2026年政府工作报告科技创新工作解读：从“人工智能+”到“智能经济”

Group 1: Key Economic Goals - The core value added of the digital economy is targeted to reach 12.5% of GDP by 2026, up from 10.5% at the end of the 14th Five-Year Plan[10] - The digital economy's core industry value added increased from 7.8% at the end of 2020 to 10.5% by the end of 2025, achieving an average annual increase of 0.54 percentage points[25] - The government aims for an average annual increase of 0.4 percentage points in the digital economy's GDP share during the 15th Five-Year Plan[25] Group 2: Strategic Shifts in Technology and Infrastructure - The government report introduces the concept of "intelligent economy," positioning AI as a core driver for new industries and business models[26] - Infrastructure focus has shifted from 5G coverage to large-scale intelligent computing clusters and energy-efficient computing solutions[28] - The policy emphasizes the transition from model development to a thriving open-source ecosystem, aiming to lower technological barriers[29] Group 3: Investment Opportunities - Six key investment areas identified for 2026 include AI smart terminals, computing infrastructure, industrial digitalization, AI large models, data elements, and satellite internet[52] - The government plans to support the promotion of new generation smart terminals with a special bond issuance of 250 billion yuan for consumer electronics upgrades[53] - The industrial digital transformation is set to receive significant funding, with 200 billion yuan allocated for large-scale equipment updates[55]