实施"人工智能+"科学技术行动，着力从"人工智能+"科技创新和"人工智能+"社科研究两方面入 手，打造面向东盟的应用集成高地，以人工智能技术驱动科研范式变革，加速科学发现与技术创新。实 施"人工智能+"产业升级行动，助推钢铁与有色金属、食品加工、现代绿色化工等重点产业高质量发 展，助力全产业智能化转型升级。实施"人工智能+"消费提质行动，提升消费服务能级，培育金融、文 旅商体、交通等领域的智能新消费，拓展场景与业态。实施"人工智能+"民生福祉行动，拓展人工智能 在"好房子"全生命周期的应用，以人工智能赋能健康、教育等，提升人民生活品质，共建智能社会。实 施"人工智能+"治理能力行动，以人工智能赋能社会治理、生态治理，提升政务、安全、生态的现代化 治理能力。实施"人工智能+"东盟合作行动，打造广西开放发展新高地，推动人工智能普惠共享，构建 安全共赢的治理体系。（郭亚琼 崔洪瀚） 根据《方案》，广西将聚焦国家所需、广西所能、东盟所盼，坚持"北上广研发+广西集成+东盟应 用"的发展路径，实施"人工智能+"科学技术、"人工智能+"产业升级等六大重点行动，共20项具体措 施。到2028年，实现新一代智能终端、智能体等应 ...

该方案明确了"两步走"的发展战略。到2027年，实现"十百千万"目标：培育10个特色鲜明的人工智能产业园区，打造100个优秀行业大模型，推出1000款 产业化新一代智能终端和智能体，赋能万家企业智能化升级；新一代智能终端、智能体等应用普及率超75%，人工智能核心产业规模年均增速超20%。到 2030年，打造"三个高地"：建成全国人工智能创新策源高地、产业集聚高地、融合应用示范高地，新一代智能终端、智能体应用普及率超95%，推动人工 智能与全市经济生活全方位各领域深度有机融合。 该方案部署了五大升级行动，全方位筑牢产业发展根基。 一是技术产品升级：推动组建联合实验室，建设省级以上创新平台超10个；组建人工智能创新联合体，开展科技攻关、"揭榜挂帅"；推进行业模型迭代应 用，给予大模型备案奖励；推进一批智能体实训场项目，支持智能终端研发产业化。 2026年1月4日，南京市科技创新与产业创新深度融合发展大会举行。会上，《南京市深入推进"人工智能+"行动打造国家人工智能创新应用先导区升级版 实施方案》发布。 该方案总体思路是立足南京人工智能科教资源密集、产业基础雄厚、应用场景多元先发优势，充分发挥在宁高校院所创新策源功 ...

欢迎扫描下方二维码关注： 商务部等7部门 关于提质增效实施2026年消费品以旧换新政策的通知 商消费司函2025年第697号 为深入贯彻落实党中央、国务院决策部署，按照《国家发展改革委 财政部关于2026年实施大规模设备更新和消费品以旧换新政策的通知》（发改环 资〔2025〕1745号，以下简称发改环资〔2025〕1745号文）要求，提质增效实施2026年消费品以旧换新政策，现将有关事项通知如下： 一、强化工作统筹，优化补贴政策和资金支持机制 （一）统一相关领域补贴范围和标准。 2026年，中央继续安排超长期特别国债资金，各地按比例安排配套资金，支持消费品以旧换新政策实施。全 国统一明确汽车报废更新、汽车置换更新、6类家电以旧换新（冰箱、洗衣机、电视、空调、电脑、热水器）、4类数码和智能产品购新（手机、平板、智 能手表/手环、智能眼镜）等四个领域（以下简称全国统一的四个领域）的补贴标准、组织实施方式等工作要求。对全国统一的四个领域，各地不得自行 变更补贴品类、调整补贴标准。 （二）均衡有序使用资金。 各地要科学制定补贴资金使用和兑付计划，按月均衡使用，确保消费品以旧换新政策平稳有序实施。 （七）明确组织实施原 ...

每经AI快讯，12月17日，重庆市人民政府办公厅印发《重庆市推动"人工智能+"行动方案》，到2026 年，AI和数字重庆双向赋能取得显著成效，形成一批AI赋能综合应用场景，新一代智能终端、智能体 等普及率超过70%。到2027年，AI和科技、产业、治理、民生、消费、开放等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过80%，智能经济逐步成为我市经济发展的重要增长极。 ...

