According to the CITIC Securities Research Report, this week's policies focus on improving the quality of advanced manufacturing, expanding investment in emerging industries, and expanding people's livelihood consumption. The National Advanced Manufacturing Conference takes next-generation intelligent manufacturing as its main focus, and the “artificial intelligence+manufacturing” campaign is expected to accelerate the repair of shortcomings in key areas such as high-end chips, industrial software, and intelligent equipment. The “15th Five-Year Plan” for electronic information, medicine, and cultural tourism was launched simultaneously, clarifying medium- to long-term growth space for fields such as semiconductors, A-computing power, innovative pharmaceuticals, and cultural tourism consumption. At the same time, the policy further improves the investment environment for private enterprises and releases demand for service consumption by opening up application scenarios, managing repayment difficulties for small and medium-sized enterprises, and expanding the supply of old-age rehabilitation and sporting events. Research shows that the Ulanqab-Zhangjiakou computing power construction boom is still accelerating. China Union Data plans 7 GW in the long term, and Alibaba's computing power scale in Inner Mongolia is expected to reach 2 GW in 2027. Electricity supply, energy evaluation, and land are gradually replacing demand as the main constraints on project implementation.

According to the CITIC Securities Research Report, this week's policies focus on improving the quality of advanced manufacturing, expanding investment in emerging industries, and expanding people's livelihood consumption. The National Advanced Manufacturing Conference takes next-generation intelligent manufacturing as its main focus, and the “artificial intelligence+manufacturing” campaign is expected to accelerate the repair of shortcomings in key areas such as high-end chips, industrial software, and intelligent equipment. The “15th Five-Year Plan” for electronic information, medicine, and cultural tourism was launched simultaneously, clarifying medium- to long-term growth space for fields such as semiconductors, A-computing power, innovative pharmaceuticals, and cultural tourism consumption. At the same time, the policy further improves the investment environment for private enterprises and releases demand for service consumption by opening up application scenarios, managing repayment difficulties for small and medium-sized enterprises, and expanding the supply of old-age rehabilitation and sporting events. Research shows that the Ulanqab-Zhangjiakou computing power construction boom is still accelerating. China Union Data plans 7 GW in the long term, and Alibaba's computing power scale in Inner Mongolia is expected to reach 2 GW in 2027. Electricity supply, energy evaluation, and land are gradually replacing demand as the main constraints on project implementation.