“人工智能+”驶入发展快车道,智度股份等上市公司加速布局

Group 1: Government Policy and Industry Outlook - The State Council has issued opinions to accelerate the implementation of six key actions in the "Artificial Intelligence+" initiative, aiming for deep integration of AI with various sectors by 2027 [1] - By 2030, AI is expected to empower high-quality development, with the application penetration rate of new intelligent terminals and agents exceeding 90% [1] - By 2035, China aims to fully enter a new stage of intelligent economy and society development [1] Group 2: Company Performance and AI Integration - Luxshare Precision (002475) reported a revenue of 124.5 billion yuan, a year-on-year increase of 20.18%, driven by AI as a core technology reshaping the industry landscape [2] - iFLYTEK (002230) highlighted that AI is generating numerous new products and scenarios, with R&D investment reaching 2.392 billion yuan, accounting for 21.92% of revenue [3] - Zhidu Co., Ltd. (000676) noted a shift in AI's role in digital marketing from an efficiency tool to a creative entity, with R&D investment of 79.5 million yuan, up 34.31% year-on-year [3] Group 3: AI Applications and Future Strategies - Companies are exploring the integration of AI large models with existing businesses to enhance efficiency and user experience, utilizing tools like ChatGPT and Stable Diffusion [4] - The digital marketing sector is leveraging AI-generated content to improve production efficiency and reduce costs [4] - Analysts suggest that AI will not only empower traditional industries but also foster new business models and growth opportunities for listed companies [4]