到2035年，上海人均地区生产总值比2020年翻一番。 1月19日，《中共上海市委关于制定上海市国民经济和社会发展第十五个五年规划的建议》（以下简 称"上海'十五五规划建议'"）全文公布。根据上海"十五五规划建议"，上海"十五五"期间将实现经济增 长保持在合理区间、与全国保持同步，全要素生产率稳步提升，制造业保持合理比重，产业引领力、竞 争力持续提高，服务业创新发展取得重大进展，现代乡村产业体系更为健全，新质生产力加快培育，国 际消费中心城市建设取得突破，内需拉动经济增长主动力作用持续增强。 其中，上海在"十五五"时期将加强量子科技、脑机接口、可控核聚变、生物制造、第六代移动通信等领 域敏捷布局；积极推动筹建上海国际金融资产交易平台；支持市场化并购基金、企业风险投资基金、外 资创投基金发展，完善股权投资交易定价机制和退出渠道等。 在此基础上再奋斗五年，到2035年，上海"五个中心"功能全面升级，重要发展指标达到国际领先水平， 城市能级和核心竞争力显著提升，人均地区生产总值比2020年翻一番，基本建成具有世界影响力的社会 主义现代化国际大都市。 加快建设"五个中心" 上海"十五五规划建议"表示，上海在"十五五" ...

Group 1 - The Shanghai Municipal Committee has released suggestions for the 15th Five-Year Plan, emphasizing the promotion of full-stack innovation in artificial intelligence, development of high-performance intelligent computing chips, high-quality data, and efficient intelligent computing clusters [1] - Dongxing Securities believes that the AI industry is currently in a phase of policy, technology, and demand resonance, with the "AI+" initiative providing top-down policy support and potential funding, leading to improved performance validation for domestic chip and cloud computing leaders [1] - The AI industry's prosperity is expected to continue rising, maintaining its dominant position in technology investment [1] Group 2 - Bank of China Securities states that AI has entered the "Physical AI" era, which emphasizes the integration of real physical dynamics such as gravity and friction for precise execution of complex tasks, supported by core pillars like the Newton physics engine and GPU+LPU hybrid architecture [2] - Robotics and autonomous driving are identified as ideal carriers for "Physical AI" [2] - The core raw materials for AI are anticipated to reach a critical transition point from "0 to 1," indicating a shift towards commercialization in real-world applications [2] - "Physical AI" requires substantial computational power and data resources, raising the demands for AI infrastructure development [2]

《 中共 上海市 委关于制定上海市国民经济和社会发展第十五个五年规划的建议》发布。 《建议》提出，以先进制造业为骨干， 构建"2+3+6+6"现代化产业体系，打造世界级高端产业集群，打响"上海制造"品牌。 推动传统产业 数智化、绿色化转型，扩大机器人应用、设备智联和生产环节数智化，发展绿色制造 ，加强新技术新产品创新迭代，推动化工、钢铁、轻 工等产业提质升级。加快发展三大先导产业，提高集成电路装备能级、制造水平和设计能力，推动全产业链整体突破和发展壮大；加强重要 创新药械研发，坚持药物新靶点新机制开发、成果转化加速、临床试验提效、多元支付创新等综合施策，促进生物医药高端高效发展；推动 人工智能全栈创新，加强高性能智算芯片、高质量语料、高效能智算集群协同发展，推动基础大模型迭代升级和具身智能技术熟化，深入实 施"人工智能+"行动，持续推进"模塑申城"工程，加快垂类模型应用和多智能体开发，深化人工智能治理。 中共上海市委关于制定上海市国民经济和社会发展第十五个五年规划的建议 （2025年12月22日中国 共产党 上海市第十二届委员会第八次全体会议通过） 中国 共产党 上海市第十二届委员会第八次全体会议深入学习贯彻 ...

每经AI快讯，据上海发布1月19日消息，《中共上海市委关于制定上海市国民经济和社会发展第十五个 五年规划的建议》发布。《建议》提出，加快发展三大先导产业，提高集成电路装备能级、制造水平和 设计能力，推动全产业链整体突破和发展壮大；加强重要创新药械研发，坚持药物新靶点新机制开发、 成果转化加速、临床试验提效、多元支付创新等综合施策，促进生物医药高端高效发展；推动人工智能 全栈创新，加强高性能智算芯片、高质量语料、高效能智算集群协同发展，推动基础大模型迭代升级和 具身智能技术熟化，深入实施"人工智能+"行动，持续推进"模塑申城"工程，加快垂类模型应用和多智 能体开发，深化人工智能治理。 ...

