政务智能体发展研究报告 (2025 年) 中国信息通信研究院泰尔终端实验室 北京大学公共政策研究中心 2025年12月 版权声明 本报告版权属于中国信息通信研究院、北京大学，并 受法律保护。转载、摘编或利用其它方式使用本报告文字 或者观点的，应注明"来源：中国信息通信研究院、北京 大学"。违反上述声明者，编者将追究其相关法律责任。 前 言 党和国家高度重视政务领域人工智能的应用与治理，《关于深 入实施"人工智能+"行动的意见》和《政务领域人工智能大模型 部署应用指引》等文件在明确安全稳妥有序推进人工智能在政务领 域应用的同时，也提出要鼓励探索政务智能体、具身智能等创新应 用。当前，政务智能体应用探索持续推进，将大模型能力与政务场 景深度结合，在任务理解、流程再造、服务优化、决策支持等方面 展现出巨大潜力，正成为推动政务智能化发展的重要抓手。 报告主要从五方面展开深入分析： 发展背景与定义层面，报告指出，政务智能体的发展是供给侧 大模型与智能体技术进步、需求侧政府治理与公共服务需求升级、 政策端人工智能顶层设计与政策引导共同作用的结果。政务智能体 是指嵌入政府治理和公共服务体系，能够自主感知环境、独立决策、 调 ...

Group 1 - Beijing has announced 140 investment cooperation projects with a total investment amount of 139.75 billion yuan, focusing on new generation information technology and healthcare sectors [1] - The service trade has become a key pillar of global trade and a new engine for economic growth, with Beijing's service trade value reaching 932.49 billion yuan, accounting for 22% of the city's GDP [2] - In 2024, Beijing's service trade total is projected to be 130 billion USD, representing one-eighth of China's service trade, with a growth rate of 14.4% [3] Group 2 - The Beijing government has established eight guiding funds with a total scale of 100 billion yuan, focusing on high-tech industries such as artificial intelligence and advanced manufacturing [4] - Beijing has the highest concentration of technology innovation resources in the country, with 35 "Double First Class" universities and 145 national key laboratories [5] - The total scale of managed funds by Beijing's state-owned capital management is approximately 180 billion yuan, with a focus on new generation information technology and healthcare [6] Group 3 - Beijing has implemented over 1,700 reform measures to optimize the business environment, including a unified policy service platform and a "service package" mechanism for enterprises [7] - The global life sciences company Danaher has benefited from a specialized "service package" in Beijing, facilitating rapid project implementation [7] - Beijing Zhiyu Huazhang Technology Co., Ltd., an AI unicorn, has developed intelligent government services and collaborated on cultural tourism projects [8]

Group 1 - The core message of the news highlights Beijing's strategic initiatives to enhance its service trade sector, with a focus on attracting investment and fostering innovation in key industries such as information technology and healthcare [1][2][3]. - Beijing has announced 140 investment cooperation projects with a total investment amount of 139.75 billion yuan, alongside 20 "Artificial Intelligence+" application scenarios to facilitate the transformation of technological achievements [1]. - The city's GDP is projected to reach 4.98 trillion yuan in 2024, with service trade contributing 932.49 billion yuan, accounting for approximately 22% of the total GDP [2]. Group 2 - The global service trade is expected to reach 8.7 trillion USD in 2024, growing at a rate of 9%, significantly outpacing the overall global trade growth of 3.7% [3]. - China's service trade total is projected to be 1 trillion USD in 2024, representing one-eighth of the global total, with a growth rate of 14.4% [3]. - Beijing's service trade is anticipated to reach 130 billion USD in 2024, making up 16.4% of the city's total trade, indicating substantial growth potential compared to global averages [3]. Group 3 - Beijing has established eight government-guided funds with a total scale of 100 billion yuan, focusing on high-tech industries and frontier technologies, which have led to significant investments and the emergence of numerous unicorn companies [4]. - As of August 2025, these funds have invested 25.6 billion yuan and attracted 86.7 billion yuan in social capital, demonstrating a multiplier effect of 4.08 times [4]. - The city has developed three trillion-yuan industry clusters in information technology, technology services, and healthcare, along with seven billion-yuan industry clusters in intelligent manufacturing [4][5]. Group 4 - Beijing is recognized as a national financial management center and the first city in China to have a healthcare industry exceeding one trillion yuan, as well as being a leader in artificial intelligence [6]. - The city has implemented over 1,700 reform measures to optimize the business environment, including a unified policy service platform and a "service package" mechanism for enterprises [6]. - The presence of major global companies, such as Danaher, highlights the attractiveness of Beijing's supportive policies for innovation and the availability of top-tier talent and research institutions [6][7].

