IFLYTEK(SZ:002230) Xin Jing Bao·2025-11-10 02:24Core Viewpoint - The upcoming "14th Five-Year Plan" period will bring more "institutional dividends" for the development of artificial intelligence (AI) in China, as the recent amendment to the Cybersecurity Law explicitly supports AI foundational research and key technology development [1][3][5]. Group 1: Policy and Regulatory Developments - The amendment to the Cybersecurity Law, effective from January 1, 2026, marks the first time AI is explicitly included in the law, indicating a dual focus on safety and development [1][3]. - The "14th Five-Year Plan" emphasizes the comprehensive implementation of the "AI+" initiative, aiming to empower various industries [2][3]. Group 2: Strategic Shift in AI Development - AI is transitioning from a purely technical term to a strategic mission aimed at reshaping production methods and industrial systems, moving from "catching up globally" to "defining systems" [3][5]. - The competition in AI is shifting from a focus on computational power and algorithms to a comprehensive comparison of systems and ecosystems [3][5][6]. Group 3: Challenges and Opportunities for AI Enterprises - AI enterprises face significant challenges as the competitive landscape evolves, requiring them to adapt to the systemic wave of AI development [7][9]. - Companies must establish their own AI systems to leverage the era's dividends and contribute to China's self-reliant AI ecosystem [7][13]. Group 4: Case Study of iFLYTEK - iFLYTEK exemplifies the successful establishment of a domestic AI ecosystem, achieving significant milestones in the large model market despite restrictions on foreign components [8][10]. - The company has developed a closed-loop system integrating "chip-computing-model-application," enhancing its competitiveness and attracting orders from state-owned enterprises [10][11][12]. Group 5: Market Dynamics and Future Prospects - The global AI landscape is shifting towards a focus on stable and robust systems, with China positioned to leverage its market size, diverse applications, and talent pool [15][16]. - The "14th Five-Year Plan" is seen as a critical period for restructuring the AI ecosystem, with the potential for companies to build stable, controllable, and open AI systems to maintain a competitive edge [17].