Market Overview - The Shanghai Composite Index ended its fourteen-day rally, with the index closing at 4082.98 points, down 0.07% [10] - The Shenzhen Component Index closed at 13959.48 points, down 0.51%, and the ChiNext Index closed at 3302.31 points, down 0.82% [10] - The total market turnover decreased to 28.27 trillion yuan, indicating a slight drop in trading activity [12] Economic Data - The U.S. manufacturing PMI for December was reported at 47.9%, below expectations, indicating a "strong supply, weak demand" scenario [1] - The non-manufacturing PMI for December was significantly higher at 54.4%, marking a one-year high, influenced by holiday factors [1] - The ADP employment data for December showed job additions below expectations, reflecting weak labor demand [1] Foreign Exchange and Gold Reserves - As of December 2025, China's foreign exchange reserves reached $33,579 billion, an increase of $115 billion, marking a 0.34% rise and a ten-year high [8] - China's gold reserves increased to 7.415 million ounces, with a month-on-month increase of 30,000 ounces, continuing a 14-month trend of gold accumulation by the central bank [8] Monetary Policy Actions - The People's Bank of China announced a 1.1 trillion yuan reverse repo operation to maintain liquidity ahead of the Spring Festival, indicating a proactive approach to manage potential funding fluctuations [9] - This operation aligns with the central bank's "moderate easing" stance, aimed at stabilizing bond market expectations and indirectly lowering financing costs for the real economy [9] Policy Initiatives - The Ministry of Industry and Information Technology, along with eight other departments, released an implementation plan for "AI + Manufacturing," aiming for significant advancements in AI technology and its application in manufacturing by 2027 [9] - The plan includes the development of 3-5 general large models for deep application in manufacturing, the creation of 100 high-quality industrial data sets, and the promotion of 500 typical application scenarios [9]

Core Viewpoint - The Ministry of Industry and Information Technology has issued an action plan to enhance the integration of industrial internet and artificial intelligence, focusing on strengthening the supply of industrial intelligent computing power [1] Group 1: Action Plan Highlights - The plan emphasizes accelerating the integration of industrial internet with computing centers, intelligent computing centers, and supercomputing centers [1] - It encourages public computing service providers to offer services to industrial enterprises [1] - The initiative aims to guide industrial companies in speeding up the deployment of edge integrated machines and intelligent gateways [1] Group 2: Technological Upgrades - The plan promotes collaboration between industrial enterprises and equipment suppliers to drive the intelligent upgrade of edge devices [1] - It suggests deploying lightweight computing modules in production equipment, sensors, and automated guided vehicles (AGVs) to enhance real-time data processing capabilities [1]

利好消息不断！ 1月7日晚间消息，工信部等八部门印发《"人工智能+制造"专项行动实施意见》。其中提到，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。推动3—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。 就在同一天，据"工信微报"微信公众号消息，工信部近日印发《工业互联网和人工智能融合赋能行动方 案》，明确将通过实施基础底座升级、数据模型互通、应用模式焕新、产业生态融通等四大行动，推动工 业互联网和人工智能在更广范围、更深程度、更高水平上释放融合赋能效应。 八部门重磅发布 上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 加快传统软件产品和服务升级，拓展软件功能，提升用户体验。推动人工智能与研发设计类、生产控制 类、经营管理类等工业软件深度融合，提升设计生产效率。开展工业智能体技术攻关和应用推广，打造编 程开发智能体，推动智能体云化部署。研制开放协同的智能体协议和接口，提升智能体互联互通互操作效 率。选树一批工业智能体应用典型案例，发布企业级应 ...

专题：四大证券报精华 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月8日（星期四），今日报刊头条主要内容精华如下： 中国证券报 2025年12月外储规模小幅上升 国家外汇管理局1月7日发布的数据显示，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%。国家外汇管理局表示，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。 1.1万亿元买断式逆回购今日落地 中国人民银行1月7日发布消息，为保持银行体系流动性充裕，中国人民银行8日将以固定数量、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）。Wind数据显示，1月 8日将有11000亿元3个月期买断式逆回购到期。由此，央行1月8日开展11000亿元买断式逆回购操作，意 味着当月3个月期买断式逆回购等量续做，也是该政策工具连续第三个月等量续做。 规范平台规则 两部门发布规 市场监管总局1月7日消息，市场监管总局和国家网信办近 ...

