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Shares of several artificial intelligence-focused funds and companies experienced gains following the release of a government guideline aimed at expanding the ‘AI Plus’ initiative. This policy emphasizes the widespread integration of AI technology across various industries and sectors of society and the economy.
The China Southern ChiNext AI ETF rose nearly 2% in Shenzhen, closing at approximately 1.73 yuan. Stocks of AI application developers, including QiMing Information Technology and Nancal Technology, hit the daily trading limit of 10%, reaching 23.5 yuan and 53.02 yuan respectively, equivalent to about $3.28 and $7.41 USD. Meanwhile, Kingsoft Office Software saw a modest increase of 0.9% to close at 323.8 yuan, or roughly $45.22 USD, in Shanghai.
Following earlier gains, shares of Haitian Ruisheng Science Technology, Doushen Beijing Education & Technology, and Zhengyuan Zhihui Group fell sharply—5.4%, 6.4%, and 6.5% respectively—to closing prices of 143.8 yuan, 8.95 yuan, and 22.3 yuan.
The formal implementation of the AI Plus plan involves three main stages, as outlined by the State Council. The first focuses on achieving extensive integration of AI in six key areas, targeting a penetration rate of over 70% for next-generation smart devices, AI assistants, and related applications.
The second stage emphasizes strengthening collaborative innovation in fields such as biotech manufacturing, quantum computing, and sixth-generation cellular technology. The third stage prioritizes embedding AI into industries like manufacturing, agriculture, and services.
To enhance consumer experiences, China aims to develop intelligent and efficient local applications that improve entertainment, e-commerce, property management, travel, senior care, and childcare services. The government also encourages exploring new consumption models that emphasize personalized, experiential, cognitive, and emotional engagement.
In areas impacting public well-being—such as education, healthcare, and cultural sectors—officials and international partners must accurately identify needs, plan proactively, and manage the entire service process effectively.
By 2030, the goal is for AI applications to reach a penetration rate exceeding 90%, positioning a smart economy as a substantial growth engine for the nation. Over the next decade, China plans to evolve into a leading hub of smart economic activity and societal development.
Experts highlight that combining top-down design with market-driven mechanisms can stimulate innovation across different players, transforming China from an application-focused AI power into one recognized for pioneering innovations.
The current focus is on AI agents, which are poised to define this year’s technology landscape, aligning with recent guidelines that strongly endorse their development. Human-AI collaboration and co-creation are becoming standard elements in corporate operations, reflecting the new normal in business.
This year marks the beginning of commercial deployment for large language models and AI agents, a move expected to accelerate hardware and software upgrades within manufacturing, expand R&D activities, and alter the industry’s value distribution patterns.
Security remains a top priority, with the government emphasizing the importance of robust safety and control measures, including diverse safety governance frameworks and capabilities to safeguard AI developments.
The development and deployment of AI technology continue to accelerate, supported by comprehensive strategies to ensure safe, innovative, and impactful integration into all facets of society.
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