Core Viewpoint - The Chongqing Municipal Government has issued the "Artificial Intelligence + Action Plan" to accelerate the intelligent innovation of the productive service industry [1] Group 1: AI Software and Information Services - The plan promotes "AI+" software information services and implements the "Starry Sky Action" to innovate the entire software development process [1] - It aims to transform industrial software into intelligent systems [1] Group 2: AI in Financial Services - The initiative emphasizes the development and application of large models in financial services, enhancing credit services, interactive risk control, and financial fraud prevention [1] - The goal is to improve the quality and efficiency of financial services [1] Group 3: Application in Productive Service Industries - The plan encourages the widespread application of new-generation intelligent terminals and intelligent systems in various sectors, including industrial design, transportation, modern logistics, and human resource services [1]

Core Viewpoint - The Fujian Provincial Government has issued measures to promote the development and application of artificial intelligence (AI) in the province, aiming to integrate AI deeply into various sectors and foster a new intelligent economy and society [3]. Group 1: Support for Industry Model Development - Focus on industry-specific needs to develop AI vertical models with high-level task processing capabilities and industry data sets, particularly in sectors like industrial, education, healthcare, transportation, agriculture, marine, and meteorology [4]. - Financial support for selected industry vertical model projects can reach up to 10 million yuan per project, based on project effectiveness [4]. Group 2: Promotion of R&D Innovation - Accelerate the transformation of AI software and hardware R&D innovations into practical applications, with rewards of 500,000 yuan for selected high-quality AI products [5]. - Encourage increased R&D investment from AI companies, with potential subsidies for R&D expenditures [5]. Group 3: Creation of Innovation Platforms - Encourage the establishment of high-level AI innovation platforms by enterprises, universities, and research institutions, with financial support of up to 500,000 yuan based on platform construction costs [5]. - Promote the development of common application platforms and industry application pilot bases [5]. Group 4: Industry Empowerment Applications - Each industry department is responsible for integrating AI into their respective fields, with a goal for the application rates of new intelligent terminals and agents to exceed 70% by 2027 and 90% by 2030 [6]. - Focus on common and high-frequency needs in government services and social governance to enhance management and governance efficiency [6]. Group 5: Enterprise Growth and Strengthening - Implement a tiered cultivation plan for AI enterprises, providing up to 300,000 yuan for selected high-quality AI companies [6]. - Encourage participation in the formulation of AI-related standards and support for compliance with standardization strategies [6]. Group 6: Accelerating Park Development - Special policies to support the construction of provincial AI industrial parks in Fuzhou, Xiamen, and Quanzhou, aiming to attract 30 core technology AI enterprises over the next three years [6]. - Annual funding of up to 10 million yuan for activities related to industrial investment and project roadshows [6]. Group 7: Optimization of Inclusive Computing Power Services - Strengthen the integration of national computing power policies and establish a public service platform for computing resources [7]. - Financial subsidies for enterprises purchasing computing power services, with a maximum subsidy of 500,000 yuan per enterprise [8]. Group 8: Data Resource Supply Enhancement - Promote the development and application of public data resources, aiming to create over 10 high-quality data sets annually [8]. - Support the establishment of data labeling bases and encourage the creation of data factor industrial parks [8]. Group 9: Talent Introduction and Cultivation - Increase efforts to attract high-end talent in AI, with specific support for teams achieving significant industrial breakthroughs [9]. - Establish a list of key AI enterprises and provide annual subsidies for core engineers [9]. Group 10: Cultivation of a Favorable Industrial Ecosystem - Organize academic conferences and training sessions to promote AI knowledge and technology exchange [10]. - Encourage the establishment of open-source communities and public service platforms to foster a developer ecosystem [10].

Core Viewpoint - Fujian Province has issued measures to promote the development and application of the artificial intelligence industry, focusing on innovation and commercialization of AI technologies and products [1] Group 1: Policy Measures - The initiative aims to accelerate the transformation of AI software and hardware research and development achievements into practical applications [1] - Support is provided for the development of next-generation intelligent terminals, intelligent agents, intelligent chips, intelligent equipment, and embodied intelligence technologies and products [1] Group 2: Financial Incentives - High-quality AI products will be selected based on technological innovation, application effectiveness, and user evaluations, with each product receiving a one-time reward of 500,000 yuan [1] - AI companies are encouraged to increase R&D expenditure, with corresponding financial rewards provided according to regulations [1] - Local governments are encouraged to offer subsidies for the R&D expenses of AI companies [1] Group 3: Intellectual Property Support - The measures support AI companies in accelerating patent layout and strengthening intellectual property protection [1]

