Core Insights - The report from Tianfeng Securities highlights the release of the State Council's opinions on implementing "AI+" actions across six key areas by August 26, 2025, which include AI in science and technology, industrial development, consumer quality enhancement, public welfare, governance capabilities, and global cooperation [1] Group 1: Key Areas of Focus - The six key areas for accelerated implementation of "AI+" actions are: "AI+" in science and technology, "AI+" in industrial development, "AI+" in consumer quality enhancement, "AI+" in public welfare, "AI+" in governance capabilities, and "AI+" in global cooperation [1] - The report suggests focusing on companies such as Xindong Company (02400, AI+ gaming), Huashu Gaoke (688433.SH, AI+ intelligent manufacturing), Guodun Quantum (688027.SH, AI+ quantum technology), and Uxin (UXIN.US, AI+ used cars) [1] Group 2: Investment Recommendations - A total of 50 representative stocks have been selected from A-shares, Hong Kong stocks, and US-listed Chinese companies to showcase the current layout of "AI+" applications in these six key areas [1] - Key recommended stocks include: Shuanghuan Transmission (002472.SZ, AI+ industrialization/intelligent robotics), Orbbec (688322.SH, AI+ hardware), Shengye (06069, AI+ supply chain finance platform), Zhizi City Technology (09911, AI+ global social), Bairong Cloud-W (06608, AI+ financial information), and Jiabiyou (688089.SH, AI+ biomanufacturing) [1]

Group 1: Economic Outlook - The Central Political Bureau meeting signals confidence and capability to respond to external uncertainties with high-quality development[8] - The policy direction remains unchanged, with a more proactive stance expected in the second quarter[10] - The goal of achieving a 5% economic growth rate for the year is anticipated to remain intact[9] Group 2: Policy Measures - Special bond issuance is expected to accelerate, with a total of 1.14 trillion yuan issued by April 27, 2025, reflecting a 57.41% increase compared to the previous year[11] - Monetary policy is likely to align with fiscal measures, with expectations for interest rate cuts and reserve requirement ratio reductions in May and June[13] - Incremental policies are being reserved for potential implementation in the second half of the year to address unexpected external challenges[14] Group 3: Sector Focus - Real estate policies are shifting towards optimizing existing policies, with an emphasis on stabilizing the market[15] - Service consumption is highlighted as a key area for expanding consumer recovery, with a focus on increasing income for low- and middle-income groups[16] - The promotion of "Artificial Intelligence +" applications is identified as a significant investment opportunity moving forward[19]