转自：成都日报锦观 曹立军在调研全市人工智能产业高质量发展情况时强调 坚持创新驱动 突出应用导向 推动人工智能更好赋能高质量发展 本报讯 （成都日报锦观新闻记者 张家华 李长乐） 1月4日，省委常委、市委书记曹立军前往部分园区、 企业调研全市人工智能产业高质量发展情况。他强调，要深入学习贯彻党的二十届四中全会精神和习近 平总书记关于人工智能发展的重要论述，认真落实中央和省委经济工作会议精神，坚持创新驱动，突出 应用导向，深入推进"人工智能+"行动，建强国家人工智能创新应用先导区，推动人工智能更好赋能高 质量发展。 国家超级计算成都中心是西部首个国家超算中心，算力服务覆盖全国重点城市。曹立军来到这里，认真 听取中心功能建设、算力服务、应用案例等方面情况介绍，了解超算中心赋能人工智能产业创新发展成 效。他说，超算中心是支撑基础科学研究的重大新型科技基础设施，要围绕服务国家战略，充分发挥高 性能算力赋能作用，夯实算力、算法、数据等基础底座，深化数据资源开发利用和开放共享，提升算力 供给能力和服务品质，更好赋能企业和产业高质量发展。 华西医疗机器人研究院是集产学研为一体的新型综合研发机构。曹立军来到研究院展厅，观看产 ...

Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in the consumer goods market, addressing the mismatch between what consumers want to buy and what is available for sale [1][2]. Group 1: Supply and Demand Adaptability - The plan emphasizes the need for consumer goods production to actively adapt to changing consumption trends, ensuring dynamic and precise matching of diverse consumer demands in terms of quality, structure, and utility [1]. - The initiative is expected to maximize consumption potential and promote smooth economic circulation by aligning what consumers desire with what companies produce [1]. Group 2: Consumer Goods Market Overview - China currently has a total of 230 million types of consumer goods, with over 100 categories, including home appliances, furniture, and clothing, leading the world in production [2]. - The strong manufacturing capability allows consumer goods companies to quickly respond to technological upgrades and subtle changes in consumer preferences, facilitating continuous product iteration and innovation [2]. Group 3: Specific Measures in the Implementation Plan - On the supply side, the plan includes accelerating the application of new technologies, expanding the supply of unique and new products, and focusing on sectors like smart connected vehicles and smart home devices [2]. - On the demand side, the plan aims to activate domestic demand by creating a favorable development environment, addressing differentiated needs across age groups, and enhancing consumer financial products and services [2]. Group 4: Future Market Potential - The implementation plan focuses on supply-side structural reforms, aiming to stimulate the multiplier effect and structural dividends of China's vast domestic market, with the potential to create trillions of yuan in new consumer markets by 2027 [3].

Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in consumer goods, addressing the mismatch between what consumers want to buy and what is available in the market [1][2]. Group 1: Supply and Demand Adaptability - The plan emphasizes the need for consumer goods production to actively adapt to changing consumer trends, ensuring dynamic and precise matching of diverse consumer demands in terms of quality, structure, and utility [1]. - The initiative is expected to maximize consumption potential and promote smooth economic circulation by aligning what consumers desire with what companies produce [1]. Group 2: Current Market Landscape - China currently has a total of 230 million types of consumer goods, with over 100 categories such as home appliances, furniture, and clothing leading global production [2]. - The strong manufacturing capability allows consumer goods companies to quickly respond to technological upgrades and subtle changes in consumer preferences, facilitating continuous product iteration and innovation [2]. Group 3: Specific Measures in the Implementation Plan - On the supply side, the plan includes accelerating the application of new technologies, expanding the supply of unique and new products, and focusing on emerging fields like smart connected vehicles and smart home devices [2]. - On the demand side, the plan aims to activate domestic demand potential by creating a favorable development environment, addressing differentiated needs across age groups, and implementing safety measures for children's products [2]. - The plan also includes policies for large-scale equipment updates and trade-in programs for consumer goods, as well as enhancing consumer finance products and services [2]. Group 4: Future Market Potential - The implementation plan focuses on supply-side structural reforms, aiming to stimulate the multiplier effect and structural dividends of China's vast domestic market, with the potential to create trillions of yuan in new consumer markets by 2027 [3].

Group 1 - The core viewpoint emphasizes the importance of enhancing the adaptability of supply and demand in consumer goods to stimulate consumption and expand domestic demand as a key economic strategy [1][2] - Recent policies include a total of 300 billion yuan in subsidies for replacing old consumer goods, which have already driven sales exceeding 2.4 trillion yuan in the first ten months of this year [1] - Long-term solutions for boosting consumption require strengthening social security systems and improving income distribution reforms to enhance consumer purchasing power and marginal propensity to consume [1] Group 2 - The implementation plan highlights the need to accelerate the development of artificial intelligence terminal products, transforming technological innovations into convenient consumer applications [2] - Achieving high-level dynamic adaptation of supply and demand should primarily rely on companies' insights into market needs and adjustments in their operational behaviors to strengthen competitiveness [2] - Government roles should focus on institutional innovation to release reform dividends, enforce standards for product safety and environmental upgrades, and foster a conducive environment for technological innovation, rather than directly regulating production [2]

