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By 2025, the integration of artificial intelligence, chips, software information, and robotics technology will have entered a period of explosive growth.
With the new chapter on AI security in China’s Cybersecurity Law, the global AI infrastructure market surpassing 100 billion, and open-source model technologies rivaling international giants,
seven companies have emerged as benchmarks in the intersection of these four concepts, thanks to their core technological breakthroughs and commercialization capabilities. They provide strategic references for investors.
Note: The following content does not constitute any investment advice, guidance, or promises; it is for discussion purposes only.
1. 360: The “Dual-Driver” of AI Security and Digital Infrastructure
Technical Positioning: Builder of AI Security Foundations
360 focuses on the “security brain” as its core, constructing an AI security system that covers cloud, edge, and terminal. Its self-developed DeepSeek large model integrated machine, combined with a secure hosting cloud platform, achieves full-process risk monitoring for AI model training. For instance, in the Wuhan AI base project, the AI security cloud system deployed by the company can identify data pollution and model tampering attacks in real-time, ensuring stable operation of computational power infrastructure.
Commercial Breakthrough: A “Billion Yuan Order Harvester” in the Government and Enterprise Market
In October 2025, 360 won consecutive bids for AI projects in Wuhan, Hohhot, and Ningbo, with a total amount exceeding 300 million yuan. The Wuhan project includes five major sectors such as the AI government affairs center and public service center, providing a smart governance hub for the government through a “platform + application” model. The company’s R&D expenses account for 40.89% of its revenue, continuously investing in AI security and large model technologies, forming a “technology-product-market” closed loop.
2. Runhe Software: A “Full-Stack Service Provider” for Localization and Intelligence
Technical Path: Dual Breakthroughs in Open Source Ecosystem + AI Large Models
Runhe Software relies on the open-source Harmony and open-source Euler operating systems to build a “chip-server-full-stack AI platform” technology system. Its AI business covers industries such as finance, energy, and healthcare, providing end-to-end large model solutions. For example, in the financial sector, the intelligent risk control system developed by the company uses AI algorithms to analyze transaction data in real-time, improving fraud detection accuracy to 99.7%.
Market Layout: The “Invisible Champion” Empowering Industries
In the first three quarters of 2025, Runhe Software’s net profit after deducting non-recurring gains and losses increased by 26.88%, with AI business revenue accounting for over 30%. The company adopts a strategy of “horizontal expansion in industries and vertical deepening in scenarios”: in the financial sector, it collaborates with banks to develop AI customer service systems; in the energy sector, it provides intelligent inspection robot solutions for power grids. Its differentiated competitive strategy has given it a head start in the localization market.
3. Hongsoft Technology: The “Multi-Scenario Enabler” of Visual AI
Technical Innovation: Integration of Perception, Decision-Making, and Execution
Hongsoft Technology integrates computer vision and deep learning technologies into AI agent development, forming a closed loop of “environmental perception-data analysis-autonomous decision-making”. Its visual solutions have been applied in smart phones, smart cars, and smart homes. For example, in smart retail, behavior recognition algorithms analyze consumer movement patterns, helping merchants optimize shelf layouts and increase conversion rates by over 15%.
Industry Impact: The “Technical Matrix” for AI Glasses and Robots
Hongsoft collaborates with several robotics companies to provide visual core technologies. In the AI glasses sector, the augmented reality (AR) navigation system developed by the company offers an immersive experience through real-time environmental recognition and path planning. By 2025, its visual AI technology has covered over 1 billion devices globally, becoming a core supplier in the “perception layer” of smart hardware.
4. Hanwang Technology: The “Hardcore Innovator” of Smart Terminals
Product Matrix: E-Readers, Blood Pressure Monitors, and Biomimetic Birds
Hanwang Technology expands into the smart hardware field based on handwriting recognition and OCR technologies. Its color ink office book M10C integrates AI meeting recording and automatic translation functions, becoming an all-in-one assistant in office scenarios; the KSY3610 smart blood pressure monitor uses electronic auscultation technology to achieve accurate blood pressure measurement and atrial fibrillation warning; the biomimetic flapping-wing aircraft “Qingluan” features a carbon fiber skeleton and AI flight control system, applied in education and cultural tourism scenarios.
Global Strategy: From “Technology Going Abroad” to “Brand Going Abroad”
The Hanwang e-reader brand Penstar has entered the top three in the U.S. e-ink screen market through direct sales on Amazon and independent site operations, and has been selected as one of the “Top 50 Innovative Brands for Global Expansion” by Amazon. The company establishes R&D centers in Southeast Asia and Europe with a “core technology + localized service” model, promoting the global implementation of “artificial intelligence +” technologies.
5. Duolun Technology: The “Ecosystem Builder” of the Robotics Industry
Strategic Cooperation: Jointly Expanding the Consumer Robot Market with Yingzhi Technology
In October 2025, Duolun Technology reached a strategic cooperation with Yingzhi Technology, focusing on the application of the XBOT consumer robot in the commercial retail sector. The jointly developed intelligent shopping guide robot uses AI voice interaction and visual recognition technology to provide personalized recommendations, and has been deployed in several shopping malls.
Technical Synergy: From “Single Point Breakthrough” to “System Integration”
Duolun Technology leverages its technical accumulation in the intelligent transportation field to provide multi-sensor fusion solutions for robots. For example, its developed SLAM algorithm enables robots to achieve centimeter-level positioning in complex environments, reducing the error rate by 40% compared to the industry average.
6. Yuntian Lifa-U: The “Scene Revolutionizer” of AI Chips
Chip Innovation: A “Two-Step” Approach from Acceleration Cards to Embedded SoCs
Yuntian Lifa’s self-developed AI chip DeepEye1000 uses a 22nm process, with a single chip computing power of 2 Tops and a power consumption ratio of 2 Tops/W. Its Mini PCIe AI acceleration card can quickly upgrade existing robot vision systems, reducing the transformation costs for manufacturers. For instance, a warehouse robot company achieved a threefold increase in cargo recognition speed and a 50% reduction in power consumption by using this acceleration card.
Future Layout: Building the “Visual Central Brain” for Robots
Yuntian Lifa plans to launch SoC chips with higher computing power and lower power consumption, integrating computer vision and LiDAR algorithms, enabling robots to possess full-chain capabilities of “perception-understanding-decision-making”. In smart retail scenarios, its chips can support robots in real-time analysis of consumer emotions and dynamically adjust service strategies.
7. Unisplendour: The “National Heavy Weapon” of Computational Power Infrastructure
Technical Strength: “Full Chain Coverage” from Chips to Cloud Services
Unisplendour’s Xinhua San Group launched the “Ziluan” intelligent computing power platform, integrating AI chips, servers, and network devices to provide full-stack computing power support for AIGC model training. Its H3C UniServer R5500 G6 server, equipped with self-developed chips, has improved performance in AI inference tasks by 60% compared to the previous generation and has been applied in several internet companies’ data centers.
Industry Contribution: Promoting the “Universalization” of AI Technology
Unisplendour lowers the threshold for AI applications for small and medium-sized enterprises through a “computing power leasing” model. For example, its AI computing power package service allows startups to call upon kilowatt-level computing power on demand, reducing costs by 70% compared to building their own data centers. By 2025, the company’s computing power service revenue increased by 120% year-on-year, becoming an “invisible champion” in the AI infrastructure field.
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The views in this article are for reference and learning only and do not constitute investment advice; operational risks are borne by the individual. Zheng Qian: Professional ID S1350623100002
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