3 6 Ke·2025-08-27 13:26Group 1 - The "Artificial Intelligence +" initiative has been officially recognized as a national strategy, with six key actions aimed at integrating AI into various sectors, including technology, industry, consumer quality, public welfare, governance, and global cooperation [2][3] - By 2027, the goal is to achieve over 70% penetration of new intelligent terminals and agents, with a further increase to over 90% by 2030, marking a significant shift towards an intelligent economy [2][3] - The initiative is expected to drive profound changes across industries, moving from experimental phases to value creation, with AI becoming a critical factor in enhancing productivity [4][5] Group 2 - Companies such as Industrial Fulian and Shijia Photon have reported significant revenue growth, with Industrial Fulian achieving a revenue of 360.8 billion yuan, a 35.58% increase year-on-year, and Shijia Photon reporting a revenue of 999.3 million yuan, a 121.12% increase [5] - The demand for AI-related products, particularly in data centers and optical communication, is increasing, indicating a strong market application need and a critical window for AI deployment [4][5] - The support from national policies is expected to accelerate the adoption of new intelligent terminals, including AI smartphones, PCs, and smart connected vehicles, benefiting upstream computing power and downstream application companies [5]