"AI+" Initiative Accelerates Further, DC Holdings (00861) Positioned for Growth

Stock News
Aug 27

Recently, the State Council released the "Opinions on Deeply Implementing the 'AI+' Action," which outlines development targets for the next decade. By 2027, the plan aims to achieve widespread and deep integration of artificial intelligence with key sectors, with smart terminals and AI agents reaching over 70% adoption rates. By 2030, the goal is to fully empower high-quality development with application penetration exceeding 90%, making the intelligent economy a crucial growth driver. By 2035, China expects to fully enter a new phase of intelligent economic and social development.

The opinions propose implementing six major priority actions while strengthening eight fundamental supporting capabilities, including enhancing foundational model capabilities, strengthening innovative data supply, coordinating intelligent computing power, optimizing application development environments, promoting open-source ecosystem prosperity, building talent teams, strengthening policy and regulatory frameworks, and improving security capabilities.

DC Holdings (00861) has been continuously increasing its investment in big data and artificial intelligence in recent years, particularly focusing on empowering core value scenarios with leading data intelligence technologies to promote industrial digital transformation. The company utilizes its "Yan Yun Infinity Platform" as its core technological foundation, which encompasses full-stack AI data intelligence technologies, providing comprehensive data intelligence solutions for industries including consumer electronics, telecommunications services, fast-moving consumer goods retail, and apparel.

In terms of computing power, the company can provide computing scheduling and performance enhancement services through software-hardware collaboration capabilities. For data services, it offers data access, data integration, data orchestration, semantic modeling, and MCP services among other product tools. In decision support, the company focuses on core capabilities including Agent process orchestration, autonomous planning and reasoning, and multi-Agent simulation decision execution through various scheduling and planning strategies. At the intelligent application level, building upon its universal technology platform, the company has independently developed logistics-specific large models and intelligent agents covering the entire "research-production-supply-sales-service" chain, accelerating comprehensive services for industrial intelligence development.

Given the company's established first-mover advantages in related technologies and application scenarios over the years, DC Holdings is well-positioned to capitalize on significant development opportunities as the national "AI+" action accelerates.

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