2025年两会专题系列报告之三：人工智能篇：全链赋能 融合加速

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report emphasizes the integration of digital technology with traditional industries, focusing on the application of large models in various sectors, particularly in smart connected vehicles and intelligent manufacturing equipment [10][13] - It highlights the importance of safety as a prerequisite for new technologies, advocating for a self-controllable AI ecosystem [14][16] - The report outlines the trends of AI model capability enhancement, the deployment of 5G-A and 6G as foundational technologies for large-scale AI applications, and the fusion of AI with traditional industries to drive efficiency and cost reduction [25][31][37] Summary by Sections Government Work Report - The 2025 government work report emphasizes the need to boost domestic demand, integrate digital technology with traditional industries, and promote the empowerment of large models [10] - It outlines key tasks such as fostering emerging industries, enhancing traditional industry upgrades, and stimulating digital economy innovation [12][18] Industry Trends - Trend 1: The enhancement of model capabilities is shifting the industry focus towards applications and edge computing, with significant growth in AI application demand [25][30] - Trend 2: The commercialization of 5G-A and 6G is providing the necessary communication infrastructure for large-scale AI applications, with expected improvements in speed and connectivity [31][34] - Trend 3: The integration of AI with traditional industries is leading to cost reductions and efficiency improvements, particularly in healthcare and manufacturing [37][47] AI Ecosystem Development - The report discusses the need for a self-controllable AI ecosystem, emphasizing the importance of safety and regulatory frameworks to support AI development [14][16] - It highlights the role of AI in enhancing productivity across various sectors, with specific examples of successful AI applications in healthcare and agriculture [40][41][51] Future Outlook - The report anticipates a surge in demand for AI-enabled devices, driven by government policies and market trends, particularly in consumer electronics [67] - It predicts that the penetration rates of AI smartphones and AIPC (AI-powered computing) devices will increase significantly in the coming years [68]