Evening Hotspots of A shares | Eight departments issued a joint document! Concerning "Artificial Intelligence + Manufacturing"

1. Eight departments jointly issued a document related to "Artificial Intelligence + Manufacturing" Importance: The Ministry of Industry and Information Technology and seven other departments have issued the "Implementation Opinions on the Special Action Plan for 'Artificial Intelligence + Manufacturing'". It proposes that by 2027, China's key core technologies in artificial intelligence will achieve secure and reliable supply, and the industry size and empowerment level will rank at the forefront of the world. Some key points include: 1. Promoting the coordinated development of intelligent chip software and hardware, supporting breakthroughs in key core technologies such as high-end training chips, edge reasoning chips, artificial intelligence servers, high-speed interconnection, and intelligent cloud operating systems. 2. Supporting innovation in model training and reasoning methods, developing high-performance algorithm models that adapt to the real-time, reliable, and secure characteristics of the manufacturing industry. 3. Accelerating the empowerment of industrial robots through artificial intelligence, developing a new generation of artificial intelligence numerical control systems, enhancing capabilities in autonomous decision-making, analysis, and execution. 4. Supporting technological breakthroughs in edge-side models, developing application toolchains, cultivating artificial intelligence terminals such as smartphones, computers, tablets, and smart homes. 5. Establishing a high-level artificial intelligence open-source community, deploying a batch of open-source projects, and building a globally influential open artificial intelligence ecosystem. 2. The Chinese central bank continues to increase its holdings of gold for the 14th consecutive month Importance: On January 7th, the central bank announced its latest official reserve asset data. The data shows that as of December 2025, the central bank held 74.15 million ounces of gold, an increase of 30,000 ounces from the previous month. Since November 2024, the central bank has been increasing its holdings of gold continuously for 14 months. For the phenomenon of the central bank continuing to increase its holdings of gold, Wang Qing, Chief Macro Analyst at Orient Securities, believes that this is mainly due to new changes in global political and economic situations, and international gold prices may be prone to rise and difficult to fall for a considerable amount of time. This means that the necessity for suspending the increase in gold holdings from a cost control perspective has decreased, while the necessity for increasing gold holdings from the perspective of optimizing international reserve structure has increased. 3. The central bank announces plans to conduct 110 billion yuan reverse repurchase operations Importance: The central bank announced that on January 8, 2026, the People's Bank of China will conduct 110 billion yuan reverse repurchase operations through fixed quantity, interest rate tender, and multiple price bid methods, with a term of 3 months (90 days). Industry experts believe that the central bank is likely to conduct another 6-month fixed-term reverse repurchase operation this month, with a high possibility of further injection of medium-term liquidity into the market for the 8th consecutive month. 4. Ping An Life increases its stake in Agricultural Bank of China H shares Importance: On January 7th, Ping An Life announced that through Ping An Asset Management Co., Ltd., it has entrusted investments in Agricultural Bank Of China H shares. As of December 30, 2025, the stake has increased to 20%, triggering disclosure requirements under Hong Kong market rules. 5. Xiaomi Auto plans to launch 4 new cars next year, including 2 extended-range models Importance: Xiaomi Auto plans to launch 4 new cars next year, including an updated version of the SU7, an executive version of the SU7, a five-seat extended-range SUV, and a seven-seat extended-range SUV. An informed source revealed that the updated version of the SU7 and the seven-seat extended-range SUV are preliminarily planned to be launched in the first half of the year, while the executive version of the SU7 and the five-seat extended-range SUV are planned to be launched in the second half of the year through the end of the year. 6. Ministry of Commerce: Initiates anti-dumping investigation on imported dichlorodimethylsilane from Japan Importance: On January 7, the Ministry of Commerce announced the initiation of an anti-dumping investigation into imported dichlorodimethylsilane from Japan. The investigation, initiated upon application by the domestic industry, aims to review whether the relevant products are being dumped and causing damage to the domestic industry. 7. Intensified antitrust efforts in the lithium battery industry: Multiple departments jointly hold a symposium for the power storage battery industry Importance: According to the Financial Association of China, on January 7, multiple departments jointly held a symposium for the power and storage battery industry to discuss and deploy work related to regulating industrial competition order. Informed sources revealed that participating companies included the top 10 domestic power battery companies, several leading energy storage battery companies, and integrators, totaling more than 10. Attendees at the symposium revealed that the main content of the meeting was similar to the previous one, focusing on the work of combating market internal competition and included requirements for companies to control production capacity, manage price wars, protect patents, and other related content. In terms of investment opportunities, the market is focusing on new industrialization, among other areas.