Favorable policies have been released one after another, and artificial intelligence has opened a trillion-level market

On the morning of August 18, the “Dishui Lake AI Innovation Port” was officially launched in the Lingang New Area of ​​the Shanghai Free Trade Zone. On the same day, the “Lingang New Area’s Action Plan for Vigorously Cultivating Artificial Intelligence Industry (2022-2025)” was released, proposing to strive to gather 20,000 to 30,000 AI talents, 500 enterprises, and industry scale within 3 years to 500 It has become a new highland for the development of Shanghai’s artificial intelligence industry and an important gathering place for the national artificial intelligence industry.

Recently, favorable policies to encourage the development of artificial intelligence have been released one after another. Following the issuance of the “Guiding Opinions on Accelerating Scenario Innovation and High-level Application of Artificial Intelligence to Promote High-quality Economic Development”, the Ministry of Science and Technology, the Ministry of Education, and the Ministry of Industry and Information Technology issued the “Guiding Opinions on Supporting the Construction of a New Generation of Artificial Intelligence” on August 15. “Notice of Intelligent Demonstration Application Scenarios”, the first batch of support for the construction of 10 demonstration application scenarios is intended to accelerate the promotion of artificial intelligence applications, help stabilize the economy, and cultivate new economic growth points.

Southwest Securities said that the current digital reform in all walks of life is accelerating, and artificial intelligence, 5G, industrial Internet, Internet of Things, etc. are listed as new infrastructure construction, becoming the key support for my country’s digital transformation needs. With the help of policies, the industry is expected to show a trend of accelerated development.

CITIC Securities also analyzed that the global AI industry is entering a stage of accelerated development, and the superimposed AI industry cluster effect in the secondary market continues to highlight, and the AI ​​industry is expected to become one of the most investment-worthy industrial tracks in the global technology field.

According to the data research forecast of the Haibi Research Institute, the scale of China’s AI enterprise application market will maintain a high growth trend in 2022, with the overall market size reaching 1.87 trillion yuan, and the compound growth rate from 2021 to 2025 will reach 31.5%.

Chang Xiaoya, an analyst at Southwest Securities, said that the artificial intelligence technology represented by computer vision and speech recognition has gradually passed the trough period of bubble bursting after going through the budding period and the expected expansion period. With the birth of the model, the dividends brought by AI technology are far from peaking. The next ten years will be a key stage in the development of “weak artificial intelligence” to “strong artificial intelligence”. The AI ​​track has typical characteristics of large space and long track. expected to continue to benefit.

Artificial intelligence-related concept stocks have also become the focus of institutional research. Flush data shows that since July, a total of 40 artificial intelligence concept stocks have been investigated by institutions. Among them, 9 artificial intelligence concept stocks including Estun, Hikvision, Topbond, and Lingyunguang have been investigated by more than 100 institutions. The number of institutional researchers of Robot leader Estun and security leader Hikvision come first.

The performance of some companies in the field of artificial intelligence is also constantly repairing. According to Flush Flush data, five companies including Guangha Communications and VeriSilicon achieved profitability in the first half of this year. Among the 37 companies in the artificial intelligence sector that have disclosed their semi-annual reports, more than half of them have achieved positive growth in net profit attributable to the parent company. Among them, five companies including Montage Technology, True Vision, VeriSilicon, Fudan Microelectronics, and Tahoe Intelligence increased their net profit by more than 100% in the first half of the year, and Tahoe Intelligence increased by 1056.54% in the first half of the year.

In terms of capital inflow, the number of AI investment and financing in China has been on the rise in recent years. Data from Zhiyan Consulting shows that in 2021, there will be 1,132 AI investment and financing transactions in China, with an investment and financing transaction value of 399.64 billion yuan, a record high.

CITIC Securities said that the AI ​​industry is forming a stable industrial value chain structure of “chips + computing infrastructure + AI framework & algorithm library + application scenarios”. AI chip manufacturers, cloud computing manufacturers (computing power facilities + algorithm framework), AI + applications Scenario manufacturers and platform-based algorithm framework manufacturers are expected to become the core beneficiaries of the industry.

Humanoid robots are expected to become an important industrial branch of artificial intelligence. Industrial Securities believes that compared with industrial robots, humanoid robots are more versatile and have more diverse interaction scenarios with people. Technology leaders such as Xiaomi and Tesla continue to increase the research and development of humanoid robots, which is expected to promote the commercialization of the industry.

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Published on 10/19/2022