--- title: "Everbright Securities: DeepSeek generative \"AI equity\" industry data is a core element of digital products" type: "News" locale: "en" url: "https://longbridge.com/en/news/230954919.md" description: "Everbright Securities released a research report stating that DeepSeek's generative AI promotes decision-making equality in the power digitalization industry, with data barriers being a core element. Companies enhance data capacity and forecasting levels through deep industry engagement, leveraging generative AI to achieve more rational decisions. It is recommended to pay attention to LONGSHINE, SMHC, and SPRIXIN, as power digitalization, driven by a new generation of technologies, has broad application scenarios and development space" datetime: "2025-03-07T08:39:04.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/230954919.md) - [en](https://longbridge.com/en/news/230954919.md) - [zh-HK](https://longbridge.com/zh-HK/news/230954919.md) generator: "portal-rs" --- # Everbright Securities: DeepSeek generative "AI equity" industry data is a core element of digital products According to the Zhitong Finance APP, Everbright Securities released a research report stating that the emergence of DeepSeek promotes "AI equity" in decision-making. The core element of the final product for digital power enterprises is the level of vertical deep cultivation in their field, which determines the level of their model predictions. **Data barriers are the core element of the digital power industry. Enterprises expand data capacity through vertical deep cultivation in the industry, enhance prediction levels, and thus achieve more reasonable decisions and outcomes with the assistance of generative AI.** It is recommended to pay attention to Longshine Group (300682.SZ), SMHC (600131.SH), and SPRIXIN (301162.SZ), which have core products in the digital power application subfields. ## The main viewpoints of Everbright Securities are as follows: **Digital power has huge development space, with physical models overlaying general models to create digital space.** In the future, with the vigorous development and widespread application of new generation digital enabling technologies such as digital edge, ubiquitous communication networks, computing power and storage, algorithms, and applications, digital power will fully connect the physical world with digital space. By transforming equipment information and production processes in the power system into digital expressions, a "digital mirror" of the power system will be created in virtual space. With the hardware layout of the new power system on the supply side, transmission and distribution side, and demand side in the "source, grid, load" aspects, coupled with enabling technology empowerment, the operational scenarios of digital power are vast, including the supply side (power plant planning, construction, production, and operation), grid side (grid planning and operation technology), and demand side (flexible scheduling, comprehensive energy management, etc.). By processing data through the company's own physical models and accessing general large models (such as DeepSeek, ChatGPT), the goal of cost reduction and efficiency enhancement can be achieved. **AI is widely applied in digital power, and the emergence of DeepSeek promotes generative "AI equity."** AI technology is widely applied in the digital power industry, mainly in three forms and six scenarios. AI is primarily divided into predictive AI and generative AI. Predictive AI focuses on "analysis" and "prediction," while generative AI is centered on "creation" and "generation." DeepSeek, an open-source large model, is a typical representative of generative AI. The open-source nature of DeepSeek lowers the resource threshold for the AI community, making DeepSeek a result of "AI equity." Its emergence reduces the technical innovation threshold and costs, breaking the monopoly of computing power, and shows strong potential for application expansion in the digital power field. **The goal of converting power data into digital applications through AI is decision-making, and the level of prediction determines success or failure.** The realization of digital applications is a multi-step process involving data import, physical model prediction, and decision-making assisted by generative AI. Digital power products will import raw data variables into physical models to obtain predictive results, while generative AI assists users in generating decisions by analyzing this data. With the emergence of DeepSeek achieving decision-making equity, prediction becomes the core of whether digital applications are excellent or not. The core of prediction lies in the level of data and industry deep cultivation. The company has unique data advantages in these areas, allowing for more accurate predictions through its physical models, and subsequently obtaining better results through open-source large models like DeepSeek **Risk Warning** The risk of new energy installation progress being below expectations; the risk of grid construction progress being below expectations; the risk of AI iteration being below expectations ### Related Stocks - [600131.CN](https://longbridge.com/en/quote/600131.CN.md) - [301162.CN](https://longbridge.com/en/quote/301162.CN.md) - [300682.CN](https://longbridge.com/en/quote/300682.CN.md) - [06178.HK](https://longbridge.com/en/quote/06178.HK.md) - [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md) ## Related News & Research - [Bain-backed Dhoot Transmission jumps in India debut, valued at $2.5 billion](https://longbridge.com/en/news/296057696.md) - [BYD debuts third-gen Tang SUV, launch set for Q4](https://longbridge.com/en/news/296577383.md) - [VIMAB: Strong Q2 revenue growth and new battery contracts signal improving performance](https://longbridge.com/en/news/296577862.md) - [REG - Odyssean Inv. 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