Zheng Quan Shi Bao·2025-11-29 04:44Group 1 - Artificial intelligence (AI) has become an essential element across various industries, driving significant transformations and promoting high-quality economic development [1] - The "AI+" initiative is being accelerated by multiple policy measures in China, with a focus on developing new intelligent terminals and applications [1] - By 2027, China aims to establish three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots, encouraging the development of AI-enabled products [1] Group 2 - The AI sector is projected to contribute over one hundred trillion yuan to the global economy by 2030, marking it as a key growth driver [2] - The intelligent agent market is expected to reach 3.3 trillion yuan by 2028, with China's AI terminal market sales projected to reach 1.48 trillion yuan by 2030, reflecting a compound annual growth rate of 37.33% from 2024 to 2030 [2] Group 3 - There are over 260 AI-related concept stocks in the A-share market, with 17 stocks having doubled in value this year [3] - Among AI application concept stocks, 80 have reported a net profit growth of over 20% year-on-year in the first three quarters, with 22 stocks expected to maintain a net profit growth rate exceeding 20% from 2025 to 2027 [3] - Many of the high-growth potential AI application stocks have significant upside potential, with 15 stocks showing an upside of over 20% [3] Group 4 - Wen Tai Technology has an upside potential of 62.57%, with a net profit of 1.513 billion yuan in the first three quarters, reflecting a year-on-year growth of 265.09% [4] - Yu Chip Technology has an upside potential of 56.36%, achieving a net profit of 152 million yuan, a year-on-year increase of 113.85% [4] - Yutong Optical has an upside potential of 50.79%, with a net profit of 188 million yuan, growing by 40.99% year-on-year [4]