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].

Group 1 - The core viewpoint of the news is that the Chinese government has officially recognized the importance of artificial intelligence (AI) and its integration into various sectors, marking 2025 as the year of intelligent agents and setting clear future milestones for AI development [1][3][4] - The "Opinions" document outlines a strategic plan for AI, aiming for deep integration with six key areas by 2027, achieving a smart terminal penetration rate of over 70%, and fully empowering the smart economy by 2030 [1][3] - The historical context of large-scale applications, such as the rapid adoption of 4G technology, is highlighted as a precedent for the potential explosive growth of AI applications in various industries [2][5] Group 2 - The "Opinions" document emphasizes the need for large-scale applications of AI, addressing both the necessity and the specific areas for such applications, thereby accelerating innovation diffusion [4][6] - The document also acknowledges potential societal concerns regarding AI, such as employment impacts and the need for a more humane intelligent society, providing clear directions to mitigate these issues [6] - The integration of AI into industries like healthcare, transportation, and manufacturing is seen as a significant opportunity for seamless transition into the intelligent era, leveraging the data and resources accumulated from the digital economy [5][6]

FICC日报 | 2025-08-27 盘面缩量震荡 市场分析 AI+政策推动。国内方面，国务院发布深入实施"人工智能+"行动意见，明确到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；到2030 年，我国人工智能全面赋能高质量发展，新一代智能终端、智能体等应用普及率超90%，智能经济成为我国经济发 展的重要增长极。海外方面，特朗普表示，美国同欧盟、日本、韩国的贸易协议已经完成；他将很快对进口家具 征收"很高"的关税，此项关税将"很快"实施；希望振兴北卡罗来纳州和南卡罗来纳州的家具制造业，他暗示可能征 高达200%的关税，称100%或200%的关税将阻止别国占据在家具行业占据主导地位。 沪指震荡。现货市场，A股三大指数收盘涨跌不一，沪指跌0.39%收于3868.38点，创业板指跌0.75%。行业方面， 板块指数涨跌互现，农林牧渔、美容护理、基础化工行业领涨，医药生物、非银金融、钢铁行业跌幅居前。当日 沪深两市成交金额下降至2.7万亿元。海外方面，美国三大股指小幅收涨，纳指涨0.44%报21544.27点。 期指减仓。期货市场， ...

Group 1 - The core viewpoint of the news is the significant market rally in A-shares driven by the release of the "Artificial Intelligence+" action plan, which is expected to boost the AI industry chain [9] - The ChiNext Index rose by 2.41%, surpassing the 2800-point mark, with notable gains in AI-related stocks such as Changchuan Technology and Zhongke Chuangda, which increased by 20.00% and 16.86% respectively [1] - The Tianhong ChiNext ETF (159977) saw a net inflow of 4562.80 million yuan, with a total of 6165.93 million yuan attracted over the past five trading days [1] Group 2 - The Science and Technology Innovation Board ETF (589860) increased by 2.76%, with significant contributions from stocks like Lexin Technology and Nanxin Pharmaceutical, both rising by 20.00% [2] - The Robotics ETF (159770) experienced a 3.51% increase, with key stocks such as Keda Intelligent and Yuntian Lifa rising by 19.98% and 18.62% respectively [2] - The Tianhong Aerospace ETF (159241) rose by 0.79%, with active trading and notable increases in stocks like Guangqi Technology and Maixinlin [3] Group 3 - The "Artificial Intelligence+" action plan aims for deep integration of AI with six key sectors by 2027, targeting over 70% application penetration of new intelligent terminals and intelligent agents [9] - By 2030, the plan envisions AI to be a crucial driver of high-quality economic development, with over 90% penetration of intelligent applications [9] - The Tianhong Aerospace ETF closely tracks the National Defense and Military Industry Index, focusing on aerospace equipment and emerging fields such as commercial aerospace [12]

"新股王"诞生！ 8月27日午后，寒武纪进一步走强，一度涨约10%，股价最高报1464.98元/股，一度超过贵州茅台，总市值超6000亿元。 8月26日，寒武纪发布半年报显示，上半年营业收入28.81亿元，同比增长4347.82%；归属于母公司所有者的净利润10.38亿元，上 年同期净亏损5.3亿元，同比扭亏为盈。 资料显示，寒武纪成立于2016年，专注于人工智能芯片产品的研发与技术创新，致力于打造人工智能领域的核心处理器芯片。 政策方面， 国务院印发《关于深入实施"人工智能+"行动的意见》，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年，我国人工智能全面赋能高质量发展，新一代智能终端、智能体等应用普及率超90%，智能经济 成为我国经济发展的重要增长极，推动技术普惠和成果共享。到2035年，我国全面步入智能经济和智能社会发展新阶段，为基本实 现社会主义现代化提供有力支撑。 此外，上周OpenAI CEO表示希望在未来投入数万亿美元用于开发和运行 ...

