Text: Economic Herald Yu Wanning

The bulletin boards of listed companies in Shandong are frequently "swiped" by AI keywords. Since 2025, more than 40 Lu enterprises have mentioned the progress of artificial intelligence technology in announcements or investor interactions, from medical imaging to power dispatching, from education models to consumer electronics, and a card position war around the landing of AI scenarios has quietly begun.

The reporter of the Economic Herald noticed that many listed Lu enterprises, including leading enterprises such as Zhongji Innolight and Inspur Information, have launched a diversified layout in artificial intelligence and set foot in different subdivisions, showing the rich exploration of Lu stocks on the AI track.

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Involved in multiple segments

Recently, the implementation of AI in the vertical field of related companies has become the focus of attention of institutions, and some companies have been frequently asked by institutions about the layout of the AI field, the progress of large model research and development, and future application scenarios.

Ying Kang Life (300143.SZ) said in a survey with investment institutions on February 20 that the company is actively exploring "AI + healthcare", and has cooperated with United Imaging Medical (688271.SH) and iFLYTEK (002230.SZ) to build AI application scenarios and platforms, and AI applications have covered eight scenarios. The company has an early layout in "AI + healthcare", and will start AI-related work in 2021, with strong resource integration capabilities.

"The company has launched Digital Homo 2.0, built a full-cycle health management platform, realized the integration of AI technology and health data, and provided user-oriented health management services." "In addition, the actual controller of the company, Haier Group's big health ecological brand Yingkang Life's AI platform Yingkang Brain and digital intelligence products, have recently been connected to the DeepSeek-R1 model, and many of the company's digital intelligence capabilities rely on the technology platforms of Haier Group and Yingkang Life. The company has always been open to the times, and has selected the leading large-scale model institutions that match the company's business scenarios to carry out in-depth cooperation. ”

In the 2024 semi-annual report, Yingkang Life mentioned that AI-empowered medical care is the development trend of the medical industry. For medical institutions, having AI intelligent digital medical service capabilities can greatly improve their competitiveness by upgrading service efficiency and quality.

Another medical company, Guoxin Health (000503.SZ), mentioned in the organizational structure adjustment announcement issued on February 20 that in order to further deepen the company's comprehensive reform and accelerate the implementation of the company's "AI in ALL" work, the company's AI center was set up to coordinate and be responsible for the construction of the company's AI base.

An industry insider told the Economic Herald reporter, "AI can be combined with multiple links in the medical industry to greatly improve efficiency, reduce costs, and better allocate R&D and medical resources." From the application side, AI pharmaceutical, medical imaging, medical informatization and other fields show great application potential. ”

In terms of "AI + education", the "Education Content AI System" project of Century Tianhong (300654.SZ) relies on the company's years of accumulation of teaching and auxiliary resources and teaching and research resources, and uses innovative research and development capabilities to build an AI product system for educational content by combining big data, cloud computing, artificial intelligence and other technologies. According to the company's disclosure, this project will enrich the company's product line and service content, fully tap the company's existing brand and customer resources, and help accelerate product upgrades, optimize the company's business structure, and achieve online and offline coordinated development.

In the field of smart grid, Dongfang Electronics (000682.SZ) has established an interdisciplinary team of business experts and AI algorithm experts who integrate power grid analysis. In the field of smart cities, the company has created a new urban ecology through digital intelligence and AI technology, and continued to empower in the fields of smart urban management, digital government affairs, smart transportation, smart pipe network, and intelligent manufacturing, and released new quality productivity with intelligent manufacturing.

Bring incremental performance to relevant Lu enterprises

Under the wave of AI, the performance forecast released by relevant Lu enterprises has become a vivid footnote to the dividend of artificial intelligence. Zhongji InnoLight (300308.SZ) is a typical representative of AI-enabled performance growth, benefiting from the explosion of computing power demand brought by the AI wave, and its high-end optical module products are in short supply.

According to the announcement disclosed by Zhongji InnoLight in late January, in 2024, with the growing investment demand for AI data centers, the construction of computing infrastructure for overseas customers will grow faster than in 2023, and the company, as the main supplier of optical modules, has achieved good shipments and revenue in 800G and 400G products. "In 2024, we will complete the testing and certification of 800G optical modules for CSP customers, and in 2024, we will mainly focus on 400G demand, and will upgrade to 800G in 2025, including a certain proportion of silicon photonic modules. In 2024, we will complete the testing and certification of 1.6T for key customers, start a small number of shipments in December 2024, and increase shipments quarter by quarter in 2025. The company disclosed during the investigation of the reception agency.

Zhongji InnoLight executives said, "The company is concerned about the high investment in the construction of overseas AI data centers, and the capital expenditure is better than expected, which is definitely good for the optical module industry." At present, customer orders are relatively saturated, and it is expected that customers will have a demand re-planning process for new capital expenditures and optical module needs. In 2025, we will see more and more investment in AI computing infrastructure from various customers, and the company will be ready to maintain good growth in the new year. ”

Driven by new technologies such as artificial intelligence, the terminal demand of the consumer electronics industry has recovered. Goertek's (002241.SZ) precision components business, intelligent acoustic machine business and VR/MR, smart wearable and other sub-product lines in the intelligent hardware business segment are progressing relatively smoothly, and the comprehensive gross profit margin has improved.

According to the performance forecast released by Goertek, the company expects the net profit attributable to shareholders of listed companies in 2024 to be 2.557 billion yuan to 2.775 billion yuan, an increase of 135% to 155% over the same period last year; The net profit after deducting non-recurring gains and losses was 2.322 billion yuan to 2.494 billion yuan, an increase of 170% to 190% over the same period last year.

Source: Economic Herald

Original title: From medical digital intelligence to education model...... Listed Lu enterprises accelerate the layout of the AI track