（来源：内蒙古日报） 人工智能与制造业的深度融合，是发展新质生产力、构建现代化产业体系的重要路径。意见旨在加快推 进人工智能技术在制造业融合应用，打造新质生产力，全方位、深层次、高水平赋能新型工业化。 意见提出，到2027年，推动3至5个通用大模型在制造业深度应用，形成特色化、全覆盖的行业大模型， 打造100个工业领域高质量数据集，推广500个典型应用场景。培育2至3家具有全球影响力的生态主导型 企业和一批专精特新中小企业，打造一批"懂智能、熟行业"的赋能应用服务商，选树1000家标杆企业。 建成全球领先的开源开放生态，安全治理能力全面提升，为人工智能发展贡献中国方案。 意见围绕创新筑基、赋智升级、产品突破、主体培育、生态壮大、安全护航、国际合作等7项重点任务 推出一系列具体举措，包括推动智能芯片软硬协同发展；支持模型训练和推理方法创新；培育重点行业 大模型；推动大模型技术深度嵌入生产制造核心环节；加快人工智能赋能工业母机、工业机器人；攻关 深度合成鉴伪、工业模型算法安全防护、训练数据保护等关键技术。 此外，意见的附件《人工智能赋能制造业重点行业转型指引》结合原材料、装备制造、消费品、电子信 息、软件和信息技 ...

八部门提出到2027年我国人工智能关键核心技术实现安全可靠供给 新华社北京1月7日电记者7日获悉，工业和信息化部、中央网信办、国家发展改革委等八部门日前联合 印发《"人工智能+制造"专项行动实施意见》，提出到2027年，我国人工智能关键核心技术实现安全可 靠供给，产业规模和赋能水平稳居世界前列。 人工智能与制造业的深度融合，是发展新质生产力、构建现代化产业体系的重要路径。意见旨在加快推 进人工智能技术在制造业融合应用，打造新质生产力，全方位、深层次、高水平赋能新型工业化。 意见提出，到2027年，推动3至5个通用大模型在制造业深度应用，形成特色化、全覆盖的行业大模型， 打造100个工业领域高质量数据集，推广500个典型应用场景。培育2至3家具有全球影响力的生态主导型 企业和一批专精特新中小企业，打造一批"懂智能、熟行业"的赋能应用服务商，选树1000家标杆企业。 建成全球领先的开源开放生态，安全治理能力全面提升，为人工智能发展贡献中国方案。 意见围绕创新筑基、赋智升级、产品突破、主体培育、生态壮大、安全护航、国际合作等7项重点任务 推出一系列具体举措，包括推动智能芯片软硬协同发展；支持模型训练和推理方法创新； ...

Core Viewpoint - The "Artificial Intelligence + Manufacturing" initiative aims to enhance the integration of AI in the manufacturing sector, targeting a secure and reliable supply of core AI technologies by 2027, positioning China at the forefront of the global industry scale and empowerment level [1] Group 1: Key Objectives - By 2027, the initiative plans to promote the deep application of 3 to 5 general large models in manufacturing, create specialized and comprehensive industry models, and develop 100 high-quality datasets in industrial fields [1] - The initiative aims to establish 500 typical application scenarios and cultivate 2 to 3 globally influential ecosystem-leading enterprises along with a number of specialized and innovative small and medium-sized enterprises [1] Group 2: Implementation Strategies - The initiative outlines seven key tasks including innovation foundation, intelligence upgrade, product breakthroughs, entity cultivation, ecosystem expansion, security protection, and international cooperation [2] - Specific measures include promoting the coordinated development of smart chips, supporting innovations in model training and inference methods, and embedding large model technologies deeply into core manufacturing processes [2] Group 3: Industry Guidance - The attached document provides guidelines for the transformation of key industries such as raw materials, equipment manufacturing, consumer goods, electronic information, and software and IT services [2] - Another attachment offers guidance for manufacturing enterprises on utilizing AI in research and development, production, management, and extended services [2]

