新华社记者赵凯孟宜霏朱雨博 五百多年前，印加古道以安第斯高原古城库斯科为起点，贯穿印加帝国广袤疆域，推动了政治、经济与 文化的深度融合。今日的太平洋之滨，南美首个智慧绿色港口钱凯港一片繁忙，在波涛激荡中架起联通 亚太与拉美的崭新海上通道。 2024年11月，在习近平主席同秘鲁总统博鲁阿尔特共同见证下，钱凯港正式开港，标志着中秘共建"一 带一路"取得新的重要成果。习近平主席指出："如今的钱凯港，正在成为'新时代的印加古道'新起点。" 印加古道的新时代回响 印加古道源自克丘亚语，意为"王者之路"，2014年被列入《世界遗产名录》。位于秘鲁首都利马以北约 80公里的钱凯城历史悠久，向海而生的钱凯文化兴盛于公元1100年至1400年。秘鲁经济学家路易斯·巴 斯克斯说，印加古道或曾穿越如今的钱凯地区，连接起当年星罗棋布的文化聚落。 2021年，随着钱凯港兴建，古老小城也迎来了发展新机遇。"此前这里几乎没有工业或大型商业活 动。"秘鲁钱凯商业、工业和旅游商会会长尼洛·米兰达说，"愿钱凯抓住时代机遇，像东方明珠上海一 样成为安第斯明珠。" 曾经的愿景如今正在变为现实：今年前5个月，钱凯港进出口总额突破7.77亿美元，预计钱 ...

Core Insights - The integration of AI large models into business operations is a pressing challenge for companies, focusing on transforming technological potential into business value [1] - The "AI Action Dialogue" event gathered over 100 product professionals to explore innovative applications of AI in various industries [1] Group 1: Healthcare Sector - The healthcare industry faces challenges related to "data sensitivity" and "controllable outcomes," with a focus on lightweight solutions to navigate compliance hurdles [4] - AI product managers should adopt a "dual-track thinking" approach, understanding both the capabilities of large models and the specific industry context [4] Group 2: Logistics Sector - The logistics company, Kuaidi100, has developed China's first intelligent logistics network map, covering over 4,000 transfer centers and 24 million delivery points [5] - The shift in user demand from tracking packages to predicting delivery times has led to the implementation of AI-driven solutions, enhancing operational efficiency and user experience [5][6] - AI has enabled the automation of customer service, replacing 70% of human inquiries, and improved resource allocation through an AI backup system [5][6] Group 3: Home Decoration Sector - The home decoration industry is relatively under-digitized, and the company ChaoDapei emphasizes the importance of redefining business efficiency and user experience through AI [8] - The approach involves focusing on business scenarios, tool capabilities, and human adaptability to create sustainable value [8] Group 4: Education Sector - The concept of "AI as a core engine" rather than an add-on is crucial for transforming educational products, emphasizing the need for a paradigm shift in how AI is integrated [11] - The company Malong Intelligent has implemented AI to enhance user engagement and create personalized learning experiences, moving beyond mere efficiency improvements [11][12] - The focus is on collaborative learning environments where AI assists in real-time feedback and adaptive learning paths for students [13] Group 5: Overall Insights - The ultimate value of AI large models lies in accurately identifying real business problems and reshaping product core and user experience [14] - The ongoing "AI Action Dialogue" series aims to continue exploring practical wisdom and innovative sparks in AI implementation across various sectors [14]

Group 1 - Zhejiang University Netnew Technology Co., Ltd. announced that its wholly-owned subsidiary won a bid for the intelligent engineering project of the Zhejiang Provincial Public Health Clinical Center, with a contract value of 94.2712 million yuan [1] - The project includes multiple subsystems such as comprehensive wiring, computer networks, security monitoring, energy management, and information release, indicating a high level of integration and extensive coverage [1] - The project is seen as a significant step in the company's transformation towards "infrastructure digitization," showcasing a closed-loop practice of "computing power - model - data" [1] Group 2 - The company is transitioning from a traditional system integrator to a digital platform enterprise, focusing on integrating cutting-edge technologies such as AI, privacy computing, blockchain, and big data [2] - The company has established a comprehensive AI model service system, integrating computing power resources and providing solutions for computing and network infrastructure [2] - The core competitiveness of building a digital platform requires investment in key technologies and addressing challenges related to computing power deployment and user acceptance [2] Group 3 - The company is exploring the development of a large model platform, launching the "Big Teacher Model" development platform based on its computing resources [3] - The "Zhejiang Teacher" intelligent platform for universities has been officially launched, enhancing the platform's capabilities and establishing a foundation for nationwide promotion in the education sector [3] - The company is positioned to become a provincial-level computing power scheduling platform operator, with potential applications in urban data asset management and public service intelligence [3]

