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科技部公佈國家新一代人工智慧創新發展試驗區建設工作指引,人工智慧相關產業將受益

9月6日,科技部印發了《國家新一代人工智慧創新發展試驗區建設工作指引》。工作指引明確,到2023年,佈局建設20個左右試驗區,創新一批切實有效的政策工具,形成一批人工智慧與經濟社會發展深度融合的典型模式,積累一批可複製可推廣的經驗做法,打造一批具有重大引領帶動作用的人工智慧創新高地。

指引特別指出,在製造、農業農村、物流、金融、商務、家居、醫療、教育、政務、交通、環保、安防、城市管理、助殘養老、家政服務等領域開展人工智慧技術應用示範,拓展應用場景,加快推進人工智慧與實體經濟深度融合,促進人工智慧在社會民生領域的廣泛應用。加強網路基礎設施、大數據基礎設施、計算基礎設施建設,提升傳統基礎設施的智慧化水準,形成支撐新一代人工智慧廣泛應用的基礎設施體系。建設人工智慧研發基地和開放創新平臺,推動公共資料安全有序開放,強化人工智慧研發創新的基礎條件支撐。

據福布斯發佈的最新研究資料顯示,到2024年,全球人工智慧市場的規模將達710億美元,而中國人工智慧市場規模也預計將於2020年達到710億人民幣。隨著成都、浙江在內的多個省市相繼出臺人工智慧產業發展規劃,中國人工智慧產業的發展進一步獲政策加持,我們相信相關通信基建、技術研發及下游人工智慧應用廠商將因此獲益,推薦重點關注通信基礎設施綜合服務提供商中國鐵塔(788.HK)、主營運營商網絡的中興通訊(763.HK)及視頻安防領域的海康威視(002415.SH)。

撰稿: 段煉研究分析員
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