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刚刚,利好来了!上海,重磅发布!
券商中国· 2025-10-14 11:29
Core Viewpoint - Shanghai's government has released the "Action Plan for High-Quality Development of the Intelligent Terminal Industry (2026-2027)", aiming to strengthen the intelligent terminal industry with a target scale exceeding 300 billion yuan by 2027, and to cultivate globally influential consumer terminal brands and leading enterprises [1][2]. Group 1: Key Actions for Terminal Core Products - The plan emphasizes the development of artificial intelligence computers, aiming to establish a production base with an annual capacity of 10 million units and to transform traditional computer production towards AI computers [1][2]. - It aims to enhance the scale of intelligent computing terminals, including the development of edge computing integrated machines and AI-enabled solutions for various industries [2][4]. Group 2: Key Technology Foundations - The plan outlines five specific measures, including strengthening the layout of edge AI chips and improving model performance for terminal products [4][5]. - It supports the development of core chips like SoC and CPU across major technology routes (X86, ARM, RISC-V) and promotes the advancement of edge GPU chips [4][5]. Group 3: Industrial Ecosystem Optimization - The plan highlights the need for increased financial support for the industry through investment funds and encourages state-owned enterprises to participate in the development of the intelligent terminal industry [6]. - It aims to create industrial clusters by enhancing collaboration between districts and fostering competitive enterprises within the intelligent terminal supply chain [6].