Group 1: Economic Indicators - In July, the total retail sales of consumer goods increased by 3.7% year-on-year, with a combined growth of about 5% from January to July [1] - Fixed asset investment grew by 1.6% year-on-year from January to July, with actual growth adjusted for price factors between 4% to 5% [1] - High-end industries such as aerospace equipment manufacturing, computer and office equipment manufacturing, and information services saw significant investment growth of 33.9%, 16%, and 32.8% respectively [1] Group 2: Consumption Strategy - The National Development and Reform Commission (NDRC) plans to implement a comprehensive strategy to boost consumption, including large-scale vocational skills training to promote employment among key groups [2] - Policies will be introduced to facilitate the replacement of old consumer goods, accelerate the rollout of policies in emerging sectors like digital consumption and "AI+" consumption, and promote service consumption in tourism and events [2] Group 3: Artificial Intelligence Initiative - The State Council has issued opinions on the implementation of the "AI+" initiative, which aims to deepen the integration of AI technology across various sectors, enhancing industrial upgrades and consumer transformation [3] - The current conditions for implementing "AI+" are deemed mature, with AI technology evolving to exhibit strong general capabilities suitable for various applications [3][4] - The NDRC emphasizes the importance of coordination among various stakeholders to ensure effective implementation of the "AI+" initiative, avoiding disordered competition and fostering collaborative development [4][5]

Core Viewpoint - The State Council of China has issued the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action," focusing on the synergy between industry application needs and foundational capability supply, launching six major actions including scientific technology, industrial development, consumer quality enhancement, public welfare, safety governance, and global cooperation [1][2]. Group 1: Global Cooperation and Development - The "Artificial Intelligence+" action emphasizes global cooperation, aiming to share opportunities and address challenges in the AI era with an open and inclusive attitude [2][3]. - The National Development and Reform Commission (NDRC) will work on five key areas: shared outcomes, collaborative capacity building, technological advancement, governance discussions, and ecosystem construction [3][4]. Group 2: Impact on Consumer Behavior - The "Artificial Intelligence+" initiative aims to transform consumer behavior from merely having products to focusing on quality, enhancing service consumption in various sectors such as entertainment, e-commerce, and elder care [4][5]. - New product consumption trends are emerging, with smart devices and technologies like smart homes and connected vehicles becoming prevalent, creating a comprehensive smart interaction environment [5][6]. Group 3: Historical Context and Future Directions - The launch of the "Artificial Intelligence+" action follows the "Internet+" initiative, representing a deepening and innovation of the information technology revolution, transitioning from "information connection and dissemination" to "knowledge application and creation" [6]. - The current conditions for implementing "Artificial Intelligence+" are deemed mature, marking a critical step in developing new productive forces and advancing the digital economy towards an intelligent economy and society [6].

Core Viewpoint - The current conditions for implementing "Artificial Intelligence +" are fundamentally in place, making the timing mature for such initiatives [1][2] Group 1: Implementation of "Artificial Intelligence +" - The State Council has recently issued opinions on the in-depth implementation of the "Artificial Intelligence +" initiative, which has garnered significant attention from various sectors [1] - "Artificial Intelligence +" is similar to the previous "Internet +" initiative, sharing commonalities while also having distinct differences [1] - Both "Internet +" and "Artificial Intelligence +" are general-purpose technologies that exhibit characteristics such as new application models, rapid iteration, and strong capabilities for transforming traditional business formats [1] Group 2: Transformation and Impact - "Internet +" emphasizes "connection" through networks to enhance information transmission, leading to process reengineering and efficiency improvements [1] - "Artificial Intelligence +" represents a leap from "information connection and dissemination" to "knowledge application and creation," driving transformative changes in the reorganization of production factors, upgrading value creation methods, evolving organizational forms, and altering social governance models [1] - The implementation of "Artificial Intelligence +" is seen as a critical measure to accelerate the development of new productive forces and is a necessary requirement for advancing the digital economy towards an intelligent economy and society [2]

