Lin Mingfeng: Zhouming Technology fully embraces AI and opens the second growth curve of AI end-side

With the rapid development of the AI technology revolution around the world, the AI end-side commercialization process continues to accelerate. As a leading enterprise in the optical display industry, Zhouming Technology (300232) is in a critical period of strategic upgrading. Today, Zhouming Technology is no longer just a traditional LED leader company, but is fully transforming into an AI end-side.

Recently, Lin Mingfeng, chairman of Zhouming Technology, said in an interview with a reporter from Securities Times that Zhouming Technology is fully embracing AI and upgrading its AI strategy. With end-side applications as the core, it is building an intelligent three-axis drive of hardware + IP + scene services. The scenario ecosystem has opened the company's second growth curve.""

The strategic positioning is clear, focusing on the future of LED + AI. Zhouming Technology's strategic positioning is very clear, that is, fully embracing AI and elevating the LED + AI business to the group's number one strategic level."""" In short, it is necessary to deeply integrate LED light display technology with the intelligent capabilities of AI, so that display products not only have display functions, but also have the ability to think and interact.

In order to achieve this goal, Zhouming Technology has made full preparations. At the technical level, the company is developing an AI SOC system based on Huawei Hongmeng, and is committed to integrating the end-side multimodal large model into the chip. At the same time, Zhouming Technology and Zhejiang University have jointly established the Traditional Cultural Large Model Research Institute and actively carried out research and development of multimodal large models. In addition, the company has also established a special AI subsidiary to implement independent accounting.

In the future, Zhouming Technology will focus on end-side applications, fully unleash the advantages of LED technology and the potential of AI, and realize the transformation from a display hardware manufacturer to an AI intelligent light display ecosystem leader.

Focusing on the AI field, the market space is vast. The reason why Zhouming Technology comprehensively focuses on the AI field and opens the second growth curve on the AI side is because it recognizes that the AI technology revolution is not a flash in the pan, but an infrastructure in the digital economy era. Just as the Internet changed the world when it changed the world, the LED industry is no exception. Only by actively embracing AI can we take the lead in future market competition.

Zhouming Technology has been deeply involved in the LED display industry for many years and has a deep understanding of the needs of downstream customers. Shopping malls need smart shopping guides, cultural and tourism scenic spots crave immersive experiences, schools look forward to interactive classrooms, and even ordinary families want to have an AI partner who can chat and help children learn. These needs cannot be met by traditional display devices. What customers need is hardware with intelligent interaction capabilities, able to understand voices, understand expressions, and even proactively provide recommendation services.

Driven by such strong demand, Zhouming Technology believes that the AI end-side market has broad prospects. Nowadays, AI technology is actively applied in mobile phones, automobiles, smart homes and other fields. In smart cities, every screen and interactive screen in every shopping mall is the entrance to the AI side. In the future, whoever grasps the capabilities of end-side AI will be able to grasp the initiative of the scene. According to calculations by Zhouming Technology, the market size of AI end-side solutions in each field such as culture and tourism, commerce, and education is expected to reach or even exceed Zhouming Technology's existing business scale in the future.

AI end-side strategy steps are clear. Regarding the AI end-side strategy, Zhouming Technology has formulated a clear implementation path, which can be summarized as using the large model as the product base, using AI hardware to undertake interactive entrances, and realizing scene implementation through commercial applications.

At the base level of the large model, Zhouming Technology established the industry's top R & D team a few years ago, focusing on the development of large models and AI agents. For example, the company's self-developed Shanyin model has been successfully applied in the Niushou Mountain project in Nanjing. Visitors can interact with the AI version of Su Shi to compare poems."" At the same time, the company's Agent platform is like an AI bridge. It has been connected to mainstream models such as DeepSeek, Baidu, Ali, and Microsoft, and can perform intelligent scheduling according to different scenarios.

At the hardware product level, in order to speed up the implementation of AI products, Zhouming Technology has established a special AI business subsidiary with independent accounting and independent budgeting, focusing on the development of AI hardware. For example, the company's AI box products can quickly upgrade ordinary LED screens to smart interactive screens.

At the scene implementation level, relying on its deep accumulation in the field of LED display, Zhouming Technology has focused on promoting several benchmark projects. For example, in Nanjing's Niushou Mountain Cultural Tourism Experience Project, tourists can learn about Buddhist culture by interacting with AI; in the Hong Kong Rail Project, Zhouming Technology's AI all-in-one machine provides intelligent guide services for passengers; Lushan Scenic Area uses AI digital humans to explain history; Nanjing The AI interactive screen at Deji Plaza makes shopping more interesting.

Significant first-mover advantage on the AI end-side. Zhouming Technology has obvious first-mover advantages on the AI end-side, which is mainly reflected in the following three aspects:

Deep vertical scene barriers

: Zhouming Technology has been deeply involved in command and dispatch, rail transportation, cultural tourism and other industries for many years, and has a deep understanding of the business processes and payment pain points of these industries. For example, in the 1500 AI-in-one project of Hong Kong Metro, Zhouming Technology's equipment can directly provide passengers with services such as directions, answering questions and emergency notices. In scenic spots, AI digital humans can interact with tourists. For example, tourists can compare poems with virtual Su Shi, which greatly enhances the user experience.

"Light display + AI ecosystem is the first to deploy"

: Zhouming Technology began to lay out the field of optical display + AI several years ago."" For example, its AI holographic companion assistant not only has the technical foundation of LED display, but also incorporates a self-developed traditional cultural model. It can also customize the IP image to meet different needs such as children learning Chinese studies and chatting with the elderly.

The closed loop of commercialization of AI business has been opened

: This year, Zhouming Technology successfully signed an order for AI all-in-one machines and AI desk lamps. The entire commercial chain from research and development, production to sales has been opened up, proving the commercialization of its AI business. capabilities.

The specific measures for laying out the AI end-side are based on its own technology accumulation and customer channel advantages. Zhouming Technology chose to simultaneously work on the B-side and C-side to promote the implementation of the AI end-side strategy.

In the B-end market, Zhouming Technology has mainly launched AI all-in-one machine series, AI desk lamp series, AI light castle boxes, AI digital vending booths, AI interactive digital fish tanks and other products, and has been applied in many benchmark projects across the country. For example, Zhouming Technology's AI all-in-one machine has been put into use in Nanjing Deji Plaza, National Museum, Dell Exhibition Hall, Fujian Energy Chemical Group and other scenarios.

In the C-end market, Zhouming Technology has launched products such as the AI emotional companion cabin series and the AI voice trendy series. These products can be connected to the self-developed Shanyin vertical model or other general large models to support multi-model intelligent scheduling."" The core of C-end products is to meet the needs of home users in scenarios such as emotional connection, educational guidance, and spiritual healing.