Summary of Conference Call Records Industry or Company Involved - **Zhijing Information**: Focuses on internet finance, mobile payments, and data centers, specializing in smart city information integration and services [2] - **Feilida**: A modern logistics service provider specializing in integrated supply chain management, logistics, shipping, and cross-border transportation [3] Core Points and Arguments Zhijing Information - The company integrates advanced technologies such as cloud computing, big data, and artificial intelligence to optimize workflows and enhance smart government services [2][2] - It has established a significant partnership with the Gu'an New Smart City Operation Center, creating a smart financial platform that aids local SMEs in securing loans [2][2] - The company is also collaborating with Beijing Urban Construction Intelligent Control to support data center projects by supplying servers and security equipment [2][2] Feilida - The company has formed a Long River Shipping Department in 2023, equipped with a fleet for diverse cargo transport, including hazardous materials [3][3] - Feilida maintains agreements with major shipping companies for Long River transportation and has a strong domestic logistics network [3][3] - It focuses on customer needs, providing cross-border transport services across various routes, including Europe and ASEAN, while optimizing supply chain capabilities [3][3] Other Important but Possibly Overlooked Content - The overall market performance on May 14 showed a mixed trend, with significant movements in financial stocks and a notable increase in trading volume [1][1] - Institutional trading activity indicated a decrease in participation compared to the previous day, with a net buying of 1.27 billion in Youfu shares and net selling of 732 million in Qingdao Jinwang shares [1][1][5] - The logistics and shipping sectors, particularly Feilida, experienced a notable increase in institutional interest, with a net buying of 3.33% on the day [5][7] - The report highlighted the performance of stocks that had significant institutional buying, with many showing positive price movements [6][7]

Group 1: AI Development in Shanghai - The Shanghai "Mosu Space" innovation ecosystem community aims to incubate the AI industry, focusing on a large model industry ecosystem [1] - The community includes five public service platforms: open data, testing and evaluation, computing power scheduling, financing services, and comprehensive services [1] - As of February 2023, the computing power scheduling platform has established partnerships with nine computing power partners and planned 30 EFLOPS of computing resources [1] Group 2: Investment Trends in AI - Tencent has restructured its mixed Yuan model R&D system, focusing on computing power, algorithms, and data [2] - The global AI IT investment and generative AI market are expected to grow rapidly, with China's investment in the AI market projected to exceed $100 billion by 2028 [2] - The global data center market is forecasted to grow from $242.72 billion in 2024 to $584.86 billion by 2032, with a CAGR of 11.6% [2] Group 3: Company Developments - Yunsai Zhili is a leading computing power company in Shanghai, owning multiple data centers [3] - Tuolisi provides training dataset sales services to major model manufacturers such as Xiaomi and Ant Group [3] - Xingchen Technology has released SoC chips suitable for AI glasses, featuring advanced ISP visual effects [4]