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 ...

Core Viewpoint - The article discusses China's strategic plan for artificial intelligence (AI) development, emphasizing its transition from an industrial upgrade tool to a foundational infrastructure for modernization, with a vision extending to 2035 [2][5]. Summary by Sections Strategic Goals - The "AI+" action plan outlines a three-step approach: by 2027, AI should be deeply integrated into six key areas with a penetration rate of over 70% for new intelligent terminals and agents; by 2030, this rate should exceed 90%; and by 2035, AI will be a fundamental support for achieving socialist modernization [5][7][11]. Key Areas of Focus - The six key areas for AI integration include technology, industry, consumption, livelihood, governance, and global cooperation. These areas are characterized by clear data entry points, defined business loops, and strong technology diffusion effects [6][8]. Industry Transformation - In the industrial sector, the plan aims to promote the intelligent transformation of the three pillar industries (industrial, agricultural, and service sectors) and foster new "intelligent native enterprises" that leverage AI as their foundational logic [6][9]. Societal Impact - AI is expected to enhance quality of life and reshape service and product forms in the consumer sector, while also improving governance through smart city initiatives and intelligent public administration [8][9][12]. Technological Development - The plan emphasizes the importance of models, data, computing power, and open-source initiatives as critical components for accelerating AI industry development. It highlights the need for high-quality datasets and innovative AI chip technologies [14][20]. Regulatory Framework - The article notes that AI governance in China is entering a new institutional phase, with a focus on addressing risks such as algorithmic bias and model opacity. New regulations are being introduced to ensure responsible AI use [21][22]. Conclusion - The "AI+" action plan represents a significant shift in China's approach to AI, focusing on practical applications across various sectors and addressing existing challenges in AI deployment [23].

面对变革浪潮，我国启动实施"人工智能+"行动，既是加快发展新质生产力的关键举措，也是推动数字 经济向智能经济和智能社会发展的必然要求，意义重大、时机成熟。 习近平总书记指出，面对新一代人工智能技术快速演进的新形势，要充分发挥新型举国体制优势，坚持 自立自强，突出应用导向，推动我国人工智能朝着有益、安全、公平方向健康有序发展。近日，国务院 印发《关于深入实施"人工智能+"行动的意见》（以下简称《意见》），明确实施"人工智能+"行动的总 体要求、发展目标和重点方向，为进一步推动人工智能与经济社会各行业各领域广泛深度融合，培育和 发展新质生产力，加快形成智能经济和智能社会新形态提供了路径指引。 "互联网+"到"人工智能+"的创新演进 2015年，我国全面启动实施"互联网+"行动。10年来，我国互联网取得快速发展，互联网应用生态逐步 繁荣，互联网已渗透到生产、生活、社会治理的方方面面，成为推动产业升级、消费变革和民生改善的 重要推动力量。 从"互联网+"到"人工智能+"，是信息技术革命的进一步延续和深化。互联网和人工智能均属于通用性技 术范畴，两者在应用方面都具有模式新、迭代快、对传统业态改造能力强的特点。"互联网+ ...

Core Viewpoint - The article emphasizes that 2024 is expected to be the year of AI application, while 2025 will mark the emergence of intelligent agents, transitioning AI from a reactive to a proactive service model. The Chinese government has issued a document outlining a roadmap for integrating AI into six key sectors by 2027, aiming for over 70% application penetration of new intelligent terminals and agents [1][3][7]. Summary by Sections Government Policy and Strategic Goals - The State Council's document outlines a three-phase approach for AI implementation, with a target of over 70% penetration of new intelligent terminals and agents by 2027, and over 90% by 2030. By 2035, China aims to fully transition into a smart economy and society [7][8]. - The document highlights the importance of creating an innovation-driven paradigm and enhancing self-reliance in technology to build a complete innovation ecosystem [7][8]. Key Action Areas - The six key areas for AI integration include: 1. **Scientific Technology**: Accelerating major scientific discoveries and enhancing collaboration between AI and fields like biotechnology and quantum technology [8]. 2. **Industrial Development**: Focusing on AI applications in industrial, agricultural, and service sectors to improve decision-making and production processes [8]. 3. **Consumer Quality Improvement**: Developing intelligent applications to enhance service quality across various sectors, including entertainment and healthcare [8]. 4. **Public Welfare**: Integrating AI into education and healthcare to improve service efficiency and quality [9]. 5. **Governance Capability**: Utilizing AI for better public service delivery and disaster management [9]. 6. **Global Cooperation**: Promoting international collaboration in AI development [9]. Industry Perspectives - Industry leaders, such as Zhou Hongyi from 360 Group, believe that the emergence of domestic large models has positioned China at the forefront of AI innovation, leading to a significant reduction in deployment costs and the onset of large-scale commercial applications [10]. - Yang Yuanqing from Lenovo emphasizes the shift towards human-machine collaboration, where AI serves as a foundational element for enterprise operations, transforming the relationship between humans and machines [11]. - The article also notes advancements in agricultural technology, with AI models aiding in crop breeding and the use of drones to enhance agricultural productivity [13][14]. Safety and Governance - The document stresses the importance of AI safety, mentioning the need for a multi-faceted governance framework to address emerging threats, such as "intelligent hackers" [15]. - Industry leaders advocate for a balanced approach that maximizes AI's potential while ensuring safety and reliability in its applications [15].

