Private Deployment Driving Demand for All-in-One Machines - The demand for private deployment of DeepSeek has surged due to its high access volume, with the application reaching over 30 million daily active users [12] - Traditional private deployment is complex and costly, while all-in-one machines offer a "plug-and-play" solution, significantly reducing deployment time and costs [12][16] - The estimated demand for all-in-one machines is projected to reach 150,000, 390,000, and 720,000 units from 2025 to 2027, corresponding to market sizes of 123.6 billion, 293.7 billion, and 520.8 billion yuan respectively [2][18] 2. Manufacturers Actively Layout DeepSeek All-in-One Machine Production - DeepSeek all-in-one machines are categorized into inference and training machines, with prices ranging from hundreds of thousands to millions of yuan [19] - Major companies like Huawei and Lenovo are leading the market with their all-in-one machine offerings, which integrate various AI capabilities [19][21] - The all-in-one machines are designed to meet the needs of sensitive data environments, making them suitable for government and state-owned enterprises [16][19] 3. Related Companies - Key companies involved in this sector include YunSai ZhiLian, Hengsheng Electronics, China Unicom, Softcom Power, Zhiwei Intelligent, Fenghuo Communication, Shenzhou Digital, and Xinzhi Software [3]