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The Generative AI Conference will be held, and the application of large models will be accelerated. These stocks have been frequently investigated by institutions.

The 2025 China Generative AI Conference (Beijing Station) will be held from April 1st to 2nd.

Financial Union, March 4 (Editor Zi Long),According to reports, the 2025 China Generative AI Conference (Beijing Station) will be held from April 1st to 2nd. The main venue of the conference will hold the opening ceremony, the GenAI Application Forum, and the Big Model Summit; the branch venues will hold the DeepSeek R1 and Inference Model Technology Seminar, the AI Agent Technology Seminar, and the Specific Intelligent Big Model Technology Seminar. At the same time, the conference also has an exhibition area that will showcase the industry’s excellent products and solutions in key aspects of the industry such as large models and GenAI applications.

At present, the implementation of domestic AI models is accelerating and has been widely used in many fields. According to data from the “Research Report on the Current Situation and Development Trend of China’s AI Large Model Market 2024-2025” recently released by Ai Media Consulting, the scale of China’s AI (artificial intelligence) large model market in 2024 will be approximately 29.416 billion yuan, and it is expected to exceed 70 billion yuan in 2026., China’s AI large model industry is in an explosive development stage.

Cinda Securities recently pointed out that DeepSeek’s low cost and high performance mean that the current reasoning market already has great potential. In addition to simple text-based tasks such as data retrieval and reasoning, complex applications with more computing-intensive power are expected to be quickly implemented. Track such as humanoid robots, autonomous driving, and AI toys are expected to continue to perform. In addition, AI mobile phones, AIPCs and other end-sides are also expected to undertake more complex tasks. DeepSeek is expected to reshape the form of consumer electronics terminals and recommends continuing to pay attention to the AI end-side.

Regarding the target areas that can be focused on, and screening AI application-related concept stocks, Zhongke Chuangda, Ruiming Technology, Jardine Jiaye, Pumen Technology, Tom Cat, Antu Biotech, and Haitian Ruisheng ranked among the top in institutional surveys in the past year. Among them, the two institutions of Zhongke Chuangda and Ruiming Technology both have more than 1000 surveys. If statistics are based on the daily limit days in the past year, excluding ST shares, the stock prices of Lingnan Shares, Dongyi Risheng, Changshan Beiming, Guohua Wangan, Julun Intelligent, Huayang Lianzhong, and Shikong Technology are relatively active.

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Note: AI application concept stocks with the top number of institutional surveys in the past year (as of the close of March 4)

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Note: AI application concept stocks with the highest daily limit in the past year (as of the close of March 4)

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