Group 1 - 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, with at least 50,000 enterprises undergoing new industrial network upgrades [1] - The new industrialization emphasizes a development model that promotes high technological content, good economic benefits, low resource consumption, and minimal environmental pollution, with key industries like drones, ships, and automobiles being crucial engines for this transformation [1] - Various cities, including Suzhou and Wuxi, are actively deploying new initiatives around new industrialization, focusing on advantageous industries, artificial intelligence, and scenario construction [1] Group 2 - Suzhou held a meeting to promote new industrialization and "AI + manufacturing," emphasizing the integration of technological and industrial innovation, and the development of a modern industrial system centered on advanced manufacturing [2] - The government of Shangqiu has released an action plan to accelerate AI-enabled new industrialization, targeting the creation of over 20 provincial-level digital transformation "lighthouse" enterprises and 100 intelligent workshops by 2027 [2] - Experts indicate that 2026 will be a critical year for advancing new industrialization, with more local policies expected to be introduced [2] Group 3 - The integration of industrial internet with AI technologies like large models and intelligent agents is expected to accelerate changes in industrial models and organizational structures, leading to new products and services [3] - Huatai Securities identifies three investment opportunities under new industrialization: high-end manufacturing going global, strengthening domestic supply chains, and forward-looking investments in emerging industries that meet digital and intelligent requirements [3] - Suggested sectors for tactical investment opportunities include electronics, machinery, software, automotive, servers, medical devices, chemicals, and rare earths [3] Group 4 - ZTE Corporation leverages 5G-A, AI, and industrial internet to provide comprehensive capabilities from infrastructure to application scenarios, supporting the development of industrial internet through technological innovation [4] - Innovation Works' "Qizhi Kongming AInnoGC" industrial model features over 15 billion parameters and aims to assist enterprises in developing customized large models and accelerating the deployment of generative AI applications [4] - Tencent has launched the WeMake industrial internet platform to facilitate the digital transformation of the manufacturing industry by leveraging its digital technology capabilities and ecosystem resources [4]

Group 1 - The Ministry of Industry and Information Technology has issued an action plan to enhance the integration of industrial internet and artificial intelligence, aiming to support new industrialization by significantly improving the integration level by 2028 and facilitating the upgrade of no less than 50,000 enterprises [1] - New industrialization emphasizes a development model that promotes high technological content, good economic benefits, low resource consumption, and minimal environmental pollution, with key industries such as drones, ships, and automobiles being crucial engines for this transformation [1] - Various cities, including Suzhou, Wuxi, Zhangzhou, and Shangqiu, are actively deploying new initiatives around new industrialization, focusing on advantageous industries, artificial intelligence, and scenario construction [1] Group 2 - Suzhou held a meeting to promote new industrialization and emphasized the need for deep integration of technological and industrial innovation, aiming to build a modern industrial system centered on advanced manufacturing [2] - Shangqiu's action plan aims to create over 20 provincial-level digital transformation "lighthouse" enterprises and more than 100 intelligent workshops and factories by 2027, highlighting the role of artificial intelligence in driving new industrialization [2] - Experts suggest that 2026 will be a critical year for advancing new industrialization, with more local policies expected to be released [2] Group 3 - The integration of industrial internet with AI technologies like large models and intelligent agents is expected to accelerate changes in industrial models and organizational forms, leading to new products, services, and applications [3] - Huatai Securities identifies three investment opportunities under new industrialization: high-end manufacturing going global, strengthening domestic supply chains, and forward-looking investments in emerging industries that meet digital and intelligent requirements [3] - Suggested sectors for tactical opportunities include electronics, machinery, software, automotive, servers, medical devices, chemicals, and rare earths [3] Group 4 - ZTE Corporation leverages 5G-A, AI, and industrial internet to provide comprehensive capabilities from infrastructure to application scenarios, supporting the development of industrial internet through technological innovation [4] - Innovation Works' "Qizhi Kongming AInnoGC" industrial model features over 15 billion parameters and aims to assist enterprises in developing customized large models and accelerating the deployment of generative AI applications [4] - Tencent has launched the WeMake industrial internet platform to facilitate the digital transformation of the manufacturing industry by leveraging its digital technology capabilities and ecosystem resources [4]

