近日，工信息部印发《工业互联网和人工智能融合赋能行动方案》，旨在深化"人工智能+"在工业领域 的落地，推动工业互联网与人工智能深度融合，为发展新质生产力、推进新型工业化提供支撑。《行动 方案》提出，到2028年，我国工业互联网与人工智能融合赋能水平显著提升，推动不少于50000家企业 实施新型工业网络改造升级。 据悉，新型工业化强调以信息化带动工业化，以工业化促进信息化，追求科技含量高、经济效益好、资 源消耗低、环境污染少的发展模式。特定区域内的优势产业，比如无人机、船舶、汽车等，往往具备技 术先进、经济效益好等特征，是实现新型工业化的关键引擎。 开年以来，苏州市、无锡市、漳州市、商丘市等多地围绕新型工业化议题紧锣密鼓地部署新一轮工作。 在谋划新型工业化路线图的过程中，不同地方的侧重点有所不同，其中，优势产业、人工智能和场景建 设三个关键词广受关注。 1月4日，苏州市召开新型工业化推进会议暨"AI+制造"创新发展大会。市委书记范波在会上作出多项部 署。他强调，要推动科技创新和产业创新深度融合，因地制宜发展新质生产力，持续深化"1030"产业体 系建设，加快构建以先进制造业为骨干的现代化产业体系。要抢抓人工智能 ...

Core Insights - Qingdao's AI industry aims to achieve a scale of over 200 billion yuan by 2026, with a focus on technology innovation driving industrial transformation [1][3] - The event highlighted the successful application of AI technologies in various sectors, including traffic management, industrial manufacturing, and robotics, showcasing a strategic upgrade from technology breakthroughs to ecosystem building [1][4] Group 1: AI Technology Applications - Hisense's "Hisense Tongtu Model" has improved public sentiment processing efficiency by 90% and road safety hazard identification accuracy to over 80% [3] - The "Qizhi Kongming AInnoGC" model integrates industrial robots, achieving a 70% reduction in power supply fault handling steps in trial applications [4] - The Qingdao Metro's collaboration with 17 metro units and 18 industry units has significantly enhanced fault location efficiency in power supply systems [6] Group 2: Industrial Integration and Growth - Over 70% of the 1,200 clients served by Qizhi are in manufacturing, with expectations for manufacturing revenue contribution to exceed 80% in 2024 [5] - Innovations in the harmonic reducer sector have led to an 80% market share in Shandong, breaking foreign monopolies [5] - The integration of AI in manufacturing is transitioning from isolated breakthroughs to comprehensive system restructuring [7] Group 3: Collaborative Ecosystem Development - Qingdao's AI industry is forming a multi-layered innovation network, with Hisense and local universities collaborating on smart traffic models [9] - The establishment of a collaborative ecosystem aligns with Shandong's policy to support innovation unions [10] - Qingdao's AI initiatives are supported by significant government funding, including a 50 billion yuan special fund [11] Group 4: Strategic Vision and Future Outlook - Qingdao's AI industry is positioned as a key player in the national AI landscape, focusing on vertical integration and ecosystem collaboration [13] - The city aims to leverage AI to transform foundational industries such as transportation, manufacturing, and energy, creating a new intelligent economic hub in Northern China [11][13]

Core Insights - The report shifts focus from demand to supply in the AI 2.0 landscape, analyzing various companies like SenseTime, Black Sesame Intelligence, Qunhe Technology, and others, highlighting their different strategies and challenges in achieving profitability and sustainable growth [1][2][3]. Group 1: SenseTime - SenseTime has transitioned from a government-focused AI 1.0 company to a more diversified AI 2.0 entity, with a significant shift towards generative AI, achieving a revenue of 3.772 billion yuan in 2024, marking a 10.75% year-on-year growth [5][10]. - The company's revenue structure has evolved, with traditional AI contributing only 30% of total revenue by 2024, while generative AI has surged to 63.7% of total revenue, growing by 103.1% year-on-year [7][10]. - Despite revenue growth, SenseTime faces challenges such as declining gross margins, which fell from 70.6% in 2020 to 42.9% in 2024, and cumulative losses of 46.4 billion yuan over five years [16][20]. Group 2: Black Sesame Intelligence - Black Sesame Intelligence focuses on providing cost-effective smart automotive chips and solutions, with 92.4% of its 2024 revenue (4.38 billion yuan) coming from automotive products [27][32]. - The company has improved its gross margin significantly, achieving a gross profit of 195 million yuan in 2024, up 153% year-on-year, with a gross margin of 41.14% [36]. - However, high R&D costs have led to continued losses, with an adjusted net loss of 1.304 billion yuan in 2024, remaining stable compared to the previous year [39]. Group 3: Yingshi Network - Yingshi Network, a subsidiary of Hikvision, has upgraded its business model to focus on AI and IoT, achieving a revenue of 5.442 billion yuan in 2024, a 12.41% increase [45]. - The company’s core product remains smart home cameras, which contributed 54% of total revenue, but growth in this segment has plateaued [46]. - Yingshi's cloud platform services have seen significant growth, nearly doubling from 5.38 billion yuan in 2021 to 10.52 billion yuan in 2024, with a gross margin of 76% [49][50]. Group 4: Qunhe Technology - Qunhe Technology, known for its space design software, reported a revenue of 664 million yuan in 2023, with a 10.48% year-on-year growth [66]. - The company has established itself as a leading provider in the space design software market, holding a 22.2% market share [79]. - Despite revenue growth, Qunhe Technology continues to operate at a loss, with an adjusted loss of 94 million yuan in Q3 2024 [78]. Group 5: Innovation Qizhi - Innovation Qizhi focuses on AI solutions for the manufacturing sector, achieving a revenue of 1.222 billion yuan in 2024, a 30.21% decline year-on-year [85]. - The company has maintained strict cost control, with total operating expenses at 66.3% of revenue, but still reported a loss of 117 million yuan in 2024 [90][94]. - The decline in revenue is attributed to challenges in the manufacturing and financial services sectors, which are critical to its business model [87].