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The Ministry of Industry and Information Technology will vigorously promote "Artificial Intelligence + Manufacturing" this year, and the industrial intelligence track is set to receive a strong boost
The first “Ministerial Channel” centralized interview activity of the Fourth Session of the 14th National People’s Congress was held on March 5th. Minister of Industry and Information Technology, Li Lecheng, stated, “Artificial Intelligence + Manufacturing” is a必答题, not a multiple-choice question. “This year, we will vigorously promote ‘Artificial Intelligence + Manufacturing.’ All sectors of the manufacturing industry must embrace artificial intelligence, deeply explore high-value application scenarios, cultivate a batch of high-level典型应用, and create特色智能体.”
Peng Yazhe from China Galaxy Securities pointed out that “Artificial Intelligence + Manufacturing” can follow three main investment lines: upstream, midstream, and downstream. Upstream focuses on upgrading computing power, chips, and industrial software to adapt to manufacturing scenarios, emphasizing “feasible and adaptable” solutions rather than pure scale expansion. Midstream, being the most concentrated segment of policy resources and application demands, has stronger flexibility in engineering solutions and the large-scale promotion of industry solutions and intelligent equipment. Downstream revolves around data governance, model security evaluation, and system operation and maintenance, gradually shifting from supporting options to rigid support for large-scale applications, suitable for medium- and long-term continuous tracking.
According to the theme database of Cailian News, among related listed companies:
Zhongkong Technology launched the time series large model TPT2, promoting industrial AI to accelerate towards large-scale implementation through deep integration of large models and control systems.
Dingjie Digital’s business scope fully covers the four major categories of industrial software, including R&D design, digital management, production control, and AIoT, and continues to promote the研发升级 of the Dingjie Athena platform and expand new AI applications driven by digital intelligence.