影响市场重大事件：两部门支持人工智能、先进存储、全固态电池等前沿技术方向基础研究；加强CPU、高性能人工智能服务器等攻关力度，开展大模型适应性测试

Group 1 - The core viewpoint of the news is the issuance of the "Electronic Information Manufacturing Industry 2025-2026 Steady Growth Action Plan" by the Ministry of Industry and Information Technology and the State Administration for Market Regulation, which aims to support key technologies and promote growth in the electronic information manufacturing sector [3][4][5][10] - The plan emphasizes the importance of supporting foundational research in cutting-edge technologies such as artificial intelligence, advanced storage, and all-solid-state batteries [1][2] - The expected average growth rate of the value-added output in the computer, communication, and other electronic equipment manufacturing industries is around 7% from 2025 to 2026, with an annual revenue growth rate of over 5% when including related fields like lithium batteries and photovoltaics [3] Group 2 - The plan encourages the development of high-performance artificial intelligence servers and the testing of adaptability with large models, while also promoting the construction of new infrastructure [2][7] - There is a strong focus on enhancing the resilience and security of key industrial chains by providing policy support to critical enterprises within the industry [4][6] - The initiative aims to foster a batch of specialized and innovative enterprises in consumer electronics and spatiotemporal information, encouraging small and medium-sized enterprises to focus on differentiated development in niche markets [6][8]