万联证券万联晨会

Core Insights - The report emphasizes the acceleration of AI empowerment across various industries in Guangdong Province, aiming to enhance productivity and establish a new economic growth driver by 2025 and 2027, with the AI core industry scale expected to exceed 300 billion and 440 billion respectively [17][26] - The rapid growth of the AI industry in Guangdong is highlighted, with an estimated core industry scale of nearly 180 billion in 2023, reflecting an approximate 18% year-on-year increase, and a significant number of AI-related enterprises registered [17][26] - The report outlines specific measures to strengthen the AI industry chain, including the construction of a robust AI computing power foundation and the development of over 100 large-scale intelligent terminal products across various application scenarios [2][17] Investment Recommendations - The report suggests focusing on the accelerated construction of the domestic AI industry chain, particularly in data factor industries, domestic computing power and storage demand, as well as the rapid deployment of applications in AIGC and intelligent driving sectors [2][17] - The measures introduced by the Guangdong government are expected to further enhance the advantages of the AI industry and facilitate the transformation of economic growth drivers [17] Application Scenarios - The report identifies eight major categories for AI application, including mobile phones, computers, home appliances, and robotics, with a goal of creating over 500 application scenarios in sectors such as manufacturing, education, and elderly care to improve labor productivity [2][17]