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]

Core Viewpoint - The overall economic operation in China remains stable despite external pressures, supported by macro policies and a focus on high-quality development [4]. Economic Performance - Production is steadily growing, with significant increases in key sectors: the added value of large-scale equipment manufacturing and high-tech manufacturing rose by 8.1% and 9.3% year-on-year in August, respectively [4]. - The service sector's production index increased by 5.6% year-on-year, with the accommodation and catering industry showing accelerated growth [4]. - Industrial profits improved, with profits of large-scale industrial enterprises turning from a year-on-year decline of 1.7% in the first seven months to a growth of 0.9% in the first eight months [4]. Demand Side Analysis - Policy effectiveness is evident, showcasing resilience and pressure resistance: the retail sales of new energy vehicles increased by over 20% year-on-year in the first eight months, and service retail sales grew by 5.1% [4]. - Manufacturing investment rose by 5.1%, while the total import and export volume increased by 3.5% year-on-year in August, with exports to countries involved in the Belt and Road Initiative growing by 12.8% [4]. Policy Initiatives - A new type of policy financial tool has been introduced with a total scale of 500 billion yuan, aimed at supplementing project capital [5]. - The government is working to ensure that these funds are allocated to specific projects to accelerate construction and increase effective investment [6]. Artificial Intelligence Development - The government aims for the application penetration rate of new-generation intelligent terminals and intelligent agents to exceed 70% by 2027 [6]. - The focus will be on creating a conducive policy environment, promoting technological innovation, and expanding market demand in key sectors such as education, healthcare, and transportation [7].

本报北京9月29日讯（记者顾阳）国家发展改革委29日举行例行发布会，就当前宏观经济运行情况、"人 工智能+"行动、"三北"工程总体规划、新型政策性金融工具等话题进行了回应。 近日印发的《关于深入实施"人工智能+"行动的意见》提出，到2027年，新一代智能终端、智能体等应 用普及率超70%。 "新一代智能终端、智能体可以自主感知数据、信息、环境，自主进行任务规划、决策和执行，是人工 智能技术应用落地的直接载体。"李超表示，下一步，将从构建导向明确、尊重规律、规范发展的政策 环境，协同推进技术攻关和开源共享，供需两端同步发力推动市场扩容等方面发力，推动新一代智能终 端、智能体加快应用普及。 原标题：持续发力、适时加力实施宏观政策 8月份，我国部分经济指标出现了波动。在消费增速放缓、投资增长乏力、出口面临不确定性的情况 下，全年经济增长目标能否按计划实现，引发市场关注。"从全局全貌看，尽管面临外部压力，但在宏 观政策持续发力等因素带动下，我国经济运行总体平稳，高质量发展扎实推进。"国家发展改革委政研 室副主任、新闻发言人李超说。 从供给侧看，生产平稳增长，制造业、服务业的重点领域增势良好。8月份，规模以上装备制造业 ...

Economic Overview - The overall economic operation is stable despite external pressures, supported by macro policies [2] - Manufacturing and service sectors show positive growth, with significant increases in high-tech manufacturing and service production indices [2] - In August, the value added of equipment manufacturing and high-tech manufacturing grew by 8.1% and 9.3% year-on-year, respectively [2] Demand Side Analysis - Policy effectiveness is evident, showcasing resilience and capacity to withstand pressure [3] - Retail sales of new energy vehicles increased by over 20% year-on-year in the first eight months, while service retail sales grew by 5.1% [3] - Manufacturing investment rose by 5.1%, with notable increases in information services and aerospace sectors [3] - In August, total goods import and export value increased by 3.5% year-on-year, with exports to Belt and Road countries growing by 12.8% [3] Artificial Intelligence Action Plan - The State Council has issued an opinion to implement the "Artificial Intelligence+" action, aiming for over 70% application penetration of new intelligent terminals and agents by 2027 [4] - The initiative emphasizes the role of private enterprises in AI development, with significant growth in AI software startups [4] - Measures include promoting innovative operational models for computing power infrastructure and supporting the development of standardized cloud services [4] "Three North" Project Development - The "Three North" project is the largest ecological protection and restoration initiative globally, with a construction period exceeding 70 years [5][6] - The new overall plan includes a comprehensive revision of previous phases, focusing on coordinated management of desertification, water, and mountain issues [6] - The project will enhance its self-sustaining capabilities by integrating ecological industries such as photovoltaic sand control and specialty agriculture [6]

