国泰海通：八部门强化全方面政策支持保障 制造业AI有望迎来发展加速期

Core Viewpoint - The report from Guotai Junan highlights the issuance of the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'" by eight departments on January 7, emphasizing the importance of technology supply and industrial application, and proposing to strengthen policy support to accelerate the "intelligent industrialization" and "industrial intelligence" [1] Group 1: Policy and Implementation - The eight departments aim to promote both "intelligent industrialization" and "industrial intelligence," facilitating deep integration of AI technology and manufacturing applications, thereby supporting the construction of a manufacturing power, a network power, and a digital China [1] - By 2027, China aims to achieve secure and reliable supply of key AI technologies, maintaining a leading position in industrial scale and empowerment levels globally, with plans to promote 3-5 general large models in manufacturing and create 100 high-quality industrial data sets [2] Group 2: Industry Focus and Application - The document emphasizes accelerating application empowerment in key manufacturing sectors such as raw materials, equipment manufacturing, consumer goods, electronic information, and software services, promoting benchmark solutions and experiences [3] - It calls for a comprehensive transformation and upgrade of processes, embedding large model technology into core production and manufacturing stages, enhancing capabilities in design assistance, simulation model construction, production scheduling, and predictive maintenance [3] Group 3: Support Mechanisms - The report encourages local governments to provide support to enterprises through "computing power vouchers" and "model vouchers," enhancing public services for SMEs and reducing development costs [4] - It proposes establishing a collaborative mechanism among departments, promoting local policies tailored to regional conditions, and guiding enterprises to develop in a differentiated manner to prevent "involution" in the industry [4] - The report also highlights the role of the National AI Industry Investment Fund in enriching quality project reserves and attracting more social capital to invest in AI and manufacturing-related technology research and application tasks [4]