Mei Ri Jing Ji Xin Wen·2025-09-29 22:52Group 1: Policy Initiatives - The National Development and Reform Commission (NDRC) is actively promoting a new type of policy financial tool with a scale of 500 billion yuan, aimed at supplementing project capital and accelerating project construction to support economic development [1] - Six departments, including the Ministry of Industry and Information Technology, have launched a work plan for the machinery industry to cultivate high-tech enterprises in key areas such as industrial mother machines and robotics, utilizing existing policy resources [2][6] - The NDRC plans to enhance the application and popularization of new-generation smart terminals and intelligent systems by creating a conducive policy environment and promoting collaborative innovation [3] Group 2: Industry Growth and Performance - In August, the added value of high-tech manufacturing and equipment manufacturing industries grew by 9.3% and 8.1% year-on-year, respectively, outpacing the overall industrial growth rate [9] - The NDRC reported that private enterprises are leading the "Artificial Intelligence +" initiative, with 254,000 new AI software development firms established in the first quarter of this year [5] - Morgan Stanley noted that over 90% of roadshow clients expressed willingness to increase exposure to Chinese assets, indicating a significant shift in foreign investment sentiment [10] Group 3: Market Developments - The Ministry of Industry and Information Technology has issued a satellite mobile communication business license to China Mobile, allowing it to engage in satellite communication services, which will enhance communication capabilities in various sectors [4] - The price of spot gold has surpassed $3,800 per ounce, marking a nearly 45% increase this year, driven by expectations of further monetary easing and rising geopolitical risks [11]