专题：凝心聚力共奋进 十五五开局创未来——2026全国两会财经特别报道 新浪科技讯 3月2日上午消息，2026年全国两会召开在即，新浪科技获悉，今年两会，第十四届全国政 协委员、360创始人、董事长兼CEO周鸿祎将主要围绕AI安全、AI落地、AI应用、AI培训等以AI为核心 的多方面展开。 关于AI赋能安全，当前Anthropic等已通过AI编程、AI查找漏洞把很多原来安全上不能解决的问题给解 决了，因此，周鸿祎建议关注AI智能体。据他介绍，360已经做了几十种上万个AI安全智能体，这些智 能体能够实现AI挖掘软件漏洞、自动运行，同时能智能抵御其它国家的黑客智能体，包括用AI智能体 来解决AI的安全问题。现在中国有两百万家中小企业已经在用360的AI智能体来帮他们的企业安全做实 时防护。 关于AI赋能安全，当前Anthropic等已通过AI编程、AI查找漏洞把很多原来安全上不能解决的问题给解 决了，因此，周鸿祎建议关注AI智能体。据他介绍，360已经做了几十种上万个AI安全智能体，这些智 能体能够实现AI挖掘软件漏洞、自动运行，同时能智能抵御其它国家的黑客智能体，包括用AI智能体 来解决AI的安全问题。现在中 ...

Core Insights - The integration of AI inference chips is becoming crucial for automotive intelligence as autonomous driving approaches [2][10] - The demand for inference chips is expected to significantly increase by 2026 due to the rapid growth of automotive intelligence needs [3] Inference Demand Surge - AI model training has been a key growth driver for the AI chip market, with high-end chips like NVIDIA's H100 and H200 being highly sought after, often resulting in multi-million dollar orders [4] - Inference chips have now surpassed training chips in demand, becoming the new mainstay for data center computing power and smart driving applications, as companies focus on translating large models into practical applications [4][5] Automotive Intelligence Key to Success - Autonomous vehicles are evolving into highly integrated "smart mobile terminals" that require real-time decision-making capabilities, supported by the powerful computing power of inference chips [6] - A Level 4 autonomous vehicle can generate data volumes of several gigabytes per second, necessitating rapid processing and analysis for effective driving decisions [6][7] Performance and Efficiency of Inference Chips - Inference chips are designed for edge computing, allowing for immediate data processing without relying on cloud transmission, which is critical for timely decision-making in autonomous driving [7] - New generation inference chips utilize advanced architectures and manufacturing processes, such as 7nm technology, to provide high performance while significantly reducing energy consumption [8] Customization for Autonomous Driving - Inference chips must be tailored for core tasks in autonomous driving, such as visual recognition and decision control, through customized neural network accelerators to enhance processing efficiency and accuracy [9] Industry Transformation with Inference Chips - Inference chips represent a pivotal point in AI industry development, acting as a bridge from research to market application and playing an essential role in automotive intelligence [10] - Achieving automotive-grade certification is a significant hurdle for inference chips, requiring rigorous environmental testing to ensure reliability and stability throughout the vehicle's lifecycle [10][11] Challenges and Future Outlook - Algorithm adaptation is a key challenge for inference chips in automotive applications, necessitating close collaboration between chip manufacturers and automotive companies to optimize performance [11] - The rise of inference chips marks a new phase in the AI and autonomous driving industry, addressing core issues such as cost, latency, and privacy, and enabling deeper integration of AI technologies into operational contexts [11][12] - As AI technology and automotive hardware converge, the future application prospects for inference chips will expand, with increasing competition among automotive companies to develop more competitive autonomous driving solutions [12]

Core Insights - Shanghai is emerging as a leading hub for the semiconductor and artificial intelligence industries in China, with significant growth projections for both sectors by 2025 [1][7][13] - The rapid expansion of the general GPU market in China is driven by the increasing demand for computing power, particularly due to the rise of AI models [3][6] - A number of innovative AI companies have recently gone public, highlighting the vibrant "Shanghai tech sector" [6][11] Industry Overview - The integrated circuit industry in Shanghai is expected to achieve a revenue scale exceeding 488 billion yuan by 2025, doubling in five years [1] - The artificial intelligence industry in Shanghai is projected to exceed 550 billion yuan, with a growth rate surpassing 30% [1] - Shanghai ranks fourth globally and first in China in the latest global integrated circuit industry competitiveness ranking [8] Company Developments - Wallen Technology, the first GPU company listed on the Hong Kong stock market, has set a record for the largest IPO since the implementation of the special technology company listing mechanism [3] - TianShu Intelligent Chip is expected to deliver approximately 15,000 general GPU units in the first half of 2025, covering various sectors including finance and healthcare [3] - MiniMax, a rapidly growing AI company, has achieved significant milestones in video model development, generating over 590 million videos [4][5] Investment and Ecosystem - Shanghai has established a comprehensive investment ecosystem, including a fund matrix with a scale of 105 billion yuan to support core technology breakthroughs and industry chain organization [11][12] - The city is fostering a collaborative environment for AI companies, with over 200 AI enterprises having settled in the "Mosu Space" innovation community [9][10] - The government is actively supporting innovation by facilitating pilot projects for new products, which is crucial for early-stage product iteration [12]

