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促进软信业发展,上海放大招!
证券时报·2025-07-07 13:37

Core Viewpoint - The Shanghai government has introduced a comprehensive set of 17 policies aimed at promoting the high-quality development of the software and information services industry, focusing on financial incentives, AI application support, structural policies, and reducing burdens on enterprises [1][3][5]. Group 1: Financial Incentives - The first category of policies includes direct financial rewards for companies, establishing a tiered subsidy mechanism based on different stages of enterprise development. High-revenue companies (over 2 billion yuan) with growth rates exceeding 1.2 times the city average will receive rewards [3]. - For small and medium-sized enterprises, one-time rewards will be provided based on revenue size, ranging from 5 million to 30 million yuan. Micro-enterprises will receive one-time rewards based on growth rates, from 300,000 to 500,000 yuan [3]. Group 2: AI Application Support - The second category focuses on incentivizing AI applications, including the use of "computing power vouchers" to lower costs for model deployment. Projects demonstrating significant application effects may receive up to 30% funding support [4]. - The policies also encourage software companies to integrate AI functionalities into their products and support the development of general AI models, with funding support of up to 50% for high-quality projects [4]. Group 3: Structural Policies - The third category aims to cultivate new growth drivers through targeted policies for specific sectors. For high-end software, the maximum application compensation for using early-stage domestic software products can reach 80% [4]. - In the digital content sector, a tiered service model for innovation incubation, registration, trading, and financing will be implemented, alongside pilot programs for copyright pledge financing [4]. Group 4: Burden Reduction Policies - The fourth category includes institutional policies aimed at reducing enterprise burdens, such as lowering financing costs and encouraging financial institutions to expand "seamless renewal" and "no repayment" loan coverage [5]. - Additionally, there will be a push to reduce internet costs, with an aim to lower average broadband and dedicated line fees for SMEs by over 5% [5]. Group 5: Industry Performance - In the first five months of the year, Shanghai's software and information services industry generated over 690 billion yuan in revenue, marking a year-on-year growth of 20.4%, surpassing the national average of 14.3% [9]. - The software and information technology services sector has been a key driver of this growth, with a revenue scale of approximately 360 billion yuan, reflecting a 27.1% increase [9]. - Notably, 13 key platform enterprises contributed over 290 billion yuan, accounting for more than 40% of the total revenue in the sector [9].