Core Viewpoint - The National Development and Reform Commission (NDRC) emphasizes the need for continued macroeconomic policy support to address ongoing economic risks and challenges, while expressing confidence in achieving annual economic goals [1][2]. Group 1: Economic Policy and Support - The NDRC plans to implement macroeconomic policies actively and strengthen economic monitoring and forecasting to adapt to changing circumstances [1]. - The NDRC aims to maintain stable and healthy economic development by releasing the effects of various policies [1]. Group 2: Artificial Intelligence Initiatives - Following the release of the "Artificial Intelligence+" action plan, the NDRC will promote the widespread application of new intelligent terminals and systems, targeting a 70% adoption rate by 2027 [1]. - The NDRC will create a conducive policy environment, promote technological innovation, and expand market demand in key sectors such as education, healthcare, and transportation [1][2]. Group 3: Support for Enterprises - The NDRC will support various enterprises, including private companies, to participate in the "Artificial Intelligence+" initiative through policy and financial measures [2]. - A new policy financial tool with a scale of 500 billion yuan will be established to supplement project capital, aimed at accelerating project construction and effective investment [2].

Economic Overview - In August, some economic indicators in China showed fluctuations, raising concerns about the achievement of the annual economic growth target amid slowing consumption, weak investment growth, and uncertain exports [1][2] - Despite external pressures, China's economy is generally stable, with high-quality development being steadily advanced, supported by continuous macro policy efforts [1][2] Supply-Side Analysis - Production is steadily growing, with significant increases in key sectors; in August, the added value of large-scale equipment manufacturing and high-tech manufacturing grew by 8.1% and 9.3% year-on-year, respectively [1] - The service sector's production index increased by 5.6% year-on-year, with the accommodation and catering industry showing accelerated growth [1] Profitability Improvement - Industrial profits have shown significant improvement; in the first eight months, the profit growth rate for large-scale industrial enterprises turned positive, from a decline of 1.7% to a growth of 0.9% year-on-year [1] - Monthly profit growth shifted from a decline of 1.5% in July to a growth of 20.4% in August [1] Demand-Side Resilience - Policy effectiveness is evident, with strong resilience and pressure resistance; retail sales of products related to trade-in programs continue to grow rapidly, and service consumption potential is being released [2] - Manufacturing investment grew by 5.1% in the first eight months, with significant increases in specific sectors such as information services and aerospace manufacturing [2] Foreign Trade Performance - In August, the total value of goods imports and exports increased by 3.5% year-on-year, with both exports and imports achieving growth for three consecutive months [2] Artificial Intelligence Initiative - The "Artificial Intelligence+" initiative aims for over 70% application penetration of new intelligent terminals and intelligent agents by 2027 [2][3] - The initiative emphasizes the importance of private enterprises in driving AI development, with 254,000 new AI software R&D private companies established in the first quarter of this year [3] Policy Support for AI Development - The National Development and Reform Commission (NDRC) plans to support various enterprises, including private ones, in participating in the "Artificial Intelligence+" initiative through policy and financial measures [3] "Three North" Project - The "Three North" project is the largest ecological protection and restoration project globally, with a new overall plan emphasizing grand strategic goals and diverse governance models [4] New Financial Tools - A new type of policy financial tool has been established with a scale of 500 billion yuan, aimed at supplementing project capital [5] - The NDRC is working to ensure that these funds are allocated to specific projects to promote effective investment and economic stability [5]