Industry Overview and Core Listed Companies
With the rapid development of artificial intelligence technology, AI application listed companies in China are becoming the new favorites of the capital market. According to the "2024 China Artificial Intelligence Industry Panorama Map," the main listed companies include Alibaba, Tencent, Hikvision, etc. These companies not only lead the industry in terms of technology but also occupy an important position in market value and influence.
Industry Chain Analysis and Market Size
The artificial intelligence industry chain is vast, covering multiple segments such as hardware equipment, data services, key technologies, and application markets. From upstream chip manufacturing and design companies like Cambricon and Unigroup Guoxin, to midstream key technology companies like CloudWalk Technology and iFLYTEK, and downstream application market companies like iFlytek and Ecovacs, the entire industry chain shows characteristics of diversification and specialization. According to the Forward Industry Research Institute, the market size of China's artificial intelligence industry will further expand during the period from 2024 to 2029, with the market size expected to exceed one trillion yuan by 2029.
Investment Analysis and Industry Impact
Investment Trends: The investment trend in the artificial intelligence industry shows a preference for technologies that can be quickly implemented, mass-produced, and widely applied. Especially in the AIGC (Artificial Intelligence Generated Content) field, nearly 40% of investment events are directed towards newly established AIGC companies in 2023, showing the capital market's high attention to this emerging track.
Technological Development: Large model bases catalyze AI industrial production, supporting the innovation and development of various AI sub-technology tracks. Large models coexist with small models, choosing the corresponding model based on different scene needs, business adaptation, cost-effectiveness, and other angles.
Industrial Applications: Chinese AI companies are actively seizing opportunities for application exploration to gain the first-mover advantage in the new wave of technology monetization. The country is actively carrying out the construction of intelligent computing centers from the perspective of infrastructure, promoting the establishment of AI data standards, and encouraging the development of open-source datasets.
Market Prospects and Investment Risks
Although artificial intelligence technology has injected a wide range of possibilities and huge potential into the market, the market is becoming desensitized to AI "stories," and AI companies need to quickly hand in a profit report card. In 2023, five new AI companies were listed, and their stock prices were not optimistic after listing. The capital market did not pay for the "stories" of AI companies. This reminds investors that when investing in AI application listed companies, they need to pay more attention to the company's profit model and market performance.
Conclusion
AI application listed companies in China are at the forefront of technological innovation and market expansion. Investing in these companies is not only a bet on the prospects of technology but also a good look at the future development of the entire industry. However, investors should also be alert to the over-hype of AI concepts in the market and analyze the company's technical strength, market performance, and profitability rationally.