Core Insights - Huairou District is set to establish an internationally leading strategic technology integration development demonstration zone by 2026, focusing on enhancing scientific facilities, innovation ecosystems, and international cooperation [1][2]. Group 1: Scientific Infrastructure and Development - Huairou Science City has 29 scientific facilities fully operational, with 17 facilities offering a total of 1.64 million hours of open time globally [2]. - The district aims to enhance its scientific capabilities by accelerating the construction of major projects and preparing over 30 projects for the 15th Five-Year Plan [2]. - By 2025, Huairou expects to achieve significant technological breakthroughs, including 21 new technologies and 110 major outcomes [2]. Group 2: Cultural and Economic Initiatives - The district plans to promote the development of the International Great Wall Animation Valley and host various cultural events, including the Beijing International Film Festival and an animation industry conference [3]. - Huairou aims to transform into an international film hub, enhancing its creative industry through the establishment of a comprehensive animation ecosystem [3]. Group 3: Ecological and Urban Development - Huairou District maintains a forest coverage rate of 77.57%, the highest in Beijing, and plans to implement ecological projects covering 72,600 acres [4]. - The district will develop an ecological landscape system and improve green corridors, enhancing the integration of nature into urban planning [4]. Group 4: Economic Growth and Industry Focus - Huairou aims for a 4% year-on-year growth in industrial output in Q1 2026 and an 8% increase for the entire year, with a focus on high-end scientific instruments and new materials [7]. - The district will support the growth of specialized and innovative enterprises, aiming to elevate them to high-tech status and promote a vibrant business ecosystem [7]. Group 5: Policy and Infrastructure Enhancements - Huairou will optimize its policy support system to facilitate industrial growth and project implementation, ensuring effective collaboration between local governments and enterprises [8]. - The district plans to enhance urban infrastructure, including the upgrade of key roads and the development of public service projects to improve living conditions [9][10].

新华社北京1月7日电（记者周圆）记者7日获悉，工业和信息化部、中央网信办、国家发展改革委等八 部门日前联合印发《"人工智能+制造"专项行动实施意见》，提出到2027年，我国人工智能关键核心技 术实现安全可靠供给，产业规模和赋能水平稳居世界前列。 人工智能与制造业的深度融合，是发展新质生产力、构建现代化产业体系的重要路径。意见旨在加快推 进人工智能技术在制造业融合应用，打造新质生产力，全方位、深层次、高水平赋能新型工业化。 意见提出，到2027年，推动3至5个通用大模型在制造业深度应用，形成特色化、全覆盖的行业大模型， 打造100个工业领域高质量数据集，推广500个典型应用场景。培育2至3家具有全球影响力的生态主导型 企业和一批专精特新中小企业，打造一批"懂智能、熟行业"的赋能应用服务商，选树1000家标杆企业。 建成全球领先的开源开放生态，安全治理能力全面提升，为人工智能发展贡献中国方案。 意见围绕创新筑基、赋智升级、产品突破、主体培育、生态壮大、安全护航、国际合作等7项重点任务 推出一系列具体举措，包括推动智能芯片软硬协同发展；支持模型训练和推理方法创新；培育重点行业 大模型；推动大模型技术深度嵌入生产制造 ...