Core Insights - Qingdao Haitai Technology Co., Ltd. (Haitai) is a prominent automotive mold manufacturing company that produces molds for major global automotive brands, playing a crucial role in daily transportation [2][3] - The company emphasizes the importance of advanced technology in mold production, with single-item prices approaching one million yuan, highlighting the shift from traditional craftsmanship to a collaborative, technology-driven approach [3][6] Company Background - Haitai was founded in 2004 by Sun Wenqiang, who transitioned from a teaching position at Qingdao University of Science and Technology to entrepreneurship, inspired by the university's encouragement of industry-academia integration [4][5] - The company went public on the ChiNext board in July 2021, establishing itself as a leading player in the mold manufacturing sector [5] Industry Position - Haitai is recognized as a key backbone enterprise in China's precision injection mold industry, with its products being essential tools for manufacturing automotive components [6] - The company has successfully optimized mold production cycles, reducing the time from 90 seconds to 40 seconds, significantly enhancing production efficiency [6] Market Dynamics - The automotive market is highly competitive, with new vehicle models often determining the success of automotive manufacturers; thus, reliable mold suppliers like Haitai are preferred [6] - Haitai's international sales are significant, with 60.97% of its total revenue coming from exports, and the U.S. market projected to account for 3.93% of sales in 2024 [6] Expansion and Investment - In response to international business needs, Haitai established a wholly-owned subsidiary in Thailand in 2019 and is investing 160 million yuan in a second phase of the Thailand project, expected to commence operations in August 2024 [7] Technological Advancements - The automotive industry's trends towards lightweight, low-carbon, and intelligent vehicles are driving demand for innovative injection mold technologies, which Haitai is actively developing [9][10] - Haitai has developed proprietary technologies in physical and chemical foaming molds, multi-color molds, and low-pressure injection molds, contributing to automotive lightweighting efforts [10] Quality and Market Management - Following its IPO, Haitai has focused on enhancing its brand and market influence while managing the pressures of capital markets; the company has implemented a market value management system to align its investment value with quality [11] - The company is leveraging artificial intelligence to improve mold design efficiency, significantly reducing design time from two months to a few hours, while maintaining high precision [11] New Growth Opportunities - Haitai is diversifying its business by investing in new materials, with a project to produce 150,000 tons of high polymer materials underway, which is seen as a potential second growth curve for the company [12]

