KINGDEE INT'L (00268) surged nearly 10%, with a gain of 9.68% to HK$15.87 at the time of writing, and a turnover of HK$454 million. Recently, eight departments including the Ministry of Industry and Information Technology, the Cyberspace Administration of China, and the National Development and Reform Commission jointly issued the "Implementation Opinions on the Special Action for 'Artificial Intelligence + Manufacturing'." The "Opinions" emphasize the development of high-level industry models, including large-scale models for key manufacturing sectors and smaller models tailored for specific industrial scenarios. Shanxi Securities believes that, driven by both technological advancements and policy support, industrial large models are currently transitioning from single-point validation to full-process empowerment, and the release of these "Opinions" is expected to accelerate this progression. Specifically, in the R&D and design phase, AI is expanding from generating 3D models and simulations from text to more in-depth scenarios such as design changes and design reviews. It is reported that KINGDEE INT'L previously upgraded its Kingdee Cloud · Constellation to "Kingdee AI Constellation," launching the AI Constellation Suite. Centered on "Platform + Data Cloud + AI-Enhanced SaaS + AI-Native Intelligent Agents," the suite achieves multi-agent collaboration. By integrating the AI Constellation Suite with an intelligent agent matrix, AI capabilities are deeply embedded into the entire manufacturing process, addressing pain points such as inaccurate planning, equipment downtime, quality fluctuations, and inefficient supply chains.
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