EFORT(SH:688165) AI研究所·2025-09-12 10:33Core Viewpoint - Anhui Province has achieved a historic breakthrough in industrial economy, with industrial revenue increasing from 3.8 trillion yuan in 2020 to 5.49 trillion yuan in 2024, elevating its national ranking from 12th to 6th, and its share of national revenue rising from 3.6% to 4% [1][2]. Group 1: Industrial Growth and Structure Upgrade - Anhui has officially entered the ranks of "national industrial powerhouses," driven by a structural upgrade centered on new productive forces [2]. - Key industries such as automotive, photovoltaic, and electronic information are rapidly clustering, with nearly 10% of global display panels, 20% of photovoltaic components, and 30% of photovoltaic inverters produced in Anhui [2][3]. Group 2: Artificial Intelligence and Robotics - The artificial intelligence and robotics industries in Anhui have made significant advancements, with approximately 8% of the nation's industrial robots produced in the province [6]. - In 2024, the production of industrial robots in Anhui increased by over 30%, with high-performance six-axis robots accounting for 45% of total production, a 22 percentage point increase from 2020 [6]. - The core AI industry in Anhui surpassed 60 billion yuan in 2024, growing by 28% year-on-year, with nearly 200 AI companies established in key industrial clusters [6][7]. Group 3: Investment Attraction - Since 2024, numerous delegations from strong enterprises in Shanghai and Shenzhen have visited Anhui, with 80% expressing investment intentions or reaching cooperation agreements in the AI and robotics sectors [7]. - Anhui attracted over 1,000 AI projects with a proposed investment exceeding 400 billion yuan, marking year-on-year increases of 46.8% and 34.6% respectively [7]. Group 4: Core Advantages - Anhui's advantages stem from three core areas: strong research and talent support from institutions like the University of Science and Technology of China, precise policy support from the government, and industrial synergy from existing clusters in automotive, electronics, and home appliances [9][10][11]. - The automotive industry in Anhui saw a 15-fold increase in annual production of new energy vehicles, significantly boosting demand for welding and assembly robots [11]. Group 5: Emerging Trends in Embodied Intelligence - The embodied intelligence sector is gaining prominence, exemplified by the establishment of a 2 billion yuan super factory by Efort in Wuhu, designed for high-performance industrial robot production [13][16]. - The factory will utilize digital twin technology for automated manufacturing, aiming for a defect rate below 0.5% and tripling production efficiency compared to traditional factories [16]. - The growth of startups in the embodied intelligence field is notable, with 89 new companies established in 2024-2025, reflecting a surge in innovation and financing [18][19]. Group 6: Future Outlook - Anhui's industrial landscape is rapidly transforming, with the development of AI and robotics marking a shift towards intelligent manufacturing [20]. - The province is expected to solidify its status as a national industrial powerhouse and potentially advance towards becoming an industrial stronghold, opening more opportunities for global investors [20].