The State-owned Assets Supervision and Administration Commission establishes the "AI+" Embodied Intelligence Industry Community for central enterprises, accelerating AI applications into the mature phase

[Source: Global Times]

[Global Times Financial Comprehensive Report] The State-owned Assets Supervision and Administration Commission of the State Council recently established a “AI+” embodied intelligence industry community for central enterprises, leading the construction of trusted data spaces in 11 key industries including energy, manufacturing, and telecommunications, creating over 1,000 application scenarios and more than 100,000 industry intelligent agent applications, effectively empowering high-quality industry development.

Huayuan Securities recently released a research report indicating that in 2023, driven by strong demand for artificial intelligence applications and data center infrastructure, demand for logic chips and memory chips increased significantly. According to Wind data, from Q2 2025 onwards, global semiconductor revenue has continued to rise quarter over quarter, further confirming the industry’s sustained prosperity.

According to data from the World Semiconductor Trade Statistics (WSTS), global semiconductor sales are expected to grow 22.5% year-over-year to $772 billion in 2025, and the upward trend in the industry is expected to continue in 2026, with global semiconductor sales possibly approaching $1 trillion.

Bank of China Securities issued a research report on AI applications, stating that the underlying technological systems are accelerating toward maturity, and AI application business models are rapidly moving from concept validation to revenue closure. The foundational technology systems for AI applications are entering maturity faster, with significant improvements in inference efficiency and cost-effectiveness at the computing power layer, providing fundamental economic support for commercialization. AI application business models are quickly transitioning from concept validation to revenue closure, with some AI vertical business models gradually entering the validation phase.

In terms of the market, since mid-January 2026, the AI industry chain has experienced a sustained correction due to uncertainties in AI application business models and genuine demand. However, at the same time, the 2026 large models are entering the “Spring Festival season,” with domestic leading companies such as Doubao 2.0, SeedDance 2.0, and Qwen 3.5 expected to undergo intensive updates around the Spring Festival. Bank of China Securities believes that after the current low sentiment and the realization of negative factors, industry catalysts will intensify, and AI applications may see a bottoming rebound.

Bank of China Securities also mentioned that during the Spring Festival holidays over the past three years, major events in the global AI industry have driven public opinion and triggered a rally in tech stocks after the holiday. During the 2025 Spring Festival, DeepSeek emerged unexpectedly, attracting significant attention from global investors. DeepSeek’s excellent performance and lower computing costs caused a substantial adjustment in Nvidia’s stock price, and in the first week after the holiday, Chinese AI assets saw a notable increase. At this point, it is also impossible to ignore the rapid progress of the global AI technology industry and the potential upward catalysts brought by the long holiday.