SPD BANK(SH:600000) 华尔街见闻·2026-01-14 10:40Core Viewpoint - Shanghai is emerging as China's "AI City," with significant developments in the AI sector, including the successful IPOs of several AI companies, indicating a robust growth trajectory in the industry [1][3][5]. Group 1: Recent Developments in AI Companies - Minamax (稀宇科技), the world's first large model stock, debuted on the Hong Kong stock market, experiencing a surge of over 140% within two days, reaching a market capitalization of over 124 billion HKD [1]. - Wallen Technology (壁仞科技), specializing in general intelligent computing solutions, became the first company to list on the Hong Kong Stock Exchange this year, achieving a market cap exceeding 90 billion HKD shortly after its IPO [3]. - Muxi Technology (沐曦股份), an AI hardware company, listed on the STAR Market in December 2022, with its market cap peaking at over 350 billion HKD on its first day, setting a record for tech company listings [5]. Group 2: Financial Support and Ecosystem Development - Shanghai Pudong Development Bank (浦发银行) has played a crucial role in supporting these AI companies through early-stage financial services, akin to an agricultural "drip irrigation" model [8]. - The bank established the first AI-themed branch in Xuhui District, providing tailored financial services to the "Mosu Space" entrepreneurial community, which focuses on AI large model innovation [9]. - The bank has been proactive in supporting startups like Wuwang Xinqun Intelligent Technology, providing financial and consulting services since its inception [9]. Group 3: Long-term Partnerships and Support - The bank's approach includes long-term partnerships with innovative companies, exemplified by its support for Muxi Technology, which has grown into a leading AI infrastructure company [10]. - Wallen Technology, a key player in the domestic AI chip market, has received ongoing support from the bank, which has adapted its financial services to meet the unique challenges of hard tech companies [15]. - The launch of the "Pudong Innovation Chapter" venture capital fund, focusing on AI and other strategic emerging industries, marks a significant step in the bank's commitment to supporting innovation [15]. Group 4: Systematic Support for AI Enterprises - The bank has developed a comprehensive financial service system to support the growth of AI companies, moving beyond traditional credit support to a more integrated approach [25]. - This includes a "commercial bank + investment bank + ecosystem" service model, which aims to meet the diverse needs of hard tech enterprises [25]. - The bank's strategy emphasizes a combination of "patient capital" and "professional judgment," which is essential for supporting major technological advancements [26]. Group 5: Future Prospects for AI City - As Shanghai aims to solidify its status as an influential global tech innovation hub, the demand for financial services tailored to technology innovation will grow [27]. - The bank's efforts in supporting the AI industry not only contribute to the success of individual companies but also help establish a sustainable model for financial support in the tech sector [27]. - The collaboration between financial institutions and innovative companies is crucial for fostering new productive forces and achieving high-level technological self-reliance [27].