近日，工业和信息化部、中央网信办、国家发展改革委等八部门联合印发《"人工智能+制 造"专项行动实施意见》（下称《实施意见》），提出 到2027年，我国人工智能关键核心技术 实现安全可靠供给，产业规模和赋能水平稳居世界前列。 《实施意见》旨在加快推进人工智 能技术在制造业融合应用,打造新质生产力，全方位、深层次、高水平赋能新型工业化。 新年伊始，多部门就联合印发人工智能相关文件，这也进一步向外界传递出一个清晰信号： 人工智能正加速走出实验室和屏幕的限制，走进工厂车间、走进我们的生活场景 ，成为重塑 真实物理世界的核心驱动力。 当前，能够明显看到的趋势是，我们正处于一个由"数字AI"向"物理AI"跃迁的关键节点。过去 几年里，大众对人工智能的认知，大多还是停留在大语言模型、创意生成等纯数字化的软件领 域，但随着技术的深度演进，AI的触角已经深刻延伸至制造业的肌理。 今天的人工智能，已经不再仅是数据，也不是简单用来"闲聊"的数字玩具，而是一种生产工 具。展望未来，AI对经济的影响，有望出现从"局部盆景"到"全面森林"的跨越。在这个进程 中，中国制造有先发优势，也应当加速起跑。 出品丨21财经客户端 21世纪经济报道 ...

Core Insights - Sichuan Province has issued a three-year action plan to empower new industrialization with artificial intelligence, marking the first provincial-level initiative in the western region to promote AI applications in this field [1] - The plan aims to enhance technological innovation, promote smart product development, and accelerate the integration of AI into key industrial chains, targeting a revenue of over 130 billion yuan from the AI industry by 2024, with a year-on-year growth of over 25% [1] Group 1 - The action plan outlines five key tasks, including strengthening technological innovation, upgrading product iterations, driving application scenarios, establishing governance mechanisms, and building industrial ecosystems [1] - By 2027, the plan aims for full digital transformation coverage among large-scale industrial enterprises, the establishment of over 50 digital industrial parks, and the cultivation of more than 90 national champions and "little giant" enterprises in the AI sector [1] Group 2 - Sichuan will accelerate the construction of a self-innovation system for the entire AI chain, providing up to 10 million yuan in funding support for high-level software and hardware technology breakthroughs [2] - The province will address issues of shallow integration of AI with industry and fragmented application promotion by opening over 20 application scenarios annually and promoting the use of vertical large models in various industrial processes [2] - To support high-quality industrial development, Sichuan will enhance the infrastructure for computing power, networks, and data, aiming for comprehensive coverage of 10-gigabit optical networks in provincial industrial parks [2]

党的二十届四中全会提出，"全面实施'人工智能+'行动"。"四川数据资源丰富、产业体系完备、应 用场景广阔，加快推动人工智能赋能新型工业化大有可为。"经济和信息化厅相关负责人介绍。2024 年，全省人工智能产业营收超1300亿元，同比增长超25%，智能化发展底座坚实。 ●到2027年，全省规模以上工业企业实现数字化转型全覆盖，打造50个以上数字产业园区，培育90 家以上人工智能领域国家制造业单项冠军企业、专精特新"小巨人"企业等 比如，在强化智能化技术科技创新上，四川将加快构建人工智能全链条自主创新体系，每年重点支 持高水平智能软件、硬件技术攻关，按照项目总投资，给予最高50%、不超过1000万元资金支持。重点 攻关的方向，则包括预训练大模型、高性能算力芯片等关键领域技术。 ●每年重点支持高水平智能软件、硬件技术攻关，按照项目总投资，给予最高50%、不超过1000万 元资金支持 记者从经济和信息化厅获悉，四川省人工智能赋能新型工业化三年行动方案近日印发，提出强化智 能化技术科技创新、促进智能产品研发升级等5大重点任务，加快推进人工智能赋能"15+N"重点产业链 建圈强链，推动制造业智能化、绿色化、融合化发展。这 ...