Core Viewpoint - The soil remediation industry in China is rapidly growing, with increasing participation from various sectors due to the anticipated large market size. The industry is characterized by a comprehensive supply chain involving upstream suppliers, midstream consulting and engineering services, and downstream clients including government and industrial entities [1][2][6]. Industry Overview - The soil remediation industry chain consists of upstream suppliers providing remediation agents and equipment, midstream businesses focusing on consulting and engineering, and downstream clients such as government departments and real estate companies [1]. - The number of companies engaged in soil remediation in China is increasing, with significant contributions from various sectors due to the expected market potential [2]. Company Distribution - The distribution of listed soil remediation companies is concentrated in regions like Beijing, Guangdong, and Zhejiang, with notable companies such as JianGong Repair and GaoNeng Environment leading in these areas [6]. - Other regions like Guangxi, Hunan, and Hubei have also developed some listed soil remediation enterprises [6]. Business Layout of Listed Companies - Most listed companies in the soil remediation sector have developed comprehensive capabilities covering pollution investigation, remediation engineering, and project management [9]. - Companies like JingLan Technology and JianGong Repair have a high proportion of their business (over 60%) dedicated to soil remediation, while others like GaoNeng Environment and SenTe have broader focuses in waste treatment and metal containment systems [9]. - Regional characteristics are evident, with companies like YongQing Environmental focusing heavily on Hunan province, where over 60% of their revenue comes from [9]. Latest Developments and Business Plans - Many companies are integrating AI models, digital twins, and IoT monitoring into their operations to enhance decision-making and cost control [10]. - GaoNeng Environment is focusing on heavy metal pollution remediation and plans to promote integrated models combining soil remediation with waste treatment [11]. - JianGong Repair is developing a low-code ECO system to streamline soil monitoring and risk assessment, aiming for a 30% reduction in remediation costs by 2025 [11]. - Companies are also exploring innovative technologies such as in-situ thermal desorption and microbial-plant joint remediation to address complex pollution challenges [11].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The integration of Aisino's self-developed digital twin platform with NVIDIA Omniverse aims to empower the domestic manufacturing sector's transition from "manufacturing" to "intelligent manufacturing" [4] - NVIDIA Omniverse is an open platform designed for virtual collaboration and real-time simulation, with significant market potential, already adopted by over 700 companies and more than 70,000 individual creators [5] - The expansion of Omniverse usage is expected to create three industry opportunities, particularly benefiting the simulation market, computational power, delivery, and enterprise sectors [6][7] Summary by Sections Industry Trends - The report highlights the ongoing demand for computational power driven by sovereign AI and token consumption, indicating a sustained need for traditional AI targets [3] Company Focus - Aisino Technology is positioned to extend its delivery capabilities from large models and AI agents to AI platform delivery, with potential applications in various sectors including energy, finance, and manufacturing [7] - The report notes that Omniverse could enhance efficiency in downstream manufacturing, exemplified by Foxconn's production line layout cycle being shortened by 50% [8] Market Opportunities - The report emphasizes the potential for domestic simulation market demand to grow, with local alternatives like Songying Technology's ORCA system emerging to compete with Omniverse, offering localized and cost-effective solutions [8]

Group 1 - The core viewpoint of the articles highlights the critical role of telecommunications operators in disaster response and communication assurance during severe flooding in China, utilizing advanced technologies such as drones, portable satellite stations, and AI models [1][2] - Hebei province has experienced significant rainfall since July 24, leading to power outages and communication line damages, with drones being used to transport cables across rivers for repairs [1] - China Unicom has implemented AI, 5G, and digital twin technologies to shift from passive emergency responses to proactive disaster prevention, enhancing their data analysis capabilities [1] Group 2 - China Mobile announced a one-month free Beidou messaging service for Beijing users, allowing them to send emergency messages without network signals, thereby improving communication during emergencies [2]

Group 1 - The article highlights the urgent response of China Unicom and its subsidiaries to the severe flooding and extreme weather conditions across various regions, emphasizing the deployment of advanced technology and emergency resources to ensure communication networks remain operational [1][2][5][19]. - Beijing Unicom has mobilized over 320 personnel, 41 vehicles, and 77 sets of emergency equipment, including satellite base stations and drones, to restore communication services in affected areas [2][4]. - Hebei Unicom has upgraded its emergency response level and sent over 2.1 billion flood prevention text messages, while also utilizing drones for repair work in disaster-stricken areas [5][7][9]. Group 2 - Jilin Unicom has deployed 836 personnel and various emergency equipment to restore communication services in the flood-affected areas, ensuring all affected stations were back online by July 29 [10][11][13]. - Shandong Unicom was the first operator to fully restore public network communication in disaster areas, deploying 48 personnel and various emergency resources to ensure connectivity [14][16]. - Fujian Unicom has prepared for potential typhoon impacts by mobilizing 627 personnel and 324 emergency vehicles, focusing on safety inspections and communication support [24]. Group 3 - Zhejiang Unicom has proactively prepared for Typhoon "Zhu Jie Cao" by deploying emergency resources and conducting drills to ensure network stability [26]. - Shanghai Unicom has developed an AI-based early warning system for disaster management, enhancing the city's ability to respond to severe weather events [28]. - Jiangsu Unicom has implemented various emergency drills and prepared equipment to enhance its communication rescue capabilities in anticipation of the typhoon [32][34].

