Building the key foundation for the new AI infrastructure in the Greater Bay Area, XTALPI-P(02228) is expected to open up a new channel for valuation growth.

On February 19th, Jing Tai Holdings announced that they planned to jointly launch the Greater Bay Area "AI+" technology and industry integration innovation consortium project with Guangdong Hengjian Investment Holdings Co., Ltd. (hereinafter referred to as "Hengjian Holdings"). It was reported publicly that in July 2023, Hengjian Holdings signed a cooperation agreement with Jing Tai Technology to jointly promote industrial innovation cooperation in Guangdong Province. That same year, the Guangdong Province Innovation Consortium Fund with a total size of 10 billion RMB was successfully established and filed for funds, managed by Hengxin, a subsidiary of Hengjian Holdings. The cooperation with Jing Tai Technology is one of the strategic reserve projects of the Guangdong Province Innovation Consortium Fund. Now, the project has reached a new milestone. In recent years, in the global competition of technological innovation and industrial revolution, the Guangdong-Hong Kong-Macao Greater Bay Area is focusing on "AI+" as a core strategy to accelerate the layout of next-generation industrial infrastructure through the deep integration of technology, capital, and industry. This aims to leverage the market space of AI+ industry and provide new momentum for fields such as pharmaceutical research, material science, and high-end chemical industry. Jing Tai Holdings is becoming one of the key players in AI new infrastructure. It is worth noting that, on February 17th, Jing Tai Holdings announced that the company expected its revenue for the previous year to reach the revenue threshold of a company already commercialized under the Hong Kong Stock Exchange's Chapter 18C Listing Rules, which is 250 million Hong Kong dollars. This means that Jing Tai Holdings, in less than a year after listing, crossed the revenue threshold and is expected to be promoted to the main board. For the company, this undoubtedly signifies a significant achievement. Siasun Robot&Automation Workstation becomes a key foundation for the trillion-dollar AI new infrastructure In recent years, both "AI+ new drugs" and "AI+ new materials" have grown into trillion-dollar industry tracks. It is against this market backdrop that this cooperation project is particularly noteworthy. As the first technology enterprise listed under Chapter 18C rules of the Hong Kong Stock Exchange, Jing Tai Holdings plays a role as a technology enabler in this collaboration. The company plans to provide a large-scale cluster of Siasun Robot&Automation workstations and supporting equipment for the Greater Bay Area, and lead in the construction and operation of public laboratories. This move signifies the transition of Jing Tai's Siasun Robot&Automation technology from a single research tool to industrial-level infrastructure, thereby solidifying the commercial potential and strategic value of the company once again. In the field of scientific research, laboratory efficiency is often limited by the randomness of manual operations, inconsistent data recording by human hands, and the formation of data silos that cannot be used for large-scale machine learning. Taking drug research and development as an example, activities like compound design, synthesis, testing, screening, and analysis are time-consuming and laborious, requiring intensive human resources. Jing Tai's Siasun Robot&Automation workstation can couple standardized processes with AI algorithms to achieve cost reduction and efficiency enhancement at multiple levels. More importantly, the automated experimental laboratories composed of Siasun Robot&Automation workstations can "produce" and automatically record all experimental data, which can be used for training purpose of vertical AI models in the future, making this an important data resource for the future AI+ industry. It is understood that industrial-level automated laboratories typically require a cluster deployment of over a hundred devices, with an estimated total investment scale exceeding 500 million dollars. According to the announcement, Jing Tai and Hengjian Holdings' innovation consortium plan to guide over several billion funds to be used in the construction of automated laboratories in the Greater Bay Area in the next 10 years. This scale means that Jing Tai's Siasun Robot&Automation technology is expected to be deeply embedded in the regional industrial chain, becoming a shared foundation for the AI industry ecosystem in the Greater Bay Area. The significant investment will also bring substantial scale benefits to Jing Tai Holdings, effectively enhancing the company's profits. Driven by both technology and capital, the accelerated release of intrinsic value Currently, as the government-certified leading enterprise in the "AI+Siasun Robot&Automation Automation" chain, the technological moat of Jing Tai Holdings has become clear. Its independently developed Siasun Robot&Automation workstation integrates quantum physics computing, AI prediction models, and automation, forming a globally leading case in fields such as material structure prediction. The company has also built a super-thousand-square-meter automated laboratory and secured orders from benchmark clients like Fudan University and Sinopec, confirming the universality and commercial value of the technology solution. In the short term, the investment of the innovation consortium is expected to increase Jing Tai's order volume and contribute to the company's revenue; in the medium to long term, as the automated laboratory becomes a shared foundation for the AI industry in the Greater Bay Area, Jing Tai is expected to enter the global AI for Science infrastructure race through standardized technology output. Currently, the company has initiated the deployment plan for Siasun Robot&Automation workstations in North America, with the international strategy gradually taking shape. Against the backdrop of increasing demand for automation research and development in multiple vertical fields such as AI+ new materials, new energy, and pharmaceuticals worldwide, Jing Tai, backed by authoritative endorsement in the Greater Bay Area, could see its technological first-mover advantage transform into a continuous expansion of market share. Conclusion The successive rise in stock prices and the resonance of strategic cooperation reflect the market's reevaluation of the intrinsic value of Jing Tai Holdings. As AI+Siasun Robot&Automation transitions from the laboratory to industrial infrastructure, and as technical standards transition from a Bay Area sample to global rules, Jing Tai's growth logic has shifted from a "technological dark horse" to an "ecosystem builder." With the support of the trillion-dollar AI market blueprint in the Greater Bay Area, this Hong Kong-listed special technology leader may be standing at a new starting point for value unlocking.