【券商聚焦】中信建投:人工智能加速布局,央国企协同整合升级

金吾财讯
Mar 03

金吾财讯 | 中信建投发研报指,2026年2月中下旬,央企“AI+”专项行动深化部署,同时央地国企重组持续落地,中成股份厦门港务重大重组获批中央企业“人工智能+”专项行动深化部署会强调央企要增强发展人工智能产业的责任感和紧迫感,聚焦“大模型”等关键核心技术攻关,推进“算力+电力”协同布局,夯实数据治理与智算基础设施底座,加快人工智能规模化落地应用,构建互利共赢的“AI+”产业生态体系中成股份重组获批,收购中技江苏切入工商业储能赛道,推动向“投建营一体化”转型;厦门港务并购集装箱码头资产落地,深化“港航贸”一体化布局。两项重组体现央地国企通过资本运作优化主业结构、加快布局新质生产力。

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