Group 1 - The "Beijing Day" and Investment Beijing Conference showcased 140 investment cooperation projects in new generation information technology and healthcare, with a total investment scale of 139.75 billion yuan [1] - The conference highlighted 20 "Artificial Intelligence+" application scenarios to facilitate the transformation of technological achievements and presented Beijing's cooperation opportunities and policies [1] - Beijing is recognized as the first city in China with a healthcare industry exceeding one trillion yuan and is also referred to as the "Artificial Intelligence Capital" [3] Group 2 - The global service trade is projected to reach 8.7 trillion USD in 2024, growing by 9%, while global trade growth is only 3.7%; service trade accounts for 26.4% of global trade [3] - China's service trade is expected to total 1 trillion USD in 2024, representing 1/8 of the global total, with a service trade share of 14.6% [3] - Beijing's service trade amounted to approximately 130 billion USD last year, accounting for 1/8 of China's service trade and 16.4% of Beijing's total trade, which is 10 percentage points lower than the global service trade share [3] Group 3 - The establishment of eight government investment funds in Beijing, with a total scale of 100 billion yuan, aims to support key sectors such as artificial intelligence and new materials, facilitating technological breakthroughs [4][5] - As of August 2025, these funds have made investment decisions totaling 25.6 billion yuan, with actual contributions of about 21.3 billion yuan, resulting in the emergence of 16 unicorns and 57 national-level specialized and innovative "little giant" enterprises [5] - The funds have attracted social capital amounting to 86.7 billion yuan, which is 4.08 times the actual contributions made by the funds [5]

"数据说明，服务贸易增长很快、占比较高，在国民经济当中的作用日益凸显，同时也说明中国服务贸 易和北京服务贸易发展的空间、发展的潜力巨大。"蔡兴华表示。 除了是国家金融管理中心外，北京还是全国首个医药健康产业破万亿的城市，也是"人工智能第一城"。 9月11日，由北京市投资促进服务中心承办的"北京日"暨投资北京大会活动在首钢园召开，大会围绕全 球投资趋势、国际技术合作、高端资源聚合等维度，阐释服务贸易与制造业、服务业融合价值，为北京 产业协同发展锚定方向，传递开放合作强信号。大会上，释放合作机遇与政策红利，在新一代信息技 术、医药健康等领域发布140个招商合作项目，招商规模达1397.5亿元；推出20个"人工智能+"应用场 景，助力科技成果转化落地，集中呈现北京的合作机遇、"两区"建设开放成果、惠企政策，向全球释放 开放合作商机与务实举措。 北京服务贸易发展潜力巨大 当前，服务贸易已经成为全球贸易的关键支柱和经济增长的新引擎。 在当日的会议中，中国银行北京市分行行长蔡兴华介绍道，2024年，全球服务贸易总额8.7万亿美元， 增长9%，而同期，全球贸易的增速仅3.7%；服务贸易占全球贸易的26.4%。 从我国来看， ...

