"无人化是工程机械未来发展的大势所趋。"徐工机械方面称,此前该公司已与网易强强联合,并基于徐工 智能控制平台,将人工智能技术应用于工程机械,成功将网易在游戏中积累的数字化和AI能力迁移到挖掘 机、装载机等产品上。"这些产品具备远程操控、云端计算及智能化的能力,从而实现无人化作业目 标。" 此外,中联重科方面,近年来该公司在人工智能、云计算、大数据、物联网等前沿技术上持续投入研发并 加速应用,在大数据、云计算等数字化技术发明专利申请量行业排名第一。"人工智能时代将推动工程机 械行业与互联网、大数据、云计算等领域的深度融合,形成新的产业生态。未来,公司的每个产品都有望 成为一个'具身智能设备',实现'机器人化',具备单机智能+机群协作的能力。"据证券时报 近年来,工程机械行业持续推进智能化转型,AI人工智能大模型的应用,进一步催化工程机械装备智能化升 级。记者注意到,目前A股工程机械头部企业对人工智能赋能行业均表示看好,并加快战略布局的脚步。 "随着DeepSeek等AI技术的不断发展及应用,工程机械行业将迎来前所未有的变革。"三一重工表示,从智 能导航、远程操控,到自主学习与协同作业,AI技术将为工程机械产品注 ...

Core Viewpoint - The integration of artificial intelligence (AI) into the construction machinery industry is accelerating, with companies like Shantui launching innovative AI products, such as the world's first AI bulldozer, which signifies a shift towards smart construction practices [2][3][5]. Group 1: AI Integration in Construction Machinery - The construction machinery industry is experiencing a rapid transformation due to the integration of AI technologies, which is reshaping competitive dynamics and enhancing the capabilities of Chinese companies in the international market [3][11]. - Shantui's AI bulldozer features intelligent systems that optimize power, ensure construction safety, and facilitate collaborative operations, marking a significant advancement in smart machinery [6][8]. - The AI technology levels defined by Shantui range from L1 (basic automation) to L5 (fully autonomous operations), with the company currently achieving L3 and preparing for L4, indicating a future where operators transition from manual control to strategic oversight [8][9]. Group 2: Industry Trends and Developments - Major players in the A-share construction machinery sector are optimistic about AI's potential, with companies like SANY and XCMG actively pursuing AI-driven innovations to enhance product intelligence and operational efficiency [12][13]. - The industry is moving towards a "digital intelligence integration" phase, leveraging AI to address complex construction challenges and improve overall supply chain efficiency [9][13]. - The application of AI in construction machinery is not only enhancing operational safety and efficiency but also enabling companies to better serve international markets through improved customer support and tailored solutions [17][18]. Group 3: Global Market Expansion - Chinese construction machinery companies are increasingly focusing on international markets, with AI advancements expected to solidify their competitive edge abroad [15][16]. - For instance, Zoomlion reported a significant increase in overseas revenue, indicating a successful expansion strategy supported by AI technologies [16]. - The integration of AI with renewable energy solutions is positioning Chinese construction machinery products as leaders in environmental sustainability, enhancing brand reputation and market opportunities [18].

Core Insights - The introduction of the world's first AI bulldozer by Shantui has garnered significant attention in the engineering machinery industry, marking a shift towards intelligent construction through the integration of AI technology [1][2] - The rapid development of AI large models has accelerated the strategic deployment of AI in the engineering machinery sector, leading to a trend of product innovation and application in various construction scenarios [1][4] Group 1: AI Bulldozer Launch - Shantui launched China's first AI bulldozer, featuring an intelligent whole machine and an AI assistant, designed around customer needs with nine intelligent systems for core scenarios like power optimization and construction safety [1][2] - The AI bulldozer has undergone over 25,000 field tests, transitioning from "smart equipment" to "AI entity" through the development of a proprietary AI decision model [2] Group 2: AI Levels and Capabilities - Shantui has established a classification for AI levels, ranging from L1 (basic automation) to L5 (fully autonomous operations), with current products achieving L3 and preparing for L4 capabilities [2][3] - The transition to L4 will allow operators to act as "commanders," overseeing multiple machines remotely and enabling autonomous construction in specific scenarios [3] Group 3: Industry Trends and Developments - The engineering machinery industry is entering a new phase of "digital intelligence integration," leveraging AI to address complex construction challenges and enhance efficiency across the supply chain [4][6] - Major players like SANY and XCMG are actively integrating AI into their products, with advancements in autonomous machinery and smart manufacturing processes [5][6] Group 4: Global Market Expansion - Chinese engineering machinery companies are increasingly focusing on international markets, with AI advancements expected to enhance their competitive edge abroad [7][9] - For instance, Zoomlion reported a 30.58% year-on-year increase in overseas revenue, highlighting the importance of AI in driving global market growth [7] Group 5: Future Outlook - The industry anticipates a significant transformation driven by AI, with expectations for improved safety, efficiency, and cost control in construction operations [6][9] - The integration of AI with renewable energy technologies is expected to enhance the environmental and energy efficiency of Chinese engineering machinery products, further strengthening their international market position [9]