Overview
- Xinhua highlights a policy pivot to real-world use, noting the draft plan’s 16 references to “intelligent” development and a roadmap that targets adoption rates above 90 percent for next‑generation intelligent terminals, AI agents and related applications by 2030.
- Domestic AI and chip firms are tapping capital markets, with Hong Kong listings by Zhipu, MiniMax, Moore Threads and Biren Technology, and Biren’s IPO oversubscribed about 2,363 times before trading up roughly 7 percent.
- Investors are rotating toward AI infrastructure as optical module leaders surge on 800G and 1.6T data‑center demand, with Zhongji Innolight up 389.7 percent and Eoptolink up 320 percent over the past year, alongside gains at SMIC and Cambricon.
- Competition is shifting from model rankings to scalable platforms and agents, with Tencent embedding AI across businesses, ByteDance’s Doubao moving into content and enterprise workflows, and Meta announcing a deal to acquire Chinese agent startup Manus.
- Deployment is showing up on factory floors and in robotics, with China counting more than 35,000 basic‑level smart factories by end‑2025 as humanoid robots move from labs to production and RaaS models gain traction, including a 135 percent rise in Ubtech’s shares.