Group 1 - The A-share market experienced a fluctuating trend on January 22, with the semiconductor and computing power industry showing a high opening but low closing, while the Sci-Tech Innovation 50 ETF rose by 0.37% [1] - Notable stock performances included Longxin Zhongke rising by 8.81%, reaching a historical high, and other companies like Chipone Technology, China Railway Signal & Communication, and Lanke Technology also showing significant gains [1] - The Ministry of Industry and Information Technology announced a "AI + Manufacturing" initiative, aiming to accelerate breakthroughs in key technologies such as training chips and heterogeneous computing power, with the AI core industry expected to exceed 1.2 trillion yuan by 2025 [1] Group 2 - The Sci-Tech Innovation 50 ETF tracks the Sci-Tech Innovation 50 Index, with over 70% of its holdings in the electronics sector, aligning well with the development of cutting-edge industries like artificial intelligence and robotics [2] - The ETF also covers various sub-sectors including semiconductors, medical devices, software development, and photovoltaic equipment, indicating a high content of hard technology [2] - Investors optimistic about the long-term development prospects of China's hard technology are encouraged to continue monitoring this ETF [2]

Group 1 - The market experienced a rebound on January 22, with all three major indices turning positive, and the ChiNext index showing strong performance [1] - The Chip ETF Tianhong (159310) recorded a trading volume exceeding 27 million yuan, with a net subscription of 2 million shares, driven by leading stocks such as Longxin Technology and Chipone Technology [1] - The Electronic ETF (159997) had a trading volume over 40 million yuan, with stocks like Pengding Holdings and China Great Wall leading the gains [1] Group 2 - The Tianhong Chip ETF tracks the CSI Chip Industry Index, which is expected to see a 37.62% year-on-year growth in net profit attributable to shareholders in the first half of 2025, supported by policy and demand [1] - The Electronic ETF focuses on the semiconductor, consumer electronics, and AI chip sectors, providing exposure to leading companies in the digital economy's "hard technology" investment opportunities [1] - The Ministry of Industry and Information Technology announced plans to accelerate the high-quality development of the AI industry, emphasizing technological innovation and breakthroughs in key technologies such as training chips and heterogeneous computing power [1] Group 3 - A research team from Fudan University has developed "fiber chips," which are expected to provide critical support for future industries like brain-machine interfaces [2] - The global AI industry is shifting from model training to inference, with domestic cloud vendors' AI computing power center construction plans expected to drive demand for high-performance chips [2] - AI is increasingly penetrating traditional consumer electronics such as smartphones, PCs, and wearable devices, along with innovative AI hardware like AI glasses and toys, which will boost both volume and price of core components like SOC chips [2]

Group 1: Industrial and Technological Development - The Ministry of Industry and Information Technology (MIIT) will implement the "Implementation Opinions on Promoting Future Industrial Innovation Development" and has initiated the second phase of 6G technology testing, focusing on breakthroughs in training chips and heterogeneous computing power [1][20] - MIIT aims to cultivate emerging pillar industries and will create national demonstration bases for the development of emerging industries, enhancing government investment fund efforts [5][6] - The ministry will promote smart manufacturing by implementing intelligent manufacturing projects and nurturing smart factories [7][8] Group 2: Consumer and Market Trends - MIIT will optimize product supply in line with consumption upgrade trends, enhancing the development ecosystem for Chinese consumer brands and promoting intelligent, green, and integrated development in consumer goods [9][10] - The ministry plans to develop key energy-saving and environmental protection equipment and solutions, facilitating the transition from demonstration applications to large-scale popularization of advanced technologies [13][14] Group 3: AI and Manufacturing Integration - MIIT will focus on technological innovation in AI and manufacturing, accelerating breakthroughs in critical technologies such as training chips and heterogeneous computing power, and fostering the development of application service providers [11][12] - The ministry will enhance ecological construction by establishing industry standards and ensuring algorithm security and data protection [12] Group 4: Support for SMEs - MIIT will formulate a development plan for small and medium-sized enterprises (SMEs) and implement measures to clear overdue payments to protect the rights of SMEs [17] Group 5: Digital Services and Robotics - MIIT will advance the "Ten Practical Matters for Warm Digital Services," enhancing digital service supply for vulnerable groups and expanding coverage of services [22] - The ministry will continue to promote innovation and upgrades in humanoid robot technology, driving the development of the embodied intelligence industry [25]