Group 1 - The Guangxi Fimate Technology Co., Ltd. is expanding its production capacity for high-end electronic-grade polyimide films with a total investment of 1.6 billion yuan, which will include 12 new production lines capable of producing 3,800 tons annually [1] - The company currently operates 5 automated production lines with an annual capacity of 1,000 tons, serving various strategic emerging industries such as flexible circuit boards, consumer electronics, and aerospace [1] - The new production lines will utilize advanced chemical methods, increasing production efficiency to three times that of the current thermal method [1] Group 2 - The experimental zone has developed a "3+2+N" industrial system, with three main pillar industries: equipment manufacturing, new energy materials, and electronic information, alongside traditional industries like food medicine and technology gemstones [2] - The high-end stainless steel deep processing project by Hongyi New Materials is expected to generate over 10 billion yuan in annual output value, promoting the agglomeration of downstream processing industries [2] - The experimental zone aims to create a collaborative industrial ecosystem by the end of the 14th Five-Year Plan, focusing on multi-point support and coordinated development [2] Group 3 - The city of Wuzhou is committed to building a modern industrial system that strengthens the real economy, focusing on intelligent, green, and integrated development [3] - The stainless steel industry in Wuzhou is evolving towards greener practices, with the Xin Feng Special Steel project being a key step in creating an intelligent and green factory [3] - The Wuzhou stainless steel products industrial park has established a complete recycling industrial chain, enhancing its competitiveness in the domestic market [3] Group 4 - During the 15th Five-Year Plan, Wuzhou will focus on the real economy, emphasizing intelligent, green, and integrated development while enhancing its industrial strengths [4] - The city aims to build a national-level recycled new materials industry cluster and accelerate the development of advanced steel materials and other characteristic industries [4] - Wuzhou will leverage artificial intelligence to empower its unique industrial development [4]

——二论贯彻落实全国民航工作会议精神 "十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期，在基本实现社会主义现代化 进程中具有承前启后的重要地位。党的二十届四中全会在关键时期作出关键部署，明确了"十五五"时期 经济社会发展的指导思想、重大原则、主要目标和重大任务，为推动"十五五"时期民航高质量发展指明 了前进方向，提供了科学指引。全行业要深入理解、准确把握、全面贯彻党的二十届四中全会精神，努 力开创"十五五"民航高质量发展新局面。 当前和今后一个时期，实现中华民族伟大复兴的战略全局和世界百年未有之大变局相互交织、相互激 荡，我国发展环境面临深刻复杂变化，战略机遇和风险挑战并存，不确定难预料因素增多。要深刻把握 统筹发展和安全要求，在发展中固安全，在安全中谋发展，以更高水平航空安全保障民航高质量发展。 必须坚定不移贯彻总体国家安全观，牢固树立安全发展理念，坚持安全第一不动摇，全面加强航空安全 管控体系建设，提高民航自主可控水平，妥善应对各类"黑天鹅""灰犀牛"事件，提升行业安全发展韧 性，坚决确保"两个绝对安全"。 现代化产业体系是现代化国家的物质技术基础。面对新一轮科技革命和产业变革，必须抢抓 ...

Core Viewpoint - The article emphasizes the importance of promoting a positive interaction between consumption and investment as essential for enhancing domestic economic circulation and achieving high-quality economic development [1][4]. Group 1: Relationship Between Investment and Consumption - Traditional economic theories often view consumption and investment as opposing forces, but modern economic growth theories suggest they are complementary and mutually reinforcing [2][3]. - Investment serves as the foundation for consumption by increasing capital formation and production capacity, which in turn raises household income and stimulates demand [2][3]. - Stable consumer demand provides clear direction and return expectations for investment, encouraging businesses to expand capacity and innovate [3][4]. Group 2: Economic Growth and Stability - The synergy between investment and consumption enhances the stability and sustainability of economic growth, transitioning the economy from being externally driven to being led by domestic demand [4][5]. - In the context of global economic uncertainty, leveraging the dual engines of investment and consumption is crucial for stabilizing total demand and expanding domestic consumption [4][5]. Group 3: Structural Optimization - Promoting the coordinated development of investment and consumption is vital for dynamically matching supply and demand structures [5][6]. - The shift towards high-quality development necessitates a focus on optimizing investment structures to better align with diverse consumer needs, while evolving consumer demands shape new market opportunities [5][6]. Group 4: Enhancing Quality and Adaptability - Improving supply quality and enhancing the adaptability of supply to meet consumer needs are key to fostering a positive cycle between investment and consumption [7][8]. - The expansion of consumption scenarios and new business models is essential for unlocking the potential of diverse consumer demands, integrating various elements such as culture and tourism [8][9]. Group 5: Investment in Human Capital - Focusing on human investment is crucial for aligning supply structures with the diverse needs of residents, thereby enhancing the sustainability of consumption capacity [9][10]. - Increased investment in education, healthcare, and social services can improve living conditions and boost consumer confidence, leading to a more robust consumption environment [9][10].