Core Insights - The article emphasizes the importance of enhancing the adaptability of supply and demand in consumer goods to stimulate consumption and expand domestic demand as a key economic strategy [1][2] - It highlights that boosting consumption is a systemic project requiring not only financial incentives but also structural reforms in social security and income distribution to enhance consumer purchasing power [1] - The need for high-quality goods and services is stressed, particularly in the context of evolving consumer preferences, necessitating upgrades in supply-side capabilities [1][2] Summary by Sections Policy Initiatives - Recent measures by six government departments aim to enhance the adaptability of consumer goods supply and demand, continuing the focus on expanding domestic demand [1] - A total of 300 billion yuan in subsidies for replacing old consumer goods has generated over 2.4 trillion yuan in sales in the first ten months of the year [1] Structural Reforms - Long-term consumption enhancement requires building a robust social security system and reforming income distribution to improve consumer capacity and marginal propensity to consume [1] - The article stresses the importance of investing in human capital to achieve these goals [1] Supply-Side Upgrades - The need for producers to respond quickly to market demands and provide better-suited products is highlighted, addressing mismatches in supply and demand [1] - The article calls for a shift from merely increasing production to producing more adaptable and higher-quality goods [1] Technological Innovation - The implementation plan emphasizes accelerating the development of artificial intelligence terminal products, transforming technological innovations into consumer conveniences [2] - Sustainable development in technology and industry upgrades is linked to enhanced consumer demand [2] Role of Enterprises - The article asserts that achieving high-level dynamic adaptation of supply and demand should primarily rely on enterprises understanding market needs and adjusting their operations [2] - Government's role is to create a conducive environment for enterprises through institutional innovation and setting standards for safety and environmental considerations [2]

工信部等六部门近日出台系列举措增强消费品供需适配性，推动进一步扩大消费。这是一段时间以来将 扩大内需作为经济工作重中之重的政策延续。 此外，这也是统筹推进扩大内需战略和供给侧结构性改革的具体体现。本次实施方案从多处强调要加快 开发人工智能终端产品，让科技创新能真正从惊艳的技术，变成消费者身边的便利；有了更进一步的需 求牵引，科技创新、产业升级也才有可持续发展的动力。 提振消费、扩大内需是一项系统性工程。去年以来，政策层面就对提振消费的需求侧作出诸多安排，包 括影响面广、拉动效果直接的消费品以旧换新补贴、育儿补贴等。最新数据显示，今年总额为3000亿元 的消费品以旧换新"国补"资金，仅前10个月就已经带动销售额超2.4万亿元。但提振消费绝非仅靠"发 钱"就能够解决，尤其是从长期发展角度来看，归根结底要通过进一步筑牢社会保障屏障、完善收入分 配制度改革，增强消费者的消费能力、提高边际消费倾向，目前相关部门频繁强调要"投资于人"也在于 此。 当然，推动实现供需高水平的动态适配，应当主要依靠企业本身洞察市场需求、调整经营行为，从而夯 实竞争力。在这个过程中，政府部门绝不是也绝不能代替企业进行生产调节，而是通过制度创新 ...

Economic Growth and Policy Focus - The economic growth target for 2026 is set around 5%, emphasizing the shift towards domestic demand, particularly in the areas of livelihood and consumption[2][9]. - The "14th Five-Year Plan" aims for a per capita GDP growth rate of approximately 4.4% annually, with a potential GDP growth rate of around 5% during this period[8]. Fiscal Policy and Budget - The general public budget deficit rate for 2026 is projected to be 4.2%, with a deficit scale of 6.18 trillion yuan, an increase of 520 billion yuan from 2025[3][15]. - In a more optimistic scenario, the deficit rate could rise to 4.5%, with a total deficit of 6.62 trillion yuan, reflecting an increase of 960 billion yuan[16]. Social Welfare and Consumer Support - Fiscal spending on child-rearing subsidies is expected to be between 100 billion to 120 billion yuan in 2026, alongside an expansion of free preschool education costing over 50 billion yuan[3][10]. - The increase in urban and rural residents' basic pensions is anticipated to exceed 1,000 billion yuan, with a minimum increase of 50 yuan per person[11]. Investment and Infrastructure - Effective investment will be expanded, focusing on urban renewal and basic public service construction, with an estimated 200 billion yuan allocated for urban renewal projects[4][28]. - The issuance of special bonds for equipment upgrades is expected to remain at 200 billion yuan, supporting the modernization of key industries[5][34]. Debt Management and Corporate Support - The issuance of special refinancing bonds is projected to reach 2 trillion yuan in 2026, aimed at alleviating debt pressure on local governments[35]. - The new local government special bond limit is expected to reach 5 trillion yuan, with 1.6 trillion yuan allocated for debt repayment and 2.9 trillion yuan for project construction, marking an increase of 1 trillion yuan from 2025[36].

