电子行业点评：国务院印发“人工智能+”行动意见，我国AI产业未来将加速发展

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected performance that exceeds the market by more than 5% over the next six months [9]. Core Insights - The release of the "Artificial Intelligence+" action plan by the State Council signifies a strong governmental commitment to accelerating the development of the AI industry in China [4][5]. - The focus on local data processing is expected to enhance user experience through low latency, high privacy, and strong interactive capabilities, expanding AI applications from single voice assistants to multimodal scenarios [6]. - The AI chip market in China is projected to grow from approximately 18.4 billion yuan in 2020 to 153 billion yuan by 2025, with a compound annual growth rate (CAGR) of about 52.7% [7]. - The action plan sets ambitious goals for the penetration of new-generation smart terminals, aiming for over 70% by 2027 and over 90% by 2030, which will drive hardware upgrades and enhance AI application integration [8]. Summary by Sections AI Industry Development - The "Artificial Intelligence+" action plan aims to deepen the integration of AI technology across various industries, with specific targets for smart terminal application rates and the promotion of intelligent products [8]. - The plan emphasizes the importance of AI computing power, calling for innovations in AI chips and the establishment of a national integrated computing network [7]. Market Opportunities - The increasing penetration of AI in smart terminals is expected to drive demand for core hardware upgrades, particularly in the chip market, as AI applications become more prevalent [8]. - The collaboration between domestic AI models and AI chips is anticipated to enhance the competitiveness of Chinese AI chip manufacturers [8]. Investment Recommendations - The report strongly recommends investing in companies involved in AI algorithms and applications, AI computing power, and AI edge SoCs, highlighting specific companies such as Hengsheng Electronics and Longxin Zhongke [8].