近日，工业和信息化部、中央网信办、国家发展改革委等八部门联合印发《"人工智能+制 造"专项行动实施意见》（下称《实施意见》），提出 到2027年，我国人工智能关键核心技术 实现安全可靠供给，产业规模和赋能水平稳居世界前列。 《实施意见》旨在加快推进人工智 能技术在制造业融合应用,打造新质生产力，全方位、深层次、高水平赋能新型工业化。 新年伊始，多部门就联合印发人工智能相关文件，这也进一步向外界传递出一个清晰信号： 人工智能正加速走出实验室和屏幕的限制，走进工厂车间、走进我们的生活场景 ，成为重塑 真实物理世界的核心驱动力。 当前，能够明显看到的趋势是，我们正处于一个由"数字AI"向"物理AI"跃迁的关键节点。过去 几年里，大众对人工智能的认知，大多还是停留在大语言模型、创意生成等纯数字化的软件领 域，但随着技术的深度演进，AI的触角已经深刻延伸至制造业的肌理。 今天的人工智能，已经不再仅是数据，也不是简单用来"闲聊"的数字玩具，而是一种生产工 具。展望未来，AI对经济的影响，有望出现从"局部盆景"到"全面森林"的跨越。在这个进程 中，中国制造有先发优势，也应当加速起跑。 出品丨21财经客户端 21世纪经济报道 ...

近日，工业和信息化部、中央网信办、国家发展改革委等八部门联合印发《"人工智能+制造"专项行动 实施意见》（下称《实施意见》），提出到2027年,我国人工智能关键核心技术实现安全可靠供给,产业 规模和赋能水平稳居世界前列。《实施意见》旨在加快推进人工智能技术在制造业融合应用,打造新质 生产力，全方位、深层次、高水平赋能新型工业化。 新年伊始，多部门就联合印发人工智能相关文件，这也进一步向外界传递出一个清晰信号：人工智能正 加速走出实验室和屏幕的限制，走进工厂车间、走进我们的生活场景，成为重塑真实物理世界的核心驱 动力。 当前，能够明显看到的趋势是，我们正处于一个由"数字AI"向"物理AI"跃迁的关键节点。过去几年里， 大众对人工智能的认知，大多还是停留在大语言模型、创意生成等纯数字化的软件领域，但随着技术的 深度演进，AI的触角已经深刻延伸至制造业的肌理。 近日，英伟达首席执行官黄仁勋在2026国际消费电子展（CES）上的演讲，同样也谈到了这一技术趋 势。他认为，"物理AI"将成为下一波人工智能浪潮的中心。所谓物理AI，即是能够理解、感知并作用于 物理世界的智能系统，它不再仅仅是处理信息的算法，而是能够与工厂设 ...

Investment Rating - The report initiates coverage with an "Accumulate" rating for the company [3][7]. Core Views - The company is recognized as a national-level specialized "little giant" focusing on laser processing control technology, with a strong commitment to automation and intelligent development in advanced manufacturing [14]. - The company is expected to benefit from robust growth in industrial applications and emerging consumer applications, with significant potential for revenue and profit growth in the coming years [6][9]. - The planned acquisition of a 55% stake in Samit Optoelectronics is anticipated to create synergistic effects, enhancing the company's market position and operational efficiency [6][9]. Financial Data and Profit Forecast - Total revenue is projected to grow from 2.12 billion CNY in 2024 to 4.55 billion CNY in 2027, with a compound annual growth rate (CAGR) of approximately 31.5% [2]. - Net profit attributable to shareholders is expected to increase from 304.95 million CNY in 2024 to 830 million CNY in 2027, reflecting a CAGR of 35.8% [2]. - Earnings per share (EPS) is forecasted to rise from 0.30 CNY in 2024 to 0.81 CNY in 2027 [2]. Industrial Applications - The company is positioned to benefit from the increasing demand for laser processing in various sectors, including consumer electronics, new energy, and semiconductors, driven by domestic substitution and software-hardware synergy [6][9]. - The industrial-grade applications are expected to maintain steady growth, with the market for ultra-fast lasers projected to reach 4.61 billion CNY by 2024, growing at a CAGR of 13.48% from 2019 to 2024 [32]. Consumer Applications - The consumer-grade market is anticipated to open new growth avenues, with rapid expansion in 3D printing and laser engraving driven by overseas demand and the popularity of DIY products [6][9]. - The company is actively developing products for the consumer sector, leveraging its technological expertise from industrial applications to achieve breakthroughs in this new market [6][9]. Acquisition Plans - The company plans to acquire a 55% stake in Samit Optoelectronics, which is expected to enhance product offerings and customer resources, creating significant synergies [6][9]. Valuation and Comparison - The company's current price-to-earnings (PE) ratios for 2025-2027 are projected at 79, 60, and 44, respectively, which are below the average PE ratios of comparable companies [7]. - The report highlights that the company's valuation is attractive compared to peers, considering its growth potential and market position in the laser control sector [7].