“AI”+系列军工专题报告之一：Deepseek冲击波：硅基防线，AI铸剑

Investment Rating - The report maintains a "Recommended" rating for the defense and military industry [2] Core Insights - Artificial intelligence (AI) presents significant opportunities for transforming combat theories and the intelligent development of weaponry, with its applications increasingly penetrating military fields such as intelligence analysis and command decision-making [5][8] - The integration of AI into military operations is expected to enhance decision-making speed and operational efficiency, particularly in real-time situational awareness and autonomous systems [5][8] - The report emphasizes the need for China to accelerate its layout in software ecosystems, military-civilian integration, and human-machine collaborative combat theories to keep pace with global advancements in military AI [5][15] Summary by Sections 1. AI Empowering Military: A New Dimension of Future Warfare - AI is recognized as a transformative technology in military applications, offering advantages such as all-weather operational capabilities and lower operational costs compared to traditional weapons [8] - The report identifies four primary applications of AI in military contexts: replacing repetitive tasks, real-time decision-making, operations in non-ideal environments, and enhancing unmanned systems [8] 2. Benchmarking US Military AI Strategy: China's AI+Military Development is Timely - The US military's AI strategy is seen as a core driver for its "Third Offset Strategy," with plans to achieve initial intelligent combat capabilities by 2025 and full transformation by 2035 [26] - The report highlights the significant budget allocations for AI-related projects, with the US Department of Defense planning to invest $1.72 billion in AI and autonomous systems in the 2025 fiscal year [26][28] 3. AI Reshaping the US Military Market Landscape - The report notes that leading US AI companies are forming strategic partnerships to bid for nearly $900 billion in defense budgets, indicating a shift in the traditional defense contractor landscape [37] 4. China's Defense Applications: Breakthroughs from Point to Surface, Increasing Practical Demand - The report assesses that China's AI and military integration is in its early stages, with significant potential for growth, particularly in unmanned combat systems [43] - It emphasizes the importance of digital battlefield construction and the acceleration of information technology integration in military operations [44] 5. Investment Recommendations: Embrace AI, Focus on Unmanned and Intelligence System Optimization - The report suggests that the most promising areas for rapid development in AI+military include enhancing existing equipment with AI capabilities, developing unmanned intelligent equipment, and fostering human-machine collaborative operations [5][29]