AI赋能“千行百业”，如何锚定新兴龙头？

Group 1 - AI technology is rapidly transforming various industries, enhancing efficiency and reducing costs through digital transformation [3][10] - In the industrial sector, AI models are used to predict demand fluctuations based on multi-source data, significantly shortening product inventory cycles and improving operational efficiency [3] - In agriculture, AI has penetrated multiple stages including breeding, production, processing, supply, and sales, facilitating a shift from traditional farming to management roles for agricultural workers [5][6][7][8] Group 2 - In the breeding stage, intelligent breeding robots equipped with domestic AI models enable autonomous field observation and gene analysis, significantly shortening the cultivation cycle of high-yield, disease-resistant varieties [6][9] - In the production stage, AI-driven agricultural machinery, powered by Beidou, 5G, and AI algorithms, allows for autonomous operations, enhancing efficiency in pest diagnosis and disaster monitoring [7][9] - In the supply and sales stage, AI algorithms manage the entire process from fruit grading and sorting to channel distribution and order inventory matching, thereby reducing marketing costs [8][9] Group 3 - The financial industry, being data-intensive, is actively exploring the application of generative AI across various business scenarios, including intelligent services, investment research, financial risk control, and production empowerment [10] - By 2030, it is projected that China's AI adoption rate will exceed 30%, contributing 0.2-0.3 percentage points to the country's GDP growth [10] - Investors interested in AI development may consider focusing on the Sci-Tech Innovation Board AI ETF and its related funds, which track emerging AI enterprises [10]