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太极股份:公司AI相关项目已从概念验证转向落地实践
Ju Chao Zi Xun· 2025-09-19 02:21
Group 1 - The core viewpoint of the articles highlights Taiji Co.'s transition of AI-related projects from concept validation to practical implementation by 2025, focusing on enterprise-level markets through four models for industry intelligence and system empowerment [2] - The four models include: 1. Full-stack technology ecosystem model providing end-to-end solutions 2. Vertical application-driven model utilizing high-quality datasets and domain-specific model fine-tuning 3. Ecological collaboration model forming deep coupling across application products, operational scheduling, and large model layers 4. Traditional business AI transformation model enhancing user experience and efficiency through AI [2] - Taiji Co. is actively identifying key opportunities in AI business for government departments and state-owned enterprises, focusing on four market segments: general tools, deep business tools, digital employees, and development deployment platforms [2] Group 2 - The company is increasing R&D investment in critical technologies and core products, leveraging the China Electronics Technology Group's innovation research center [2] - In the operating system sector, Puhua Software is evolving from a general operating system to an automotive electronic operating system, with the open-source safety vehicle control operating system "Xiaoman" achieving compatibility with 158 domestic and international chips and being downloaded by 37 vehicle manufacturers and 342 parts suppliers [2] - Kingbase Database is pursuing new technologies for key industry scenarios, implementing a development strategy of "Kingbase as a database alternative," and is leading in sectors such as finance, telecommunications, healthcare, and transportation [3] - Taiji Co. has launched the Taiji Tianwei series terminals and Ziwei series servers, along with the Four Elephants Guardian terminal management software and the Liuhe ecological service cloud platform, which have shown initial success in the government sector [3] - The company is integrating self-developed innovative products with AI technology, with the launch of four new products at the 2025 product release event, including the KESV92025 database, KEMCC unified management platform, cloud database AI version, and KFSUltra intelligent data integration platform [3]
调研速递|太极股份接受多家现场投资者调研 信创与AI布局成焦点
Xin Lang Cai Jing· 2025-09-18 11:35
Core Viewpoint - Taiji Computer Co., Ltd. is actively engaging with investors to discuss its competitive strategies in the Xinchuang market, advancements in AI commercialization, and future development plans [1] Group 1: Xinchuang Market Competitive Strategy - Taiji is leveraging its leading position in the Xinchuang industry under China Electronics Technology Group to provide integrated services to key industry clients [2] - The company is increasing R&D investment in core technologies and products, with specific expansions in operating systems and database solutions targeting critical industry scenarios [2] - New product launches, including the Taiji Tianwei series terminals and Ziwei series servers, have shown initial success in the government sector [2] - Taiji is integrating AI technology into its Xinchuang products, with several innovative AI-driven products launched by its subsidiaries [2] Group 2: AI Commercialization - The "Xiao Ke 3.0" model and "Jizhi" intelligent platform released by China Electronics in June demonstrate significant advantages in training efficiency and complex task processing [3] - In 2025, Taiji's AI projects have transitioned from concept validation to practical implementation, focusing on enterprise-level market solutions [3] - The company is targeting government and state-owned enterprise clients across four market segments: general tools, deep business tools, digital employees, and development platforms [3] Group 3: Future Development Layout - Taiji has proposed a "One Body, Two Wings, Three Engines" strategy to drive transformation in the post-Xinchuang era [4] - The "One Body" focuses on industry digitalization, promoting the integration of IT and OT [4] - The "Two Wings" consist of product industrialization and service platformization, aimed at fostering product innovation and new service models [4] - The "Three Engines" are centered on trustworthiness, data, and intelligence, providing reliable digital services and driving industry digital transformation [4]
太极股份(002368) - 002368太极股份投资者关系管理信息20250918
2025-09-18 10:57
Group 1: Market Position and Strategy - The company is a leading unit in the domestic innovation and creation (信创) industry, continuously enhancing its competitive edge and uniqueness in the face of major competitors like Huawei and Inspur [2][3]. - The market for the信创 industry is expanding, with significant growth in sectors such as government, finance, telecommunications, healthcare, education, energy, and transportation [2][3]. - The company has completed 158 domestic and international chip adaptations, with 37 vehicle manufacturers and 342 component manufacturers utilizing its solutions, establishing itself as a leader in the automotive operating system field [3]. Group 2: Product Development and Innovation - The company has launched several innovative products, including the KES V9 2025 database and KEMCC unified management platform, integrating AI technology to meet diverse industry needs [4][6]. - The introduction of the "Hui Pearl" private domain intelligent platform and the "Extreme Small Easy" intelligent solution demonstrates the company's commitment to providing comprehensive intelligent services across various sectors [4][6]. - The company has shifted its AI projects from concept validation to practical implementation, focusing on enterprise-level markets and developing customized solutions for government and state-owned enterprises [6]. Group 3: Future Development and Core Competencies - The company has proposed a development strategy of "one body, two wings, and three engines," focusing on trustworthy, data-driven, and intelligent business development [6][7]. - The strategy emphasizes the importance of digital government, public safety, smart cities, and industrial digitalization, aiming to innovate and accelerate the digital transformation of industry solutions [7]. - The company aims to enhance its service platform by developing cloud services, trusted data space operations, and intelligent platform applications, thereby achieving a platform-based service model [7].