天风证券:“人工智能+”行动加速“AI+应用”落地 建议关注心动公司(02400)等

智通财经
Oct 18, 2025

智通财经APP获悉,天风证券发布研报称,2025年8月26日,《国务院关于深入实施“人工智能+”行动的意见》(国发〔2025〕11号)发布,要在6个领域加快实施重点行动,包括:“AI+”科学技术、“AI+”产业发展、“AI+”消费提质、“AI+”民生福祉、“AI+”治理能力、“AI+”全球合作。建议关注:心动公司(02400,AI+游戏)、华曙高科(688433.SH,AI+智能制造)、国盾量子(688027.SH,AI+量子科技)、优信(UXIN.US,AI+二手车)。

该行根据《意见》中对此6个领域的具体描述,在A股、港股、中概股中选出合计50个具有代表性的标的,以试图为投资者呈现目前我国企业在此6大重点领域的“AI+应用”的布局情况。重点推荐:双环传动(002472.SZ,AI+工业化/智能机器人,与汽车组联合覆盖)、奥比中光-UW(688322.SH,AI+硬件)、盛业(06069,AI+供应链金融平台;与非银组联合覆盖)、赤子城科技(09911,AI+全球社交)、百融云-W(06608,AI+金融信息,与海外/传媒组联合覆盖)、嘉必优(688089.SH,AI+生物制造)。

风险提示:相关政策推进不及预期、人工智能技术发展不及预期、相关标的项目进展不及预期。

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