(1) Shenzhen's extraordinary efforts to increase artificial intelligence effectively reduce the financial pressure of enterprises in the use of computing power, the purchase of corpus, model research and development, training and application, etc.

(2) In terms of corpus coupons, A-share companies such as BGI and Obi Zhongguang participated in the establishment of the Open Computing Alliance; Three operators, Yuntian Lifei and other A-share companies were selected as training voucher service institutions.

Finance Associated Press, December 19 (Reporter Fu Jing) After the announcement of the list of Shenzhen training voucher service agencies, a month later, the further rules on training vouchers were released. According to the "Several Measures for Shenzhen to Build an Artificial Intelligence Pioneer City" (hereinafter referred to as the "Measures") issued by the Shenzhen Municipal Bureau of Industry and Information Technology on the 18th, Shenzhen will issue up to 500 million yuan of "training vouchers" every year. Not only that, measures such as issuing up to 50 million yuan of "corpus coupons" and up to 100 million yuan of "model coupons" are issued every year. It can be seen that Shenzhen will increase artificial intelligence with extraordinary efforts.

Cailian News Agency reporters learned from multiple interviews that at present, Shenzhen is driving the supply of computing power and the construction of a global high-quality Chinese corpus base, opening up the large model to land the "last meter" for thousands of industry scenarios, and the "Measures" have cleared the obstacles for the development of AI from the perspective of the supply of underlying factors, and effectively reduced the financial pressure on enterprises in the use of computing power, the purchase of corpus, model research and development, training and application, etc.

It is reported that the "Measures" put forward a total of 18 measures from four aspects: enriching the supply of ecological elements, deepening artificial intelligence to empower thousands of industries, improving the ability to innovate at the source, and optimizing the industrial development environment, which will be implemented from December 18 and will be valid for 2 years.

Specifically, Shenzhen will issue up to 500 million yuan of "training coupons" every year; Up to 100 million yuan of "model coupons" will be issued every year; A maximum of 50 million yuan of "corpus coupons" will be issued every year to promote the construction of the data element market; Invest up to 100 million yuan every year to promote artificial intelligence to empower thousands of industries in key areas such as advanced manufacturing, modern service industry and scientific research; Invest up to 50 million yuan every year to promote the opening of scenarios such as urban governance and public services, and support the development of artificial intelligence applications based on open scenarios; Invest up to 300 million yuan every year to focus on cutting-edge directions such as mathematical principles, infrastructure, and core algorithms of artificial intelligence, as well as key areas such as embodied intelligence, autonomous driving, and artificial intelligence chips, and carry out basic research and technological research.

"Computing power, algorithms, and data are the three basic elements of the development of artificial intelligence, and the demand for the three basic elements has also surged, and the "Measures" propose to issue training coupons, model coupons, and corpus coupons, which have cleared the obstacles for the development of AI from the perspective of the supply of underlying elements, and have an important role in accelerating the creation of artificial intelligence pioneer cities." Yuntian Lifei-U (688343.SH) told the Financial Associated Press reporter.

In terms of corpus coupons, Jia Xibei, chairman of Huaao Data, a data intelligence company, believes that the support is quite attractive to enterprises. He told the Financial Associated Press, "Shenzhen's policies are very professional, targeted, and very dry, which provides substantial support for promoting the openness, sharing and trading of corpus." The upper limit of 30% of the contract amount and the maximum amount of 2 million yuan can effectively reduce the financial pressure on enterprises to purchase corpus. ”

The Measures also propose to support enterprises to open corpora through the public data open platform, and give each data source unit a reward of up to 1 million yuan. The reporter of the Financial Associated Press learned that in July last year, the Shenzhen Data Exchange and nearly 50 units established the "Open Computing Alliance", and the co-sponsors included Tencent Cloud, BGI (300676. SZ), Yuntian Lifei, Obi Zhongguang-UW (688322.SH), UBTECH, China Unicom (600050. Since its establishment, it has not only advocated the opening of corpus, but also coordinated the release of more than 1,500 open datasets.

