Shenzhen Intellifusion Technologies Co Ltd: Riding the AI Wave
In the rapidly evolving landscape of artificial intelligence (AI), Shenzhen Intellifusion Technologies Co Ltd has emerged as a key player, capitalizing on the burgeoning demand for AI-driven solutions. With a market capitalization of 180,017,274,88 CNY and a close price of 59.99 CNY as of August 7, 2025, the company has demonstrated resilience and growth potential in a competitive market.
AI National Replacement Logic Gains Momentum
The AI sector has witnessed a significant surge, with the AI national replacement logic gaining traction. The recent performance of the Science and Technology Innovation AI ETF (589520) underscores this trend, marking a four-day consecutive rise and setting a new high since its inception. This ETF, focusing on domestic AI industry chains with strong national replacement characteristics, saw its constituent stocks, including Hengxuan Technology and Yuntian Lingfei, rally by over 8%. This momentum is attributed to the strategic shift towards domestic AI capabilities, fueled by security concerns over foreign chips and the drive for self-reliance in AI technologies.
Capital Inflows and Strategic Investments
The Science and Technology Innovation AI ETF has attracted significant capital inflows, with a single-day net inflow of 17.85 million CNY, cumulating to 82.17 million CNY over the past 60 days. This influx of capital reflects investor confidence in the domestic AI sector’s growth prospects. Analysts from China Taiping Securities and Zhejiang Securities have highlighted the inevitable trend towards self-sufficiency in AI chip technology, spurred by security vulnerabilities in foreign chips. They advocate for continued focus on domestic AI chip systems, including Huawei’s Ascend, Hengwang, and Higon Information, as pivotal to the future of AI technology in China.
DeepSeek-R2 Announcement and Market Reaction
The AI sector received a further boost with the announcement of DeepSeek-R2, expected to be released between August 15 and August 30, 2025. This development has heightened market anticipation, especially following the release of ChatGPT-5. Hengwang Technology’s stock soared by 20%, reaching a historical high, reflecting the market’s optimistic outlook on the AI chip industry’s future.
Legislative Support and Industry Development
In a move to bolster the AI and robotics sectors, Hangzhou has proposed the “Hangzhou City Promotion of Embodied Intelligent Robot Industry Development Regulations (Draft),” focusing on core technologies such as embodied intelligent large models, motion control systems, and robot core components. This legislative initiative aims to accelerate the development of the AI and robotics industries, providing a conducive environment for innovation and growth.
Shenzhen Intellifusion’s Strategic Focus
Shenzhen Intellifusion Technologies Co Ltd, with its diverse portfolio including police portrait comprehensive platforms, full video structured platforms, and AI enabling platforms, is well-positioned to leverage the growing demand for AI solutions. The company’s focus on developing new-generation “brain” chips, such as the DeepXBot series, underscores its commitment to advancing AI technologies, particularly in the realm of humanoid robots.
Conclusion
As the AI sector continues to evolve, Shenzhen Intellifusion Technologies Co Ltd stands at the forefront of innovation, driven by strategic investments, legislative support, and a focus on domestic AI capabilities. With the AI national replacement logic gaining momentum and significant capital inflows into AI-focused ETFs, the company is poised for sustained growth in the coming years. The developments in AI chip technology and the strategic focus on embodied intelligent robots further enhance Shenzhen Intellifusion’s competitive edge in the global AI landscape.