Core Viewpoint - The "Shanghai Action Plan for Supporting the Transformation and Upgrading of Advanced Manufacturing Industry (2026-2028)" emphasizes the importance of the integrated circuit industry, aiming to support enterprises in achieving breakthroughs across the entire industry chain and cultivating internationally competitive leading companies [1][2]. Summary by Sections 1. Main Goals - By 2028, the plan aims to add 100 manufacturing enterprises with an annual output value exceeding 1 billion yuan, totaling over 600, and to drive the addition of 500 large-scale industrial enterprises in the industry chain [3]. 2. Implementation of Structural Optimization and Upgrading Actions - **Optimization of Traditional Advantage Industries**: Support for petrochemical companies to shift towards new functional materials, and for steel and non-ferrous metal companies to strengthen specialty steel and expand light alloys. Financial support of up to 20 million yuan is available for qualifying projects [4]. - **Acceleration of Leading Industries**: Focus on integrated circuits, large aircraft, high-end equipment, and other key sectors to foster innovation and development [4]. - **Promotion of Key and Emerging Industries**: Development of new-generation electronic information, smart connected vehicles, and advanced materials, with encouragement for investment in emerging fields like commercial aerospace and humanoid robots [4]. 3. Implementation of Innovation and Core Technology Actions - **Release of Enterprise Innovation Vitality**: Financial incentives for companies increasing basic research investments, with subsidies ranging from 200,000 to 1 million yuan based on the amount invested [5]. - **Acceleration of Core Technology Research**: Support for enterprises focusing on cutting-edge technologies such as laser manufacturing and quantum technology [5]. 4. Implementation of Quality and Efficiency Enhancement Actions - **Promotion of Technological Transformation**: Financial support for fixed asset investment loans related to technological upgrades, with a maximum support of 20 million yuan [6]. - **Deepening Digital Transformation**: Initiatives to enhance AI applications in manufacturing, aiming for full coverage of smart factory applications by 2028 [6]. 5. Implementation of Resource and Element Support Actions - **Strengthening Talent Recruitment**: Support for enterprises in attracting high-level talent, with financial rewards for successful candidates [6]. - **Enhancing Financial Support**: Encouragement for financial institutions to offer favorable loan products for manufacturing enterprises, with interest subsidies of 0.8% to 1.3% [6]. 6. Implementation of Logistics and Cost Reduction Actions - **Logistics Support**: Development of industrial logistics facilities and integration with manufacturing [6]. - **Cost Reduction Initiatives**: Optimization of electricity capacity and support for reducing costs in integrated circuit waste disposal [6]. 7. Market Expansion and Service Optimization - **Market Development**: Establishment of platforms for supply chain connections and support for enterprises in expanding into diverse markets [6]. - **Service Optimization**: Coordination of services to address enterprise needs and ensure the effective implementation of supportive policies [6].

Core Viewpoint - The Shanghai Municipal Government has issued a three-year action plan (2026-2028) to support the transformation and upgrading of advanced manufacturing, aiming to enhance the modern industrial system and promote collaborative development among enterprises of various sizes [1]. Group 1: Main Goals - By 2028, the plan aims to add 100 manufacturing enterprises with an annual output value exceeding 1 billion yuan, totaling over 600 such enterprises, and to drive the addition of 500 industrial enterprises above designated size in the supply chain [2]. Group 2: Implementation Actions - **Optimizing Traditional Advantage Industries**: The plan encourages traditional industries like petrochemicals and steel to innovate and expand into new materials, with financial support for qualifying projects [3]. - **Accelerating Leading Industry Strategies**: Support for integrated circuit companies to achieve breakthroughs across the entire industry chain, fostering internationally competitive leading enterprises [3]. - **Promoting Key and Emerging Industries**: Focus on developing new electronic information, smart connected vehicles, and advanced materials, while encouraging investment in emerging fields like low-altitude economy and commercial aerospace [3]. Group 3: Innovation and Technology - **Releasing Innovation Vitality**: Financial incentives for companies increasing basic research investments, with varying levels of support based on annual research expenditure [4]. - **Accelerating Core Technology Research**: Support for enterprises focusing on cutting-edge technologies such as laser manufacturing and quantum technology [4]. Group 4: Quality and Efficiency Enhancement - **Promoting Technological Transformation**: Financial support for projects aimed at upgrading production and R&D processes, with a cap on total support [4]. - **Deepening Digital Transformation**: Initiatives to enhance AI applications in manufacturing, aiming for full coverage of smart factory applications by 2028 [4]. Group 5: Resource and Support Actions - **Strengthening Talent Development**: Support for attracting high-level talent in key sectors, with financial incentives for successful candidates [5]. - **Enhancing Financial Support**: Encouragement for financial institutions to offer favorable loan products for manufacturing, with interest subsidies for key components and materials [5]. - **Expanding Logistics Support**: Development of industrial logistics facilities to integrate with manufacturing needs, enhancing transportation infrastructure [5]. Group 6: Market Development and Services - **Expanding Domestic and International Markets**: Establishing platforms for supply chain connections and promoting internet marketing for industrial enterprises [5]. - **Optimizing Enterprise Services**: Coordinating to address enterprise needs and ensuring that policies are effectively communicated and implemented [5].

Core Viewpoint - The Shanghai Municipal Government has issued a three-year action plan (2026-2028) to support the transformation and upgrading of advanced manufacturing industries, focusing on strategic leadership in pioneering industries [1] Group 1: Industry Focus - The plan emphasizes accelerating the development of the integrated circuit industry, targeting breakthroughs in equipment, advanced processes, photoresist materials, and 3D packaging to cultivate internationally competitive leading enterprises [1] - It highlights the importance of innovation in pharmaceuticals and high-end formulations, advanced medical devices, synthetic biology, and cell and gene therapy, supporting the growth of companies in these sectors [1] Group 2: Innovation and Technology - The initiative aims to deepen full-stack innovation and promote the rapid development of high-performance intelligent computing chips [1]