Xin Hua Cai Jing·2025-10-20 02:52Group 1 - The core viewpoint of the report indicates that China's manufacturing sector has largely achieved its 2025 goals and is progressing towards becoming a mid-level manufacturing power by 2035, with industrial growth being a key driver of GDP [1] - The report highlights that sectors such as equipment manufacturing, high-tech manufacturing, and digital products are currently experiencing high levels of prosperity, supported by improving manufacturing PMI and the accelerated implementation of industrial AI [1] - The importance of technological self-reliance is emphasized in light of the U.S. plans to increase tariffs on China and restrict exports of key software, suggesting that critical areas like CAD, CAE, and industrial operating systems are likely to see continued breakthroughs [1] Group 2 - The report identifies industrial AI as a focal point for high-quality industrial development, driven by ongoing advancements in AI and large models [2] - A policy framework established by the State Council in August 2025 elevates the application of artificial intelligence to a national strategic level, aiming to promote "intelligent linkage of all industrial elements" [2] - According to IOT ANALYTICS, the global industrial AI market is projected to reach $43.6 billion in 2024 and is expected to grow to $154 billion by 2030, with a compound annual growth rate of 23% [2] - International giants are increasingly investing in China's industrial AI, exemplified by the collaboration between China Fifteen Metallurgical Group and Siemens, which has successfully implemented an industrial intelligence system in copper smelting enterprises in South China [2] - The system has achieved a parameter adoption rate of over 94% since its launch in early 2025, significantly improving traditional control methods and generating estimated annual economic benefits exceeding 1 million yuan [2] - With further refinement of top-level policies, China's industrial AI is anticipated to rapidly take off [2]