Group 1 - Japan is working on developing a domestic version of the "Starlink" system to enhance communication services through low Earth orbit satellite constellations [1] - The Chinese government emphasizes the importance of state-owned enterprises (SOEs) in developing strategic emerging industries to create a "second curve" of growth [2] - Shandong Province is drafting policies to upgrade its aerospace industry, aiming to become a leading hub in aerospace manufacturing [3] Group 2 - The Ministry of Industry and Information Technology (MIIT) is promoting the integration of industrial internet and artificial intelligence to enhance computing power supply and encourage the deployment of edge computing devices [4] - By 2028, MIIT aims to have at least 50,000 enterprises implement new industrial network upgrades, enhancing the integration of industrial data and governance [5] - The postal industry is set to introduce policies to accelerate the application of unmanned delivery technologies by 2026, focusing on automation and green technologies [6] Group 3 - MIIT is fostering the development of specialized service providers in industrial data and models, encouraging the transformation of industrial internet solution providers into intelligent solution suppliers [7] - The ministry is also promoting collaboration between AI and industrial internet companies to advance the smart upgrade of industrial systems [8] Group 4 - Goldman Sachs recommends an overweight position in A-shares and H-shares for 2026, predicting a 20% increase in the MSCI China Index driven by double-digit earnings growth and moderate valuations [9] - The Chinese space station's survey telescope has released significant scientific simulation research results, which are crucial for achieving its scientific objectives [10]

★ 宏观动态 ★ 央行：明日开展11000亿元买断式逆回购操作 央行公告，为保持银行体系流动性充裕，2026年1月8日，中国人民银行将以固定数量、利率招标、多重价位中 标方式开展11000亿元买断式逆回购操作，期限为3个月（90天）。 国家外汇局：截至2025年12月末我国外汇储备规模为33579亿美元 国家外汇管理局统计数据显示，截至2025年12月末，我国外汇储备规模为33579亿美元，较11月末上升115亿美 元，升幅为0.34%。 2025年12月，受主要经济体货币政策、宏观经济数据等因素影响，美元指数下跌，全球金 融资产价格涨跌互现。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上升。我国不断巩固拓展 经济稳中向好势头，经济长期向好的支撑条件和基本趋势没有改变，有利于外汇储备规模保持基本稳定。 工信部：到2028年推动不少于5万家企业实施新型工业网络改造升级 工信部印发《工业互联网和人工智能融合赋能行动方案》。目标到2028年，工业互联网与人工智能融合赋能水 平显著提升。满足人工智能工业应用高通量、低时延、高可靠、低抖动通信需求的新型工业网络规模持续扩 大，在原材料、装备制造、消费品、电子信 ...

Core Viewpoint - The Ministry of Industry and Information Technology has issued an action plan to enhance the integration of industrial internet and artificial intelligence, aiming for significant improvements by 2028 in various sectors through upgraded infrastructure, data model interoperability, innovative application modes, and a cohesive industrial ecosystem [1][2][3]. Summary by Sections Overall Requirements - The action plan aims to deepen the integration of artificial intelligence in the industrial sector, enhancing the competitiveness of the information and communication industry and supporting the transition to a higher-end global value chain by 2028 [3]. Infrastructure Upgrade Actions - Accelerate the intelligent upgrade of industrial networks using technologies like 5G, edge computing, and cloud control to meet new industrial demands [4]. - Improve the intelligence level of industrial internet platforms by leveraging deep learning and low-code technologies to enhance resource allocation and application development [5]. - Strengthen the supply of industrial computing power by integrating industrial internet with various computing centers and promoting the deployment of intelligent devices [6]. Data Model Interoperability Actions - Encourage the sharing of industrial data across various sources and establish a national industrial data directory to enhance data collaboration and analysis [7]. - Support the construction of high-quality industry data sets to meet the needs of industrial model training and application [8]. - Enhance the efficiency of industrial model development and deployment by standardizing and encapsulating industrial knowledge and processes [9]. Application Mode Innovation Actions - Promote the transformation of application modes in industries by utilizing industrial internet to streamline data flows between production and consumption, enhancing intelligent analysis and decision-making capabilities [10]. - Accelerate the promotion of industrial internet applications in key industries, providing guidelines and resources for digital transformation [11]. Industrial Ecosystem Integration Actions - Foster the development of intelligent solution providers by encouraging collaboration among industrial enterprises, internet companies, and AI firms [13]. - Support innovation in technology products, focusing on the intelligent upgrade of industrial communication and control systems [14]. - Optimize public service capabilities to provide low-cost intelligent services to small and medium-sized enterprises [14]. Guarantee Measures - Strengthen coordination for the integration of industrial internet and AI, encouraging local governments to develop supportive policies and funding mechanisms [15].