Core Viewpoint - The National Development and Reform Commission (NDRC) emphasizes the importance of the "Artificial Intelligence +" initiative, aiming for significant integration of AI across six key sectors by 2027, with a target application penetration rate exceeding 70% for new intelligent terminals and systems [1][11]. Group 1: AI Integration and Economic Impact - By 2027, the initiative aims for AI to be widely integrated into six key sectors, enhancing public governance and establishing a robust AI cooperation framework [1][11]. - The "Artificial Intelligence +" initiative is expected to transform consumer behavior from merely having products to prioritizing quality, enhancing service consumption across various sectors such as entertainment, e-commerce, and healthcare [1][17]. - The initiative will foster new consumption patterns through the proliferation of smart devices and applications, creating a comprehensive intelligent interaction environment [1][17]. Group 2: Policy Framework and Implementation - The NDRC has established a collaborative mechanism involving 42 departments to ensure effective implementation of the "Artificial Intelligence +" initiative, focusing on coordinated efforts and information sharing [2][5]. - The initiative outlines four key principles: collaborative action, localized strategies, sector-specific policies, and open sharing of resources [2][5]. - The NDRC plans to develop specific implementation plans for various sectors, ensuring a unified policy approach to support AI integration [14]. Group 3: Global Cooperation and Standards - The "Artificial Intelligence +" initiative introduces a global cooperation aspect, aiming to share AI advancements and address global challenges collaboratively [9]. - The NDRC emphasizes the importance of establishing standards for AI applications to facilitate interoperability and enhance collaborative efforts across sectors [14]. Group 4: Societal Benefits and Quality of Life - The initiative aims to improve work environments and reduce labor risks through AI applications in high-risk industries, enhancing overall worker safety [17]. - AI is expected to revolutionize education by providing personalized learning experiences and improving access to quality educational resources, particularly in underdeveloped areas [17]. - The initiative will enhance the quality of life through improved healthcare services, smart home technologies, and cultural content creation, ultimately benefiting the general public [17][18].

Core Viewpoint - The article outlines China's strategic plan to advance towards an intelligent economy and society by 2035, emphasizing the need for a systematic support framework encompassing technology innovation, policy regulations, talent cultivation, and open cooperation [1][5]. Group 1: Technology Foundation - The establishment of a "data-computing-algorithm" collaborative system is crucial for the intelligent economy, focusing on high-quality data sets as essential for training intelligent models [1]. - The plan includes the development of a national integrated computing network to optimize resource allocation, addressing the imbalance between the high demand in the east and energy abundance in the west [1]. - There is a call for breakthroughs in algorithms through enhanced theoretical research and model architecture innovation, alongside promoting the sharing of open-source codes and datasets to reduce R&D costs for enterprises [1]. Group 2: Policy and Regulation - The rapid development of artificial intelligence presents challenges in ethics, law, and social governance, necessitating a robust framework for data security and privacy protection [2]. - The article stresses the importance of algorithm transparency and fairness, advocating for research into algorithm interpretability and the establishment of ethical review mechanisms for algorithms [2]. Group 3: Talent Development - The development of artificial intelligence relies heavily on high-quality talent, necessitating the integration of AI into traditional education systems, including programming education in primary and secondary schools [3]. - The article suggests a "production-education integration" model led by enterprises to provide practical opportunities for students, bridging the gap between theory and application [3]. - It emphasizes the need for a collaborative innovation alliance among enterprises, universities, and research institutions, supported by government incentives for R&D investment [3]. Group 4: Open Cooperation - The article highlights the global nature of AI development, urging China to engage in global governance and promote technology inclusivity and shared outcomes [4]. - Active participation in multilateral mechanisms like the UN and G20 for AI governance dialogue is recommended, along with promoting smart infrastructure projects under the Belt and Road Initiative [4]. - The need to enhance China's influence in international AI standard-setting and to create a comprehensive ecosystem across the hardware, software, and application spectrum is emphasized [4]. Group 5: Societal Impact - The ultimate goal of the intelligent society is to enhance human well-being rather than merely expanding technology, focusing on inclusive applications in areas like healthcare and education [5]. - The article advocates for a new governance model of "human-machine symbiosis" to optimize public resource allocation through systems like urban brain technology [5]. - It calls for a development philosophy that combines technological advancement with humanistic values to achieve high-quality development in the intelligent society [5].

