Central enterprises ramp up AI industry planning, Artificial Intelligence AI ETF rises 1.65%

As of 10:00 AM on March 20, the Shanghai Composite Index fell by 0.05%, the Shenzhen Component Index rose by 1.00%, and the ChiNext Index increased by 2.31%. The F5G concept, communication equipment, and components sectors led the gains.

In terms of ETFs, Artificial Intelligence AI ETF (515070) rose by 1.65%, with constituent stock Xinyi Technology (300502.SZ) up over 10%, Zhongji Xuchuang (300308.SZ) up over 5%, and Guangxun Technology (002281.SZ), Beijing Junzheng (300223.SZ), Chipone Technology (688521.SH), Zhongke Shuguang (603019.SH), Xingchen Technology (301536.SZ), Kunlun Wanwei (300418.SZ), Jingjia Micro (300474.SZ), and Fudan Microelectronics (688385.SH) also rising.

On the news front, the State-owned Assets Supervision and Administration Commission of the State Council stated that state-owned enterprises must effectively shoulder the responsibility of promoting the empowerment of artificial intelligence across various industries, strengthen overall promotion, prepare a “14th Five-Year” plan for the development of the artificial intelligence industry in central enterprises, further increase investment, build a safe and reliable foundation for the artificial intelligence industry, and promote the large-scale implementation of artificial intelligence in central enterprises.

Guangfa Securities indicated that we are in the AI Memory moment, with AI memory continuously expanding the capability boundaries of models, and applications such as AIAgent accelerating implementation. The value and importance of upstream infrastructure related to AI memory will continue to rise.

Guangfa Securities noted that the company is in a rapidly growing AI marketing sector. The AI marketing technology market in China is still in its early development stage, and as Chinese enterprises continue to accelerate their digital transformation and increasingly focus on data-driven and intelligent marketing capabilities, the Chinese AI marketing technology market is expected to exhibit long-term growth potential and development space. Looking ahead, the market size of China’s AI marketing technology market is projected to reach $26.8 billion by 2029, with a compound annual growth rate of 40% from 2024 to 2029. This market is driven by factors such as the integration of foundational models and data assets, the shift from proactive search to algorithm-driven content distribution, multi-platform and data-driven environments, as well as iterative marketing. The rapid overseas expansion of Chinese enterprises, combined with the growing market demand for localized and multi-platform marketing execution, is driving outbound AI marketing technology solutions to become a high-growth segment within the overall market. Taidong Technology has made strategic arrangements, primarily focusing on the Chinese outbound AI marketing technology niche market.