SANAN(SH:600703) Xin Hua She·2025-09-28 12:29Core Insights - The integration of "Artificial Intelligence +" is emerging as a new collaboration avenue for multinational companies in China, driven by the country's vast market and rapid application iteration capabilities [2][2][2] Industry Trends - The Chinese AI industry is expected to see sustained demand growth, particularly through the fusion of AI with sustainable manufacturing, creating new collaboration opportunities [2][2] - By 2027, China aims to achieve widespread and deep integration of AI across six key sectors, as outlined in the "Opinions on Deepening the Implementation of 'Artificial Intelligence +'" released in August 2025 [2][2] Company Strategies - Multinational companies are increasingly viewing China as a core base for global AI technology research and application, leveraging the country's complete industrial ecosystem and mature innovation environment [2][2] - Companies like Autoliv and STMicroelectronics are investing heavily in AI technologies, with STMicroelectronics and Sanan Optoelectronics investing 23 billion RMB to establish a silicon carbide wafer factory in Chongqing, set to begin mass production in Q4 [2][2] - High-profile executives emphasize the need for AI to solve real-world problems and create tangible value, advocating for a collaborative ecosystem to drive innovation [2][2][2] Future Directions - There is a call for building a talent pool focused on AI in manufacturing and establishing a standard system for AI empowerment in manufacturing, encouraging multinational companies to participate in standard-setting [2][2] - The future of AI in manufacturing is envisioned to operate in a hybrid model across cloud, edge, and endpoint, maximizing its effectiveness [2][2]