电子行业快评报告：广东省推动AI赋能千行百业，加快智能经济发展

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected relative increase of over 10% in the industry index compared to the broader market within the next six months [8]. Core Insights - The Guangdong Provincial Government has issued measures to empower AI across various industries, aiming for the AI core industry scale to exceed 300 billion yuan by 2025 and 440 billion yuan by 2027 [1]. - The AI industry in Guangdong is rapidly growing, with an expected core industry scale of nearly 180 billion yuan in 2023, reflecting an approximate 18% year-on-year growth [2]. - The measures aim to strengthen the AI industry's development advantages and complete the industrial chain, facilitating the transformation into new economic growth drivers [2]. - The focus is on building a robust AI infrastructure, including advancements in chips, software, and algorithms, to support the widespread application of AI in various sectors [2]. - Specific application scenarios are outlined, targeting eight major categories such as mobile phones and robotics, with plans to develop over 100 widely used smart terminal products and 500 application scenarios in fields like manufacturing and education [2]. Summary by Sections Industry Growth - Guangdong's AI industry is projected to grow significantly, with a core industry scale of nearly 180 billion yuan in 2023, marking an 18% increase year-on-year [2]. - The number of AI-related enterprises in Guangdong reached 244,800 by May 2024, a year-on-year increase of 8.4% [2]. Policy Measures - The recent measures build upon previous policies to accelerate the formation of new productive forces, emphasizing the construction of a national AI computing power hub and innovation ecosystems [2]. - The measures specify tasks for solidifying the AI infrastructure, including the development of foundational technologies and platforms [2]. Investment Recommendations - The report suggests focusing on the accelerated construction of the domestic AI industry chain, particularly in data elements, domestic computing power, and storage demands, as well as the rapid deployment of applications in AIGC and intelligent driving [3].