2024年中国大模型行业价值应用探析：核心应用场景剖析 效能价值深度挖掘

Investment Rating - The report does not explicitly state an investment rating for the large model industry in China Core Insights - The large model industry is driving innovation across various sectors including industrial, energy, transportation, telecommunications, and agriculture, enhancing efficiency and enabling digital transformation Summary by Sections Industrial Sector - Large models enhance R&D efficiency, production levels, and human-machine interaction by integrating with industrial software and utilizing natural language processing [12] - They support flexible and efficient R&D processes through the integration with CAD, EDA, and CAE software [12] Energy Sector - Large models provide intelligent support for coal, oil, natural gas, and clean energy industries, facilitating smart extraction, diagnostics, maintenance, and process optimization [15] - They optimize coal mining operations by predicting geological factors and improving safety [15] - In oil and gas, large models enhance exploration and production processes through data analysis [15] Transportation Sector - The transportation industry is leveraging large models to improve quality, efficiency, and dynamics, particularly in road transport [27] - Large models enable smart scheduling and route planning by analyzing historical transport data [28] Telecommunications Sector - The telecommunications industry has seen significant growth, with total business volume reaching 1.75 trillion yuan in 2022, a year-on-year increase of 21.3% [38] - Large models enhance network performance through real-time analysis and dynamic optimization [37] Agricultural Sector - Large models are crucial for the digital transformation of agriculture, improving information management, decision support, and technology innovation [41] - They provide precise agricultural management by analyzing data related to soil, climate, and crop growth [41]