Group 1 - The core viewpoint is that AsiaInfo Technology is integrating its self-developed digital twin platform AISWare Digital Gemini and other platforms with NVIDIA Omniverse to facilitate the transformation of domestic manufacturing from "manufacturing" to "intelligent manufacturing" [1] - AsiaInfo's digital twin platform is a versatile application development tool that integrates various technologies such as big data, IoT, GIS, 3D, and AI to provide comprehensive support for multiple scenarios including network, industrial manufacturing, and urban governance [1] - The integration with NVIDIA Omniverse allows developers to incorporate advanced rendering and simulation technologies into industrial software tools, enhancing the capabilities of the digital twin platform [1] Group 2 - The accelerated delivery of large model applications is enabling AI to be implemented in industrial scenarios, allowing clients to construct virtual environments for training and planning real-world production activities [2] - AsiaInfo has assisted several manufacturing enterprises in utilizing large models for predictive maintenance and automated production scheduling, indicating a strong market presence [2] - AsiaInfo ranks among the top six large model application delivery suppliers in China, recognized for its capabilities across seven key areas including consulting, infrastructure, and operational management [2] Group 3 - AsiaInfo Technology is a leading provider of comprehensive digital intelligence capabilities in China, with a strong background in critical information infrastructure [3] - The company is focusing on three growth engines: AI large model applications, 5G private networks, and digital operations, which are expected to drive future growth [3] - Projected net profits for AsiaInfo from 2025 to 2027 are estimated at 453 million, 706 million, and 820 million yuan, with corresponding growth rates of -17%, 56%, and 16% [3]

Summary of the Conference Call on AsiaInfo Technology Company and Industry Overview - The conference call focused on AsiaInfo Technology, a company engaged in AI large model applications, particularly in collaboration with Alibaba and NVIDIA, targeting sectors such as aviation and mining [2][3][5]. Key Points and Arguments Collaboration with Alibaba - AsiaInfo Technology leads over 60% of existing projects with Alibaba and is prioritized for new projects due to successful past collaborations [2][5]. - The partnership aims to enhance AI large model applications, with successful implementations in clients like China International Airlines and Zijin Mining [2][3]. Partnership with NVIDIA - AsiaInfo has established a deep collaboration with NVIDIA, becoming a delivery partner for its software division, focusing on industrial simulation and optimization [2][6][9]. - The Omniverse platform from NVIDIA is utilized to reduce simulation costs and enhance the delivery of AI large models [2][8]. Market Demand and Growth - Since 2024, AsiaInfo has seen significant growth in AI large model delivery, with nearly 50 new business opportunities, including several multi-million dollar projects [3][4]. - The company expects to deliver over 100 million in large models this year, with potential growth to 200 million in the second half [3][27]. Industrial Applications and Challenges - The application of large models in the industrial sector focuses on diagnostics and optimization, leveraging expert knowledge to improve decision-making stability [8][21]. - Challenges remain in achieving objective optimization due to high costs associated with trial-and-error in real production environments [8]. Product Offerings and Solutions - AsiaInfo has developed various solutions packaged with Alibaba's integrated machines, including financial models and marketing assistants, successfully implemented in clients like Jiangsu Electric and CNOOC [2][14][15]. - The financial model can automate report generation for companies with extensive subsidiaries, significantly reducing manual workload [15]. Future Market Trends - The market for integrated machines is shifting towards practical applications rather than mere technological experimentation, with Alibaba offering various configurations to meet diverse enterprise needs [11][14]. - AsiaInfo plans to continue expanding its partnerships and enhancing its delivery capabilities, aiming for a strong presence in the global market [13][17]. Additional Important Insights - AsiaInfo's experience in digital twin projects over the past five to six years has equipped it with a comprehensive delivery system, enabling effective utilization of NVIDIA's Omniverse engine [22]. - The company is also focusing on addressing AI hallucination issues in model delivery, achieving over 85% accuracy in recent projects [25][26]. - The competitive landscape is expected to evolve, with a focus on acquiring high-quality clients among the Fortune 500 and top Chinese companies [30][31]. This summary encapsulates the critical insights from the conference call, highlighting AsiaInfo Technology's strategic partnerships, market growth, and future outlook in the AI large model application space.