2025 年 07 月 21 日 宝信软件(600845.SH) AI 大模型赋能钢铁智造，国产大型 PLC 持续突破 事件概述 1) 近日，2025 世界人工智能大会 WAIC 最新公布的 SAIL 奖（卓越人 工智能引领者奖）TOP30 榜单中，宝信软件自主研发的"钢铁大模型" 核心技术及应用方案成功入选。这一里程碑式的突破，既是对宝信软 件在工业智能领域技术实力的国际权威认证，更彰显了其在推动钢铁 行业数字化转型中的引领者地位。 2）近日，广西宏旺项目迎来重大突破——采用宝信软件 EP 总包及国 产大型 PLC 控制系统的"1550 酸洗轧机联合机组"顺利投产，成功 轧制首卷高品质钢卷。这标志着该项目进入实质性生产阶段，不仅为 区域高端冷轧产品生产提供新动力，更以全套宝信软件国产大型 PLC 在高速酸轧机组的成功应用，树立了高端冶金装备国产化的新标杆。 以 AI 赋能钢铁产业革新，推进智能化转型升级 根据公司年报披露：宝信软件系统探究人工智能技术驱动新型工业化 进程的实践路径，策划大模型在工业场景中的创新应用方向；整合钢 铁行业海量数据与专业知识，基于"平台、数据、算力、模型、场景" 构建五位一体的"宝 ...

7月16日，2025WAIC中国宝武&宝信软件展厅的亮点和观众见面。亮点内容介绍如下： 在场景落地层面，钢铁行业的全链条智能变革是重头戏。从智慧高炉的实时参数优化、转炉AI炉长的 工艺自决策，到工业机器人模拟车间作业；再到供应链端 "源小宝" 智能体、"营销智能体" 带来的高效 协同，以及 "AI +碳管理" 方案助力绿色发展 —— 大家能在每个AI落地场景的实际成效中，看到AI如何 重新定义钢铁生产与管理。 支撑这些场景落地的核心，正是宝武钢铁大模型这个"垂域智能变革引擎"。作为国内首个 "全自主可 控、全体系能力、全场景应用" 的工业大模型，它构建了 "通专融合" 的垂直体系，集成语言、视觉、 预测、决策四大核心模型，覆盖钢铁全流程智能化，是制造业垂类智能升级的关键支撑。 同时，宝之云打造的智算国资云全国算力网络、工业知识图谱工场的高质量数据集，以及宝联登工业互 联网平台等工业AI底座，共同构成了坚实的技术基石，为大模型和各类智能应用提供稳定运行的保 障。 值得一提的是，我们的能力不止于钢铁行业，已经拓展到矿山、医药、轨道交通等多个领域，展现AI 技术跨行业赋能的潜力。 通过这次展会，我们希望让大家真切感 ...

Group 1 - The third China International Supply Chain Promotion Expo will take place in Beijing from July 16, attracting numerous enterprises, including notable companies from Nanjing [1] - The event showcases innovative products such as the amphibious flying motorcycle by Nanjing KWL Technology and the holographic display technology by Dasqi, highlighting advancements in clean energy and smart manufacturing [2][3] - Nanjing Steel Group will present its "Yuan Ye Steel Big Model," a smart solution for the entire steel production process, emphasizing the transformation of traditional industries through technology [3] Group 2 - The expo serves as a platform for deepening cooperation among exhibitors, with many returning participants looking to share opportunities in the Chinese market [3] - The event encourages collaboration rather than competition, with companies aiming to build partnerships and integrate into global supply chains [3][6] - A new product, the "Global Supply Chain Industry Supply Platform," will be launched by Qingtian Group, focusing on assisting advanced manufacturing enterprises in expanding their overseas business [4][5]

Group 1 - The company, Nanjing Steel Group, has completed the launch of 20 intelligent application scenarios based on Huawei Cloud Stack's hybrid cloud model [1] - This transformation marks a shift from "experience-based steelmaking" to "technology-driven steelmaking" [1] - The initiative aims to create a high-end, intelligent, green, integrated, and global AI super factory [1]

