Core Insights - The "Large Model Integrated Machine Industry Map" has been officially released, showcasing over 70 representative companies in China's large model integrated machine industry chain, highlighting the ecosystem [1] - CloudWalk Technology (688327) has been included in this industry map, positioning itself as one of the few companies covering the entire industry chain of large model integrated machines [1] - The large model integrated machine market is experiencing rapid growth as large models enter a phase of large-scale application, with nearly 100 vendors launching AI integrated machine products [1] Industry Trends - The competition in the large model integrated machine market is shifting from a focus on single hardware to an ecosystem-based competition that includes software-hardware collaboration, industry know-how, and ongoing services [1] - By May 2025, CloudWalk Technology plans to launch the "Congrong Large Model Intelligent Integrated Machine," which integrates its multi-modal large model with a hardware platform, emphasizing dual-driven AI infrastructure and intelligent agents [1] Application and Partnerships - CloudWalk Technology has established partnerships with organizations such as the National Cybersecurity Base, Tianjin Port Group, China Telecom, and State Grid Shandong to implement large-scale applications in areas like smart cybersecurity, smart ports, intelligent manufacturing, and intelligent customer service [1] - The deployment of PortGPT at Tianjin Port has significantly improved cargo scheduling efficiency, showcasing a successful case of smart port construction [2] - In the financial sector, CloudWalk Technology has secured projects with Guangzhou Bank and Chongqing Rural Commercial Bank, enhancing mobile transaction security for over 2.5 million users [2] Infrastructure Development - CloudWalk Technology has built a robust digital infrastructure consisting of a "trusted data space, controllable training ground, and embodied intelligent training ground," which supports continuous innovation in the large model integrated machine field [2] - This infrastructure ensures the safe and reliable operation of large models while significantly lowering the usage threshold for industry clients [2]

Core Insights - CloudWalk Technology's "Congrong Large Model Intelligent Integration Machine" was awarded as one of the "Top Ten Benchmark Cases" in the AI Infra category at the 2025 AI Industry and Empowering New Industrialization Conference hosted by the China Academy of Information and Communications Technology [1] - The integration machine is built on the Ascend AI foundational software and hardware platform, combining CloudWalk's multimodal large model with various language models and toolchains, providing a comprehensive solution from computing power to model training and industry applications [1] - The core competitiveness of the integration machine lies in the dual-drive of "AI Infrastructure + AI Multimodal Intelligent Agents," enabling flexible adaptation to complex scenarios in various industries such as digital government, transportation, finance, and manufacturing [1] Performance and Application - In practical applications at the Wuhan National Cybersecurity Base, the integration machine demonstrated significant performance improvements by optimizing resource allocation and inference acceleration, providing replicable experiences for intelligent transformation in other industries [2] - The machine incorporates an innovative "Trusted Data Space" concept, ensuring data security and privacy during training and inference, making it suitable for industries with high data security requirements such as finance, government, and healthcare [2] - CloudWalk has partnered with various organizations, including the National Cybersecurity Base, Tianjin Port Group, China Telecom, and State Grid Shandong, to achieve large-scale applications in smart cybersecurity, smart ports, intelligent manufacturing, and intelligent customer service [2] Case Study - The deployment of PortGPT, the world's first port large model at Tianjin Port, significantly improved cargo scheduling efficiency, enabling intelligent optimization of logistics paths and simplifying the port handover meeting process through the digital assistant "TianTian," establishing a benchmark case for smart port construction [2]

Core Insights - The company reported a revenue of 169 million with a year-on-year growth of 40.21% and a reduction in losses by 35.51%, indicating the effectiveness of its "AI Intelligent Agent + Large Model" strategy [1] Financial Performance - The company achieved a significant reduction in operating expenses by 33.83% year-on-year through refined cost control and operational optimization [2] - Cash outflow from operating activities decreased by 76.76% year-on-year, reflecting improvements in cash collection management and resource allocation [2] Technological Innovation - The self-developed "Congrong Multimodal Large Model" ranked among the top three globally and first domestically in authoritative evaluations, showcasing strong performance in natural language processing, image recognition, and data analysis [2] - A strategic partnership with Huawei aims to enhance technological capabilities through the development of an integrated AI large model training and deployment project [2] - The establishment of a "controllable training ground" at the National Cybersecurity Base is designed to support large model development with robust computing power and a comprehensive development environment [2] Industry Ecosystem Development - The company is actively expanding the boundaries of AI technology applications through investments in companies like Yisiwei Computing, Zhongshu Xinke, and Yuansheng Intelligent, creating a complete AI industry ecosystem [3] - The Risc-V chip from Yisiwei Computing supports edge computing for smart manufacturing, while applications from Zhongshu Xinke and Yuansheng Intelligent enhance technology application scenarios [3] Application Across Multiple Sectors - In the cultural tourism sector, the investment in Zhongshu Xinke has enabled personalized "AI tour guide" services on Yangtze River cruise ships [5] - In finance, the company launched an all-in-one machine that supports private deployment, providing efficient credit and anti-money laundering services for banks and insurance institutions [5] - In e-commerce, the intelligent customer service agent improved efficiency by over 24% [5] - In urban governance, the intelligent platform addressed issues like illegal parking and garbage overflow in Guangzhou [5] - The deployment of the world's first port large model, PortGPT, at Tianjin Port significantly enhanced cargo scheduling efficiency and optimized logistics paths [5] Future Outlook - The company plans to continue its dual-driven strategy of "AI Intelligent Agent + Industry Large Model," increasing investments in key technology areas such as AI security, multimodal integration, and human-machine collaboration [6]

Core Insights - CloudWalk Technology is deeply embedding AI agents into key sectors such as finance, transportation, and manufacturing, driving an efficiency revolution through technology implementation [1][2] Group 1: Financial Sector - CloudWalk has established a digital security barrier for six major state-owned banks and over 100 financial institutions, enhancing identity verification accuracy to 99.99% and increasing attack resistance by 80% compared to traditional methods [1] - The AI anti-fraud model implemented by a large bank has tripled the efficiency of identifying high-risk transactions, preventing losses exceeding 100 million yuan annually [1] Group 2: Transportation Sector - The AI video analysis platform from CloudWalk covers nine major airports and hundreds of hub airports in China, reducing flight delay rates by 15% through applications like intelligent security checks and flight scheduling [1] - The launch of PortGPT at Tianjin Port has improved container dispatch efficiency by 40% by optimizing cargo loading paths and ship docking plans, receiving coverage from CCTV's "Economic Half Hour" [1] Group 3: Manufacturing and Energy Sectors - In the manufacturing sector, CloudWalk's intelligent customer service system has achieved a 95% accuracy rate in Q&A and improved customer handling efficiency by 24% [2] - The Shandong power grid has successfully reduced transmission and distribution losses through CloudWalk's smart energy management solution, which utilizes AI for predictive maintenance and load optimization [2] Group 4: Broader Impact and Vision - CloudWalk's long-term vision focuses on defining smart living and enhancing human potential, as evidenced by its AI identification system achieving 95% accuracy in ecological monitoring and its smart city management system reducing incident detection time from hours to minutes [2] - The company's competitive edge lies in addressing industry pain points with deep innovations rather than superficial technological showcases [2] - The transition of AI from laboratories to practical applications in various industries signifies not only commercial value but also serves as a fundamental driver for the intelligent transformation of China's industries [2]