Core Viewpoint - The recent government document outlines a comprehensive plan for China to transition into an intelligent economy and society by 2035, emphasizing the need for a multi-dimensional support system involving technological innovation, policy regulations, talent cultivation, and open cooperation [1][5]. Technological Foundation - The establishment of a "data-computing power-algorithm" collaborative system is crucial for the intelligent economy, focusing on data element innovation, networked computing power, and autonomous breakthroughs in algorithms [1]. - High-quality datasets are essential for training intelligent models, and the government aims to enhance data property rights and promote public data openness [1]. - The "national integrated computing network" is being developed to optimize resource allocation, addressing the disparity between high demand in the east and abundant energy in the west [1]. - There is a push for foundational theoretical research and model architecture innovation, alongside the establishment of a model capability assessment system [1]. Policy and Regulation - The rapid development of artificial intelligence presents challenges in ethics, law, and social governance, necessitating a robust regulatory framework [2]. - Data security and privacy protection are highlighted as fundamental issues, with a need to balance convenience and privacy rights in applications like facial recognition [2]. - The document emphasizes the importance of algorithm transparency and fairness, advocating for research into algorithm explainability and the establishment of ethical review mechanisms [2]. Talent Development - The growth of artificial intelligence relies on high-quality talent, necessitating the integration of AI into traditional education systems [3]. - Initiatives include introducing programming education in primary and secondary schools and enhancing interdisciplinary studies in higher education [3]. - A collaborative innovation alliance among enterprises, universities, and research institutions is recommended to bridge the gap between theory and application [3]. Open Cooperation - The global nature of AI development calls for China to engage in international governance and promote technology sharing [4]. - Active participation in multilateral mechanisms like the UN and G20 is encouraged to shape AI governance dialogues [4]. - The document suggests enhancing China's influence in international AI standard-setting and fostering a complete ecosystem across hardware, software, and applications [4]. Societal Impact - The ultimate goal of an intelligent society is to enhance human well-being rather than merely expanding technology [5]. - AI applications should focus on inclusive scenarios, such as AI-assisted healthcare and smart education platforms for remote areas [5]. - A new governance model promoting "human-machine symbiosis" is proposed to optimize public resource allocation through real-time monitoring systems [5]. - The document advocates for a development philosophy that combines technological advancement with humanistic values to achieve high-quality development [5].

Investment Rating - The report maintains a "Positive" investment rating for the construction and engineering industry [10]. Core Insights - The release of the "Artificial Intelligence+" action plan by the State Council on August 26, 2025, aims to integrate AI across various sectors, leading to a transformative shift in productivity and economic structure [2][7]. - By 2027, the plan targets over 70% penetration of AI applications in six key areas, with a goal of exceeding 90% by 2030, indicating significant infrastructure development opportunities [7][13]. - The rapid development of AI is expected to create new demands for infrastructure, including intelligent upgrades in scientific research platforms and municipal facilities [13]. - The report highlights that design firms are likely to benefit significantly from the AI-driven initiatives, enhancing their operational efficiency and capabilities [13]. Summary by Sections Event Description - The "Artificial Intelligence+" action plan aims to deeply integrate AI into various sectors, reshaping production and living paradigms [7]. Event Commentary - The plan emphasizes the need for intelligent urban planning and governance, which is expected to directly benefit the construction industry [13]. - It outlines key actions for AI integration in design, production, and service operations, enhancing overall industry efficiency [13]. Future Opportunities - Companies specializing in planning and design, such as Huasheng Group and Huayang International, are identified as potential beneficiaries of the AI initiatives [13]. - The report suggests that state-owned design platforms are also exploring AI applications to enhance digital infrastructure and urban intelligence [13].

Group 1 - The core viewpoint of the article emphasizes the comprehensive development of an intelligent economy and society in China by 2035, supported by a systematic framework involving technology innovation, policy regulations, talent cultivation, and open cooperation [1][5] Group 2 - The article outlines the need for a collaborative system of "data-computing power-algorithms" as the foundation for the intelligent economy, highlighting the importance of high-quality data sets, a national integrated computing network, and breakthroughs in algorithms [1][2] - It stresses the necessity of establishing a regulatory framework to address ethical, legal, and social governance challenges posed by AI, particularly focusing on data security, privacy protection, and algorithm transparency [2][3] Group 3 - The cultivation of high-quality talent is crucial for the development of AI, advocating for the integration of AI education into traditional curricula and fostering collaboration between enterprises, universities, and research institutions [3][4] Group 4 - The article calls for open cooperation in AI development, encouraging participation in global governance and the sharing of technological advancements, while also emphasizing the importance of establishing a comprehensive ecosystem across the entire industry chain [4][5] Group 5 - The ultimate goal of an intelligent society is to enhance human well-being, focusing on inclusive applications of AI in areas such as healthcare, education, and social governance, while promoting a development philosophy that aligns technology with humanistic values [5]

