EB SECURITIES: DeepSeek is expected to fully empower process industries and intelligent manufacturing.

EB SECURITIES issued a research report stating that DeepSeek-R1 has quickly gained wide attention in the market due to its powerful reasoning capabilities and cost advantages. In the field of smart manufacturing, DeepSeek is expected to effectively solve control optimization problems in complex scenarios by integrating industrial mechanisms with AI technology. The large-scale application of the DeepSeek model is expected to reduce the intelligent expenditure of industrial enterprises, reduce dependence on foreign AI models, and help enterprises improve efficiency and reduce costs. With the empowerment of the DeepSeek large model, Zhejiang Supcon Technology Co., Ltd. is expected to accelerate its strategic upgrade from "automation equipment provider" to "industrial AI service provider" and benefit greatly from the increased penetration of AI in process industries. It is recommended to focus on Zhejiang Supcon Technology Co., Ltd.'s continuous innovation and market expansion capabilities in the field of industrial AI. EB SECURITIES' main points are as follows: - Zhejiang Supcon Technology Co., Ltd. is deeply cultivating industrial AI and achieving landing in multiple scenarios. - Zhejiang Supcon Technology Co., Ltd., as a leading company in China's process industry automation, launched the "ALL in AI" strategy in 2024, building a "1+2+N" intelligent factory architecture and forming two major product systems: Business Automation (BA) and Process Automation (PA). In the PA field, the company released the process industry temporal big model TPT in June 2024; in the BA field, the company developed industrial AI products based on the globally leading AI large model DeepSeek. In addition, the company launched its independently developed AI application - Intelligent Control Question, which integrates cutting-edge technologies such as Large Language Models (LLM) and Intelligent Agents (AIAgent) to build enterprise-specific knowledge question and answer systems, reconstruct industrial software, achieve intelligent business automation, and support customized or self-built AI application scenarios. - Zhejiang Supcon Technology Co., Ltd. and DeepSeek: Empowering Intelligent Manufacturing with Industrial AI. - In May 2024, Zhejiang Supcon Technology Co., Ltd. incorporated DeepSeek's V2 version as the core base model for the heavyweight industrial AI product development in the BA field, aiming to promote AI application scenarios in enterprise research, production, supply, sales, services, and support. This industrial AI product is expected to be launched in mid-2025. With the updates of DeepSeek-V3, R1, and other models, Zhejiang Supcon Technology Co., Ltd. quickly updates the core base model, fully utilizes DeepSeek's outstanding performance and openness, greatly enhances logical reasoning capabilities, reduces operating costs significantly, injects new vitality into industrial intelligence, and leads the intelligent transformation from production operation to full-chain enterprise operation. - Zhejiang Supcon Technology Co., Ltd. has achieved five major breakthroughs with the "Industrial BA Super Intelligent System" built on DeepSeek: 1. Multi-modal perception center: Deep integration of DeepSeek-V3's multi-modal understanding capabilities to build an "industrial digital neural system." 2. Industrial BA graph data and graph neural network: By integrating DeepSeek-V3's semantic understanding and entity extraction capabilities, quickly build private domain and domain knowledge graphs. 3. Intelligent construction of industrial APPs: Deep integration of DeepSeek-R1's strong reasoning capabilities and code generation capabilities to create a breakthrough new paradigm of "design is development, development is application" for industrial APP construction. 4. Multi-agent collaboration across the entire business chain: Based on DeepSeek-R1's strong reasoning capabilities, combined with multi-agent collaboration technology, build an enterprise-level multi-agent collaboration platform. 5. Industrial analysis decision-making brain: By integrating DeepSeek-V3's billion-level parameter reasoning engine, relying on cutting-edge NLP2SQL and NLP2API technologies, intelligently integrate, deeply analyze massive industrial data, unearth hidden value, and break through decision bottlenecks in complex scenarios. Risk Warning: - Industrial AI landing speed is slower than expected, industry competition intensifies, and technology iteration risks.