Group 1 - The global industrial internet sector is focusing on the integration of industrial internet and artificial intelligence, showcasing rapid development in China's industry empowered by AI [1] - China's industrial internet integration has achieved full coverage across 41 major industrial categories, with the core industry scale expected to exceed 1.5 trillion yuan by 2024, driving economic growth of nearly 3.5 trillion yuan [3] - Over 97% of prefecture-level administrative regions in China are covered by high-quality external networks, establishing a digital channel for industrial chains, supply chains, and innovation chains [3] Group 2 - The national and local governments are collaborating to inject strong momentum into the development of the industrial internet, with policies like the "5G + Industrial Internet" initiative accelerating the construction of fully connected factories [4] - By August 2025, the number of industrial 5G projects in China is expected to exceed 18,500, covering 15 key application areas including research and design, manufacturing, and operational services [4] - Local initiatives such as Shanghai's "Mold City" plan and Jiangsu's "Platform Empowerment Action" are fostering the integration of large models with industrial scenarios and providing financial incentives for key platforms [4] Group 3 - Artificial intelligence is profoundly reshaping the paradigm of industrial intelligence, with examples like Ansteel Group's steel water treatment optimization system reducing alloy material costs by 15% and wastewater discharge by 21% [6] - The industrial internet's accumulation of vast structured data serves as a "natural corpus" for training large models [6] - Companies like CRRC Corporation and Shenyang Feituo Painting Technology are actively exploring AI applications across various manufacturing processes, enhancing their competitive edge through data integration [6]

Core Insights - The 2025 Global Industrial Internet Conference emphasizes the transition of artificial intelligence development from technology-driven to demand-driven applications, showcasing significant advancements in China's industrial internet sector [1] - The integration of industrial internet and artificial intelligence is seen as a key driver for digital transformation and high-quality development in traditional industries [1][2] Group 1: Industrial Internet and AI Integration - The industrial internet serves as a crucial infrastructure for the deep integration of new information and communication technologies with the industrial economy, facilitating digital transformation [2] - Artificial intelligence is enhancing the capabilities of the industrial internet, providing a foundation of data, digital scenarios, and computational power [2] - The Chinese government is actively supporting the integration of AI into strategic planning and business processes to promote intelligent development across industries [2][3] Group 2: Regional Development and Case Studies - Liaoning province, as a major industrial area, is leveraging its resources to drive the digitalization and intelligent transformation of its manufacturing sector [3] - The establishment of an intelligent platform for the textile industry in Liaoning exemplifies the application of industrial internet technologies to enhance efficiency and sustainability [3] Group 3: Innovations and Applications - The conference showcased various innovative applications of industrial internet and AI, including a collaborative platform for the equipment manufacturing industry developed by China Unicom [5] - A robot developed by Siasun Robotics demonstrates advanced capabilities in multi-modal interaction and task execution, highlighting the potential of AI in industrial applications [6] Group 4: Corporate Engagement - Companies like Huatai Co. are actively developing industrial internet platforms to enhance data-driven decision-making and operational efficiency across the supply chain [7] - Spring Power has reported advancements in its industrial internet platform, enabling global collaborative research and development capabilities [8]

Core Insights - The 2025 Global Industrial Internet Conference emphasizes the transition of artificial intelligence development from technology-driven to demand-driven applications, showcasing significant advancements in China's industrial internet sector [1][2] - The integration of industrial internet and artificial intelligence is seen as a key driver for digital transformation and high-quality development in traditional industries [1][2] Industry Development - Industrial internet is a new industrial ecosystem that combines information communication technology with the industrial economy, serving as a crucial support for digital transformation and the integration of the real and digital economies [1][2] - China's industrial internet has shown remarkable progress, with a robust policy framework, continuous technological breakthroughs, and an expanding ecosystem [1][2] Artificial Intelligence Impact - Industrial internet provides a foundational data and digital environment for artificial intelligence, leveraging China's vast industrial scenarios and data resources to drive technological advancements [2] - Conversely, artificial intelligence is reshaping the industrial internet, facilitating digital transformation and intelligent upgrades for enterprises [2] Government Support - The Chinese government has issued policies to support the integration of artificial intelligence into strategic planning and business processes, promoting comprehensive intelligent development across industries [2] Regional Focus - Liaoning province, as a major industrial hub, has significant demand and potential for the digitalization and intelligent transformation of its manufacturing sector [3] - The province has made strides in technology research and application, particularly in the textile industry, by establishing an intelligent platform that enhances collaboration across the supply chain [3] Conference Highlights - The 2025 Global Industrial Internet Conference is held at the China Industrial Museum, symbolizing the blend of traditional industry and modern technology [4] - Various companies showcased their innovations in the integration of industrial internet and artificial intelligence, highlighting practical applications and advancements [4][5] Corporate Initiatives - Companies like Huatai Co. are actively developing industry-specific intelligent solutions through the integration of industrial internet, artificial intelligence, and big data, enhancing operational efficiency and reducing costs [6] - Spring Wind Power has developed a global online collaborative capability for its industrial internet platform, focusing on AI model construction across various business areas [6]