Policy desk

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.

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

U.S. AI companies must adjust model release processes to ensure U.S. agencies review first

AI companies must adjust model release processes to ensure U.S. government gets priority testing access

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: AI companies may face legal scrutiny and potential penalties if found to have coordinated to limit AI development speed, violating antitrust laws. • Opportunities: The case highlights the importance of transparent communication and compliance with antitrust regulations in the AI sector. • Deadlines: The court case is ongoing, with the possibility of a collective class-action suit being certified, which could impact the companies' operations and public perception.

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.