Guotai Haitong Securities released a research report stating that on January 7, eight government departments issued the "Implementation Opinions on the Special Action for 'Artificial Intelligence + Manufacturing'." The document emphasizes both technological supply and industrial application, proposing to strengthen policy support and guarantees to accelerate the development of "intelligent industrialization" and "industrial intelligence." The firm believes that the comprehensive policy support from the eight departments, promoting development on both fronts of "intelligent industrialization" and "industrial intelligence," is expected to usher in an accelerated development period for AI in manufacturing. It is recommended to actively focus on: AI applications such as smart manufacturing and domestic computing power. The main views of Guotai Haitong are as follows:
On January 7, eight departments including the Ministry of Industry and Information Technology, the Cyberspace Administration of China, the National Development and Reform Commission, the Ministry of Education, the Ministry of Commerce, the State-owned Assets Supervision and Administration Commission of the State Council, the State Administration for Market Regulation, and the National Data Administration jointly issued the "Implementation Opinions on the Special Action for 'Artificial Intelligence + Manufacturing'." The initiative focuses on two ends: grasping technological supply to promote "intelligent industrialization," and grasping enabling applications to accelerate "industrial intelligence." This aims to deeply integrate AI technological innovation with industrial innovation, achieve "two-way empowerment" between AI technology and manufacturing applications, accelerate the intelligent, green, and integrated development of manufacturing, and strongly support the construction of a manufacturing powerhouse, a cyber powerhouse, and a digital China.
The document sets a target for 2027 to achieve a secure and reliable supply of key core AI technologies in China, with industrial scale and enabling capabilities ranking among the world's top tier. It aims to promote the deep application of 3-5 general large models in manufacturing, form specialized and comprehensive industry large models, create 100 high-quality datasets in the industrial sector, and promote 500 typical application scenarios. The goal is to cultivate 2-3 globally influential ecosystem-leading enterprises and a group of specialized, refined, distinctive, and innovative small and medium-sized enterprises, create a batch of enabling application service providers that "understand intelligence and are familiar with the industry," and select 1,000 benchmark enterprises.
The document calls for accelerating the application and empowerment in key industries, including key manufacturing-related sectors such as raw materials, equipment manufacturing, consumer goods, electronic information, software, and information technology services. It emphasizes speeding up the promotion and application of benchmark solutions and experiences; accelerating the transformation and upgrading of entire processes, deepening the gradient cultivation of smart factories, and promoting the deep integration of large model technologies into core manufacturing links. This involves transforming the entire process from R&D design (including industrial design), pilot testing, production manufacturing, marketing services, to operational management, and enhancing capabilities in auxiliary design, simulation model construction, production scheduling, and predictive equipment maintenance.
The document proposes encouraging local governments to provide support such as "computing vouchers" and "model vouchers" to enterprises, strengthening public services for enabling small and medium-sized enterprises, and reducing the cost of development and application for enterprises. Additionally, it calls for establishing a work promotion mechanism involving inter-departmental cooperation, central-local coordination, and industrial collaboration. It encourages local governments to formulate policies and measures based on local conditions, guide enterprises to develop in differentiated positions, and prevent "involution-style" competition within the industry. Existing funding channels will be coordinated to support R&D and enabling application tasks related to "AI + Manufacturing." The role of the National AI Industry Investment Fund will be leveraged to enrich the pipeline of high-quality projects and attract more orderly social capital investment.
The firm believes that the comprehensive policy support from the eight departments, promoting development on both fronts of "intelligent industrialization" and "industrial intelligence," is expected to usher in an accelerated development period for AI in manufacturing. It is recommended to actively focus on: AI applications such as smart manufacturing and domestic computing power.
Risks include policy implementation falling short of expectations; technological iteration and industry application lagging behind expectations; and intensifying industry competition.
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