凭借公司的算力调度平台、模型微调平台及AI大模型应用，公司正在构建一个全面的技术栈，涵盖模 型即服务("MaaS")层的多元化模型能力，及软件即服务("SaaS")层的行业场景深度融合。公司的战略重 点是扎根算力网络的同时深耕智能场景，向政府、交通、教育等领域提供实时、快速响应的边缘AI解 决方案，支持公司向"边缘智能基座"转型，赋能各行各业的智能化升级。 2025年上半年，公司成功推出了多项新服务。公司的EdgeAIStation服务完成了多款主流AI模型对算力平 台的适配。凭借稳定的基础设施及全球节点网络，公司已能提供可靠且安全的算力服务以满足市场需 求。此外，公司推出了灵境云大模型私有化部署解决方案("灵境云大模型私有化部署解决方案")，提供 多种AI模型、应用平台及算力集群私有化部署解决方案。公司的灵境云大模型私有化部署解决方案使 企业客户能够构建专属知识库，使用模型微调服务，并受益于集成到公司产品中的安全、灵活且高效的 AI解决方案。另外，公司正式推出了算力调度解决方案，这是一个一站式平台，可管理包括图形处理 器(GPU)、网络处理器(NPU)及现场可编程门阵列(FPGA)在内的多元算力资源，并具备 ...

Core Viewpoint - Company is expanding its business into edge computing by signing a contract with China Broadcasting Sichuan Network Co., Ltd. to provide network technology services, indicating a strategic move to diversify and enhance its service offerings in response to market demands [1][9]. New Business Overview - The new edge computing business utilizes distributed computing, cloud-edge collaboration, and real-time data processing to support various scenarios such as 5G internet, offering low latency, high bandwidth, and flexible deployment [2][5]. - The edge computing market is rapidly developing, driven by technological innovation, industry demand, and policy support, with a significant shift from traditional cloud computing to edge solutions due to increasing data volumes [2][3]. Market Growth Potential - The global edge computing market is projected to grow from $60 billion in 2023 to $110.6 billion by 2029, with a compound annual growth rate (CAGR) of 13% [3]. - In China, the edge cloud market is expected to reach 6.26 billion yuan in the second half of 2023, reflecting a robust growth trend [3][4]. Business Strategy and Implementation - Company plans to leverage partnerships with telecom operators and develop proprietary edge algorithms and smart devices to create a service supply system [5][6]. - The company has obtained the necessary licenses to operate in the edge computing sector, ensuring compliance with regulatory requirements [5][6]. Rationale for New Business - The shift towards digitalization and the rise of 5G, IoT, and AI applications necessitate the adoption of edge computing to address real-time processing and local handling needs [6][7]. - The company aims to enhance its business structure and optimize its industry layout by integrating edge computing with existing resources and expertise [6][7]. Financial and Operational Aspects - The contract signed with China Broadcasting Sichuan Network is valued at 10.92 million yuan, indicating a solid initial revenue stream for the new business [9][10]. - The company will fund the new business through its own and self-raised funds, ensuring that the financial impact on short-term cash flow remains manageable [11][12]. Risk Management and Future Outlook - The company acknowledges potential risks related to market fluctuations, technological updates, and competition, and has established measures to mitigate these risks [10][11]. - Continuous monitoring of industry trends and proactive adaptation to market needs are essential for the successful implementation of the new business [11][12].

Core Insights - Jiangxing Intelligent has completed six rounds of financing in seven years, attracting significant investment from top AI venture capital firms in China, indicating strong market confidence in the company's business model and growth potential [1][9] - The company integrates edge computing and AI technologies to empower the digital transformation of the power energy industry, positioning itself as an innovator in the sector [1][3] Company Overview - Jiangxing Intelligent was founded in 2018 and has rapidly developed a leading position in edge computing applications within the power sector, focusing on real-time monitoring and management of substations [2][3] - The company has grown from fewer than 10 employees at its inception to nearly 200, reflecting its robust research and development capabilities and market expansion [9] Technology and Innovation - The company has developed a remote intelligent inspection system that utilizes edge computing to enhance the efficiency and reliability of substation inspections, allowing for remote monitoring and significant cost savings [3][4] - Jiangxing Intelligent's "Yuanwen Big Model" leverages various data sources to improve predictive analytics in power systems, enabling early detection of equipment failures and environmental risks [8] Market Trends - The demand for renewable energy is increasing, and Jiangxing Intelligent is adapting by incorporating drone technology for aerial inspections, providing precise operational information to clients [4] - The establishment of virtual power plants is becoming a mainstream trend, with Jiangxing Intelligent participating as an aggregator, facilitating dynamic load management and contributing to the green energy transition [5][6] Future Outlook - The company plans to accelerate the development of intelligent inspection systems for renewable energy generation sites and virtual power plant platforms, aiming to enhance energy management solutions [9] - Jiangxing Intelligent is focused on integrating composite models with causal learning mechanisms to advance intelligent operations and decision-making in industrial applications [9]