I've identified some Chinese stocks that align with the DeepSeek concept. They could be worth a speculative investment but aren't suitable for long-term holding, as investing in Chinese stocks carries inherent risks. The leading AI stock in China is Cambricon Technologies(688256). [Miser] [Miser] Happy Lunar New Year! [Miser] [Miser]
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Equity Affiliates
Zhejiang Orient (600120): Invested in DeepSeek's angel round through its subsidiary Hangzhou Oriental Jiafu Fund. Shareholding structure: Zhejiang Orient → Oriental Jiafu (40% stake) → DeepSeek.
HuaJin Capital (000532): An investment platform under Zhuhai State-owned Assets, indirectly participated in DeepSeek's Pre-A round financing through the HuaJin Lingyue Fund.
Computing Infrastructure Suppliers
Inspur Information (000977): Provided an AI server cluster for DeepSeek's Beijing Yizhuang Computing Center, equipped with NVIDIA H800 GPUs and a self-developed AIStation management platform.
Sugon (603019): Built a liquid cooling system for DeepSeek's Hangzhou Training Center, with a cabinet power density of 35kW and a PUE (Power Usage Effectiveness) of less than 1.15.
Runze Technology (300442): Supplied over 3,000 cabinets at its Langfang Data Center for DeepSeek, using indirect evaporative cooling technology, reducing operating costs by 15% compared to competitors.
Key Technology Providers
Hanking Technology (000818): Its subsidiary, Chaoyin Digital Intelligence, supplies optical modules and switches to DeepSeek, closely integrated with NVIDIA's ecosystem.
Data and Ecosystem Partners
Daily Interactive (300766): As the second-largest shareholder of Phantom Quant, it spearheads Zhejiang's big data computing center, providing robust computing power and vast user behavior data for DeepSeek.
SCI99 (301299): Collaborates with Phantom Quant on financial corpus projects, potentially offering data resources for DeepSeek model training and optimization.
Vertical Industry Partners
TRS (300229): Co-developed a financial sentiment analysis model with DeepSeek, already deployed in institutions like CITIC Securities for intelligent report generation.
iFLYTEK (002230): Integrated the DeepSeek-Math model in educational scenarios, jointly launching the "Sparktutor" AI math tutoring app.
Kingsoft Office (688111): Incorporated the DeepSeek-Writer API into WPS for intelligent writing, tripling document generation efficiency and reducing error rates by 90%.
Potential Technology Collaboration Stocks
Feelers (300287): One of the few listed companies utilizing MLA (Multi-head Latent Attention). DeepSeek-V2 architecture innovations involve MLA technology, indicating potential collaboration.
Nanwei Software (603636): Excels in AI with multi-head attention mechanisms and enhanced feature pyramid methods, aligned with DeepSeek's technological focus.
Parallel Tech (839493): Provided multiple parallel computing technologies, significantly enhancing DeepSeek's computational capacity.
Related Partners
Insight Group (300781): Associated with Phantom Quant's DeepSeek-V3 model, indicating potential collaboration in model development or applications.
Other Potential Beneficiaries
AI Chips and Hardware: Domestic AI chip manufacturers like Cambricon (688256) and Jingjia Micro(300474) could benefit from the increased computing power demand driven by DeepSeek's advancements.
$Zhejiang Orient Financial Holdings Group Co.,Ltd.(600120)$
$Zhuhai Huajin Capital Co.,Ltd.(000532)$
$Dawning Information Industry Co.,Ltd.(603019)$
$Cambricon Technologies Corporation Limited(688256)$
$Range Intelligent Computing Technology Group Company Limited(300442)$
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