Huawei version of ChatGPT is coming! Pangu Chat is regarded as the new generation of domestic 'AI” king bomb

While Huawei is increasing its independent research and development efforts, it is also further developing its presence in the field of artificial intelligence! Recently, media reports stated that Huawei will release a multi-modal 100 billion-level large-scale model product directly targeting ChatGPT on July 7, called "Pangu Chat".

Looking at the market, in early trading on June 5, Huawei concept stocks fluctuated and rose. As of the noon closing, Pinming Technology (688109.SH) rose 5.35%, Changshan Beiming (000158.SZ) rose 4.27%, and Tuowei Information (002261.SZ) rose 3.79%.

Huawei version of ChatGPT will be released soon

It is understood that Huawei will officially release “Pangu Chat” at the Huawei Cloud Developer Conference on July 7 this year and start internal testing. The product will be mainly targeted at To B/G government and enterprise customers. Pangu Chat is considered to be a new generation of domestic "AI" king bomb, which may subvert the entire artificial intelligence market and arouse strong attention from the market.

Huawei announced the launch of the Pangu large model in April 2021 and upgraded it to version 2.0 in April 2022. The Pangu model is a pre-training model based on the field of natural language processing built by Huawei AI researchers on Huawei's self-developed neural network MindSpore.

Pangu large model is a series composed of CV (computer vision) large model, scientific computing large model, NLP (natural language processing) large model, and multi-modal large model.

Different from OpenAI's GPT, the algorithms and training methods used by Pangu are all for Chinese text, which makes it more adaptable to application scenarios in the Chinese context. Scenarios such as finance, security, and travel may become expanded applications for Huawei AI.

Huawei has made significant progress in independent research and development, which is reflected in the successful launch of the Pangu large model. In the context of increasingly fierce global technological competition, the independent research and development capabilities of Chinese enterprises have received increasing attention. With the strong support of the country. Companies such as Huawei have successfully stood out in various industries by continuously improving their R&D capabilities.

Strong generalization ability and wide range of application scenarios

Currently, the Pangu model has been verified in more than 100 industry scenarios, including energy, industry, finance, medical care, retail, logistics and other fields.

In terms of industry, CV large models can be used in industrial quality inspection, logistics warehouse monitoring, fashion auxiliary design and other fields. Large scientific computing models can be used in fields such as weather forecasting. NLP large models can be applied to fields such as intelligent ERP and intelligent document search.

The scene performance of the CV large model surpasses that of human inspectors, achieving a high-precision detection system for truck fault images. Large meteorological models achieve accuracy that exceeds traditional forecasts. The implementation of large-scale mine models includes functions such as panoramic video splicing, aiming to fully ensure safe production.

According to the view of Guojin Securities, the Pangu model has very strong generalization capabilities, and only one model can be applied to many different complex industry scenarios. Developers from all walks of life can access Pangu large models through the cloud to find the models they need. Pangu’s large model is equivalent to a universal “wheel” for AI in various industries, helping various industries accelerate their intelligent transformation.

Soochow Securities pointed out in the research report that the advantages of Huawei’s Pangu large model lie in its independent controllable computing power and talent reserve. It is expected to become the leading large model in the country, and companies related to its ecological industry chain are expected to usher in accelerated development.

Industrial chain companies are expected to benefit

Many listed companies have in-depth cooperation with Huawei and jointly participate in the Pangu large model industry chain. With the official release of Pangu Chat, related companies are likely to benefit, and their operating performance is expected to be further improved.

Tuowei Information is China's leading provider of integrated software and hardware products and solutions. Its business covers government and enterprise digitalization, intelligent computing, Hongmeng ecology and other fields. It is reported that the company is one of only four companies that has signed a concentric agreement with Huawei, aiming to integrate cloud resources and establish an integrated cloud service ecosystem.

After years of development, Changshan Beiming has become a well-known new generation IT architecture solution provider in China. It is reported that Beiming Software is one of Huawei's largest agents, and Huawei has also purchased some industry application solutions from Beiming Software.

Baoland (688058.SH) is a high-tech enterprise focusing on the R&D and promotion of basic software. The company's product line covers middleware, container PaaS platform, intelligent operation and maintenance, and big data in the field of basic software. The company's cooperation with Huawei mainly made corresponding adaptation modifications for Huawei Kunpeng, Shengsi, and MindSpore, and currently has relevant applications on the customer side.

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