国海证券：“AI+制造”政策重磅发布 或将驱动工业软件需求释放

Group 1 - The core viewpoint of the report is that the implementation of the "AI + Manufacturing" initiative is expected to accelerate the development of industrial software in China, driven by domestic policies and the dual engines of localization and intelligence [1][2] - The initiative aims to create 1,000 high-level industrial intelligent entities and promote the application of 3-5 general large models in manufacturing by 2027, enhancing the industrial software and algorithm tools [1][2] - The report maintains a "recommended" rating for the computer industry, anticipating a rapid growth period for the industrial software sector in China [1] Group 2 - AI is projected to cover the entire manufacturing process, with leading industrial AI penetration rates expected to reach 60% in the next three years [3] - The value of AI in manufacturing is highlighted in both commercial and industrial aspects, improving operational efficiency and enabling refined management, which leads to significant reductions in R&D cycles, production inefficiencies, and carbon emissions [3] - The market size for AI applications in China's manufacturing sector is expected to grow from approximately 5.6 billion yuan in 2023 to 14.1 billion yuan by 2025, maintaining a growth rate of over 40% [4] Group 3 - The industrial internet sector in China is projected to generate a core industry value-added of 1.53 trillion yuan in 2024, reflecting a growth of 10.65% from 2023 [5] - The total value-added of the industrial internet industry is expected to reach 5.01 trillion yuan, accounting for 3.81% of GDP, indicating a stable economic impact [5] Group 4 - Key stocks to focus on include companies involved in AI + manufacturing such as Baoxin Software, Dingjie Zhizhi, and Nengke Technology, as well as those in AI + design and AI + management sectors [6]