China AI policy

Commerce and manufacturing companies can apply for inclusive computing power, 'specialised and sophisticated' enterprise status, and fiscal support under the 'AI + Manufacturing' action.

Automakers and ADAS suppliers must audit all marketing materials, manuals, and launch statements to remove exaggerated claims or wording that downplays driver responsibility

Foreign AI services must obtain Chinese AI approval before launching in China; Apple's approval provides a reference path for similar products.

Companies doing AI R&D or deployment in Hong Kong can expect greater local compute supply; watch for application channels and pricing of compute resources.

AI model developers gain a clear "AI + railway" application direction with operation and maintenance data scenarios for online safety assessment and intelligent O&M projects.

AI-generated marketing content using real people's likeness or voice is a primary enforcement target, risking account bans and content removal

Companies must strengthen core technology R&D in multi-sensor fusion, algorithms, solid-state batteries, automotive chips, and operating systems

Chinese AI companies must ensure compliant handling of user data and prevent unauthorized data transfers

Manufacturing enterprises are required to accelerate the application of AI in R&D design, production manufacturing, and management operations to enhance digitalization and intelligentization, aligning with national industrial policy directions.

Obligations: Companies must comply with new evaluation standards for token factories, focusing on core technical metrics like model adaptation capacity and energy efficiency. • Opportunities: Firms with leading token factories can receive government support. Companies involved in model technology iteration, chip adaptation, and overseas service development can tap into new market opportunities. • Deadlines: The plan is set for implementation from 2026 to 2028, with specific milestones for building factories, launching platforms, and achieving technology breakthroughs.

Obligations: Companies must exercise caution when using AI tools, not blindly trust or grant permissions to unknown AI services. They must set clear behavioral boundaries and strict permissions for AI agents, not casually open internet access or content editing rights.

Obligations: Companies operating in South Korea must comply with the government's directive to accelerate AI research and applications, while strengthening risk prevention measures for deepfakes, cyberattacks, and privacy. • Opportunities: South Korea's continued push for AI development presents opportunities for companies to participate in AI research, development, and application projects, especially in the semiconductor and hardware sectors. • Deadlines: The government plans to soon announce the next phase of its autonomous AI foundational model plan, creating a timeline for companies to prepare for potential new regulations or funding opportunities.

The government will support the promotion of new energy vehicles and green smart home appliances in rural areas, providing market opportunities for related enterprises.

Obligations: Companies providing AI services must comply with the National Security Department's guidance to prevent data leakage through unauthorized API intermediary stations. • Opportunities: Adhering to the guidelines can enhance user trust and data security, reducing the risk of reputational damage. • Deadlines: No specific deadline is mentioned, but companies should immediately implement recommended security measures to mitigate risks.