事关国产算力!国家发改委答证券时报记者问
证券时报·2025-12-31 02:45

Core Viewpoint - The National Development and Reform Commission (NDRC) is actively promoting the development of domestic computing power to support the AI industry, with significant investments planned for infrastructure projects and regulatory measures to enhance funding efficiency and combat fraud in subsidy programs [2][3][4][5][8]. Group 1: AI and Computing Power - The NDRC emphasizes the continuous improvement of domestic computing power, which is expected to provide strong support for the AI industry through the implementation of the "Artificial Intelligence +" initiative [2]. - Domestic chip products are rapidly adapting to various application scenarios, with significant innovation and demand growth observed [2]. Group 2: Investment in Infrastructure Projects - The NDRC has announced the early release of a project list and central budget investment plan for 2026, totaling approximately 2,950 billion yuan, aimed at accelerating the pace of fund allocation and usage [3]. - Approximately 2,200 billion yuan is allocated for "two heavy" construction projects, supporting 281 initiatives in urban underground pipeline networks, high-standard farmland, and logistics cost reduction [4]. - Over 750 billion yuan is designated for central budget investments in 673 projects focused on urban renewal, water conservancy, ecological protection, and pollution control [5]. Group 3: Regulatory Measures - The NDRC plans to conduct special actions to strictly regulate fraudulent activities related to subsidy programs, including optimizing fund distribution and balancing the implementation of funds [8]. - The commission aims to enhance the efficiency of government investments and ensure that funds are utilized effectively across various projects [5][8].