Hua Chuang Securities released a research report saying that recently, "DeepSeek" has accelerated the application of vertical scenarios, and in the field of industrial manufacturing, AI technology is reshaping the global industrial landscape and promoting industry to become intelligent. Based on the traditional large model technology, the industrial model has the ability to be applied in various industrial fields. Compared with the small industrial model, the industrial large model has strong generalization, which can cope with multiple tasks with a single model, and is more suitable for long-tail landing. The development and maintenance costs of large industrial models are lower than those of small industrial models at the industrial level. The industrial model is currently in the stage of small-scale commercial application, and through the deep integration with the industrial field, it is expected to bring a new paradigm of "basic model + various applications" to the industrial field.

The main views of Hua Chuang Securities are as follows:

Relying on a strong enabling effect, AI technology brings new development opportunities to the industrial field

Industrial AI is the optimization and intelligence of industrial production processes through advanced computational intelligence methods such as machine learning, deep learning, and computer vision, ultimately helping enterprises improve production efficiency, reduce costs, improve product quality, and achieve digital transformation. From production process optimization to supply chain management, from quality control to equipment maintenance, AI technology is improving the efficiency and quality of industrial production in all aspects.

In the field of intelligent production, production equipment is able to autonomously optimize operating parameters through machine learning algorithms, thus maximizing production efficiency. For example, in the automotive manufacturing field, the AI system can adjust the working parameters of the welding robot in real time to ensure that each solder joint is of the best quality. For example, after the introduction of AI production scheduling system by home appliance manufacturers, the production efficiency has increased by 35% and the product defect rate has been reduced by 60%, which not only speeds up production efficiency, but also further optimizes resource utilization.

The specific application of AI in the industrial environment, especially by combining or transforming the deployment of existing automation technologies to meet the needs of industrial scenarios, is to directly integrate general large models, fine-tune them to adapt them to specific fields or tasks, enhance professional knowledge and real-time with the help of external knowledge bases, and build specialized industrial large models from scratch. Industrial enterprises can flexibly choose according to actual needs, existing resources, and technology maturity to achieve deep integration of AI and industrial production scenarios.

The industrial model is highly generalized and is expected to bring a new paradigm to the industrial field

Based on the traditional large model technology, the industrial model has the ability to be applied in various industrial fields. Compared with the small industrial model, the industrial large model has strong generalization, which can cope with multiple tasks with a single model, and is more suitable for long-tail landing. The development and maintenance costs of large industrial models are lower than those of small industrial models at the industrial level. Although the application of industrial large models has penetrated into many aspects of industry and is applied to many scenarios, the fragmentation is obvious. Among them, the four directions of knowledge management/knowledge Q&A, data assistant/data Q&A, professional content production and visual inspection are the most widely explored fields at present.

At present, large model technology is further empowering the application of artificial intelligence in the industrial field, and realizing the intelligent upgrade of the whole chain from product design, production management to operation and maintenance services through cross-domain knowledge fusion, real-time decision support, adaptive optimization and human-machine collaboration enhancement. The industrial model is currently in the stage of small-scale commercial application, and through the deep integration with the industrial field, it is expected to bring a new paradigm of "basic model + various applications" to the industrial field. The successful implementation of the industrial model is inseparable from the rich on-site experience and deep industry know-how capabilities for specific industries.

The

rapid development of the industrial AI market is the key to promoting the development of Industry 4.0 and intelligent manufacturing

According to the "Report on the Application and Development of Industrial Large Model Technology" jointly compiled by the Academy of Information and Communications Technology in China, AI and large models will accelerate the growth of new industrialization, and the market size of industrial AI is expected to grow from US$2.04 billion in 2022 to US$89.53 billion in 2032, with a CAGR of up to 46%. Compared with developed countries, the AI application rate of Chinese manufacturing enterprises is relatively low, about 11%.

In 2024, Gartner released the Chinese artificial intelligence (AI) survey, which predicts that by 2027, the penetration rate of AI use in China's manufacturing industry will increase at a compound annual growth rate of 10%, and the "Made in China 2025" plan will successfully implement AI use cases as a key indicator to measure the maturity of smart manufacturing. With the continuous progress of technology and the expansion of application scenarios, industrial AI is expected to become a key force to promote the development of Industry 4.0 and intelligent manufacturing, and will help the industry achieve a higher level of intelligence and promote industrial transformation and upgrading in the future.

Investment suggestion: Driven by AI, the development of China's Industry 4.0 is expected to accelerate, it is recommended to pay attention to Central Control Technology (688777.SH), Huada Jiutian (301269.SZ), Baoxin Software (688206.SH), Yonyou Network (600588.SH), Suochen Technology (688507.SH), Dingjie Digital Intelligence (300378.SZ), ZWSOFT (688083.SH), SIE Information (300687.SZ), Haochen Software ( 688657.SH), Primarius (688206.SH), etc.

Risk warning: The application of AI products is less than expected, the policy promotion is less than expected, the industry competition is intensifying, and the product research and development is less than expected.