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - The short - term view of IH2603 is "shock", the medium - term view is "shock", the intraday view is "bullish", and the overall view is "bullish with shocks". The core logic is that the expectations of policy benefits and the trend of net capital inflows remain unchanged [1]. - For the IF, IH, IC, and IM varieties, the intraday view is "bullish", the medium - term view is "shock", and the reference view is "bullish with shocks". The short - term stock index is expected to run bullishly with shocks. The main reasons are the continuous increase in market liquidity and policy benefit expectations after the holiday, and the strong willingness of leveraged funds to enter the market [5]. 3. Summary by Relevant Catalogs 3.1 Variety Viewpoint Reference - Financial Futures Stock Index Sector - **IH2603**: - Short - term: Shock [1] - Medium - term: Shock [1] - Intraday: Bullish [1] - Viewpoint reference: Bullish with shocks [1] - Core logic: Expectations of policy benefits and the trend of net capital inflows remain unchanged [1] 3.2 Main Variety Price Market Driving Logic - Financial Futures Stock Index Sector - **Varieties**: IF, IH, IC, IM [5] - **Intraday view**: Bullish [5] - **Medium - term view**: Shock [5] - **Reference view**: Bullish with shocks [5] - **Core logic**: The stock market has risen sharply and continuously after the holiday. The trading volume in the Shanghai, Shenzhen and Beijing stock markets reached 2832.2 billion yuan, an increase of 265 billion yuan from the previous day. The reasons are the return of market liquidity and the continuous increase in policy benefit expectations. The policy emphasizes the construction of a modern industrial system, and related industrial chain stocks have risen significantly. The margin trading balance has exceeded 2.5 trillion yuan, and the margin trading purchase amount is close to 300 billion yuan, indicating strong willingness of leveraged funds to enter the market and optimistic market sentiment. In the long - run, policy benefits and net capital inflows are the main drivers for the upward movement of the stock index. With the implementation of policy benefits in 2026 and continuous net capital inflows, the risk appetite of the stock market will continue to rise [5]

Group 1 - The core argument is that the high growth in equipment investment is not driven by the "Two New" policies or the Juglar cycle, but rather by strong investment in broad infrastructure and the service sector [1][8][70] - Equipment investment growth is significantly higher in sectors such as construction (65.5%), narrow infrastructure (46.1%), public utilities (16.5%), and services (13.9%) compared to manufacturing (6.5%), contributing an additional 8.1 percentage points to overall equipment investment [1][8][70] - In 2025, manufacturing investment growth is expected to decline to 1.9%, while equipment investment will maintain high growth at 12.2%, driven by digital and energy infrastructure [1][8][70] Group 2 - The strong growth in equipment investment is fueled by the establishment of a modern industrial system, which enhances digital infrastructure, alongside natural renewal cycles and recovering travel demand [3][25][70] - Key sectors such as software and computer services are experiencing growth rates of 53%, while aviation and road transport equipment investments are also high due to recovering travel demand [3][25][70] - Public utility equipment investment has been boosted by accelerated energy transition and infrastructure investment in the central and western regions since the implementation of the "dual carbon" policy [4][32][70] Group 3 - The sustainability of high equipment investment growth is anticipated to continue into 2026, supported by both domestic and external demand [5][60][70] - Narrow infrastructure investment is expected to rebound significantly, particularly in digital infrastructure and hub-related investments, with policies promoting new infrastructure and major engineering projects [5][60][70] - The "dual carbon" policy will further enhance investment in equipment for carbon reduction, including modifications in high-energy-consuming industries and investments in renewable energy [5][52][70]