这些行业迎利好！八部门：到2027年推动3至5个通用大模型在制造业深度应用

Core Viewpoint - The Ministry of Industry and Information Technology and eight other departments have issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'" aiming to enhance the application of AI in the manufacturing sector by 2027, including the development of general models and high-quality data sets [1] Group 1: AI Infrastructure and Development - The first priority of the Opinions is to strengthen the supply of AI computing power, promoting the development of intelligent chips and key technologies [2] - The AI chip market in China is projected to grow from 142.54 billion yuan in 2024 to 1,336.79 billion yuan by 2029, with a compound annual growth rate of 53.7% from 2025 to 2029 [3] - Domestic companies like Huawei and Cambricon are accelerating the replacement of AI chips, which are essential for AI large models [3] Group 2: Industry Focus and Application - The Opinions emphasize accelerating AI empowerment in five key industries: raw materials, equipment manufacturing, consumer goods, electronic information, and software and IT services [4] - Specific applications in the equipment manufacturing sector include the development of automotive models for real-time optimization and intelligent upgrades [5] - AI is expected to enhance production efficiency and reduce defect rates in manufacturing, particularly in raw materials and equipment sectors [5]