With "AI+" officially incorporated into the national 14th Five-Year Plan, AI technology is permeating traditional industries at an unprecedented speed. A recent report from Guotai Haitong Securities points out that, in addition to the widely discussed space photovoltaics, the application of AI in fields such as construction engineering, traffic management, and the low-altitude economy is becoming a new growth driver for the industry.

Space Photovoltaics: The "Vast Ocean of Stars" in the Energy Sector

In the development of satellite power systems and new solar cells, Fuxi Xinkong, a subsidiary of Shanghai Gangwan, has made substantial progress, especially in the research and development of perovskite solar cells, demonstrating strong technical reserves. This breakthrough indicates that the acquisition of clean energy is extending from the Earth to outer space.

AI+ Multi-Scenario Implementation: From Smart Transportation to Vertical Construction

The deep integration of "AI+" is bringing an efficiency revolution to multiple vertical fields:

  • Smart Transportation and Low-Altitude Economy: Sujiaoke and Shenchengjiao are actively promoting the construction of AI in traffic management and emerging low-altitude scenarios, helping to build a smarter flow system.

  • Vertical Application in Engineering Design: Huashe Group and the Design General Institute focus on vertical AI research in the field of engineering design, aiming to improve the accuracy and creativity of architectural design through algorithm optimization.

Challenges and Opportunities Coexist

Although the trend of the AI industry is unstoppable, the report also reminds investors to pay attention to potential risks such as macroeconomic policy fluctuations and slowed project progress. However, under the dual drive of policy and technology, the coordinated development of construction AI and space photovoltaics is opening up new possibilities for building a smart society.