2025年8月26日，国务院发布《国务院关于深入实施"人工智能+"行动的意见》。政策明确提出：推进工 业全要素智能化发展。推动工业全要素智能联动，加快人工智能在设计、中试、生产、服务、运营全环 节落地应用。工业和信息化部副部长张云明明确提出"对于实现新型工业化这一关键任务，发展人工智 能是必答题而非选择题。" 工业AI是中国AI发展的特色战略方向 智通财经APP获悉，东吴证券发布研报称，中国工业大模型和工业智能体加快演进，工业大模型百花齐 放，原先各个行业的工业信息化和数字化公司大多都发布了基于本公司产品和本行业的工业大模型。工 业智能体渗透比例逐步提升。国家政策大力支持AI赋能新型工业化，该行预期后续会有工业AI相关支 持政策落地，工业AI行业有望迎来加速发展。 东吴证券主要观点如下： 工业AI已经进入广泛普及阶段 工业AI是AI技术在工业领域的应用，它通过机器学习、深度学习、计算机视觉等先进的计算智能方 法，实现对工业生产过程的优化和智能化，最终帮助企业提高生产效率、降低成本、提升产品质量，实 现数字化转型。工业大模型发展正从初步兴起走向广泛探索阶段，越来越多的工业企业开始布局使用工 业AI技术。 工业A ...

Core Insights - The integration of AI technology is reshaping industrial production processes and creating new value models, driving high-quality development in manufacturing, but there are still significant bottlenecks to overcome [1][2] Group 1: Bottlenecks in AI and Industrial Integration - The first bottleneck is a weak foundation, characterized by fragmented and siloed traditional industries, leading to data islands that hinder cross-domain collaboration [1] - The second bottleneck is a technological gap, where the high real-time, high-reliability, and strong noise characteristics of industrial scenarios make it difficult for AI models to adapt and generalize, failing to meet flexible production needs [1] - The third bottleneck is governance lag, with new issues such as cross-border industrial data flow, algorithmic black-box decision-making, and human-machine responsibility boundaries raising higher demands for safety, ethics, and regulatory frameworks [1] Group 2: Solutions to Overcome Challenges - To address these challenges, a more open attitude, systematic thinking, and pragmatic actions are required, focusing on technology leadership to solidify the foundation of industrial intelligence [2] - Emphasis should be placed on scene innovation to unleash new momentum for industrial upgrades, promoting the implementation of smart factories and flexible production lines to enhance production efficiency and optimize energy consumption [2] - Strengthening safety controls is essential to establish a solid foundation for industrial development, balancing innovation with risk prevention to safeguard against potential threats from AI integration [2] Group 3: Collaborative Ecosystem Development - Building a collaborative ecosystem is crucial, which involves enhancing top-level design, improving industrial data rights, and establishing AI ethical norms [3] - Accelerating the intelligent transformation of enterprises and cultivating talent that understands both industrial and AI domains is necessary for effective integration [3] - The ultimate goal is to create a virtuous cycle of "technology research and development - scene validation - scale replication - value feedback" empowered by AI in new industrialization [3]

Group 1 - The World Artificial Intelligence Conference 2025 highlighted the latest advancements in AI-enabled new industrialization, focusing on four major trends in manufacturing: data as a key production factor, human-machine collaboration becoming mainstream, intelligent manufacturing transitioning from "point" to "area," and enhanced capabilities for value-added services [1] - The integration of AI and industrial internet is showcased by Haier Group's subsidiary, showcasing innovations in industrial models, digital twins, and intelligent entities, with practical cases aiding companies like Yanchang Petroleum and New Jin Group in their transformation [1] - The launch of the "AI + Manufacturing" initiative aims to enhance the industrial internet sector, with significant growth expected in applications such as predictive maintenance and intelligent supply chain management [2] Group 2 - The industrial internet industry is projected to grow, particularly in sectors like petrochemicals and home appliances, driven by the application of large models and intelligent entities, leading to significant improvements in production efficiency and quality [2] - AI is expected to transform management models by breaking down information silos in enterprise systems, enabling deeper integration and profound changes in operations [2] - China Unicom is enhancing the integration of digital and physical realms, supporting the construction of smart factories across various industries, and accelerating the digital twin development of industrial equipment [2] Group 3 - China Telecom, in collaboration with the China Industrial Internet Research Institute, launched an "Industrial + AI" integrated service platform, demonstrating a large industrial weaving machine with an embedded intelligent entity that significantly improves delivery rates and production efficiency [3] - Financial institutions, including major banks, announced a credit facility of 400 billion yuan to support the development of "AI + Manufacturing," emphasizing the critical role of finance in this sector [3]