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国金证券:人工智能+政策出台,AI应用端有望加速落地

Core Viewpoint - The report from Guojin Securities outlines six major directions for innovation applications, emphasizing the realization of product delivery for intelligent computing platforms and the potential for long-term equipment upgrade investments through optimization and improvement strategies [1] Group 1: Innovation and R&D Directions - The six key areas identified for breakthroughs include: 1. Strain screening and process optimization in the bio-fermentation industry 2. Application and adaptation of new materials 3. Development of innovative pesticide products 4. Upgrading and optimizing auxiliary catalysts and additives 5. Material upgrades driven by microstructure 6. Formula design, upgrading, and application [1] Group 2: Optimization and Improvement Strategies - The optimization and improvement strategies can be categorized into three dimensions: 1. Replacing repetitive manual processes or detecting critical and hazardous steps 2. Intelligent optimization of production processes 3. Resource allocation based on comprehensive and real-time market information [1]