Core Insights - The article outlines China's ambitious plan to fully integrate artificial intelligence (AI) into society over the next decade, transitioning from industrial empowerment to societal reconstruction [2][6][14]. Policy Framework - In August 2025, the State Council issued the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action," which sets a strategic blueprint for AI development until 2035 [3][4]. - The document emphasizes a "three-step" approach, aiming for AI to become as ubiquitous as electricity and the internet within ten years, serving as a foundational infrastructure for society [6]. Short-term Goals (by 2027) - The focus will be on achieving breakthroughs in six key areas: technology, industry, consumption, livelihood, governance, and global cooperation [7]. - The penetration rate of new intelligent terminals and agents is expected to exceed 70% [8][14]. Mid-term Goals (by 2030) - The integration of AI will expand from six key areas to encompass all aspects of the "smart economy," becoming a significant growth driver for the national economy [17]. - The application penetration rate of new intelligent terminals and agents is projected to rise to over 90% [14][17]. Long-term Goals (by 2035) - AI is anticipated to permeate all facets of life, contributing to a smart society and supporting the modernization of socialism [18]. - The development of AI will be crucial for achieving long-term national development goals [18]. Industry Transformation - The policy highlights the need for intelligent transformation across three major industries: manufacturing, agriculture, and services, while also fostering new "intelligent native enterprises" [11][12]. - AI applications in the service sector are expected to be particularly expansive, with new intelligent terminals and agents becoming primary service interfaces [12]. Consumer Impact - AI is set to enhance production efficiency and fundamentally reshape service and product forms, directly improving quality of life and consumer experience [13]. Governance and Global Cooperation - The document outlines plans for AI to enhance governance modernization, including smart cities and intelligent public administration [16]. - China aims to promote a "shared and inclusive" approach to global AI governance, contrasting with more restrictive models [16]. Technological Infrastructure - The policy emphasizes the importance of models, data, and computing power as foundational elements for accelerating AI industry development [19][26]. - It calls for improvements in AI model research, data quality, and computing capabilities, including support for AI chip innovation and large-scale computing clusters [26]. Regulatory Framework - The document indicates a shift towards institutionalized AI governance, addressing risks such as algorithmic bias and model opacity [27]. - New regulations will require AI-generated content to be clearly labeled, ensuring transparency and accountability [27][28]. Conclusion - The "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action" represents a comprehensive and systematic approach to integrating AI across various sectors, addressing existing challenges and promoting a cohesive development strategy [29].

国务院关于深入实施"人工智能+"行动的意见 国发〔2025〕11号 各省、自治区、直辖市人民政府，国务院各部委、各直属机构： 为深入实施"人工智能+"行动，推动人工智能与经济社会各行业各领域广泛深度融合，重塑人类生产生活范式，促 进生产力革命性跃迁和生产关系深层次变革，加快形成人机协同、跨界融合、共创分享的智能经济和智能社会新 形态，现提出如下意见。 一、总体要求 以习近平新时代中国特色社会主义思想为指导，完整准确全面贯彻新发展理念，坚持以人民为中心的发展思想， 充分发挥我国数据资源丰富、产业体系完备、应用场景广阔等优势，强化前瞻谋划、系统布局、分业施策、开放 共享、安全可控，以科技、产业、消费、民生、治理、全球合作等领域为重点，深入实施"人工智能+"行动，涌现 一批新基础设施、新技术体系、新产业生态、新就业岗位等，加快培育发展新质生产力，使全体人民共享人工智 能发展成果，更好服务中国式现代化建设。 到2027年，率先实现人工智能与6大重点领域广泛深度融合，新一代智能终端、智能体等应用普及率超70%，智 能经济核心产业规模快速增长，人工智能在公共治理中的作用明显增强，人工智能开放合作体系不断完善。到 2030 ...