本报讯 （记者李昱丞）1月8日，北京智谱华章科技股份有限公司（以下简称"智谱"）正式在港交所上市。 在业内人士看来，国内AI大模型产业进入商业化落地加速期。作为"LED+AI"战略的先行者，深圳市洲明科技股份有限公 司（以下简称"洲明科技"）凭借与智谱等头部大模型企业的深度合作，在AI智能体领域的前瞻布局与实践，将迎来业绩增长的 新机遇，成为AI技术赋能传统制造业的典型范本。 依托技术合作与自主研发双轮驱动，洲明科技在AI智能体方向的探索已形成清晰的产品布局和商业化路径。公司 以"LED+AI"战略为核心，构建起覆盖ToB与ToC的全场景AI生态体系，将AI智能体能力深度融入硬件终端，实现从"显 示"到"智能交互"的跨越。 在ToB端，洲明科技的AI智能体产品已实现批量交付与场景复用。AI一体机、AI台灯系列、AI光堡盒子、AI数字售卖亭等 产品，凭借"垂直细分类模型+终端AI智能体"的解决方案，成功落地南京德基广场、国家博物馆、戴尔展厅、福建能化集团等 标杆场景。其中，与香港科晫集团签署的1500台AI一体机批量交付框架协议以及与广东华辉煌光电科技有限公司达成的5年100 万台AI智能硬件供货协议，标志着公 ...

Group 1: LED+AI Product Strategy - The LED+AI strategy has two main paths: AI industry solutions focusing on vertical classification models and terminal AI intelligence, and AI edge products creating an ecosystem driven by hardware, IP, and scene services [1][2] - The company has invested 50% (CNY 25 million) in a joint venture with Beijing Zhipu Huazhang Technology Co., Ltd. and Beijing Yuanke Shijie Technology Co., Ltd. to establish a subsidiary for AI solutions [2] Group 2: AI Edge Product Orders - The company has signed a framework agreement for the delivery of 1,500 AI all-in-one machines with TechTure [3] - A partnership with Guangdong Huahui Huang Optoelectronics Technology Co., Ltd. will see the procurement of 1 million AI smart hardware units [3] Group 3: Nanchang Base Capacity Planning - The Nanchang base project has a total investment of CNY 600 million, focusing on Micro and Mini LED display and lighting production [4][5] - The new base has begun limited production, with plans for full-scale operations to enhance production efficiency and reduce costs [5] Group 4: Participation in National Games Facilities - The company has provided LED display products and integrated solutions for multiple venues in the National Games across Guangdong, Hong Kong, and Macau [6] - Key projects include installations at major sports centers in Guangzhou and Shenzhen, enhancing event presentation and lighting [6] Group 5: Future Profit Improvement Strategies - The company aims to focus on mid-to-high-end products to differentiate from low-cost competitors and enhance customer value perception [7][8] - Plans include exploring high-value application scenarios in smart museums and digital tourism, leveraging LED and AI technology [8] Group 6: M&A Plans and Financing Needs - The company maintains a cautious approach to mergers and acquisitions, focusing on integrating market, brand, and technology resources [9] - Key areas of interest include upstream and downstream integration in the optoelectronics industry and collaboration with government and financial institutions for strategic investments [9]