Core Insights - Nanjing Steel Co., Ltd. (Nanjing Steel) is leveraging advanced digital and intelligent technologies to transform its operations and enhance its competitiveness in the steel industry [1][2][4]. Group 1: Digital Transformation Initiatives - Nanjing Steel has initiated a comprehensive data governance program, achieving over 90% core data asset integration into a centralized data lake, and became one of the first listed companies in China to report digital assets exceeding 10 million yuan in 2024 [2]. - The company launched a three-year action plan called "Artificial Intelligence Hundred Scenes Thousand Models," collaborating with Huawei to build a vertical model base for the steel industry, facilitating real-time data flow and algorithm iteration [2][4]. Group 2: AI Applications in Production - Nanjing Steel has implemented an intelligent peak-valley optimization scheduling system, which improved energy utilization efficiency by 4.24 times, generating an additional 6.55 million kWh of electricity in 2024 [4]. - The company has enhanced the mechanical performance prediction of carbon-manganese low-temperature steel, increasing product performance qualification rates by over 1.5% through advanced data analysis and real-time monitoring [5]. - An AI-driven coal blending system has reduced the blending time from 1-2 days to 1-2 minutes, lowering the cost of coke by 5-10 yuan per ton [7]. Group 3: Quality Control and Process Optimization - Nanjing Steel has developed a new AI prediction engine for rolling force, enabling rapid modeling and high-precision predictions across various steel grades and conditions [7]. - The implementation of AI visual models for quality inspection has significantly improved defect detection capabilities, addressing challenges related to sample scarcity and variability [7][9]. Group 4: Future Directions and Collaborations - The collaboration with Huawei Cloud Stack is not only a technological partnership but also aims to establish a new paradigm for industrial intelligence, reflecting the broader transformation of the Chinese steel industry [9][10].

在中国钢铁行业与信息技术的深度融合中，一项里程碑式的成果于6月21日正式亮相。在中国钢铁工业协会、江苏省工业和信息化厅及江苏省数据局的指 导下，南京钢铁集团携手华为，共同举办了"人工智能赋能新型工业化供需对接深度行（钢铁行业）"活动，会上震撼发布了"元冶·钢铁大模型"。这一创 新之举，犹如炽热的钢水与精密的代码碰撞，激发出中国智能制造的新火花，开创了传统钢铁巨头与ICT领域领先企业跨界合作的新篇章。 南钢集团的数智化转型之旅，始于一个宏大的愿景——打造一个国际一流、受人尊敬的企业智慧生命体。其战略核心在于"一切业务数字化，一切数字业 务化"，旨在通过数字化手段全面革新生产流程、优化管理模式并探索新的商业模式，力求在"产业智慧化"与"智慧产业化"两方面取得突破性进展。 "元冶·钢铁大模型"的发布，标志着南钢在数智化转型道路上迈出了重要一步。"元"寓意着数字化基因与无限可能，"冶"则代表着钢铁行业的工业根基与重 塑力量。面对行业数据的多元性与复杂性，南钢通过多模型协同的方式，将多种AI模型与行业机理模型深度融合，形成了一个双向驱动的智能模型集 群，为工业大模型赋予了新的定义。这一创新不仅提升了模型在工业场景中的应 ...

Core Insights - The summit focused on the theme "Huawei Cloud Stack, Understanding Government and Enterprise in the Intelligent Era," highlighting the importance of AI technology in driving digital transformation for government and enterprise clients [1] - Huawei Cloud aims to enhance its AI cloud service products and solutions, collaborating with clients to implement AI technology across various business scenarios [1][3] - The company recognizes the diverse needs of government and enterprise users, categorizing them into four distinct roles to better tailor its offerings [4] Group 1: AI and Digital Transformation - Government and enterprise clients are increasingly adopting AI technologies for applications such as smart customer service, process optimization, safety supervision, and digital marketing [1] - Huawei Cloud's mixed cloud solutions are designed to support the digital transformation needs of these clients, providing over 120 cloud services and more than 50 scenario-based solutions [3] - The company emphasizes the importance of leveraging vast amounts of industrial, financial, and public data in China to foster AI industry growth [3] Group 2: User-Centric Approach - Huawei Cloud Stack has developed a comprehensive approach to support different user roles, including data center engineers, data engineers, AI algorithm model application engineers, and application development engineers [4] - The company is set to launch a mixed cloud solution compatible with CloudMatrix 384 super nodes, enabling clients to have their own cloud super nodes locally [4] Group 3: Case Studies and Applications - Xiangtan Steel Group, in collaboration with Huawei, launched the world's first steel industry large model, establishing a unified AI training center to enhance operational efficiency [5] - Chengdu Urban Investment Digital Group is building a trusted data space to empower the city's digital transformation, focusing on data integration and new business models [6] Group 4: Future Directions and Innovations - Huawei Cloud Stack is enhancing its capabilities in large model mixed cloud solutions, addressing challenges in computing power management and AI toolchain development [7] - The release of the white paper on "Government and Enterprise AI Platform Architecture and Application Practices" aims to provide a reference framework for clients to plan their AI platform construction effectively [7]