党的二十届四中全会提出，"全面实施'人工智能+'行动"。"四川数据资源丰富、产业体系完备、 应用场景广阔，加快推动人工智能赋能新型工业化大有可为。"省经济和信息化厅相关负责人介 绍。2024年，全省人工智能产业营收超1300亿元，同比增长超25%，智能化发展底座坚实。 行动方案明确了四川推动人工智能赋能新型工业化的阶段性目标。具体而言，到2027年，全省规 模以上工业企业实现数字化转型全覆盖，打造50个以上数字产业园区，培育90家以上人工智能领 域国家制造业单项冠军企业、专精特新"小巨人"企业等。 行动方案提出5大重点任务，涉及强化科技研发创新、产品迭代升级、场景应用牵引、治理机制构 建、产业生态打造等方面，并细分为18项子任务。 ●到2027年，全省规模以上工业企业实现数字化转型全覆盖，打造50个以上数字产业园区，培育 90家以上人工智能领域国家制造业单项冠军企业、专精特新"小巨人"企业等 比如，在强化智能化技术科技创新上，四川将加快构建人工智能全链条自主创新体系，每年重点 支持高水平智能软件、硬件技术攻关，按照项目总投资，给予最高50%、不超过1000万元资金支 持。重点攻关的方向，则包括预训练大模型、高 ...

川观新闻记者 文露敏 12月30日，川观新闻记者从四川省人民政府网站获悉，近日，《四川省人工智能赋能新型工业化三年行 动方案（2025—2027年）》（以下简称《行动方案》）印发，提出强化智能化技术科技创新、促进智能 产品研发升级等5大重点任务，加快推进人工智能赋能"15+N"重点产业链建圈强链，推动制造业智能 化、绿色化、融合化发展。这也是西部首个从省级层面明确推动人工智能在新型工业化领域应用的文 件。 聚焦场景赋能，四川还将着力破解人工智能与工业融合不深、推广应用碎片化等问题，包括每年将面向 社会和企业主动开放20个以上应用场景，推动垂直大模型在工业产品设计、生产管理、运营维护等领域 应用与迭代升级。此外，在构建基础级、先进级、卓越级、领航级智能工厂梯度培育体系的基础上，四 川还将实施培育未来工厂行动，推动人工智能新技术驱动流程再造。 在打造高质量产业发展生态上，四川将强化"算力-网络-数据"基础设施支撑，加快建设全国一体化算力 网络成渝国家枢纽节点（四川），实现省级以上产业园区万兆光网全覆盖。 【未经授权，严禁转载！联系电话028-86968276】 《行动方案》明确了四川推动人工智能赋能新型工业化的阶 ...

Core Insights - TSMC's Q3 financial results exceeded market expectations, with revenue of NT$989.92 billion (approximately US$33.1 billion), a year-on-year increase of 30.3%, and a net profit of NT$452.3 billion, marking a record high with a 39.1% year-on-year growth [1] - The strong performance is attributed to the increasing demand for AI chips, with advanced technology (7nm and above) accounting for 74% of total wafer revenue [1][2] - TSMC's optimistic outlook for Q4 includes projected sales of US$32.2 billion to US$33.4 billion and a gross margin of 59% to 61% [1] Company Performance - TSMC's Q3 revenue in USD was US$33.1 billion, surpassing the market expectation of US$31.6 billion [1] - The company reported that 3nm chip shipments accounted for 23% of total wafer revenue, while 5nm and 7nm chips contributed 37% and 14%, respectively [1] - TSMC's market capitalization is approximately US$1.22 trillion, nearly three times that of its competitor Samsung Electronics [3] Industry Trends - The demand for AI applications is driving the need for high-performance computing chips, leading analysts to raise their earnings and revenue forecasts for TSMC [2][3] - TSMC is preparing for the construction of multiple 2nm wafer fabs in Taiwan, with mass production expected to begin in late Q4 [3] - The semiconductor industry is entering a super cycle, as evidenced by the strong performance of both TSMC and Samsung Electronics, which reported an 8.7% year-on-year sales increase and a 31.8% rise in operating profit [3]

Core Viewpoint - Yutian Guanjia (301173.SZ) clarified on the interactive platform that its automotive electronics project does not involve high-performance computing chips [1] Group 1 - The company confirmed that its automotive electronics project is not related to high-performance computing chips [1]