AI专题系列研究（纺服）：数智化牢固根基，AI赋能深化提效

Investment Rating - The report suggests a positive outlook for the textile and apparel industry, emphasizing the importance of AI integration for enhancing operational efficiency and competitiveness [6][9]. Core Insights - The textile and apparel industry is transitioning from extensive growth to refined operations, driven by the integration of AI technologies across the supply chain, which enhances efficiency and sustainability [6][9]. - AI applications are becoming increasingly prevalent in both upstream manufacturing and downstream brand operations, facilitating personalized production and data-driven decision-making [6][9]. - The report highlights the significant improvements in production efficiency and quality control through AI tools, which enable real-time monitoring and dynamic adjustments in manufacturing processes [6][9]. Summary by Sections 1. Digitalization and AI Empowerment - The industry is witnessing a shift towards digitalization and intelligent operations, with AI playing a crucial role in optimizing production processes and enhancing consumer engagement [9][10]. - Upstream manufacturers are adopting digital systems like SAP and QMS for comprehensive data management, enabling quick responses to customized orders and reducing inventory [9][10]. 2. AI Tools and Efficiency Enhancement - AI tools are significantly improving efficiency in design and production processes, allowing for rapid response to market demands and enhancing product quality through advanced monitoring systems [13][15]. - The integration of AI in design processes is streamlining workflows, reducing development cycles, and enabling personalized design solutions [14][15]. 3. AI Applications in Textile Manufacturing - The report identifies typical AI application scenarios in textile manufacturing, such as digital cotton blending and real-time monitoring in spinning processes, which enhance production efficiency and quality [28][30]. - Leading companies are leveraging AI technologies to create smart factories, integrating machine vision and AI for quality control and production optimization [30][32]. 4. AI Integration in Brand Operations - AI is increasingly being utilized in brand operations to enhance consumer insights and optimize product management, with a focus on personalized marketing and supply chain efficiency [28][30]. - Companies are developing AI-driven platforms for personalized consumer interactions, enabling direct customization and agile production [39][43]. 5. Investment Recommendations - The report recommends focusing on leading companies in the textile manufacturing sector, such as Huayi Group and Shenzhou International, as well as brands like Anta Sports and Li Ning in the Hong Kong market, due to their strong digitalization and AI capabilities [6][9].