Economy

Dual wheel drive of policy and market, artificial intelligence stimulates new economic vitality

2025-09-02   

With the rapid development of artificial intelligence technology, its application in the economic field has become increasingly widespread and profound, becoming an important force driving economic growth. Recently, the State Council issued the "Opinions on Deepening the Implementation of the 'Artificial Intelligence+' Action," deploying six key actions for 'Artificial Intelligence+'. Experts believe that under the dual drive of policy and market, artificial intelligence will not only become an important engine to empower the transformation of traditional industries, but also has the potential to nurture a number of new formats and models, unleashing new potential for China's economic growth. At the just concluded 2025 China International Big Data Industry Expo, numerous cutting-edge applications such as AI machine dogs, embodied intelligent robots, and face-to-face communication with "AI big models" outlined a vivid picture of artificial intelligence accelerating its penetration into thousands of industries. At this year's Data Expo, over 60% of the digital economy related products and service solutions presented by 375 domestic and foreign exhibitors were related to "artificial intelligence+". At the daily interactive booth, a reporter from China Securities Journal saw that the one-stop AI landing application solution GAI Station for enterprises and governments attracted many visitors for interactive experience. Wang Wen, Director of Daily Interactive Marketing Department, introduced that GAI Station comes pre installed with AI office suites such as writing assistant, meeting minutes, and deep search, which can cover mainstream office scenarios. For example, the deep search function can continuously refine the target content through multiple rounds of search, "read" a million word report in ten minutes, and form a ten thousand word deep research report, helping office workers quickly and comprehensively understand the current situation of the industry. From the recently released semi annual reports of listed companies, the rapid growth of related businesses of multiple companies also confirms the acceleration of AI landing. Haiguang Information's high-end processor products are increasingly involved in the emerging artificial intelligence big model industry, driving net profits to exceed 1 billion yuan for the first time in the first half of the year; In the second quarter, the overall server revenue of Industrial Fulian increased by over 50%, cloud service provider server revenue increased by over 150% year-on-year, and AI server revenue increased by over 60% year-on-year. Ruichuang Weina recently responded to investors' questions on the investor interaction platform, stating that artificial intelligence has penetrated into various industries. The infrared products developed by the company based on self-developed artificial intelligence algorithms have performed well in multiple fields such as low altitude, industrial and public safety, automotive, and robotics; Deeply cultivating artificial intelligence technology can enhance a company's product competitiveness, thereby marginally improving its performance. The supply capacity of computing power is steadily increasing. Computing power is the "electricity" for the development of artificial intelligence and an important infrastructure to support model training and large-scale applications. From a national perspective, Xu Qiang, Director of the National Information Center, stated that the supply capacity of computing power is steadily increasing. As of now, the total scale of computing power in China has reached 302 EFLOPS, ranking second in the world; The high position of national hub nodes in computing power is increasingly prominent, and the layout of computing power resources is being optimized. To build a solid foundation for development, the National Development and Reform Commission has stated that it will continuously optimize the layout of intelligent computing resources, issue "artificial intelligence vouchers" in areas such as computing power, and promote the reduction of research and development costs for innovation entities. The theme of "computing power black soil" showcased by Huawei at this year's Data Expo is one of the representative cases. When it comes to Huawei Cloud's computing resource layout, Zhang Ping'an, Executive Director and CEO of Huawei Cloud Computing, introduced that in Gui'an, Huawei Cloud has deployed the largest scale CloudMatrix384 supernode to serve customers across the country and create a benchmark for East West computing projects; Large scale disaster recovery cloud centers have also been built in Gui'an and Ulanqab to provide high-performance, stable, and reliable computing services for enterprises, especially state-owned enterprises. We must adhere to the application driven approach and support affordable and effective use of computing power services. ”Xia Bing, Deputy Director of the National Data Administration, stated that efforts will be made to accelerate the deep integration of computing technology with the real economy, promote the deep empowerment of AI+transportation, healthcare and other physical fields with computing power, and truly integrate computing power into the national economy, people's livelihoods, and various industries, promoting the digital transformation of the economy and society. Continuously unleashing new consumption potential, with the extensive and deep integration of key areas such as artificial intelligence and consumer quality improvement, the scale of core industries in the intelligent economy is expected to grow rapidly. The "Artificial Intelligence+" initiative is expected to promote the optimization of consumption structure. Huo Fupeng, Director of the Innovation Driven Development Center (Digital Economy Research and Development Center) of the National Development and Reform Commission, stated that intelligent terminals such as "All Things Intelligent Connection", smart connected cars, smart homes, smart wearables, etc. are rapidly becoming popular, and a smart interactive environment covering all scenarios is being built. Artificial intelligence will accelerate the integration and product innovation with cutting-edge technologies such as metaverse, low altitude flight, additive manufacturing, and brain computer interfaces, promoting the continuous emergence of new products and formats, and continuously unleashing new consumer potential. Consumption is the core path of the impact of 'artificial intelligence+' on total demand, which quickly activates the domestic market and forms a new economic growth point. ”In the view of Li Chao, Chief Economist of Zheshang Securities, "Artificial Intelligence+" expands new scenarios for service consumption and cultivates new formats for product consumption, helping to increase consumption volume and promote the evolution of demand structure towards experiential, personalized, and emotional consumption. Zhang Jun, Chief Economist of China Galaxy Securities, stated that artificial intelligence is not only an important component of cutting-edge technology, but also a key force in promoting the transformation and upgrading of traditional industries and unleashing a new round of growth momentum. It is expected that China's AI industry will enter the high-speed development channel in the next decade. Under optimistic scenarios, the size of China's AI market is expected to reach 36.63 trillion yuan by 2035. Computing power investment is expected to continue to grow. Zhang Jun stated that under the dual drive of policy promotion and market demand, investment in computing infrastructure presents a full chain, multi-level, and long-term characteristic, containing vast opportunities. (New Society)

Edit:Yao jue Responsible editor:Xie Tunan

Source:China Securities Journal

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