Core Insights - The document titled "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action" signifies a major shift towards integrating AI into various sectors, potentially more impactful than the previous "Internet+" initiative [1][6][69] - The timeline outlined in the document indicates a rapid adoption of AI technologies, with a target of over 70% application penetration by 2027, 90% by 2030, and a fully integrated intelligent economy by 2035 [12][13][16][19] Group 1: AI Adoption Timeline - The first phase aims for over 70% penetration of new intelligent applications by 2027, indicating a swift integration of AI into daily life [13][14] - By 2030, AI is expected to become a fundamental infrastructure, with over 90% application penetration, marking a significant transformation in economic growth drivers [16][18] - The final phase by 2035 envisions a comprehensive shift to an intelligent economy and society, affecting all aspects of life, including legal, ethical, and cultural dimensions [19][20] Group 2: Comparison with "Internet+" - The "Internet+" initiative focused on connectivity, enhancing efficiency by linking offline and online services [25][30] - In contrast, "Artificial Intelligence+" emphasizes empowerment, fundamentally transforming productivity and operational processes [34][40] - The shift from "connecting" to "empowering" represents a significant evolution in how industries will operate, with AI becoming a central player in design, production, and maintenance [34][40] Group 3: Key Directions for AI Integration - The document outlines six key directions for AI application, covering various sectors and indicating where future opportunities will arise [43][44] - "Artificial Intelligence+ in Science and Technology" aims to make scientific discoveries more systematic and efficient, potentially revolutionizing fields like drug development and material science [45][46] - "Artificial Intelligence+ in Industry" envisions the emergence of AI-native companies that will redefine traditional business models across sectors like manufacturing, agriculture, and services [49][50] Group 4: Impact on Consumer Experience and Quality of Life - "Artificial Intelligence+ in Consumer Quality" will enhance user experiences through intelligent agents and interconnected devices, creating a seamless lifestyle [52][55] - "Artificial Intelligence+ in Public Welfare" focuses on improving quality of life through personalized AI assistants and smart city management, enhancing healthcare and education accessibility [54][56] - The document emphasizes the potential for AI to transform everyday life, making services more efficient and personalized [54][56] Group 5: Global Cooperation and Standards - The document highlights the importance of global collaboration in AI development, advocating for shared standards and open-source initiatives to enhance global influence [58][60] - It stresses the need for establishing regulations and ethical guidelines to ensure responsible AI deployment, akin to traffic rules for vehicles [60][61] Group 6: Opportunities and Challenges - The transition to an AI-driven economy presents both opportunities and challenges, particularly concerning job displacement in repetitive roles [63][65] - The document suggests that the value of uniquely human skills, such as creativity and empathy, will become increasingly important as AI takes over more routine tasks [66][68] - It encourages individuals to adapt by learning to work alongside AI, investing in areas where human capabilities are irreplaceable, and identifying new problems that AI can help solve [68][69]

当前，人工智能在技术创新与商业应用的双轮驱动下，加速与实体经济深度融合，已形成覆盖基础层、 框架层、模型层、应用层的人工智能技术产业体系，算力等人工智能基础设施性能不断提升，人工智能 数据产业蓬勃发展，算法创新加快迭代演进，各类智能产品和服务创新活跃，具备了良好的人工智能规 模化商业化应用基础。近日，国务院印发了《关于深入实施"人工智能+"行动的意见》(以下简称《意 见》)，明确了系统推进"人工智能+"的总体要求，分2027年、2030年、2035年三阶段推动人工智能与经 济社会各行业各领域广泛深度融合，系统布局"人工智能+"6大重点行动和8大基础支撑能力。《意见》 的出台必将加速我国"人工智能+"蓬勃发展，推动我国人工智能的产业体系完备优势、超大规模市场优 势、海量数据资源优势、丰富应用场景优势向国家智能优势转化。 从融合应用态势看，人工智能赋能行业的路径符合数字技术应用的客观规律，即遵循"从数字化水平较 好的领域率先突破，再逐步扩散到更多行业"的推进特征。以互联网为代表的数字原生领域，凭借天然 的数据沉淀优势、成熟的数字基础设施以及海量的用户基础，率先实现人工智能应用的规模化落地。比 如，互联网搜索、社交 ...

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 integration of artificial intelligence (AI) with the real economy is accelerating, driven by technological innovation and commercial application, forming a comprehensive AI technology industry system that includes foundational, framework, model, and application layers [1] Group 1: AI Development and Application - AI is transforming various sectors by enhancing efficiency and optimizing resource utilization, leading to breakthroughs in scientific discovery and production organization [2] - The transition from specialized AI to general AI is underway, with significant innovations in language models, multimodal models, and embodied intelligence [2] - AI applications are initially penetrating industries with higher digitalization levels, such as finance, healthcare, and transportation, demonstrating significant empowerment effects [3] Group 2: Policy and Strategic Goals - The State Council has issued guidelines to promote the "AI+" initiative, aiming for deep integration of AI across six key sectors by 2027, establishing smart economy as a growth driver by 2030, and transitioning to a smart economy and society by 2035 [3][4] - The guidelines emphasize a dual empowerment model where AI applications enhance productivity, which in turn fosters further AI innovation [4][6] Group 3: Implementation and Challenges - The focus is on transforming AI into real productivity, with a comprehensive approach that includes the development of new technologies, business models, and consumption patterns [5] - There is a need for coordination between technological innovation and environmental support, addressing challenges such as resource shortages and regulatory frameworks [8] - The alignment of product capabilities with actual market demands is crucial to avoid mismatches in supply and demand within the AI industry [9]