中信建投证券:工业AI助力制造业智能化转型升级
Xin Hua Cai Jing·2025-12-04 03:10

Core Viewpoint - Industrial software is a cornerstone of intelligent manufacturing, experiencing steady market growth driven by policy support and technological advancements, while integrating with new technologies like AI to promote the intelligent transformation and upgrading of the manufacturing sector [1] Policy Perspective - Intelligent manufacturing has been elevated to a national strategy, transitioning from pilot demonstrations during the "13th Five-Year Plan" to systematic planning in the "14th Five-Year Plan" [1] Market Perspective - The market size of China's industrial software is projected to reach 354.14 billion yuan in 2024, representing a year-on-year growth of 11.2%, although high-end sectors remain dominated by foreign companies, indicating a vast potential for domestic manufacturers to capture the replacement market [1] Technological Perspective - The deep integration of AI with industrial software is leading to intelligent generation and optimization in CAD/CAE applications, with industrial large models and intelligent agents being implemented in scenarios such as quality inspection and energy consumption management, while physical AI further enhances multi-industry simulation and decision-making upgrades [1] Future Trends - The future of industrial software will focus on key technology autonomy, the implementation of large models and intelligent agents in vertical fields, and the factorization of industrial data, supporting the achievement of China's manufacturing goals for 2035 [1]