聚焦前沿产业：硬科技企业如何破局技术转化与商业价值跨越

Core Viewpoint - The article emphasizes the significance of hard technology as a strategic pivot for driving a new wave of technological revolution and industrial transformation in China, highlighting its role in achieving high-quality development and overcoming growth bottlenecks [1]. Group 1: Hard Technology Industry Insights - The hard technology sector, including areas like semiconductor, drones, and new energy, has seen remarkable performance from Chinese tech companies, which leverage innovative technologies to break through and expand their market share [4]. - Companies are actively exploring growth paths and new market opportunities, transforming technological advantages into sustainable development momentum [4]. Group 2: Company Highlights - CloudWalk Technology, a company specializing in AI inference chips, successfully listed on the STAR Market in April 2023, focusing on edge computing and cloud model inference acceleration [5]. - CloudWalk's CEO highlighted the company's early entry into the AI inference chip market, emphasizing its technological layout and market advantages [5]. - The company has developed a new chip architecture to enhance cost-performance ratio, focusing on system-level optimization and industry collaboration [6]. Group 3: Market Expansion Strategies - Kaizhong Co., established in 2000, focuses on functional polyurethane materials and is developing new applications for its products in the new energy and consumer electronics sectors, with production lines already in operation [6]. - Kaizhong aims to expand its market presence globally, with plans to increase overseas revenue to approximately 50% by establishing subsidiaries in the US and Germany [12]. - Kaizhong's chairman noted significant investments in R&D to adapt to market changes and develop new material applications [6]. Group 4: AI and Future Trends - The year 2025 is anticipated to be a breakthrough year for AI applications, with predictions that 80% of global enterprises will operate on large models within 2-3 years [11]. - CloudWalk is building a multi-department structure to enhance the value of AI inference chips and large models across various sectors [11]. - Kaizhong is also expanding into the storage industry, planning to acquire Shenzhen Jintaike Semiconductor to optimize storage technology and improve cost-performance [12]. Group 5: Capital Market Support - The role of capital markets, particularly through index products like ETFs, is crucial in supporting the hard technology sector, facilitating investment and risk management [8]. - The China Securities Index Company is developing index investment tools focused on technological innovation and regional development to enhance market understanding [8].