2 1 Shi Ji Jing Ji Bao Dao·2025-05-07 08:36Core Insights - 2025 is identified as a pivotal year for the acceleration of AI applications, with DeepSeek leading the charge and prompting a surge in AI empowerment across various industries [1][24][33] Group 1: AI Penetration in A-Share Companies - In the 2024 annual reports of A-share listed companies, 3,713 out of 5,402 companies mentioned AI-related terms, representing a significant increase to 68.7% from previous years [1][2] - The average R&D expenditure of these companies in 2024 doubled compared to 2023, with a substantial portion allocated to AI initiatives [4][5] Group 2: Performance of AI-Related Companies - Among the 51 A-share companies in the AI core industry chain, 29 reported profitability in 2024, with upstream companies showing the highest revenue and net profit growth [5][7] - Allwinner Technology reported a staggering 626% increase in net profit, driven by a recovery in downstream market demand [10][11] Group 3: Industry Adoption of AI - The most proactive sectors in adopting AI include telecommunications, media, banking, and electronics, with over 90% of companies in these industries mentioning AI in their annual reports [18][20] - Traditional industries like energy, agriculture, and food show a more reserved approach, with less than one-third of coal industry companies referencing AI [18][20] Group 4: Regional AI Development - Guangdong province leads in AI penetration among A-share companies, with 696 firms mentioning AI in their 2024 reports, reflecting the region's competitive edge in the AI sector [28][31] - The provincial AI core industry scale surpassed 220 billion yuan, positioning it among the top in the nation [28] Group 5: Government Support and Future Outlook - The central government has prioritized the "AI+" initiative as a key task for 2025, indicating strong policy support for AI integration across industries [24][26] - Companies are increasingly leveraging AI to enhance existing operations, with examples including automated systems in transportation and AI-assisted diagnostics in healthcare [31][22]