A股晚间热点 | 八部门联合发文！事关“人工智能+制造”

Group 1: Artificial Intelligence and Manufacturing - The Ministry of Industry and Information Technology and seven other departments issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'" aiming for key AI technologies to achieve reliable supply by 2027, with the industry scale and empowerment level remaining at the forefront globally [1] - The plan includes promoting the development of intelligent chips, supporting breakthroughs in high-end training chips, edge inference chips, AI servers, high-speed interconnects, and intelligent cloud operating systems [1] - It emphasizes the innovation of model training and inference methods, developing high-performance algorithm models suitable for the real-time, reliability, and safety characteristics of the manufacturing industry [1] Group 2: Central Bank and Gold Reserves - The People's Bank of China has increased its gold reserves for the 14th consecutive month, holding 74.15 million ounces as of December 2025, an increase of 30,000 ounces from the previous month [3] - Analysts suggest that the continuous increase in gold reserves is driven by changes in the global political and economic landscape, indicating a rising necessity to optimize international reserve structures [3] Group 3: Monetary Policy - The People's Bank of China announced a buyout reverse repurchase operation of 1.1 trillion yuan, set to take place on January 8, 2026, with a term of three months [4] - Experts predict that the central bank may conduct another six-month buyout reverse repurchase operation this month, indicating a potential continuous injection of medium-term liquidity into the market for the eighth consecutive month [4] Group 4: Investment in Agricultural Bank - Ping An Life announced an increase in its stake in Agricultural Bank of China H-shares to 20% as of December 30, 2025, triggering disclosure requirements under Hong Kong market rules [5] Group 5: Automotive Industry - Xiaomi plans to launch four new car models next year, including two range-extended SUVs, with the first models expected to be released in the first half of the year [7] Group 6: Trade Investigations - The Ministry of Commerce has initiated an anti-dumping investigation into imported dichlorodihydrosilane from Japan, responding to domestic industry applications [8] Group 7: Battery Industry Regulation - A meeting was held by multiple departments to discuss the regulation of the power and energy storage battery industry, focusing on controlling production capacity, managing price wars, and protecting patents [9] Group 8: Market Opportunities - The Ministry of Industry and Information Technology has issued an action plan to enhance the integration of industrial internet and artificial intelligence, aiming to support the upgrade of at least 50,000 enterprises by 2028 [11] - The market is currently focused on AI hardware sectors such as optical modules and PCBs, with a recommendation for investments in AI application companies showing marginal improvements in their third-quarter performance [11]