从榜单中可以看到，顺丰科技等中国科技企业正在以强大的执行力推动科技落地，成为全球科技浪潮中 不容忽视的"中国力量"。 物流，自古便是商贸的命脉。从丝绸之路的驼队舟楫，到四通八达的海陆空网，物流是社会的基础管 道，串联人、货、场。由此，信息互通有无，万物互联。 如今，物流支撑着全球电子商务市场和制造业体系，成为连接生产与消费、中国与世界不可或缺的基 石。伴随全球贸易不确定性加剧、中国产业与消费需求升级以及企业加速出海，物流体量更是得到爆发 式增长。据中国物流与采购联合会数据，2024年快递业务量为1,745亿件。而在12年前，这一数据仅为 91.9亿件。 于是，社会对现代物流有了更高的期待——效率更快、成本更低、更抗风险。在这背后，需要有更"聪 明"的大脑支撑其运转。2024年11月，中共中央办公厅、国务院办公厅印发《有效降低全社会物流成本 行动方案》，方案明确要推动物流数智化发展，提高全社会物流实体硬件和物流活动数字化水平。 那些扎根行业、致力于提升全链路效率与可靠性的物流科技公司，正在日益成为构建更强大、敏捷、可 持续的全球物流网络的中坚力量。我们看见，复杂路径可以由算法决定，人工智能帮助商家思考补货策 略 ...

Group 1 - The National Internet Information Office has recently announced the addition of 93 generative AI models that have completed registration from April to June, with Guangdong contributing 21 and Shenzhen 8 [1][2] - As of June 30, a total of 439 generative AI models have been registered, with 233 models having their applications or functions recorded, indicating that the industry has not yet reached the "thousand model" level [1][2] - The generative AI industry is characterized by regional concentration, with 341 out of 439 registered models coming from five regions: Beijing, Shanghai, Guangdong, Zhejiang, and Jiangsu, accounting for approximately 78% of the total [2] Group 2 - Guangdong Province has 60 companies that have collectively registered 66 generative AI models, primarily located in Guangzhou and Shenzhen, with several companies being publicly listed [3] - Shenzhen has seen 24 companies register a total of 29 generative AI models, with a trend of developing both general-purpose and industry-specific models [5] - Among the 24 companies in Shenzhen, 16 (about 67%) belong to the information transmission, software, and IT services sector, highlighting the concentration of the software industry in the region [5] Group 3 - Companies like Tencent and Huawei are leading the development of general-purpose models, while others focus on industry-specific applications to enhance their core business [6][8] - The "model coupon" policy in Guangdong significantly reduces the costs of developing and using generative AI models, with Shenzhen planning to issue up to 100 million yuan annually for this initiative [10][11] - The AI industry in Shenzhen has reached a scale of 368.5 billion yuan, growing by 22.6% year-on-year, and accounting for 12.7% of the national total, with 2,887 typical enterprises [12]

Group 1 - Huang Renxun, CEO of Nvidia, predicts that the next wave of artificial intelligence will be Physic AI, which uses fundamental principles to replace human coding and algorithm description for result prediction [1] - The shift from current text/image models to industrial simulation and biomedicine indicates a potential transformation in investment logic within the industry [1] - If Physic AI achieves autonomous derivation of physical laws, it could disrupt traditional simulation tools and advance industries like autonomous driving and material research [1] Group 2 - The launch of the domestically produced "Pinyuan AI Integrated Machine" series in Shenzhen marks a significant breakthrough in China's AI hardware, achieving full domestic control over key software and hardware technologies [2] - The Pinyuan AI Integrated Machine features 16 domestically produced Jiangyuan D10 AI inference acceleration cards, enhancing model inference efficiency by 300% in text generation and image recognition scenarios [2] - This development is expected to strengthen national technology security and reduce reliance on foreign technologies, while promoting AI applications in enterprises and government [2] Group 3 - The recent registration of the "Fengyu" large model by SF Technology and other AI services indicates a speeding up of industry standardization, with a total of 439 generative AI services registered as of June 30, 2025 [3] - The entry of traditional giants like SF into the generative AI space signifies the expansion of large models from the internet into logistics and telecommunications sectors [3] - Companies are now required to demonstrate that their technologies can effectively reduce costs and improve efficiency, moving beyond mere concepts [3]

Core Insights - The National Internet Information Office has released information on generative artificial intelligence services registered from April to June 2025, indicating a growing trend in the sector [1] - Shenzhen has seen the addition of 8 new generative AI services, including models from SF Technology Co., Ltd. and CaiXun Technology Co., Ltd., both of which are publicly listed companies in A-shares [1] - As of June 30, 2025, a total of 439 generative AI services have completed registration, with 233 applications or functions officially recorded [1] Company Insights - SF Technology Co., Ltd. has launched the Fengyu large model, contributing to the expansion of generative AI services in Shenzhen [1] - CaiXun Technology Co., Ltd. has introduced the Ruichi large model, further enhancing the competitive landscape of generative AI in the region [1] - Both CaiXun Technology (300634) and SF Holdings (002352) are publicly traded companies, indicating potential investment opportunities in the generative AI sector [1] Industry Insights - The generative AI sector is experiencing rapid growth, with a significant number of services being registered and recognized by regulatory bodies [1] - The cumulative registration of 439 generative AI services reflects the increasing adoption and integration of AI technologies across various applications [1] - The registration of 233 applications or functions highlights the diverse functionalities being developed within the generative AI space [1]