2026.02. 12 人工智能作为引领新一轮科技革命和产业变革的颠覆性技术，已成为经济发展的强大引擎。 作者 | 第一财经 祝嫣然 2月11日，国务院以深化拓展"人工智能+"、全方位赋能千行百业为主题，进行第十八次专题 学习。这也是2026年以来国务院首次专题学习。 国务院总理李强在主持学习时强调，"人工智能+"前景广阔，将不断带动消费和产业升级，在 各个领域打开新的增量空间。要深刻认识和把握人工智能发展态势，推动人工智能全链条突 破、全场景落地，更大释放发展潜能。 2月10日，国务院国资委召开中央企业"AI+"专项行动深化部署会。会议强调中央企业要进一 步发挥战略支撑和示范带动作用，切实当好智算基础设施的供给者、人工智能赋能千行百业的 推动者、产业体系化布局的组织者。 推动人工智能赋能千行百业 李强在听取讲解和交流发言后指出，人工智能技术快速发展和应用，正在悄然而深刻地改变着 人类生产生活方式，展现出强大的技术能级和赋能潜力。近些年，我们深入实施"人工智能 +"行动，坚持以科技创新引领产业创新、以产业升级促进科技迭代，推动人工智能赋能千行百 业、走进千家万户，涌现出一大批新产业新模式。 去年8月，国务院发 ...

Core Insights - Artificial intelligence (AI) is recognized as a disruptive technology driving a new wave of technological revolution and industrial transformation, becoming a powerful engine for economic development [2] - The Chinese government emphasizes the need to promote AI across various sectors, aiming for comprehensive breakthroughs and applications to unlock development potential [2][3] Group 1: Government Initiatives - The State Council held its first special study on AI since 2026, focusing on the theme of deepening and expanding "AI+" to empower various industries [2] - Premier Li Qiang highlighted the broad prospects of "AI+" in driving consumption and industrial upgrades, creating new growth opportunities across different fields [2][3] - The State-owned Assets Supervision and Administration Commission (SASAC) emphasized the role of central enterprises in providing strategic support and promoting AI across industries [2] Group 2: AI Development and Applications - The rapid development and application of AI technology are significantly changing human production and lifestyle, showcasing its strong technical capabilities and potential [3] - The government has implemented six key actions under the "AI+" initiative, focusing on science and technology, industrial development, consumer quality improvement, welfare, governance capabilities, and global cooperation [3] - By 2025, it is projected that the number of AI companies in China will exceed 6,000, with the core industry scale expected to surpass 1.2 trillion yuan [4] Group 3: Industry Ecosystem and Infrastructure - There is a call to accelerate the cultivation of an industrial ecosystem, optimizing resource allocation and promoting collaboration among data, computing, electricity, and networks [7] - The Ministry of Industry and Information Technology is advancing the construction of a national computing power interconnection node system to enhance the efficiency and service level of public computing resources [7] - The SASAC aims to strengthen investment in computing power and enhance data governance capabilities to solidify the foundation of the AI industry [7] Group 4: AI Governance and Social Impact - The government emphasizes the importance of AI governance, addressing challenges related to the black-box nature of AI technology and the need for collaborative industry efforts [8] - There is a focus on the social implications of AI, including its impact on employment and wealth distribution, with calls for improved digital literacy and support systems for workers [8]

其中，消费类产品，面向不同人群需求，组织开展消费类人工智能终端产品进高校、进园区、进商 圈、进社区系列活动，通过实地展示、体验试用、专题宣传等多种形式，提升产品品牌知晓度与社会影 响力；行业类产品，在工业、政务、交通、文旅、教育、医疗、城市治理等领域分行业策划专题对接活 动，推动市各有关部门和单位、各板块开放应用场景资源，推进深度合作，助力人工智能终端产品在各 行业领域规模化落地应用。 本次征集的人工智能终端产品，指融合人工智能感知、交互、分析、决策等核心技术的智能硬件终 端产品，主要涵盖消费类终端、行业类终端两大品类，包括但不限于AI手机、AI电脑、智能穿戴设备、 智能家居等消费终端；智能机器人、智能飞行器、智能安防设备、智能医疗器械、智能工业终端、智能 教育终端等行业终端。 本次征集面向在南京市内实际从事人工智能终端产业领域研发、生产经营的企事业单位、科研院 所、高校等，申报的人工智能终端产品需具备较高技术水平，拥有较强的行业代表性、应用示范性，具 备市场推广价值和实际应用效益，且申报产品知识产权归属清晰、无权属纠纷，不涉及国家秘密、商业 秘密等敏感信息，未存在人工智能伦理风险及各类安全隐患，且符合国家相 ...

