Investment Rating - The report suggests a positive outlook on the industrial AI sector, highlighting potential breakthroughs in deployment, reliability, and cost-effectiveness [1]. Core Insights - The report emphasizes that the application of AI in industrial settings may progress faster than market expectations, with significant advancements in multi-modal large models and the integration of AI agents [1][6]. - It identifies three core application modes of industrial AI: recognition applications, data modeling and optimization applications, and knowledge reasoning and decision-making applications [25][26]. - The report indicates that the cost of AI token inputs has significantly decreased, while labor costs in the manufacturing sector have been rising, suggesting a potential tipping point for "machine replacement" [27][28]. Summary by Sections 1. Industrial AI - The report discusses the challenges of high data complexity, low tolerance for errors, and high cost sensitivity in industrial AI applications [6]. - It highlights the evolution of multi-modal large models, which are expected to reduce the difficulty of processing unstructured data in industrial scenarios [7][9]. - The integration of large models for guidance and small models for execution is proposed as a collaborative approach to enhance reliability in production processes [22][23]. 2. Industrial AI Middleware - The report notes that industrial AI middleware is in its early penetration phase, addressing the need for seamless iteration between model and data sides [1][2]. - It outlines the commercial progress of industrial AI middleware, with significant contracts awarded, such as a project worth 48.67 million yuan for AI middleware capabilities [39][41]. - The middleware is expected to have high construction barriers, requiring capabilities in computing power integration, model management, and industrial data governance [2][3]. 3. Industrial AI Applications - The report identifies that the maturity of AI applications in production control is leading, with over 57% of applications focused on this area [1][3]. - It highlights specific use cases, such as the AI+PCB solution by Saiyi Information, which automates the entire process from parameter analysis to cost query and quote generation [21]. - The report also mentions the emergence of vertical agent applications in various sectors, indicating a shift towards subscription-based models in industrial AI [22][39]. 4. Investment Recommendations - The report recommends focusing on key players in the industrial AI sector, such as Zhongkong Technology, Saiyi Information, and Zhongwang Software, as they are expected to benefit from the ongoing developments in industrial AI applications [1][2].
计算机行业研究:再谈工业AI:立足跨模型架构AI中台,落地垂类Agent场景