SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-10-21 22:33Group 1: Policy Initiatives - The Ministry of Industry and Information Technology plans to revise and establish over 50 standards related to computing power infrastructure by 2027 to enhance the computing power standard system [1] - Guangdong Province's government has issued an action plan to support the development of AI-enabled manufacturing, including the establishment of intelligent training grounds and AI application pilot bases in cities like Guangzhou and Shenzhen [2][3][4] - Zhejiang Province aims to incorporate intelligent products and services into government procurement to foster innovation and enhance the digital government framework [5] Group 2: Market Growth and Trends - The AI Infrastructure as a Service (AI IaaS) market in China experienced a significant year-on-year growth of 122.4% in the first half of 2025, reaching a market size of 19.87 billion yuan [10] - The Generative AI IaaS segment saw an even more remarkable growth of 219.3%, with a market size of 16.68 billion yuan, while the Other AI IaaS market contracted by 14.1% [10] - Morgan Stanley's chief strategist highlighted the increasing interest from global investors in Chinese assets, particularly in high-tech sectors such as AI, automation, and biotechnology, indicating a trend towards greater investment in these areas [9]