Group 1 - The core viewpoint of the articles emphasizes that digital consumption is becoming a significant engine for economic growth in China, with the overall scale exceeding 23.8 trillion yuan since the start of the 14th Five-Year Plan, maintaining its position as the world's largest online retail market for 13 consecutive years [1][2] - The integration of new technologies such as artificial intelligence, cloud computing, and the Internet of Things with consumer scenarios is driving the rapid growth of new consumption dynamics, leading to the emergence of numerous new products and services [1][2] - The digital consumption potential is being increasingly realized, benefiting a broader population, with 12.2% of digital consumers being aged 60 and above, indicating a growing trend among the elderly towards adopting smart technology products [1] Group 2 - Digital consumption is playing a significant role in expanding domestic demand and optimizing the supply chain, contributing to multiple transformations in economic development, thus providing sustained momentum for high-quality development [2] - There is a notable demand for digital consumption in rural areas, with over 200 million rural digital consumers, highlighting the need for improved infrastructure and logistics to fully unleash this potential [2] - Despite being the largest online retail market globally, there remains considerable room for improvement in per capita physical consumption and service consumption, suggesting a focus on enhancing service consumption to meet domestic upgrading needs [2]

Core Insights - The digital industry in China is experiencing rapid growth during the "14th Five-Year Plan" period, with projected revenue of approximately 38.3 trillion yuan and profits of 3.1 trillion yuan by the end of 2025, representing cumulative growth of about 39.5% and 48.4% respectively compared to the end of the "13th Five-Year Plan" [1][3]. Group 1 - The scale of the digital industry is expanding, with accelerated innovation capabilities being released. The ecosystem of basic software is continuously improving, and the open-source Harmony operating system has been installed on nearly 1.2 billion devices [3]. - The artificial intelligence industry is thriving, with a diverse range of terminal products such as AI smartphones, AI computers, and AI glasses, driving a new wave of consumer upgrades [3]. Group 2 - The digital industry is increasingly serving as a "connector" for real economy integration. Current industrial internet applications cover all major industrial categories, with 100 high-level 5G factories achieving global leadership, resulting in an average capacity increase of 25%, product quality improvement of 21%, and operational cost reduction of 19% [5]. - Future efforts will focus on accelerating technological innovation and empowering applications, strengthening standard leadership and ecosystem development, and promoting high-quality development of the digital industry [5].

Group 1 - The core viewpoint of the article highlights the significant advancements in China's artificial intelligence (AI) industry in 2025, showcasing a robust growth trajectory and diverse applications [2][3][4] Group 2 - The foundation of the AI industry is being solidified with the release of multiple AI chip products, achieving a smart computing power scale of 1590 EFLOPS, and the emergence of high-quality industry data sets [2] - The number of AI companies in China is projected to exceed 6,000, with the core industry scale expected to surpass 1.2 trillion yuan [2] Group 3 - The variety of AI products is expanding, with AI smartphones, computers, and glasses becoming increasingly accessible to consumers [2] - In the first three quarters of 2025, the smart glasses market shipped over 1.78 million units, with nearly 80% being AI glasses [3] Group 4 - AI applications are expanding across key industries such as steel, non-ferrous metals, electricity, and telecommunications, enhancing product development, quality inspection, and customer service [3] - For instance, a home appliance company implemented a self-developed "5G+AI" industrial vision inspection system, achieving a detection accuracy rate of 99.98% and increasing per capita production efficiency by 275% [3] Group 5 - The ecosystem for AI is rapidly flourishing, with the launch of a national AI industry investment fund totaling 60 billion yuan and the implementation of a standardized action plan for AI [4] - By 2025, over 40 key national and industry standards are expected to be developed and released, along with the incubation of several critical open-source projects [4]

Core Insights - The core theme of the news is the significant advancements and expected growth in China's artificial intelligence (AI) industry by 2025, with a focus on human-shaped robots and smart manufacturing [1][2][5]. Industry Overview - By 2025, the number of AI companies in China is projected to exceed 6,000, with the core industry scale expected to surpass 1.2 trillion yuan [2]. - The AI computing power in China has reached 1,590 EFLOPS, placing it among the top globally [2]. - The market for smart glasses has seen shipments of over 1.78 million units, with nearly 80% being AI-enabled [2]. Technological Development - The Ministry of Industry and Information Technology (MIIT) plans to enhance AI technology through breakthroughs in training chips and heterogeneous computing power [1][3]. - The government has initiated a national AI industry investment fund with a scale of 60 billion yuan, focusing on supporting the human-shaped robot sector [1][6]. Application in Manufacturing - AI has penetrated over 70% of business scenarios in leading factories, with more than 6,000 vertical models developed [4]. - The implementation of AI in manufacturing has led to significant improvements, such as a 99.98% accuracy rate in quality inspections and a 275% increase in per capita production efficiency [2]. Human-Shaped Robots - The human-shaped robot sector is expected to see over 140 companies and more than 330 products by 2025, marking a pivotal year for mass production [5][6]. - The MIIT aims to drive innovation and safety in human-shaped robots, enhancing technology and establishing a comprehensive standardization system [6].