As a co-initiator of the Open Computing Alliance, Jia Xibei is very concerned about the part of the open corpus in this policy. He said that on October 28, the Open Source Initiative formulated OSAID 1.0 (Open Source Definition of Artificial Intelligence Version 1.0), which proposes that open source large models must "ensure that the code, model, and data used by AI systems are open." The "corpus voucher" policy is not only in line with the spirit of OSAID, but also encourages enterprises to disclose high-quality data resources by rewarding data source units that open up corpus, which will help build a more transparent and credible AI ecosystem.

In terms of training coupons, a reporter from the Financial Associated Press learned from a local computing power manufacturer that it is expected that the notice of training coupons will be released in the first quarter of next year.

According to a report by a reporter from the Financial Associated Press on November 13, the Shenzhen Municipal Science and Technology Innovation Bureau has announced the list of training voucher service institutions in 2024 600941. SH) Shenzhen Branch, China Unicom Shenzhen Branch, Huawei Cloud, Yuntian Lifei, Shenzhen Qianhai New Internet Exchange Center, Shenzhen Zhicheng Yiyun Technology Co., Ltd. (hereinafter referred to as "Zhicheng Yiyun") and other 11 service organizations have entered the warehouse.

It is worth noting that China Telecom (601728. SH) 100% owned by Tianyi Capital Holdings Co., Ltd., has a 49% stake in Zhicheng Yiyun. It can be seen that the three major operators have entered the Shenzhen training voucher service.

Recently, a reporter from the Financial Associated Press visited Zhicheng Yiyun and learned that its "Shenzhen Open Intelligent Computing Center" is located in Hetao Shenzhen Park, which will build the largest intelligent computing center in a single cluster in the Guangdong-Hong Kong-Macao Greater Bay Area, based on the international mainstream intelligent computing chip and integrated computing acceleration and training and promotion full-stack tool chain, and has now launched 2000P computing power, which is the core supply of Shenzhen's "local computing power"; The "Shenzhen Smart City Computing Power Scheduling Platform" has been connected with 18 computing power supply units, bringing together 136 resource pools across the country, which can dispatch intelligent computing resources over 9,000P, and plans to achieve 40,000P computing power scheduling by the end of 2025.

In the process of developing large models, the company has precipitated a large number of technologies that can support the efficient operation of heterogeneous computing power clusters, and has precipitated the relevant experience of large model training into tools to help customers improve the efficiency of computing power utilization.

The relevant person in charge of Shenzhen Qianhai New Internet Exchange Center said, "We have launched the Guangdong-Hong Kong-Macao Greater Bay Area integrated computing service platform last year, and have accumulated a considerable number of users. At the same time, it will also attract more new AI companies to use the computing platform, further stimulate the upgrading and optimization of the computing platform, and provide more vertical services for AIGC computing, such as AI resource transmission acceleration. ”

In addition, the "Measures" also pointed out that major computing infrastructure in the city is encouraged to provide computing power services at preferential prices; It is planned to support the construction of a domestic artificial intelligence ecological source innovation center and cultivate a full-stack independent and controllable artificial intelligence ecosystem; Support enterprises and related institutions to open source AI computing platforms, programming models, integrated development tools, and more.

Shenzhen's extraordinary efforts to increase artificial intelligence are expected to benefit a number of local listed companies. According to public information, Zhongqingbao (300052. SZ), a wholly-owned subsidiary of Proton Internet, invested and operated data centers including Shenzhen Guanlan Cloud Data Center, etc., and the company signed a contract with China Unicom Shenzhen Branch on December 11 to provide computing power services to it; Langke Technology(300042. SZ) is located in Nanshan District, Shenzhen, and its subsidiary, Langke Intelligent Computing, provides A800, H800, A100, H100, V100, 4090, and 3090 computing power leasing suitable for AI cloud hosts, AIGC, rendering, and scientific computing.

According to media reports, since the beginning of this year, a number of Shenzhen artificial intelligence concept stocks have been intensively investigated by institutions, and the largest number of surveys is Ruiming Technology (002970. SZ), which has been surveyed 34 times during the year; Yuntian Lifei, Obi Zhongguang, Emdoor Information (001314. SZ), Heertai (002402. SZ) was surveyed more than 20 times. Collection

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