齐心华为云达成合作 怡合达2023年营收28.81亿丨产业互联网周报

This article is a roundup of recent developments in the industrial internet sector, compiling 15 key industry events and 4 new financing deals. Core takeaways are as follows:

1. Updates on leading players: Qixin Group posted 2023 revenue of 11.1 billion yuan, up 28.62% year over year, and announced a partnership with Huawei Cloud to build a full-scenario digital enterprise service platform. Yihoda reported 2023 revenue of 2.881 billion yuan, a 14.58% year-over-year increase. Mobvoi officially listed on the Hong Kong Stock Exchange and closed below its IPO price on the first trading day.

2. New technology and service updates: JD Cloud launched "Hua Mulan", China's first digital human for cultural tourism services, and opened a custom digital human service for corporate CEOs. Alibaba Cloud became the first domestic cloud provider to offer free limited-time training and inference computing power for Llama 3. JLCPCB launched a cost-effective PCB Layout service priced at only 2.5 yuan per pin.

3. Capital trends: Four hard tech companies closed new financing rounds, ranging from tens of millions to hundreds of millions of yuan, covering sectors including quantum computing, humanoid robots, and semiconductors.

This article summarizes marketing directions, partnership opportunities, compliance requirements and industry trends for brands. Key takeaways are as follows:

1. Marketing innovation reference: JD Cloud has brought digital human marketing to commercial落地. Following the launch of digital humans for procurement live streaming, it introduced the cultural tourism digital human "Hua Mulan", which supports both content explanation and live commerce. Currently, over 100 corporate CEOs are queued up for custom digital humans, making digital human marketing a new customer acquisition channel for brands.

2. Partnership and R&D direction: Qixin Group partnered with Huawei Cloud to build an AI-powered full-scenario digital service platform, a cross-industry collaboration model brands can reference to upgrade their own services. Capital still favors the hard tech track, with multiple brands in semiconductors, robotics and new materials securing financing, leaving room for continued growth in R&D investment.

3. Compliance reminder: The group standard *Service Specification for Suppliers of State-Owned Enterprises Online Shopping Malls* has passed review. Brands looking to enter the state-owned enterprise procurement system need to align their services with the standard to meet compliance requirements.

This article organizes policy requirements, market opportunities and risk alerts for sellers. Key takeaways are as follows:

1. Policy requirements: The group standard *Service Specification for Suppliers of State-Owned Enterprises Online Shopping Malls* has passed review, clarifying requirements for performance, delivery, after-sales service and risk management across all supplier links. Sellers doing business on state-owned enterprise online shopping malls need to adjust their services to meet compliance requirements.

2. Market opportunities: Suning Industrial has launched the Qingyun Program, which will support 20 partners with over 100 million yuan in annual sales and 100 partners with over 30 million yuan in annual sales over the next three years, and provide digital intelligence empowerment across three dimensions. Industrial product sellers can leverage this support opportunity. Alibaba Cloud offers free limited-time computing power for Llama 3, allowing sellers to build custom large models at low cost to optimize operations, while JD Cloud's custom digital humans can be used for live marketing to cut costs and improve efficiency.

3. Risk alert: Mobvoi dropped more than 21% and closed below its IPO price on its first trading day. Sellers planning for an IPO need to pay attention to secondary market valuation risks and prepare accordingly.

This article summarizes accessible business opportunities, cost-reduction pathways and digital transformation insights for factories. Key takeaways are as follows:

1. Business partnership opportunities: Multiple vertical platforms under Guolian Shares, including Cold Chain Duoduo, Fertilizer Duoduo and Coating Duoduo, have partnered with local state-owned assets, agricultural enterprises and international firms respectively to build digital procurement and supply chain platforms for various vertical sectors. Factories can use these platforms to connect with procurement demands, lower raw material costs, expand sales channels and secure more orders.

