近3800家公司提及！A股掀起“AI+”热

Core Insights - The article highlights that 2024 marks a significant year for the application of artificial intelligence (AI) across various industries, with a notable increase in the number of A-share listed companies mentioning AI in their annual reports [1][5][29]. Group 1: AI Penetration in A-Share Companies - In 2024, 3,713 out of 5,402 A-share listed companies mentioned AI-related terms in their annual reports, representing a penetration rate of 68.7%, a significant increase from previous years [2][4]. - The average proportion of R&D expenses to revenue for these companies doubled compared to 2023, indicating a strong commitment to AI-related research and development [5][6]. Group 2: Performance of AI-Related Companies - Among the 51 A-share companies in the AI industry chain, 29 reported profitability in 2024, with upstream companies showing the highest revenue and net profit growth rates [7][9]. - Companies like Cambricon Technologies saw a revenue increase of 65.56% in 2024, despite still being in a loss position, indicating a positive trend in the AI chip market [9][11]. Group 3: Sectoral Analysis of AI Adoption - The communication, media, banking, and electronics sectors are the most proactive in adopting AI, with over 90% of companies in these industries mentioning AI in their reports [21][23]. - In contrast, industries such as energy, agriculture, and food show relatively low AI adoption, with less than one-third of coal industry companies mentioning AI [21][24]. Group 4: Regional Insights on AI Adoption - Guangdong province leads in AI penetration among A-share listed companies, with 696 companies mentioning AI in their 2024 reports, reflecting the province's strong AI industry ecosystem [31][34]. - The core AI industry scale in Guangdong surpassed 220 billion yuan, positioning it as a leader in the national AI landscape [31][36]. Group 5: Future Outlook and Government Support - The Chinese government has prioritized the "AI+" initiative as a key task for 2025, indicating strong policy support for AI integration across various sectors [29][36]. - Companies are increasingly leveraging AI to enhance existing business operations, with examples including AI applications in finance, media, and retail sectors [24][36].