The heavyweight policy of "artificial intelligence+manufacturing" is released, and the industrial chain welcomes the dividend release period
2026-01-08
On January 7th, the reporter learned from the Ministry of Industry and Information Technology that eight departments, including the Ministry of Industry and Information Technology, the Cyberspace Administration of China, and the National Development and Reform Commission, recently jointly issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence+Manufacturing'" (hereinafter referred to as the "Opinions"), proposing that by 2027, China's key core technologies of artificial intelligence will achieve safe and reliable supply, and its industrial scale and empowerment level will remain at the forefront of the world. The Opinion also deploys seven key tasks around innovation foundation building, intelligent upgrading, product breakthroughs, and subject cultivation, promoting the "two-way empowerment" of artificial intelligence technology and manufacturing applications. The interviewed experts stated that artificial intelligence can deeply optimize production processes, achieve accurate prediction and personalized customization, significantly improve quality, efficiency and flexibility, and promote the "two-way empowerment" of artificial intelligence technology and manufacturing applications, which is the key path for the manufacturing industry to climb to the high-end of the value chain. The Opinion is expected to bring comprehensive benefits to the upstream and downstream of the "artificial intelligence+manufacturing" industry chain, including AI chips, industrial software, intelligent equipment manufacturing, data services, and other fields. The Opinion proposes to promote the deep application of 3 to 5 universal large-scale models in the manufacturing industry by 2027, forming distinctive and fully covered industry large-scale models, creating 100 high-quality datasets in industrial fields, and promoting 500 typical application scenarios. Cultivate 2-3 globally influential ecological leading enterprises and a group of specialized and innovative small and medium-sized enterprises, create a group of empowering application service providers who understand intelligence and are familiar with the industry, and select 1000 benchmark enterprises. Build a globally leading open source ecosystem, comprehensively enhance security governance capabilities, and contribute Chinese solutions to the development of artificial intelligence. The Opinion also focuses on 7 key tasks, including innovation foundation building, intelligent upgrading, product breakthroughs, subject cultivation, ecological growth, safety protection, and international cooperation, and refines 21 specific measures to accelerate the intelligent, green, and integrated development of the manufacturing industry. This includes promoting the coordinated development of smart chip software and hardware, supporting breakthroughs in key core technologies such as high-end training chips, end-to-end inference chips, artificial intelligence servers, high-speed interconnection, and intelligent computing cloud operating systems; Support model training and innovative reasoning methods; Cultivate large-scale models for key industries; Promote the iteration of intelligent equipment and accelerate the empowerment of industrial mother machines and robots with artificial intelligence; Cultivate artificial intelligence terminals such as smartphones, computers, tablets, and smart homes; Key technologies such as deep synthesis anti-counterfeiting, industrial model algorithm security protection, and training data protection have been tackled. At present, the global industry is accelerating its intelligent transformation, and the competition for technological high ground is fierce. China's manufacturing industry is facing challenges such as rising costs and transformation of growth models, and urgently needs to inject new momentum with artificial intelligence to consolidate its system advantages. ”Lu Feng, President of Beijing Frontier Future Technology Industry Development Research Institute, stated that the "Opinions" emphasize systematic research and development, deploying basic theories, key technologies, and general platform research and development, aiming to break through bottlenecks in industrial software, algorithm tools, and other areas; Highlight the deep integration of scenarios, focus on core processes such as research and development design, production and manufacturing, create demonstration factories and benchmark scenarios, and accelerate the landing of AI; Pay attention to the construction of industrial ecology, propose the cultivation of system solution suppliers and industrial clusters, and improve the supporting systems such as standards, safety, and talent. In addition, the attachment "Guidelines for the Transformation of Key Industries Empowered by Artificial Intelligence in Manufacturing Industry" in the "Opinions" provides guidance for industry transformation based on the characteristics of industries such as raw materials, equipment manufacturing, consumer goods, electronic information, software, and information technology services; The attachment "Guidelines for the Application of Artificial Intelligence in Manufacturing Enterprises" guides enterprises to use artificial intelligence for research and development, design, production, management, and extended services. According to IDC research, the proportion of Chinese industrial enterprises using large models and intelligent agents has increased from 9.6% in 2024 to 47.5% in 2025. The China Academy of Information and Communications Technology also predicts that the leading industrial AI penetration rate will reach 60% in the next three years. Analysis suggests that this series of deployments will bring benefits to the relevant industry chains. Zhu Minghao, Executive Director of the China High end Manufacturing Research Center at Beijing Jiaotong University, believes that "artificial intelligence+manufacturing" can not only break through the data silos and collaboration barriers of upstream and downstream enterprises, generating double the value and utility, but also promote technological iteration and upgrading in various segmented industries, and have a more prominent driving effect on intelligent equipment, robots, and industrial software. For example, the intelligent transformation of key industries such as new energy vehicles, electronic information, and ship equipment will promote the development of intelligent equipment such as precision testing equipment, automated assembly equipment, and intelligent welding robots, and facilitate the formation of an independent innovation industry chain from components to complete machines. Lufeng believes that upstream AI chips, industrial software, platforms, and development frameworks will experience demand expansion; Driven by intelligent transformation, intelligent equipment, industrial Internet and AI solution providers in midstream will benefit directly; Downstream will promote the overall upgrading of key industries such as automobiles, electronics, and equipment manufacturing, and drive the development of productive service industries such as data services and technical consulting. (New Society)
Edit:He Chuanning Responsible editor:Su Suiyue
Source:Economic Information Daily
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