Investment Rating - The report maintains a "Hold" rating for the computer industry [2] Core Insights - The "14th Five-Year Plan" has laid a solid foundation for industrial and technological accumulation, addressing some core "bottleneck" issues in the industrial chain, with technology expected to be the leading force in the next five years [6] - The report emphasizes that high-level technological self-reliance is crucial for leading the development of new productive forces, transforming technology from a supportive role to a core engine for economic transformation [6] - The "Artificial Intelligence+" initiative is integrated into the "15th Five-Year Plan," aiming for widespread integration of AI across various sectors by 2030 [6][7] Summary by Sections Technological Development - The innovation output index for 2024 is projected at 215.8, reflecting an 8.1% increase from the previous year [6] - The number of high-value invention patents per 10,000 R&D personnel increased by 12.5%, maintaining double-digit growth for three consecutive years [6] - The proportion of registered trademark enterprises rose by 8.4%, while the number of scientific papers and average contract amounts in the technology market both increased by 5.8% [6] Key Areas of Focus - The report identifies quantum technology, biological manufacturing, hydrogen and nuclear fusion energy, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communication as new economic growth points [6] - Quantum computing is expected to achieve commercial viability within the next decade, with the global market projected to grow from $1.1 billion in 2022 to approximately $7.6 billion by 2027 [6][7] - The brain-computer interface market is anticipated to reach $3.3 billion by 2027, driven by advancements in technology [7] Investment Recommendations - The main investment focus remains on the AI+ action plan, with expectations for AI agents to be implemented in industrial, autonomous driving, and financial sectors from 2025 to 2027 [7] - Key investment areas include AI computing infrastructure, AI agents, intelligent terminals, and green low-carbon initiatives [7] - Specific companies to watch include Hongsoft Technology, Daotong Technology, Kingdee International, and others [7]

Economic Overview - The overall economic operation in China is stable despite external pressures, supported by macro policies [2] - Key sectors such as manufacturing and services show positive growth, with significant increases in high-tech manufacturing and service production indices [2] - Industrial profits have improved, with a turnaround from a 1.7% decline to a 0.9% growth in profits for large industrial enterprises from January to August [2] Demand and Supply Dynamics - Policy effectiveness is evident, showcasing resilience and capacity to withstand pressure, with a 20% year-on-year increase in retail sales of new energy vehicles and a 5.1% growth in service retail [2] - Manufacturing investment has also risen by 5.1%, while total goods import and export value increased by 3.5% in August, with exports to Belt and Road countries growing by 12.8% [2] Risks and Challenges - The current economic operation faces several risks and challenges, with a complex external environment that requires further consolidation of the recovery foundation [3] - The National Development and Reform Commission (NDRC) plans to implement macro policies effectively and enhance economic monitoring and forecasting [3] "Three North" Project - The "Three North" project is the largest and longest ecological restoration project globally, having created 480 million acres of forest over 40 years [4] - The project requires sustained efforts and updated approaches to meet new standards for integrated ecological protection and management [4] - Future plans include establishing a stable funding mechanism and enhancing ecological product value realization [4] Artificial Intelligence Development - The government aims for over 70% application penetration of new intelligent terminals and intelligent agents by 2027 as part of the "Artificial Intelligence+" initiative [5] - The NDRC will promote the application of intelligent terminals through a clear policy environment, collaborative innovation, and market expansion [5][6] - Focus areas include education, healthcare, elderly care, and transportation, with support for pilot demonstrations and innovative consumer subsidy methods [6]

Economic Overview - The overall economic operation in China is stable despite external pressures, supported by macro policies and high-quality development efforts [2] - Key sectors such as manufacturing and services are showing positive growth, with significant increases in high-tech manufacturing and service production indices [2] - In August, the value added of major equipment manufacturing and high-tech manufacturing grew by 8.1% and 9.3% year-on-year, respectively, outpacing overall industrial growth [2] Demand Side Analysis - Consumption remains resilient, with retail sales of new energy vehicles increasing over 20% year-on-year in the first eight months [3] - Manufacturing investment grew by 5.1% in the same period, with notable increases in information services and aerospace sectors [3] - Foreign trade showed a 3.5% year-on-year increase in August, with exports to Belt and Road countries rising by 12.8% [3] Artificial Intelligence Initiatives - The government aims for over 70% application penetration of new intelligent terminals and agents by 2027 as part of the "Artificial Intelligence+" initiative [4] - The initiative emphasizes the role of private enterprises in AI development, with significant growth in new AI software companies established [4] - Measures to support private enterprises include promoting innovative operational models for computing power and providing financial incentives for AI research and development [4] "Three North" Project Development - The "Three North" project is the largest ecological restoration initiative globally, with a construction period exceeding 70 years [6] - The new overall plan for the project includes a comprehensive revision based on past experiences and current socio-economic conditions [6] - The project will focus on enhancing ecological quality and developing sustainable industries such as photovoltaic sand control and ecological tourism [6]