IBM(US:IBM) Di Yi Cai Jing·2025-09-06 05:11Core Viewpoint - Chinese enterprises are at the forefront of accelerating AI large-scale applications, with IBM shifting its strategic focus in the Chinese market towards data integration and AI-driven services [2][3] Group 1: Market Strategy - IBM has been serving the Chinese market for over 40 years, but has recently adjusted its operational strategy from hardware and infrastructure services to data integration and AI-driven services [2] - The Asia-Pacific market, including China, is one of IBM's four key global markets with significant growth potential [2] - IBM aims to provide open platform and open-source technology solutions to help Chinese enterprises connect with global markets while complying with local regulations [2] Group 2: Client Base and Industry Focus - IBM's client base in China has shifted from primarily financial sector clients to a significant number of private manufacturing enterprises [3] - The manufacturing sector is identified as a crucial growth area for IBM in China, particularly in smart manufacturing, data integration, and AI applications [3] - There is a strong demand from Chinese manufacturing enterprises for "going global," presenting new business opportunities for IBM [3] Group 3: AI Development and Future Outlook - IBM has launched the "AI Deep Cultivation Plan" in China, focusing on regional market and ecosystem development, especially for the digital transformation and global expansion of private manufacturing enterprises [3] - More enterprises are developing AI agents, and IBM has introduced a platform for integrating AI agents from different vendors to enable cross-enterprise collaboration [3] - It is predicted that by 2028, 15% of daily business decisions will be automatically generated by AI agents [3][4]