SIASUN(SZ:300024) Zhong Guo Xin Wen Wang·2025-07-12 08:19Core Insights - Guangdong Province is accelerating the construction of a modern industrial system, particularly focusing on the artificial intelligence and robotics sectors, with significant growth projections for 2024 [1][2] Industry Overview - In 2024, Guangdong's robot-related product exports are expected to reach 45.74 billion yuan, representing a year-on-year increase of 19.6% [1] - The core industry scale of artificial intelligence in Guangdong is projected to exceed 220 billion yuan in 2024, with a year-on-year growth of approximately 25%, maintaining its position among the top in the country [1] - The revenue from the intelligent robotics industry is anticipated to be 99.2 billion yuan, while the production of industrial robots is expected to reach 246,800 units, marking a year-on-year increase of 31.2% [1] Competitive Landscape - Guangdong has established a comprehensive industrial chain in the AI and robotics sectors, covering "chips - algorithms - terminals - applications," with a notable competitive advantage in the Pearl River Delta region [1] - The province is home to over 1,500 core AI enterprises and 147 national specialized "little giant" enterprises, leading the nation in quantity [1] - The robotics sector has seen the emergence of leading companies, known as the "Seven Swordsmen," which excel in key components, manufacturing, and system integration [1] Collaborative Efforts - Guangdong's unique geographical advantage, being adjacent to Hong Kong and Macau, fosters a complementary effect in the development of AI and robotics industries [2] - Collaborations with institutions such as Hong Kong University of Science and Technology and Macau University of Science and Technology have led to advancements in areas like big data modeling and robotics [2] Policy Recommendations - There is a call for enhanced government functions and the role of the People's Congress to promote high-quality development in the AI and robotics sectors [2] - Recommendations include strengthening core technology development, particularly in chips, and creating a comprehensive industrial planning framework [2] - The proposal also emphasizes the need for targeted policies to attract high-precision enterprises and the establishment of a legal framework to support the development of the AI and robotics industries [2]