2. Cost-reduction and R&D pathways: JLCPCB launched a cost-effective PCB Layout service priced at only 2.5 yuan per pin. Electronic manufacturing factories can use this service to cut R&D and design costs and shorten product development cycles. High-end manufacturing tracks including semiconductors, humanoid robots and new materials are widely favored by capital, and factories with technical reserves can enter these tracks to unlock more growth space.

3. Digital transformation insights: Qixin Group partnered with Huawei Cloud to build a full-scenario digital service platform powered by large model technology. Factories can also leverage AI technology to advance their own digital transformation and improve operational efficiency.

This article summarizes the latest industry trends, customer demands and new technology directions for the B2B service sector. Key takeaways are as follows:

1. New growth driven by emerging technologies: Demand for custom digital human services has boomed. After digital human live streaming gained popularity, JD Cloud received inquiries from thousands of enterprises across industries, with over 100 CEOs waiting in line for custom digital human avatars. This indicates strong enterprise demand for digital human marketing and exclusive digital avatars, making it a new growth track for service providers. Demand for custom large models is also growing: as Alibaba Cloud became the first domestic provider to offer free Llama 3 computing power, enterprise demand for custom large model services is being rapidly released.

2. Customer pain points and service directions: Small and medium-sized manufacturing enterprises have strong demand for cost reduction. JLCPCB's launch of low-cost standardized PCB design services perfectly matches this demand from small and medium-sized electronic enterprises, and this cost-effective standardized service model is worth learning from for service providers.

3. Industry trends: AI industry cluster development is accelerating, and Huawei Cloud plans to nurture more than 100 AI innovation enterprises in Hong Kong over three years. Service providers can layout AI supporting services in advance to capture industrial growth dividends.

This article summarizes the latest developments, industry demands and compliance directions for platform operators. Key takeaways are as follows:

1. Investment attraction and partnership directions: Suning Industrial has launched the Qingyun Program, which will provide tiered support for partners of different scales and deliver digital intelligence upgrades across three dimensions: product standardization, procurement collaboration and operational empowerment, to attract more industrial product sellers and expand platform category scale. Multiple vertical platforms under Guolian Shares have formed partnerships with local state-owned assets and international enterprises, expanding business boundaries by establishing joint ventures to build vertical procurement platforms. This asset-light expansion model is worth referencing.

2. Platform technology upgrade directions: Multiple leading platforms are leveraging AI large models to upgrade service capabilities. Qixin Group's partnership with Huawei Cloud to build a full-scenario digital enterprise service platform and JD Cloud's launch of a new custom digital human business both align with the digital demands of enterprise clients and open up new revenue growth points for platforms. This technology upgrade path is a useful reference for other platforms.

3. Compliance reminder: The group standard for suppliers of state-owned enterprise online shopping malls has passed review. Platforms engaged in state-owned enterprise procurement-related business need to optimize supplier management in accordance with the standard to avoid compliance risks.

This article summarizes the latest industrial developments, emerging research questions and new business models in the industrial internet sector. Key takeaways are as follows:

1. Latest industrial developments: The integration of AI and the real economy is accelerating. Digital human commercialization has moved from general scenarios to the enterprise custom stage, and large model infrastructure services continue to improve: Alibaba Cloud was the first to launch free Llama 3 computing power, Huawei Cloud is accelerating AI industry cluster cultivation, and the AI industrial ecosystem is gradually taking shape. Vertical industrial internet platforms are continuing to penetrate deeper into the market, forming partnerships with local state-owned assets and overseas enterprises to expand business boundaries. The hard tech track still maintains high investment enthusiasm, with four hard tech companies from different sectors closing new financing rounds, reflecting sustained capital confidence in the sector.

2. New research questions: Mobvoi's first-day post-IPO price drop below the IPO issue price reflects the valuation gap for AI companies between primary and secondary markets, which is worthy of in-depth research. The long-term sustainability of the B2B custom digital human commercialization path also requires continued tracking and research.

3. New business model research: The model of industrial platforms partnering with local state-owned assets to co-build vertical digital platforms and open up supply chain empowerment, as well as Suning Industrial's tiered partner empowerment model, both carry high research value.