Group 1: Investment Opportunities and Projects - The "Beijing Day" event released 140 investment cooperation projects in new generation information technology and healthcare, with a total investment scale of 139.75 billion yuan [10] - The event showcased 20 "Artificial Intelligence+" application scenarios to facilitate the transformation of technological achievements [10] - The investment environment in Beijing is continuously empowering the development of the real economy, with 8 government investment funds established, totaling 100 billion yuan, focusing on key areas like artificial intelligence and new materials [7] Group 2: Service Trade Growth - Global service trade is projected to reach 8.7 trillion USD in 2024, growing by 9%, while global trade growth is only 3.7% [4] - China's service trade volume is expected to be 1 trillion USD in 2024, accounting for 14.6% of global service trade [4] - Beijing's service trade totaled approximately 130 billion USD last year, representing 16.4% of its total trade, indicating significant growth potential [4][8] Group 3: Industry Strengths and Ecosystem - Beijing is recognized as the first city in China with a healthcare industry exceeding 1 trillion yuan and is also known as the "Artificial Intelligence Capital" [5] - The city has formed three trillion-yuan industry clusters in new generation information technology, technology services, and healthcare, along with seven hundred billion yuan industry clusters [8] - Beijing boasts the highest concentration of technology innovation resources in the country, with 35 "Double First Class" universities and numerous key laboratories and incubators [8] Group 4: Financial Performance and Fund Management - Beijing State-owned Capital Operation Management Company reported total assets exceeding 3.5 trillion yuan and an annual revenue of 1.33 trillion yuan, with a profit of 42 billion yuan [9] - The company manages around 50 funds with a total scale of approximately 180 billion yuan, focusing on key technology sectors [9]

"数据说明，服务贸易增长很快、占比较高，在国民经济当中的作用日益凸显，同时也说明中国服务贸 易和北京服务贸易发展的空间、发展的潜力巨大。"蔡兴华表示。 9月11日，由北京市投资促进服务中心承办的"北京日"暨投资北京大会活动在首钢园召开，大会围绕全 球投资趋势、国际技术合作、高端资源聚合等维度，阐释服务贸易与制造业、服务业融合价值，为北京 产业协同发展锚定方向，传递开放合作强信号。大会上，释放合作机遇与政策红利，在新一代信息技 术、医药健康等领域发布140个招商合作项目，招商规模达1397.5亿元；推出20个"人工智能+"应用场 景，助力科技成果转化落地，集中呈现北京的合作机遇、"两区"建设开放成果、惠企政策，向全球释放 开放合作商机与务实举措。 北京服务贸易发展潜力巨大 当前，服务贸易已经成为全球贸易的关键支柱和经济增长的新引擎。 在当日的会议中，中国银行北京市分行行长蔡兴华介绍道，2024年，全球服务贸易总额8.7万亿美元， 增长9%，而同期，全球贸易的增速仅3.7%；服务贸易占全球贸易的26.4%。 从我国来看，2024年，我国服务贸易的总量为1万亿美元，是全球的1/8；服务贸易占比为14.6%。再具 体 ...

and Property Completely Invest ANALA PETERNATIONAL FAN r L 阳 7 图 A HITHING land and the states of the states of the states of the status of the status of the status of the status of the status of the status of the status of the station of the stat 9月11日，由北京市投资促进服务中心承办的"北京日"暨投资北京大会活动在首钢园召开，大会围绕全球投资趋势、国际技术合作、高端资源聚合等维度， 阐释服务贸易与制造业、服务业融合价值，为北京产业协同发展锚定方向，传递开放合作强信号。大会上，释放合作机遇与政策红利，在新一代信息技术、 医药健康等领域发布140个招商合作项目，招商规模达1397.5亿元；推出20个"人工智能+"应用场景，助力科技成果转化落地，集中呈现北京的合作机 遇、"两区"建设开放成果、惠企政策，向全球释放开放合作商机与务实举措。 北京服务贸易发展潜力巨大 当前 ...

