投资要点

AI赋能产业已成为趋势。

ChatGPT的推出将人机对话推向新的高度，作为AI通用大模型，其应用前景十分广阔。当前全球各大科技企业均积极拥抱AIGC，不断推出相关的技术、平台和应用，引爆新一轮的AI热潮。基于软件服务、云服务、硬件基础设施等产品形式，结合消费、制造业、互联网、元宇宙与数字孪生等各类应用场景，AI赋能产业发展已成为主流趋势。在消费端：随着内容生成更加便利，消费品的产品数量、质量和多样性大幅提升；在产业端：AI可以促进自动化、促进技术进步、实现数据等新要素创造。

AI在制造业中应用前景广阔。

在制造业中，AI在产品设计、生产、销售、售后等过程均有渗透且成熟度不断提升。（1）工业设计：完成工程设计中重复性的低层次任务、通过AIGC生成衍生设计等；（2）工业生产：需求精准预测和排产规划、预测性设备维护、生产工艺优化、智能化产品检测、智能搬运等；（3）销售/售后：精准营销、智能售后等。根据艾瑞咨询数据，2022年我国AI产业规模达到1958亿元，AI的产品形态和应用边界不断拓宽。根据德勤2021年10月的预测，2025年AI在中国制造业的市场规模有望达到141亿人民币。

受益方向：机器人、数控系统、机器视觉、工控与工业软件、智能仪表、检测设备、AR/VR等。

机器人：（1）机器人在传感层的应用将从孤立走向融合，触觉+视觉、视觉+听觉等将感知细化和情感化，更贴近人的实际感知状态；（2）AI将深度植入机器人的运动控制系统，将多模态的感知信息汇集起来进行综合理解性和决策；（3）人形机器人是人机交互的最好载体，有望成为AI的终极入口。重点标的为核心零部件企业绿的谐波、丰立智能、步科股份；工业机器人龙头埃斯顿、焊接机器人龙头凯尔达。

机器视觉：（1）人口红利褪去+应用场景深化，“机器代人”趋势势在必行；（2）在AI赋能下，行业有望迎来空前发展机会。近日Meta发布SAM模型，极大降低了图像处理门槛，是机器视觉领域的底层突破性技术，有望更好推动机器视觉在下游各场景领域的应用；（3）重点标的包括：①国内机器视觉系统龙头企业：凌云光；②核心零部件龙头供应商：奥普特；③机器视觉检测设备领先供应商：天准科技、矩子科技。

智能物流：物流领域主要应用决策式AI降本增效，一是以AI技术赋能智能设备代替部分人工，二是通过计算机视觉、机器学习等技术或算法驱动软件系统提高效率，我国智能物流设备渗透率不足30％，未来AI与物联网、机器人、大数据等技术共同促进智慧物流发展。关注具备物流整线设计能力的系统集成商，标的包括诺力股份（收购 Savoye 和中鼎集成）、今天国际、兰剑智能。

数控系统：在应用层，借助决策式AI，数据交换、数据库搭建、实时监控等均可高效实现。同时，AI的类神经网络可对硬件运行状态实时跟踪，从而及时纠偏，保障系统稳定运行。重点关注两条线：自主可控和AI布局：华中数控（已植入AI芯片）、科德数控、广州数控（未上市）。

AR&VR：VR可以为AI提供可视化的落地场景，而AI也可辅助AR&VR的3D内容制作从而推动虚拟现实行业发展。此外，AI提供智能， AR&VR提供虚拟场景，二者可产生如虚拟导购等大量应用场景。AI有望推动AR&VR产销量增长，从而增加设备需求，重点标的为赛腾股份、智立方、杰普特、华兴源创。

工控与工业软件：目前国内制造业智能化程度与海外发达国家仍存在差距，未来在AI加持下，工控和工业软件应用及市场规模有望持续拓宽。看好工控行业龙头汇川技术、国内DCS龙头中控技术；建议关注信捷电气、英威腾、禾川科技等。

智能仪表：目前仪器仪表行业市场规模超千亿元，AI将助力仪器仪表进一步提高可靠性和精度，拓宽仪表在家用电器、科研单位和工业企业中的应用空间，推动市场规模持续增长。重点标的为超声水表龙头迈拓股份、科学分析仪器龙头聚光科技。

