Haitong International: "Artificial Intelligence +" Action Document Issued, AI Applications Keep Up with the Computing Power Wave

According to the Zhitong Finance APP, Haitong International released a research report stating that the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Actions" recently issued by the State Council further provides policy support for promoting the large-scale application and commercialization of artificial intelligence. It also sees a continuous acceleration of AI application implementation under the wave of domestic computing power. The bank remains optimistic about the computer sector and suggests focusing on targets such as Kingdee International (00268) and Kingsoft Office (688111.SH). On August 27, the State Council issued the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Actions," which supports AI policies and resonates with the industry. The overall requirement of the "Opinions" is that by 2027, the penetration rate of new generation intelligent terminals and intelligent entities should exceed 70%, by 2030 it should exceed 90%, and by 2035, a new stage of development in the intelligent economy and intelligent society should be fully entered. Measures to strengthen AI foundational support capabilities include enhancing model foundational capabilities, strengthening data supply innovation, coordinating intelligent computing power, optimizing the application development environment, promoting the prosperity of the open-source ecosystem, strengthening talent team construction, reinforcing policy and regulatory guarantees, and improving security capability levels. Additionally, the "Opinions" are driven by industry application demands, coordinating domestic and international efforts to carry out six major actions of "Artificial Intelligence+" focusing on six key areas: scientific technology, industrial development, consumption quality improvement, people's livelihood and welfare, governance capabilities, and global cooperation. It deeply analyzes the impact of artificial intelligence on paradigm shifts across various industries and fields, and proactively plans the focus points of "Artificial Intelligence+" work. The new generation of Chinese operating system—Galaxy Kirin Operating System V11 was officially released at the 2025 China Operating System Industry Conference. This system uses a brand new Rock Solid architecture, significantly enhancing the operating experience, security, and ecological richness. As the first domestic operating system to break the million-ecosystem mark, Galaxy Kirin's ecological maturity is leading domestically, achieving full compatibility with mainstream domestic CPUs, GPUs, and motherboards, thus building a complete domestic ecological system. It has played a supporting role in major national projects such as the Chang'e lunar exploration and Tianwen Mars exploration, maintains a high coverage rate in the government sector, and has achieved long-term large-scale applications in industries such as finance, energy, education, and healthcare. Currently, the Galaxy Kirin Operating System has been deployed in over 16 million sets