产业互联网周报：京东工业签约一汽奔腾；震坤行联合英特尔发布工业多模态大模型

This week saw several major developments in the industrial internet space, spanning AI deployment, corporate partnerships, and funding or listing activity.

1. JD Industrial signed a strategic partnership with FAW Bestune covering industrial procurement, digital supply chain operations, omnichannel marketing, after-sales service, overseas business, and parts logistics, helping FAW Bestune reduce procurement costs and expand overseas.

2. Linglong Intelligent, a ZKH subsidiary, joined with Intel to release LingLong Insight 1.0, an industrial multimodal large model with 4 billion parameters that can automatically read delivery notes and verify materials against documents, creating a reviewable closed loop in the receiving process.

3. COSMOPlat was selected as a national manufacturing digital transformation promotion center and has again filed a Hong Kong listing application; if successful, it would become the ninth listed company in the Haier ecosystem.

4. Guolian identified cross-border business as its third growth curve, with computing-power-related revenue of about 74.31 million yuan in the first half, its first time contributing meaningfully; Huitongda's first-half net profit rose 10.46% year on year, though revenue declined slightly.

5. On policy, MIIT publicized the second batch of manufacturing digital transformation promotion centers; Hunan Daily introduced the concept of soft technology, stressing the importance of producer services to industrial upgrading.

For brands, this week's developments highlight channel expansion, supply chain collaboration, and the application of AI in goods circulation.

1. FAW Bestune signed agreements with JD Industrial and JD Government and Enterprise Business, extending cooperation from after-sales to front-end procurement, vehicle marketing, and overseas logistics. The partnership covers omnichannel marketing and after-sales service, offering brands a reference model for integrating online and offline channels with overseas market expansion.

2. JD Industrial and FAW Bestune focus on industrial procurement and digital supply chain operations. Brands can use such platforms to lower procurement costs, improve supply chain efficiency, and enhance inventory turnover and delivery performance.

3. ZKH's LingLong Insight 1.0 embeds an AI large model into receiving and inspection processes, improving material management accuracy. Brands can apply similar intelligent tools in after-sales parts, warehousing, and logistics.

4. Huitongda disclosed interim results with revenue of 23.585 billion yuan and net profit growth of 10.46%, showing that in lower-tier market operations, refined management and cost control matter more than sheer scale expansion. Its three-year purchase and sales framework agreement with Five-Star Holdings also demonstrates the value of ecosystem collaboration.

5. COSMOPlat's industrial internet platform provides diagnostic consulting, solution design, and technology development services for manufacturers. Brands can use such platforms to accelerate product R&D and production collaboration and shorten time to market for new products.

For sellers, this week's news includes export and policy opportunities as well as capital market volatility, so platform collaboration and risk signals need attention.

1. On growth, Guolian has defined cross-border business as its third growth curve and is setting up country headquarters and overseas warehouses in Pakistan and Kazakhstan. Sellers can use such industrial internet platforms to expand exports into emerging markets. Guolian's first-time computing-power revenue also points to growing value-added services on platforms.

2. On policy, MIIT's second batch of manufacturing digital transformation promotion centers now serves industries including light manufacturing, electronics, petrochemicals, and machinery. Small and medium sellers can watch for local centers offering diagnostic consulting and solution design support.

3. On channels, Yangcai Group successively won projects including the China Railway Mall MRO project and China CRSC's materials e-procurement project, showing that third-party industrial platforms can enter central state-owned enterprise procurement lists. JD Industrial's agreement with FAW Bestune also gives suppliers a route into the automotive industry chain.

4. On business models, supply chain bills embedded across procurement, production, and sales can transmit core enterprises' credit to multi-tier suppliers, helping sellers improve payment terms and financing.

5. On risk, 01.AI's shutdown of its open large-model platform and pivot to enterprise AI warns sellers relying on third-party platform APIs to prepare backup plans; Yunhan Chip City's upcoming share unlock and buyback moves such as YSB's also merit attention for related stock price fluctuations.

Factories can draw lessons this week on digital transformation paths, intelligent equipment applications, and supply chain collaboration.

1. COSMOPlat was selected as a national manufacturing digital transformation promotion center, providing public services such as diagnostic consulting, solution design, and technology development for light industry, electronics manufacturing, petrochemicals, and machinery. Factories can pursue these policy resources to reduce transformation costs.

2. COSMOPlat and Wanbang Heavy Industry launched a future ship maintenance project using an AI-plus-robot cluster and a smart decision brain, targeting rust removal, welding, and spraying. This suggests factories should watch the substitution trend of robot clusters in heavy or hazardous work positions.

3. ZKH's LingLong Insight 1.0 can automatically read delivery notes and verify materials against documents. Factories can apply it to receiving and warehousing to reduce manual errors and inspection costs.

