榆煤基金秦笙：传统能源、化工与AI融合存在巨大投资机会

Group 1 - The 15th 21st Century Innovation Capital Conference was held in Guangzhou, where the general manager of Yumei Fund, Qin Sheng, discussed investment opportunities brought by artificial intelligence (AI) and its impact on the equity investment industry [1] - Yumei Fund, established in 2018 in Yulin, Shaanxi, has focused its investments primarily in the energy, chemical, and new materials sectors over the past seven years [3] - Qin Sheng highlighted the significant development space and investment opportunities in the integration of traditional chemical and energy sectors with AI, citing a recent investment in Mainline Technology, which combines autonomous driving with traditional application scenarios [3] Group 2 - Yumei Fund is advancing projects related to AI in thermal power frequency regulation, indicating a vast application landscape in traditional energy and chemical markets that could expand significantly with deep AI integration [3] - AI technology introduces new variables and challenges for investment institutions, as it allows for rapid generation of initial drafts for research reports and competitive landscape analyses, reducing the time required for these tasks [3] - Investment managers are not replaceable by AI; instead, they are required to possess higher discernment to determine the relevance and accuracy of information, with AI handling 80% of routine tasks, leaving the most valuable 20% for skilled professionals [3] Group 3 - As a government investment fund, Yumei Fund faces challenges from tools like DeepSeek, which allow government leaders to quickly search for relevant information during project presentations, necessitating more authoritative and professional responses from investment institutions [4] - AI serves as both an efficiency tool and a "stress test" that compels investment institutions to elevate their standards in response to the changes and challenges posed by information equality [4]