AI行业跟踪报告第57期：DeepSeek有望赋能流程工业，中控技术已全面接入

Investment Rating - The report maintains a "Buy" rating for the computer industry, indicating an expected investment return exceeding 15% over the next 6-12 months compared to the market benchmark index [6]. Core Insights - DeepSeek is expected to empower process industries and smart manufacturing, addressing complex control optimization issues through the integration of industrial mechanisms and AI technology [1][3]. - The AI industry is projected to grow at a compound annual growth rate (CAGR) of 46% from 2022 to 2032, with China's manufacturing AI application rate currently at approximately 11% [10][11]. - The report highlights the strategic upgrade of the company from an "automation equipment provider" to an "industrial AI service provider," benefiting from the increasing penetration of AI in process industries [5][20]. Summary by Sections Section 1: DeepSeek's Role in Industrial AI - DeepSeek's models, including DeepSeek-R1, are gaining attention for their strong reasoning capabilities and low training costs, comparable to leading models from competitors like OpenAI [9]. - The application of DeepSeek in industrial settings focuses on classification, system optimization, and knowledge management, which can significantly reduce reliance on foreign AI models [11]. Section 2: Zhongkong Technology's AI Strategy - Zhongkong Technology has initiated an "ALL in AI" strategy, establishing a smart factory architecture that integrates DeepSeek as the core model for both business automation (BA) and production automation (PA) [2][13]. - The company has launched the TPT model for PA and the DeepSeek-based AI application "Zhongkong Zhiwen" for BA, aiming to enhance knowledge management and automate business processes [2][15]. Section 3: Innovations and Breakthroughs - The "Industrial BA Super Intelligent System" developed by Zhongkong Technology has achieved significant breakthroughs, including multi-modal perception, industrial-grade knowledge graphs, and collaborative multi-agent platforms [4][19]. - The integration of advanced technologies like NLP2SQL and NLP2API with DeepSeek's capabilities allows for intelligent analysis and decision-making based on vast industrial data [19]. Section 4: Investment Recommendations - The report suggests monitoring Zhongkong Technology's continuous innovation and market expansion capabilities in the industrial AI sector, as it is well-positioned to benefit from the growing demand for AI solutions in process industries [5][20].