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Guotai Haitong's research report highlights that the "Opinions on Fostering New Quality Productivity" offer comprehensive support in key areas, including technological innovation, industrial development, scenario-based applications, and factor assurances. This initiative is anticipated to expedite the industrialization of cutting-edge technologies, particularly artificial intelligence, and foster a deeper integration between the digital economy and the real economy. The report recommends focusing on niche sectors—such as domestic computing power chips, AIDC (Artificial Intelligence Data Centers), large-scale AI models and their applications, industrial software, the industrial internet, and data elements—as well as pioneering technologies like embodied intelligence, brain-computer interfaces, quantum technology, and commercial spaceflight.
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