X射线检测设备：X射线工业检测设备市场与CT市场规模均已超200亿元，在医疗健康、微焦点工业精密检测等领域有广泛应用，AI深度学习算法与智能识别等技术将助力X射线检测设备提高智能化程度。重点标的为口腔CBCT龙头美亚光电，工业X射线检测装备领先企业日联科技。

传感器：AI应用于传感器的领域被称为感知计算，将传感器、算法和数据分析相结合，以提供更准确、可靠的数据和更高效的系统。2022年中国传感器市场规模已超3000亿元，全球传感器市场规模已超2774亿美元，AI+传感器有广阔的发展前景。重点标的为X射线探测器龙头奕瑞科技，国内气体传感器领先企业四方光电。

风险提示：AI技术发展不及预期的风险；相关推荐标的业绩不达预期的风险；研报引用数据更新不及时的风险。

正文分析

本文源自券商研报精选

","gnid":"9094bd7d24c9e7b68","img_data":[{"flag":2,"img":[{"desc":"","height":"470","title":"","url":"https://p0.ssl.img.360kuai.com/t01c525523df8e33353.jpg","width":"640"},{"desc":"","height":"471","title":"","url":"https://p0.ssl.img.360kuai.com/t01aa8d5064eb0ca67a.jpg","width":"640"},{"desc":"","height":"471","title":"","url":"https://p0.ssl.img.360kuai.com/t01ff1606ac0c40f71d.jpg","width":"640"},{"desc":"","height":"482","title":"","url":"https://p0.ssl.img.360kuai.com/t01a9514c17b296d03c.jpg","width":"640"},{"desc":"","height":"480","title":"","url":"https://p0.ssl.img.360kuai.com/t016db30906a74361a1.jpg","width":"640"},{"desc":"","height":"480","title":"","url":"https://p0.ssl.img.360kuai.com/t012edb114c33046673.jpg","width":"640"},{"desc":"","height":"478","title":"","url":"https://p0.ssl.img.360kuai.com/t0112a3710058b6d706.jpg","width":"640"},{"desc":"","height":"480","title":"","url":"https://p0.ssl.img.360kuai.com/t013a6387fb983e7f5e.jpg","width":"640"},{"desc":"","height":"471","title":"","url":"https://p0.ssl.img.360kuai.com/t01e142c50c529bbe73.jpg","width":"640"},{"desc":"","height":"476","title":"","url":"https://p0.ssl.img.360kuai.com/t01447184a998db07eb.jpg","width":"640"},{"desc":"","height":"476","title":"","url":"https://p0.ssl.img.360kuai.com/t01fcf3f86dc13ba2ad.jpg","width":"640"},{"desc":"","height":"475","title":"","url":"https://p0.ssl.img.360kuai.com/t016efecd34acb019bc.jpg","width":"640"},{"desc":"","height":"469","title":"","url":"https://p0.ssl.img.360kuai.com/t011eb9650dd3ba8dca.jpg","width":"640"},{"desc":"","height":"470","title":"","url":"https://p0.ssl.img.360kuai.com/t0100bbd54568a4af32.jpg","width":"640"},{"desc":"","height":"477","title":"","url":"https://p0.ssl.img.360kuai.com/t01b5d4018a21344b63.jpg","width":"640"},{"desc":"","height":"471","title":"","url":"https://p0.ssl.img.360kuai.com/t018466b7a4028a2ff9.jpg","width":"640"},{"desc":"","height":"468","title":"","url":"https://p0.ssl.img.360kuai.com/t018f8b1288f84c963e.jpg","width":"640"},{"desc":"","height":"471","title":"","url":"https://p0.ssl.img.360kuai.com/t015d2551653e2afed5.jpg","width":"640"},{"desc":"","height":"468","title":"","url":"https://p0.ssl.img.360kuai.com/t0158f6510bed4ca087.jpg","width":"640"},{"desc":"","height":"470","title":"","url":"https://p0.ssl.img.360kuai.com/t0168a9be4f27774d11.jpg","width":"640"},{"desc":"","height":"478","title":"","url":"https://p0.ssl.img.360kuai.com/t0180e68b945983d04b.jpg","width":"640"},{"desc":"","height":"471","title":"","url":"https://p0.ssl.img.360kuai.com/t0169af296ce95998e7.jpg","width":"640"},{"desc":"","height":"469","title":"","url":"https://p0.ssl.img.360kuai.com/t011a284416b3edd256.jpg","width":"640"},{"desc":"","height":"470","title":"","url":"https://p0.ssl.img.360kuai.com/t01d9fbbd7e15fa8519.jpg","width":"640"},{"desc":"","height":"471","title":"","url":"https://p0.ssl.img.360kuai.com