4. JD Industrial and FAW Bestune's agreement covers digital supply chain operations and parts logistics. Factories entering the automotive supply chain can use such platforms to lower procurement costs and improve logistics efficiency.

5. Guolian's cross-border business emphasizes the 1750 strategy and overseas warehouse deployment, giving factories channels to sell into markets such as Pakistan and Kazakhstan. Huitongda's purchase and sales framework agreement with Five-Star Holdings also shows a model for long-term cooperation between platforms and upstream factories.

This week's news shows industrial internet moving from concept to concrete operational scenarios, and service providers should focus on opportunities from AI, policy projects, and financial tools.

1. On technology, ZKH and Intel released LingLong Insight 1.0, a 4-billion-parameter model for edge scenarios. It starts with receiving and inspection, using adaptive OCR, visual inspection, and multimodal understanding to form a reviewable closed loop, indicating that AI solutions are moving to specific work positions.

2. On customer pain points, COSMOPlat's selection as a digital transformation promotion center centers on diagnostic consulting, solution design, and technical breakthroughs. This reflects manufacturers' need for systematic, implementable digital transformation services, and service providers can build products accordingly.

3. On policy, MIIT has publicized the second batch of manufacturing digital transformation promotion centers. Service providers can explore cooperation with local centers to jointly serve light industry, electronics, petrochemicals, and machinery.

4. On business models, supply chain bills embedded across procurement, production, and sales can transmit core enterprises' credit to multi-tier suppliers. Service providers can build integrated industrial financial services around supply chain bills and move from transaction matching to financial services.

5. On market shifts, 01.AI's closure of its open large-model platform and focus on enterprise AI highlights the commercial pressure in general-purpose open model platforms. Service providers should shift more toward enterprise solutions and private deployment.

Several events this week provide platform operators with cooperation templates, capital paths, and operational direction, especially regarding coordination with industrial leaders, central SOE procurement, and financial institutions.

1. On platform practice, JD Industrial signed a strategic partnership with FAW Bestune spanning industrial procurement, digital supply chain, omnichannel marketing, after-sales, overseas business, and parts logistics, demonstrating a full-chain cooperation model between an industrial internet platform and an automaker.

2. On capital paths, COSMOPlat filed again with the Hong Kong Stock Exchange and could become the ninth listed company in the Haier ecosystem; Transwarp listed in Hong Kong under Chapter 18C at HK$49 per share, becoming the first A-share company to use that chapter, providing a reference for platform technology companies seeking listings.

3. On business development and operations, Yangcai Group successively won projects including the China Railway Mall MRO, China CRSC's e-procurement, and Shenzhen Sunshine Procurement Platform, showing the key capability for platform suppliers to enter central and state-owned enterprise procurement lists.

4. On financial services, supply chain bills embedded across procurement, production, and sales can transmit core enterprise credit tier by tier. Platform operators should seize the opportunity to transform from transaction matchmaking into comprehensive industrial financial service providers.

5. On risk mitigation, 01.AI's shutdown of its open large-model platform suggests platform operators relying on open platform APIs should assess supplier continuity. Yunhan Chip City's share unlock notice also reminds platform operators to watch capital market volatility.

This week's developments reflect new trends in industrial internet policy positioning, AI deployment, cross-border models, and capital markets.

1. On policy and industry positioning, MIIT publicized the second batch of manufacturing digital transformation promotion centers, and COSMOPlat was selected. Hunan Daily introduced the concept of soft technology, categorizing industrial internet platforms, digital supply chains, industrial software, and digital finance as a high-end service-oriented technology system, and noted that Hunan's producer services account for 23.4% of GDP, below the 30%-plus level in developed regions.

2. On business models, Guolian identified cross-border business as its third growth curve and delivered computing-power-related revenue for the first time, with about 74.31 million yuan in the first half, showing how industrial internet platforms can monetize value-added services beyond transaction matching. Huitongda posted lower revenue but 10.46% higher net profit, indicating improved earnings quality.

3. On AI industrialization, LingLong Insight 1.0 deploys a 4-billion-parameter multimodal model in edge scenarios to complete a closed loop for receiving and inspection. COSMOPlat and Wanbang Heavy Industry are exploring AI-plus-robot clusters in ship maintenance, showing that AI implementation is moving from broad concepts to specific work positions.

4. On capital markets, COSMOPlat filed again for a Hong Kong listing, and Transwarp became the first A-share company to list in Hong Kong under Chapter 18C, indicating that industrial internet and technology companies are seeking new financing channels.

5. On financial innovation, supply chain bills enable core enterprise credit to flow to multi-tier suppliers, pushing industrial internet platforms to evolve from transaction matchmaking into comprehensive industrial financial service providers. This is an institutional and business innovation worth studying.