电子信息制造业稳增长方案来了！

Group 1 - The core viewpoint of the news is the release of the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry from 2025 to 2026" by the Ministry of Industry and Information Technology and the State Administration for Market Regulation, aiming for an average growth rate of around 7% in the manufacturing value added of major electronic sectors and over 5% in annual revenue growth for the electronic information manufacturing industry [1] - The plan sets specific targets for 2026, including maintaining the highest revenue scale and export ratio among 41 industrial categories, achieving over 1 trillion yuan in revenue for five provinces, and exceeding 400 billion yuan in the server industry [1] - The plan emphasizes the need to promote high-end electronic equipment and enhance product supply levels, particularly in artificial intelligence terminals and new generation equipment [2] Group 2 - The current challenges in the development of AI terminals include fragmented technology standards, insufficient innovation in application scenarios, user experience gaps, and a divided industrial ecosystem [3] - Potential "killer applications" for AI technology are identified in immersive interaction scenarios, personalized health management systems, and industrial metaverse applications [4] Group 3 - The plan highlights the importance of accelerating major project construction to integrate technological and industrial innovation, focusing on CPU, high-performance AI servers, and hardware-software collaboration [5] - The necessity of conducting adaptability tests for AI chips and large models is emphasized to optimize performance and enhance compatibility, which is crucial for the large-scale application of domestic chips [6][7]