AI 制造政策频出，关注 AI 工业制造 [Table_Industry] 计算机 "平台+场景智能体"驱动工业智能化跃升 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 杨林(分析师) | 021-23183969 | yanglin2@gtht.com | S0880525040027 | | 吕浦源(分析师) | 021-23183822 | lvpuyuan@gtht.com | S0880525050002 | | 钟明翰(研究助理) | 021-38031383 | zhongminghan@gtht.com | S0880124070047 | 本报告导读： 本报告系统梳理《行动方案》的背景与总体部署，深入解读政策提出的四大创新行 动：平台培育培优、聚"数"提"智"、规模化应用以及生态支撑。重点聚焦 AI 与工业 互联在数据、模型、场景智能体等环节的深度融合路径，解读政策如何推动工业软 件及平台企业从"感知互联"向"深度智能"演进，亮点突出"平台+场景智能体"新架 构及具身智能体等新型生产要素。 投资要点： [ ...

Core Viewpoint - The Guangdong Province has officially issued an action plan to accelerate the integration of artificial intelligence (AI) into the toy industry from 2025 to 2027, focusing on supporting the development of AI technologies and applications within the sector [1] Group 1: AI Development Support - The plan emphasizes support for companies to develop AI chips, plugins, and modules that can be easily integrated into products [1] - It encourages research institutions and AI service companies to develop intelligent systems for industrial applications [1] - The initiative aims to promote the low-cost implementation of AI-specific technologies in toy companies [1] Group 2: Open AI Development Platforms - The plan supports leading companies in establishing open AI development platforms to serve other businesses in the supply chain [1] - It encourages local governments to explore financial support for companies and platforms that utilize intelligent computing power for AI toy model training [1]