On February 12, the stock market saw a remarkable surge among companies related to Huawei, with shares experiencing considerable increases. By the end of the morning trading session, stocks like Tuowei Information and Changshan Beiming reached their trading limits, while Fabien Information surged over 3%. This sudden rise in stock value has captured attention, illustrating the palpable enthusiasm in the financial markets surrounding technology and innovation, particularly in the context of Huawei's advancements in artificial intelligence (AI).

The backdrop for this stock uptick stems from an announcement made via Huawei's official Chinese Weibo account, unveiling a significant addition to its suite of AI solutions. The ModelEngine AI platform, part of Huawei's DCS AI full-stack solution, is now capable of local deployment and optimization for the DeepSeek large model R1 & V3, along with its distillation series models. This capability promises to hasten the application of AI for customers across various industries, further fueling investor interest in companies associated with Huawei's technology.

With the strong backing of the Ascend AI platform, these companies are positioned to provide customers with accelerated deployment solutions for AI applications. This, in turn, has ignited a wave of investment enthusiasm, reflecting a broader trend where AI technology is becoming increasingly central to business innovation and operational efficiency.

As Huawei delves deeper into the integration of AI across multiple sectors, various players within the ecosystem are also stepping up their efforts. Notably, companies have emerged as diamond-level service providers within Huawei's Harmony OS ecosystem, receiving accolades such as “Harmony Ecosystem Diamond-level Service Provider” and “HarmonyOS Development Service Provider.” These designations highlight their extensive collaboration capabilities in areas such as business connection, technical support, brand promotion, talent development, and testing certification. As per the company's 2024 semi-annual report, they boast over 500 software developers specializing in Harmony and more than 300 certified senior Harmony application developers, complemented by 18 certified Harmony training instructors. This extensive expertise reinforces their integral role within the Huawei ecosystem.

In the realms of cloud computing and big data, the company’s FarData big data platform has received technical certification from Huawei Cloud, officially joining the Huawei Cloud “Land Cloud Creation” program. Through this partnership, they are jointly building a digital cloud ecosystem, further multiplying opportunities for growth and innovation.

A recent report from Kaiyuan Securities emphasized the importance of two pivotal trends in the current market: the burgeoning growth of the AI sector and the robust momentum toward domestic innovation, specifically within the realms of software and hardware development. This shift is particularly notable as domestic alternatives in software like operating systems and databases are gradually becoming more viable. This recognition comes amidst an environment where external factors compel a push towards technological self-sufficiency while also benefiting from state encouragement toward innovative solutions. Moreover, the release of HarmonyOS NEXT marks the beginning of a new era for intelligent terminal operating systems, indicating that the software landscape is evolving at a rapid pace.

Additionally, in the smart automotive sector, the company has established itself as an official ecological development partner for HiCar, providing comprehensive research and testing services for prominent car connectivity protocols such as Carlink, HiCar, Carplay, and Android Auto. In the domain of artificial intelligence, they have aligned with Huawei Cloud as a core ecological partner. Their collaboration focuses on integrating AI and large models into various industries and scenarios, thus facilitating the application of AI technologies in sectors like finance and manufacturing.

The ongoing transformation driven by DeepSeek is initiating profound changes in the AI landscape. Fabien Information has taken the lead as a premier entity in software and information technology services, making significant strides in AI development. The company has rolled out the FarAI GPT series and industry-specific vertical models as a part of their offerings. Starting in December 2023, they were among the first to integrate the DeepSeek model, continuously refining and optimizing their applications from DeepSeekCoder to DeepSeek-V3 and DeepSeek-R1.

The firm has earmarked the current year as one of deep integration with DeepSeek, enhancing their AI products, which in turn facilitate the digital transformation of enterprises. Noteworthy products that have emerged from this collaboration include the FarAI GPTCode enterprise-level assisted coding platform, the FarAI GPTBrain knowledge management system, and the FarAI GPTRecruit intelligent recruitment platform. These offerings are designed to empower various industries with the robust AI capabilities they require for a successful transition into smarter operational frameworks.

Furthermore, by harnessing the DeepSeek model, Fabien Information has achieved significant advancements in secondary development. The results have been remarkable; through extensive learning from vast code repositories, they have enabled code completion and question-answering functions, achieving an accuracy rate of 85%. In a project jointly developed with China Mobile's terminal company, their AI-assisted coding initiative via GPTCoder has led to an overall productivity boost in software development efficiency by 35%, alongside a 20% increase in the quality ratings of produced code.

A collaborative ecosystem involving major domestic players has formed, leading analysts to look favorably upon the investment potential of these companies. The continuous enhancement of large model capabilities and the growing prominence of AI Agents have focused attention on specific firms like Fabien Information, which has concentrated its development efforts on vertical large models and application technologies. Their strategic partnerships with institutions like Harbin Institute of Technology to establish AI laboratories, alongside collaborations with notable industry leaders such as Zhizhu AI, Alibaba, and Pangu, solidify their standing in the market.

Among their extensive product offerings, the Doubao large model family encompasses a range of capabilities, including general models, voice recognition, speech synthesis, image generation, and translation services. Current cooperative engagements with their production and research department, Flow, indicate a heightened focus on testing-related services, enhancing their competitive edge in the quickly evolving sector.

DeepSeek also acts as a catalyst, accelerating the realization of AI Agents. A recent report from Zhongtai Securities outlined potential investment directions and recommendations, including the rise of Agents paired with various terminal entry points. This is particularly relevant in the smartphone sector, where local deployment requirements for R1 have significantly decreased, suggesting a rise in embedded applications within various systems and software solutions. With the integration of HarmonyOS NEXT and DeepSeek, companies like Fabien Information are urged to be closely monitored by investors seeking opportunities in the AI landscape.