在基础底座升级方面，《行动方案》指出，支持工业企业推动工业网络控网算一体化演进和能力升级， 推进重点行业开展新型工业网络改造。同时，要强化工业互联网平台要素连接、智能分析、资源配置能 力，探索依托工业互联网平台打造"模型池"，形成一批面向典型场景的工业智能体应用。 在数据模型互通方面，鼓励工业互联网企业、工业数据服务商等联合开展工业数据清洗、标注、合成、 评估，推动工业数据分类分级安全管理，打造一批高质量行业数据集。同时，将加快打造一批面向重点 行业的工业大模型、开发一批面向应用场景的专用小模型。 在应用模式焕新方面，鼓励工业企业加快平台化设计、智能化生产、个性化定制、网络化协同、服务化 延伸、数字化管理、精细化投融、可视化治理等应用模式变革，提升研发设计、生产制造、运维管理等 环节智能化水平。 值得关注的是，《行动方案》还提出要实施工业互联网与重点产业链"链网协同"工程，在钢铁、航空、 电力、石化化工、医药等重点行业编制、发布、更新、推广一批融合应用参考指南。 证券时报记者 韩忠楠 近日，工业和信息化部印发《工业互联网和人工智能融合赋能行动方案》（以下简称《行动方案》）， 明确以推动信息化和工业化深度融合为 ...

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]

近日，工业和信息化部印发《工业互联网和人工智能融合赋能行动方案》(以下简称《行动方案》)，明 确以推动信息化和工业化深度融合为主线，推动"人工智能(AI)+"在工业领域的落地。《行动方案》围 绕基础设施、要素支撑、融合应用、产业生态四个方面，提出到2028年工业互联网和人工智能融合赋能 水平实现显著提升。 在应用模式焕新方面，鼓励工业企业加快平台化设计、智能化生产、个性化定制、网络化协同、服务化 延伸、数字化管理、精细化投融、可视化治理等应用模式变革，提升研发设计、生产制造、运维管理等 环节智能化水平。 值得关注的是，《行动方案》还提出要实施工业互联网与重点产业链"链网协同"工程，在钢铁、航空、 电力、石化化工、医药等重点行业编制、发布、更新、推广一批融合应用参考指南。 为保障上述行动顺利实施，《行动方案》围绕政策、资金、人才等方面提出多项具体工作举措，鼓励地 方设立专项资金，探索建立多元化、多渠道投入机制，支持关键技术产品研发推广。 为推动工业互联网和人工智能的深度融合，《行动方案》部署基础底座升级、数据模型互通、应用模式 焕新、产业生态融通等四大行动。 在基础底座升级方面，《行动方案》指出，支持工业企业推 ...

Core Insights - The Ministry of Industry and Information Technology has issued an action plan aimed at significantly enhancing the integration of industrial internet and artificial intelligence by 2028, targeting the transformation of at least 50,000 enterprises and the creation of high-quality data sets in 20 key industries [1][2] Group 1: Action Plan Objectives - The action plan emphasizes the strategic importance of artificial intelligence and industrial internet as foundational technologies for new industrialization, aiming to accelerate changes in industrial models and organizational structures [1] - It outlines four major action areas: upgrading foundational infrastructure, ensuring data model interoperability, renewing application models, and fostering an integrated industrial ecosystem [1] Group 2: Implementation Measures - Specific measures include accelerating the development of products such as 5G programmable logic controllers, AI routers, and industrial computing network switches [1] - The plan also focuses on enhancing industrial intelligent computing power and promoting the integration of industrial internet with various computing centers [1] - It encourages the transition of industrial internet solution providers to intelligent solution providers [1] Group 3: Supportive Policies - The action plan calls for local governments to strengthen policy guidance and develop supportive measures tailored to local conditions [2] - It highlights the role of national industry-finance cooperation platforms in supporting the research and promotion of key technological products [2] - The plan encourages the establishment of special funds at the local level and the exploration of diversified funding mechanisms [2]