中国银河：每日晨报-20250221

Macro Perspective - The emergence of DeepSeek highlights that China has entered the global leading ranks in artificial intelligence, marking a significant milestone in the fourth technological revolution [3][4][5] - DeepSeek represents a breakthrough in algorithms, while China is still catching up in data and computing power, which are essential elements in the AI field [5][6] - The Chinese government provides substantial policy support for AI development, leveraging its large market size and manufacturing capabilities to foster innovation and competitiveness in the AI sector [4][5] Energy Cycle - AI technology is empowering the transformation and upgrading of the energy cycle industry, with applications in construction, building materials, public utilities, and non-ferrous metals [9][10][11] - In construction, AI enhances digital design processes and optimizes traffic management through data utilization, which is expected to drive the value of design consulting firms [9] - The building materials sector is experiencing a shift towards smart manufacturing, with leading companies like Conch Cement and Tianshan Cement adopting AI for efficiency improvements [10] - AI is also transforming the public utility sector by enabling real-time data analysis and intelligent decision-making, improving the flexibility and efficiency of power systems [11] Media Sector - The media industry is being driven by AI technology advancements and applications, leading to increased content production capabilities [14][15] - Domestic AI models like DeepSeek are gaining traction, supported by major internet companies that leverage their resources to enhance AI applications [14][15] - The reduction in AI model training costs is facilitating broader access to AI technologies, accelerating commercialization across various sectors [15][16] Real Estate Sector - AI is set to enhance the operational efficiency of existing real estate management, particularly in areas like rental housing and industrial parks [19][20] - The application of AI in marketing and property management is expected to improve customer acquisition and operational efficiency for leading real estate firms [20][21] - As AI technology continues to develop, top real estate companies are likely to adopt these innovations, leading to improved valuations supported by favorable policies [21]