/t018e0d7405c950b653.jpg","width":"640"},{"desc":"","height":"470","title":"","url":"https://p0.ssl.img.360kuai.com/t01ee70e7b8aa6cbf39.jpg","width":"640"},{"desc":"","height":"474","title":"","url":"https://p0.ssl.img.360kuai.com/t01ff5f649365c8990a.jpg","width":"640"},{"desc":"","height":"478","title":"","url":"https://p0.ssl.img.360kuai.com/t01d4018bd3760f8768.jpg","width":"640"},{"desc":"","height":"469","title":"","url":"https://p0.ssl.img.360kuai.com/t01846cc6ca1ff377b2.jpg","width":"640"},{"desc":"","height":"469","title":"","url":"https://p0.ssl.img.360kuai.com/t01c538dfba76c04b6c.jpg","width":"640"},{"desc":"","height":"471","title":"","url":"https://p0.ssl.img.360kuai.com/t01fe3f840ec214029c.jpg","width":"640"},{"desc":"","height":"479","title":"","url":"https://p0.ssl.img.360kuai.com/t018d67acc60edc8535.jpg","width":"640"},{"desc":"","height":"469","title":"","url":"https://p0.ssl.img.360kuai.com/t01d5b476be36546ec1.jpg","width":"640"},{"desc":"","height":"471","title":"","url":"https://p0.ssl.img.360kuai.com/t0117c93fa95b2c9784.jpg","width":"640"},{"desc":"","height":"472","title":"","url":"https://p0.ssl.img.360kuai.com/t0134e4f7903df185d6.jpg","width":"640"},{"desc":"","height":"469","title":"","url":"https://p0.ssl.img.360kuai.com/t011ba9506e68c41c3d.jpg","width":"640"},{"desc":"","height":"471","title":"","url":"https://p0.ssl.img.360kuai.com/t0192b3b8f52f1ffaef.jpg","width":"640"},{"desc":"","height":"479","title":"","url":"https://p0.ssl.img.360kuai.com/t0136f1e900204dbb8f.jpg","width":"640"},{"desc":"","height":"472","title":"","url":"https://p0.ssl.img.360kuai.com/t017da47542feb4b1ee.jpg","width":"640"},{"desc":"","height":"469","title":"","url":"https://p0.ssl.img.360kuai.com/t0138eb1cacda350d12.jpg","width":"640"},{"desc":"","height":"475","title":"","url":"https://p0.ssl.img.360kuai.com/t011b6a05864c138ccf.jpg","width":"640"},{"desc":"","height":"467","title":"","url":"https://p0.ssl.img.360kuai.com/t012f31824971a0b5ec.jpg","width":"640"},{"desc":"","height":"469","title":"","url":"https://p0.ssl.img.360kuai.com/t0122fffbadf437ef9c.jpg","width":"640"},{"desc":"","height":"471","title":"","url":"https://p0.ssl.img.360kuai.com/t01c262c701468adb9a.jpg","width":"640"},{"desc":"","height":"469","title":"","url":"https://p0.ssl.img.360kuai.com/t019e621a820214049d.jpg","width":"640"},{"desc":"","height":"470","title":"","url":"https://p0.ssl.img.360kuai.com/t012f5243cdd86673c1.jpg","width":"640"},{"desc":"","height":"476","title":"","url":"https://p0.ssl.img.360kuai.com/t013b2c101a4b0dabc0.jpg","width":"640"},{"desc":"","height":"473","title":"","url":"https://p0.ssl.img.360kuai.com/t014f2e57b8984a4b64.jpg","width":"640"},{"desc":"","height":"469","title":"","url":"https://p0.ssl.img.360kuai.com/t019f4308624ff54f1a.jpg","width":"640"},{"desc":"","height":"470","title":"","url":"https://p0.ssl.img.360kuai.com/t01a3e5705117a5e5f4.jpg","width":"640"}]}],"original":0,"pat":"art_src_3,fts0,sts0","powerby":"hbase","pub_time":1681710060000,"pure":"","rawurl":"http://zm.news.so.com/62d7b49a2d8402304b6645a8e59dd943","redirect":0,"rptid":"adad0966cb27ef8d","rss_ext":[],"s":"t","src":"金融界","tag":[{"clk":"ktechnology_1:机器人","k":"机器人","u":""}],"title":"AI赋能制造业：机器人、数控系统等9个细分赛道谈起

