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Why Thunder Software Technology Co.,Ltd. (SZSE:300496) Could Be Worth Watching
Thunder Software Technology (300496.SZ): Xiaomi is a client of the company and has extensive cooperation with the company in the field of Software Development.
On February 24th, Gelonghui reported that Thunder Software Technology (300496.SZ) stated on the investor interaction platform that Xiaomi is a client of the company and that they have extensive cooperation in the field of Software Development. The company strictly adheres to customer confidentiality agreements and will not disclose specific cooperation details.
Thunder Software Technology (300496.SZ): Currently, the Drip Water OS, Rubik Pi, and Asia Vets module computing platforms have all completed the Qualcomm platform adaptation for Deepseek.
On February 21, Gelonghui reported that Thunder Software Technology (300496.SZ) stated on the investor interaction platform that currently, the company's Drip OS, Rubik Pi, and Asia Vets module computing platform have all completed the adaptation of Deepseek to the Qualcomm platform. The company adheres to the principle of open cooperation and will flexibly choose whether to integrate the DeepSeek solution based on actual customer needs. For the adaptation of DeepSeek-related models and deployment on the end side, the company is in deep discussions with customers. So far, no clear Order has been formed, which may impact the company's future Operation performance.
Thunder Software Technology (300496.SZ): The company has entered into Global Strategy cooperation with AMD and Intel to jointly build the next generation all-3D Asia Vets cockpit platform.
On February 21, Longhui reported that Thunder Software Technology (300496.SZ) stated on an investor interactive platform that the company, as a Global operating system product and technology provider, maintains close cooperation with chip manufacturers. At the same time, the company's products and solutions have consistently provided cross-chip platform-based products and technologies. The company's cooperation with chip manufacturers in the Smart Automobile field is deepening. In the intelligent driving field, the joint venture company established with Qualcomm and Luxshare Precision Industry, called Changxing Intelligent Driving, has already released several smart automobile domain controller products. In the smart cockpit field, the company is also conducting strategic cooperation with AMD and Intel to jointly build the next.
Thunder Software Technology (300496.SZ): The current robot products mainly consist of a full range of mobile robots aimed at the industrial sector.
Gelonghui, February 20 – Thunder Software Technology (300496.SZ) stated on the investor interaction platform that the company's current robot products mainly focus on a full range of mobile robots for the Industrial field (AMR, unmanned forklifts, multi-joint composite robots). The company's industrial intelligent mobile robot products have established applications in Industries such as Autos and components, lithium batteries, 3C, food and beverages. The core technologies of industrial mobile robots and humanoid robots share common fields, and there is a high overlap in the supply chain of core components. The company's layout goal is to continuously accumulate technology and products in the industrial mobile robot sector.
Minsheng Securities: Why is SaaS the first activated direction for DeepSeek?
DeepSeek accelerates the process of AI equality; consensus has formed globally that cloudification must come before AI implementation. Business service Saas is expected to usher in development opportunities far beyond the Telecommuting era.