Core Viewpoint - The report evaluates the progress of Guotai Xindian Software Co., Ltd.'s "Quality Improvement and Efficiency Enhancement Return" action plan for the first half of 2025, highlighting the company's focus on operational quality, technological innovation, financial management, corporate governance, and investor communication. Group 1: Operational Quality Improvement - The company achieved operating revenue of 669.90 million yuan, with a net profit attributable to the parent company of -62.18 million yuan [1] - The company is leveraging AI technologies to enhance digital transformation in public resource trading, including the release of the "AI Large Model White Paper (2025)" [1] - New service models such as "Government Intelligent Body" and various digital solutions have been developed to improve operational efficiency and service quality [2] Group 2: Technological Innovation - The company has focused on core technologies such as low-code development and intelligent interaction platforms, with R&D expenses amounting to 201.36 million yuan, a decrease of 12.98% year-on-year [3] - The company has filed 3 invention patents and received 12 authorized patents, totaling 154 authorized patents and 1,037 software copyrights [3] - The company has established partnerships with educational institutions to enhance talent development in digital technology [3] Group 3: Financial Management - The company emphasizes cash collection efforts, with cash received from sales amounting to 907 million yuan, a decrease of 6.16% year-on-year [5] - The company is managing idle funds through low-risk investment products to ensure liquidity and improve investment returns [5] - The company has implemented a value-oriented internal management system to enhance operational efficiency and reduce costs [4] Group 4: Corporate Governance - The company has optimized its governance structure in compliance with relevant laws and regulations, ensuring effective operation and accountability [6] - Independent directors have actively participated in board meetings and provided objective opinions on significant matters [6] - New management systems for market value and public opinion have been established to enhance corporate governance [6] Group 5: Investor Communication - The company has improved the quality and transparency of information disclosure, ensuring compliance with legal requirements [8] - Multiple channels for investor communication have been established, including performance briefings and interactive platforms [9] - The company has distributed cash dividends totaling 115.91 million yuan, enhancing investor confidence [10] Group 6: Commitment to Shareholder Returns - The company completed the distribution of cash dividends for the 2024 fiscal year, distributing 3.6 yuan per 10 shares [10] - The company has executed a share repurchase plan, acquiring 8,018,025 shares, representing 2.43% of the total share capital [10] - The company aims to maintain a stable and continuous profit distribution policy to reward investors [10] Group 7: Ongoing Evaluation - The company will continue to assess the "Quality Improvement and Efficiency Enhancement Return" action plan and fulfill its disclosure obligations [11]

Core Viewpoint - The report highlights the financial performance and operational context of Guotai Xindian Software Co., Ltd. for the first half of 2025, indicating a decline in revenue and net profit, while emphasizing the growth potential in the digital economy and software industry supported by national policies [1][3]. Company Overview and Financial Indicators - Guotai Xindian Software Co., Ltd. is focused on software development in the fields of smart procurement, smart governance, and digital construction [6][12]. - The company reported a revenue of approximately 669.90 million RMB for the first half of 2025, a decrease of 14.57% compared to the same period last year [3]. - The net profit attributable to shareholders was a loss of approximately 62.18 million RMB, compared to a loss of 23.67 million RMB in the previous year [3]. - The company's total assets decreased by 5.90% to approximately 6.31 billion RMB compared to the end of the previous year [3]. Industry Context - The software and information technology service industry in China experienced a revenue growth of 11.9% in the first half of 2025, with software business revenue reaching 705.85 billion RMB [4]. - The national policies are increasingly supportive of digital transformation and the integration of digital technologies with the real economy, aiming for the core digital economy industries to account for over 10% of GDP by the end of 2025 [4][5]. - The digital government construction is advancing towards intelligent stages, with significant market demand for government data governance and smart applications [5][6]. Business Model and Key Products - The company provides integrated solutions that combine software platforms, hardware devices, and technical services to enhance clients' digital capabilities [12][15]. - In the smart procurement sector, the company offers solutions for enterprise digital procurement, public resource trading, and electronic bidding [13][14]. - In the smart governance area, the focus is on data governance, intelligent service operations, and enhancing government efficiency through digital solutions [14][15]. - The digital construction segment aims to improve regulatory efficiency and project management through integrated digital platforms [14][15]. Technological and Competitive Landscape - The software industry is characterized by high technical barriers, requiring significant expertise in software development and implementation [6][8]. - The company emphasizes the importance of continuous innovation and the accumulation of industry experience to maintain a competitive edge [6][8]. - Talent acquisition and retention are critical, as the industry demands a high level of expertise and experience from its workforce [8][9]. Future Outlook - The company is well-positioned to leverage national policies promoting digital transformation and the growth of the digital economy, with a focus on integrating AI and big data technologies into its offerings [4][5]. - The ongoing development of smart government models and the expansion of digital infrastructure are expected to create new opportunities for the company [5][6].