On February 24th, Guangfa Securities Research Report pointed out that DeepSeek is accelerating its implementation in government scenarios, with many local governments adopting it on a large scale to empower government processes. Government IT system integrators and government cloud providers are expected to benefit. From the perspective of business processes, the current large-scale adoption of DeepSeek model by government agencies requires system integrators to provide corresponding underlying software and hardware, and develop upper level application modules. After the construction is completed, necessary operation and maintenance services still need to be provided. In addition, from the perspective of computing power, the integration of government systems with DeepSeek big models often requires models to be deployed on local government clouds rather than public clouds in the market to ensure data security, which is expected to benefit government cloud providers.
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