Core Viewpoint - The industrial economy in China is expected to achieve effective qualitative improvements and reasonable quantitative growth by 2025, with major goals successfully completed [1] Group 1: Industrial Growth and Achievements - The added value of industrial enterprises above designated size is projected to grow by 5.9% year-on-year, with the manufacturing sector likely to maintain its position as the world's largest for 16 consecutive years [1] - The added value of equipment manufacturing and high-tech manufacturing industries increased by 9.2% and 9.4% year-on-year, respectively [1] - 5G and gigabit optical networks have been integrated into 91 out of 97 categories of the national economy, with industrial internet achieving full coverage across 41 industrial categories [1] - Over 140,000 specialized and innovative small and medium-sized enterprises have been cultivated, with 504,000 high-tech enterprises currently valid [1] Group 2: Economic Contribution and Development Strategies - The industrial and information sectors contribute over 40% to economic growth, acting as a stabilizing force [2] - The development of intelligent, green, and integrated manufacturing has led to the establishment of over 35,000 basic-level and 8,200 advanced-level smart factories, along with 500 excellent-level smart factories [2] - Significant advancements in technology and industry innovation have been made, with the added value of integrated circuits and electronic materials growing by 26.7% and 23.9% year-on-year, respectively [2] - The production of industrial robots increased by 28% year-on-year, and new energy vehicle sales rose by 28.2% [2] Group 3: Artificial Intelligence Industry Development - The artificial intelligence industry is expected to thrive in 2025, with over 6,000 AI companies projected and the core industry scale anticipated to exceed 1.2 trillion yuan [3] - The smart computing power scale reached 1,590 EFLOPS, and the market for AI glasses saw shipments exceeding 1.78 million units in the first three quarters of 2025 [3] - The establishment of a national AI industry investment fund with a scale of 60 billion yuan is underway [3] Group 4: Emerging and Future Industries - The cultivation of emerging and future industries has accelerated, with innovations like brain-computer interface technology expanding into various fields [4] - The government plans to implement actions to develop and strengthen emerging industries, including the creation of national demonstration bases for emerging industry development [4][5] - There will be a focus on supporting local governments to establish future industry pilot zones and increasing government investment fund allocations [5]

Core Insights - The year 2025 marked a significant surge in China's artificial intelligence (AI) industry, with over 6,000 AI companies expected and a core industry scale projected to exceed 1.2 trillion yuan [2][10] - The Ministry of Industry and Information Technology (MIIT) emphasized the integration of technological and industrial innovation, positioning AI as a strong driver for industrial economic growth [2][10] Industry Development - The MIIT plans to accelerate high-quality development in the AI sector, focusing on technological innovation, application integration, enterprise cultivation, ecosystem construction, and safety governance [11] - The AI chip industry is experiencing a boom, with several stocks reaching their daily limit up as of January 21 [11] AI in Manufacturing - The Chinese government aims to achieve deep integration of AI with six key sectors by 2027, with a target application penetration rate of over 70% for new-generation smart terminals and intelligent agents [12] - By 2025, the smart computing power in the industry reached 1,590 EFLOPS, and over 178 million AI glasses were shipped in the first three quarters of 2025, with nearly 80% being AI glasses [12] Smart Manufacturing - China has cultivated 15 leading smart factories, with AI penetrating over 70% of their business scenarios, leading to the development of over 6,000 vertical models and the application of more than 1,700 key smart manufacturing equipment and industrial software [13] - The MIIT plans to continue implementing smart manufacturing projects and support leading enterprises in exploring future manufacturing models [13] Humanoid Robots - The humanoid robot sector is experiencing rapid growth, with a market expected to reach 100 billion yuan by 2030, and over 140 companies producing humanoid robots with more than 330 products launched in 2025 [14] - The year 2025 is recognized as the year of mass production for humanoid robots, with advancements in technology and product quality being prioritized [14] Employment Concerns - The MIIT acknowledges that technological advancements may lead to job restructuring but emphasizes that this does not equate to job loss, advocating for the development of a workforce skilled in both AI and manufacturing [15][16]

Core Insights - Artificial intelligence (AI) is driving significant growth in the industrial economy, with the core AI industry expected to exceed 1.2 trillion yuan by 2025 [1][2] - The National AI Industry Investment Fund, with a scale of 60 billion yuan, will enhance support for humanoid robots, aiming to stimulate the broader embodied intelligence industry [1][6] Group 1: AI Industry Development - By 2025, the number of AI companies in China is projected to surpass 6,000, with a core industry scale expected to exceed 1.2 trillion yuan [2] - The domestic AI computing power has reached 1,590 EFLOPS, ranking among the top globally, supporting rapid development in the AI sector [2] - AI applications have penetrated over 70% of business scenarios in leading factories, with more than 6,000 vertical models developed [4] Group 2: Humanoid Robots - The humanoid robot sector is anticipated to see over 140 companies and more than 330 products by 2025, marking a significant evolution in the industry [6] - Current humanoid robots can perform basic functions such as standing, walking, and running, transitioning from performance settings to practical applications in homes and factories [6] - The Ministry of Industry and Information Technology will focus on technological innovation and safety in humanoid robots, enhancing quality and security measures [6] Group 3: Future Directions - Five key directions for promoting high-quality AI industry development include technological innovation, application integration, enterprise cultivation, ecosystem construction, and safety governance [3] - The government aims to establish more intelligent factories, with over 35,000 basic-level and 500 excellent-level factories already built [4] - The focus will be on expanding the scale of intelligent manufacturing and supporting leading enterprises in exploring future manufacturing models [4]