Core Viewpoint - The application of artificial intelligence (AI) in China's manufacturing sector has shown significant results, leading to the creation of new jobs and career opportunities for workers [1]. Group 1: Industry Growth and Projections - By 2025, the number of AI companies in China is expected to exceed 6,000, with the core industry scale projected to surpass 1.2 trillion yuan, and intelligent computing power reaching 1,590 EFLOPS [5]. - AI applications have already penetrated key industries such as steel, non-ferrous metals, electricity, and telecommunications, gradually integrating into product development, quality inspection, and customer service [9]. Group 2: Key Technology and Ecosystem Development - The Ministry of Industry and Information Technology emphasizes the need to accelerate breakthroughs in critical technologies such as training chips and heterogeneous computing power, while focusing on software programming, new materials research, pharmaceutical development, and information communication [13]. - A national AI industry investment fund with a scale of 60 billion yuan has been launched, and over 40 key national standards have been developed and released [16]. Group 3: Talent Development and Safety Governance - The ministry aims to enhance the AI literacy of workers and cultivate more professionals who understand both AI and manufacturing, thereby driving the transformation of organizational models, work methods, and production paradigms [18]. - There is a focus on strengthening algorithm security protection and training data protection to improve companies' ethical risk prevention capabilities [13].

Market Overview - The three major indices collectively rose on January 21, 2026, with the Shanghai Composite Index up 0.08% at 4116.94 points, the Shenzhen Component Index up 0.70% at 14255.13 points, and the ChiNext Index up 0.54% at 3295.52 points. The total trading volume in the two markets was 26,003 billion yuan, a decrease of approximately 1,771 billion yuan compared to the previous trading day [2]. Market Performance - The overall market experienced a rise and subsequent pullback, with core broad-based indices showing more gainers than losers. The STAR 50 and STAR ChiNext 50 led the gains, while the CSI Dividend and Dividend Index lagged [3]. - In terms of sector performance, the non-ferrous metals, electronics, and machinery equipment sectors saw increases, while the banking, coal, and food and beverage sectors declined [5]. Sector Performance - Non-ferrous metals sector rose by 2.8%, electronics by 2.6%, and machinery equipment by 1.5%. Conversely, the banking sector fell by 1.6%, and food and beverage sector dropped by 1.5% [6][8]. - The performance of various sectors over different time frames indicates a strong year-to-date performance for non-ferrous metals and electronics, with increases of 15.9% and 12.8% respectively [6]. Concept Themes - Key concept themes included significant gains in lead, zinc, and gold concepts, with increases of 5.0%, 4.8%, and 3.8% respectively. In contrast, the duty-free shop and trust concepts saw declines of 1.2% and 1.1% [7]. - The non-ferrous metals market is expected to face a potential supply shortage due to new mining regulations in Indonesia, which could lead to a price rebound for nickel, a metal that has underperformed compared to other industrial metals [8]. Industry Insights - The Ministry of Housing and Urban-Rural Development emphasized the need to stabilize the real estate market and support reasonable financing needs of real estate companies, indicating a proactive approach to market stabilization [8]. - The Ministry of Industry and Information Technology announced plans to promote humanoid robot technology and accelerate breakthroughs in key technologies such as training chips and heterogeneous computing [8].

Group 1 - The core viewpoint of the article emphasizes the Chinese government's commitment to advancing the artificial intelligence (AI) industry through the implementation of the "AI + Manufacturing" initiative, aiming for high-quality development in this sector [2] - The Ministry of Industry and Information Technology plans to focus on technological innovation, particularly in overcoming challenges related to training chips and heterogeneous computing power, which are critical technologies for AI advancement [2]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Design Theme Index (950162) surged by 5.48%, with the E Fund Chip Design ETF (589030) rising over 6% at one point, indicating active market trading [1] - The State Council held a press conference discussing the achievements in industrial and information technology development by 2025, emphasizing the focus on technological innovation and key technology breakthroughs in areas like training chips and heterogeneous computing [1] - AI computing power demand is continuously surging, driving the acceleration of advanced process technology iterations, with TSMC projecting record high revenue in Q4 2025, where advanced processes (7nm and below) will account for 77% of revenue, with 3nm process shipments reaching 28% [1] Group 2 - TSMC has raised its compound annual growth rate (CAGR) forecast for AI accelerator revenue to nearly mid-high 50% for 2024-2029, significantly above the company's overall long-term revenue growth target of 25% [2] - The substantial increase in capital expenditure to $52-56 billion in 2026 reflects the strong global demand for AI computing power, indicating a sustained positive outlook for the data center industry chain [2] - The E Fund Chip Design ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Design Theme Index, which selects listed companies in the chip design sector to reflect the overall performance of this field [2]