管水可5160广州数控系统G代码M代码是什么? -
毛剑俗17895609382 ______ GSK980车床G代码 G代码 组别 功能 G00 01 定位(快速移动) *G01 直线插补(切削进给) G02 圆弧插补CW(顺时针) G03 圆弧插补CCW(逆时针) G04 00 暂停,准停 G28 返回参考点 G32 01 螺纹切削 G50 00 坐标系设定 G65 00 ...

管水可5160广州数控车床的官网是什么? -
毛剑俗17895609382 ______ http://www.gsk.com.cn/

管水可5160广州数控980TB系统
毛剑俗17895609382 ______ 001 02 003 是输入刀补误差的地方输入U..和W... 101 102 103等是输入实际测量尺寸的地方输入x...和z... X方向加0.02mm,在001 02 003 输入U0.02 刀号是T0101 T0202 T0303 T0404 因为它刀号和刀补号很多可以带几十把刀,所以刀号和刀补号都是两位数的 、

管水可5160广州数控车床
毛剑俗17895609382 ______ 不难,特别是广州928系统在数控中属于最容易的了.只要你认真学,很容易的.如果有什么问题的话,欢迎加我Q372996299

管水可5160广州数控编程
毛剑俗17895609382 ______ 代码格式:G34X(U)_Z(W)_ F(I)_ J_ K_ R_ ;G34为模态G代码;X(U).Z(W). J .K的意义与G32一致;刀具的运动轨迹是从X.Z轴起点位置到程序段指定的终点位置的一条直线.

管水可5160广数928系列哪款好
毛剑俗17895609382 ______ 都好.广数系统分2种 980 和928 ,2种系统都差不多,不过928系统功能比较齐全 ,980分980TA 980TB 980TC 980TD ,现在的980TD 是980系统,最新升级版本, 功能齐全, 一般厂家都会选980TD系统. 广数928系列哪款好 928te好因为928tc是控制步进驱动电机而928TE是控制伺服驱动的,功能都一样.两种系统基本一样,928te是928tc的升级版,操作方法也一样.928te算是 经济型车床 功能少操作 便捷,主要区别是前者有刀尖圆弧补偿功能、变距螺纹加工功能、宏程序等.后者性价比更高点.

管水可5160谁说下广州数控车系统的代码和面板的应用啊
毛剑俗17895609382 ______ 广州数控: http://www.gsk.com.cn/ 有关数车的资料,可以去看看~

管水可5160广州数控S
毛剑俗17895609382 ______ 你娃娃笨啊,S只是一部分数控系统的指令代码,并非全部数控系统转速代吗都是S,肯定是其他指令控制转速的,广州数控有很多系统的,具体还得看是广州那一种,例比如广州928,KND6140、KND6150、KND2323,

管水可5160广州数控编程知识\命令?
毛剑俗17895609382 ______ G代码 G00 快速定位 G01 直线切削 G02 圆弧切削(CW顺时针) G03 圆弧切削(CCW逆时针) G04 暂停 G05 高速加工模式 G09 正确停止检查 G11 程式参数输入取消 G12 圆弧切削CN G13 圆弧切削CCN G17 平面选择 X-Y G18 平面选择 Z-X ...

管水可5160广州数控系统980TA的使用说明书
毛剑俗17895609382 ______ 到GSK官方网站下载! http://gsk.com.cn/khfw/xz/default.asp?page=1&classid=1&Nclassid=20 这个是 GSK官方的下载地址!自己在页面中找下是要系统哪个版本的!