Market Overview - On November 18, the A-share market experienced fluctuations, with the Shanghai Composite Index and Shenzhen Component Index both dropping over 1% during the day. The Shanghai Composite Index closed down 0.81% at 3939.81 points, while the Shenzhen Component Index fell 0.92% to 13080.49 points, and the ChiNext Index decreased by 1.16% to 3069.22 points [2][3] - The total trading volume in the Shanghai and Shenzhen markets reached 1.93 trillion yuan, an increase of 15.3 billion yuan compared to the previous trading day [2] Sector Performance - The market showed mixed performance across sectors, with over 4100 stocks declining. Notably, AI application concepts rose against the trend, while semiconductor and robotics sectors showed active performance. Conversely, popular themes recently faced corrections, with the Fujian sector experiencing significant declines and the lithium battery sector showing weakness [2] - Sectors with notable gains included AI applications and software development, while battery, coal, and steel sectors faced the largest declines [2] International Market - On the same day, U.S. stock indices collectively fell, with the Dow Jones down 1.07%, the S&P 500 down 0.83%, and the Nasdaq down 1.21%. Major tech stocks like Amazon and AMD dropped over 4%, while Microsoft and Nvidia fell more than 2% [4][5] - European markets also saw declines, with the FTSE 100 down 1.27%, the CAC 40 down 1.86%, and the DAX down 1.74% [4][5] - International oil prices increased, with WTI crude oil rising by 1.39% to $60.74 per barrel [4][5] Policy and Development Initiatives - The Ministry of Industry and Information Technology aims to establish around 200 high-standard digital parks by 2027, focusing on digital transformation and management improvements for industrial enterprises [7] - The National Development and Reform Commission approved five inter-regional power mutual assistance projects, with a total investment of 24.4 billion yuan, enhancing cross-regional power supply capabilities [9][10] - Beijing plans to incubate 3,000 technology-based enterprises and 600 specialized and innovative enterprises by 2027, aiming to form a robust technology transfer system [11] Company Announcements - Several companies reported significant developments, including: - Furi Shares' third-largest shareholder transferring 6.36% of shares [15] - Xianhui Technology receiving contracts worth approximately 796 million yuan from CATL [15] - Jiemai Technology signing a cooperation agreement with CATL for lithium battery composite materials [15] - Hongbo Shares won an arbitration case, receiving over 243 million yuan in compensation [16] Fund Flow Analysis - The internet services sector saw a net inflow of 4.186 billion yuan, while the battery sector experienced a significant net outflow of 10.625 billion yuan [17] - Notable stocks with net inflows included Liou Shares and N Hengkun, while Sunshine Power and CATL faced substantial net outflows [17]

Core Viewpoint - The Chongqing Municipal Economic and Information Commission has issued an action plan to accelerate the innovation transformation of the artificial intelligence terminal industry from 2026 to 2030, focusing on product development and market expansion [1] Group 1: Action Plan Details - The plan includes the establishment of a directory for innovative AI terminal products and a list of popular products to promote and cultivate a range of standardized "hot-selling products" [1] - Support will be provided for the establishment of exhibition and experience centers to showcase AI terminal products through multiple channels, enhancing consumer awareness of these products [1] Group 2: Market Expansion Initiatives - The plan encourages outstanding products to enter overseas markets, supporting companies in developing AI terminal products tailored to specific international market demands [1] - AI terminal enterprises will be supported in participating in high-end exhibitions abroad to further promote their products [1]

Market Performance - The A-share major indices strengthened, with the ChiNext Index leading the gains, breaking through 3200 points and reaching a three-year high, with an approximate cumulative increase of 80% since the low on April 8 [1][2] - As of the midday close, the ChiNext Index rose by 2.22% to 3256.38 points, the Shanghai Composite Index increased by 0.16% to 3859.62 points, and the Shenzhen Component Index climbed by 1.14% to 13508.98 points [1][2] Sector Highlights - Technology growth sectors such as solid-state batteries, AI applications, AI computing hardware, and consumer electronics saw collective surges, with leading stock CATL reaching a historical high and surpassing Kweichow Moutai in market capitalization [2][4] - Solid-state battery concept stocks strengthened, with EVE Energy surging over 9% at one point and closing up 7.81%, while CATL's A-shares rose nearly 5%, reaching a total market capitalization of 1.83 trillion yuan [4][6] - The AI application and AI computing hardware sectors also rebounded, with Inspur Information hitting the daily limit and reaching a historical high, pushing its market capitalization above 110 billion yuan [7][9] Industry Developments - The 7th High Energy Density Solid-State Battery Key Materials Technology Conference was held in Suzhou, focusing on solid-state electrolytes, electrode materials, and industrialization progress, providing a platform for collaboration among enterprises and research institutions [6] - According to Guotai Junan Securities, the industrialization of solid-state batteries is expected to accelerate, with a potential milestone year in 2027 for full solid-state battery production [6] - The Ministry of Commerce and other departments recently issued guidelines to promote digital consumption, encouraging innovation in AI terminal products and accelerating the development of smart appliances and connected vehicles [12]