Core Insights - 2024 is anticipated as the year of AI application implementation, with AI starting to integrate into daily life and smart devices, while 2025 is seen as the year of intelligent agents transitioning from "following commands" to "proactively serving" [1] - The State Council's document outlines a vision for AI integration across six key sectors by 2027, aiming for over 70% application penetration of new intelligent terminals and agents, with a goal of entering a new stage of intelligent economy and society by 2035 [4][5] AI Integration and Development - The State Council's opinion emphasizes the need for AI to cover various industries, including quantum technology, education, and healthcare, with a focus on six key action areas: scientific technology, industrial development, quality consumption, public welfare, governance capabilities, and global cooperation [4][5] - In scientific technology, the document calls for accelerating major scientific discoveries and enhancing collaboration between AI and fields like biomanufacturing and quantum technology [5] Industrial and Agricultural Applications - The integration of AI in industrial, agricultural, and service sectors is highlighted, with a focus on enhancing intelligent perception and decision-making capabilities in industrial systems and promoting AI-driven innovations in agriculture [5][9] - The document mentions the development of intelligent agricultural machinery and drones to address labor shortages and improve agricultural management [9] Consumer Experience Enhancement - The opinion outlines the development of intelligent applications aimed at improving quality of life in areas such as entertainment, e-commerce, and elder care, expanding into new service consumption scenarios [5][6] Government and Global Cooperation - AI's role in government services is emphasized, aiming for precise demand identification and proactive service planning, as well as enhancing public safety and environmental monitoring [6][10] - The document stresses the importance of global cooperation in AI development and governance [6] Industry Perspectives - Industry leaders, such as Zhou Hongyi from 360 Group, highlight the transition to a commercialized AI application era, with domestic models achieving international competitiveness [7] - Lenovo's chairman, Yang Yuanqing, notes the shift towards human-machine collaboration, transforming enterprise operations and emphasizing the need for a holistic approach to intelligent transformation [8] Agricultural Innovations - The launch of the Fengdeng breeding model represents a significant breakthrough in China's seed technology, with over 100 breeding units globally utilizing the model [9] - The integration of AI in meteorological forecasting demonstrates AI's potential in earth sciences and environmental monitoring [9] Safety and Governance - The document addresses the importance of AI safety, with specific measures to enhance security capabilities and establish a multi-faceted governance framework [10][11] - Industry leaders stress the need for responsible AI innovation that prioritizes human safety and ethical considerations [10][11]

Overall Requirements - The document outlines the implementation of the "Artificial Intelligence +" initiative, aiming to integrate AI across various sectors to reshape production and living paradigms, enhance productivity, and support modernization efforts in China [2][3]. Key Actions Artificial Intelligence in Science and Technology - Accelerate scientific discovery processes through AI-driven research paradigms and enhance the construction of scientific models [3][4]. - Innovate technology development models and improve efficiency by promoting AI-driven collaborative development in research and product realization [4]. - Transform research methods in philosophy and social sciences to adapt to the AI era, exploring the impact of AI on human cognition and ethics [4][5]. Industrial Development - Encourage enterprises to integrate AI into their strategic planning and operations, fostering new business models and smart industries [5][6]. - Promote comprehensive AI integration in industrial processes, enhancing skills and knowledge sharing across sectors [6]. - Advance agricultural digitization through AI applications in breeding and farming, improving production capabilities [6][7]. Consumer Quality Enhancement - Expand new service consumption scenarios by developing intelligent service industries and enhancing service quality across various sectors [7][8]. - Foster new product consumption models by promoting smart interconnected devices and exploring innovative product forms [7][8]. Welfare Improvement - Leverage AI to create smarter work environments and new job opportunities, while supporting skills training for the workforce [8][9]. - Integrate AI into education to enhance teaching methods and promote personalized learning experiences [9]. - Utilize AI in healthcare to improve service efficiency and quality, contributing to a better quality of life [9][10]. Governance Capacity - Enhance urban governance through smart infrastructure upgrades and AI applications in public services [10][11]. - Develop a multi-faceted public safety governance system utilizing AI for monitoring and emergency response [11]. - Improve ecological governance through AI-driven environmental monitoring and resource management [11][12]. Global Cooperation - Promote AI as an international public good, fostering equitable global participation in AI development [12][13]. - Support the establishment of a global governance framework for AI, addressing international challenges collaboratively [12][13]. Strengthening Support Capabilities Model and Data Innovation - Enhance foundational AI research and model capabilities, focusing on efficient training and application methods [13][14]. - Innovate data supply mechanisms to support high-quality AI datasets and encourage data sharing [14][15]. Talent Development - Advance AI education across all levels and enhance talent cultivation through interdisciplinary approaches [15][16]. - Establish diverse evaluation systems for AI talent to better align with industry needs [15][16]. Policy and Security - Strengthen regulatory frameworks and financial support for AI initiatives, ensuring sustainable development [16][17]. - Enhance security measures for AI applications to mitigate risks associated with AI technologies [17]. Implementation - Emphasize the importance of leadership in the "Artificial Intelligence +" initiative, ensuring effective coordination and local adaptation of policies [17][18].