A research report from Guolian Minsheng Securities indicates that on February 10th, the "Implementation Opinions on Accelerating the Promotion and Application of Artificial Intelligence in the Bidding and Tendering Sector" was issued by the National Development and Reform Commission and other departments. The document sets work targets for the end of 2026 and the end of 2027. The firm believes companies with deep AI integration in the procurement sector are positioned to benefit. The policy promotes the deep integration of bidding processes and artificial intelligence, aiming to improve bidding paradigms and enhance the digital and intelligent levels of services and supervision. With AI empowerment, procurement IT is expected to reach an inflection point. Key viewpoints from Guolian Minsheng Securities are as follows:

Development goals are clearly defined, with plans outlined for 20 key scenarios. 1) Overall objectives are stipulated with milestones for the end of 2026 and the end of 2027. By the end of 2026, key scenarios such as tender document inspection, intelligent bid evaluation assistance, and collusive bidding identification should be advanced. By the end of 2027, more key scenarios should be promoted and applied nationwide, forming a batch of experience in model training, scenario application, and mechanism safeguards to effectively promote the standardized and healthy development of the bidding market. 2) Accelerating scenario application: The policy proposes 20 key scenarios covering the entire bidding transaction process and key management links. These include three scenarios in the tender phase (tender planning, tender document preparation, tender document inspection); two in the bid submission phase (bid planning, bid compliance self-check); three in the bid opening/evaluation phase (bid opening, expert selection, intelligent bid evaluation assistance); three in the award phase (evaluation report verification, award decision assistance, contract signing); four in the trading center site management phase (venue scheduling, witnessing management, archives management, intelligent Q&A); and five in the supervision phase (expert management, collusive bidding identification, credit management, collaborative supervision, complaint handling).

Digital and intelligent technologies empower bidding processes, driving more efficient transactions, competition, and supervision. 1) Using digital intelligence to ensure "transparent transactions": Through scenarios like tender document inspection and intelligent bid evaluation assistance, the policy aims to reduce custom-tailored specifications during tendering and assist in smart error correction, compress experts' discretionary space during evaluation to prevent biased scoring, and create multi-dimensional profiles of winning bidders for full-process traceability in the award phase, promoting standardized and transparent procedures. 2) Using digital intelligence to foster optimal competition: Through scenarios like tender planning and bid planning, models can analyze industry trends and market supply/demand on the tender side to accurately select matching enterprises, while on the bidder side, the system can push suitable project information, assess competitive economics, and flag risks of below-cost bidding, thereby reducing malicious low-price competition. 3) Using digital intelligence to enhance regulatory efficacy: Through scenarios like collusive bidding identification and collaborative supervision, systems can uncover hidden relationships and behavioral patterns to identify collusion, use data comparison to uncover clues and strengthen inter-department coordination, and intelligently screen malicious complaints to improve prevention and handling, thereby boosting regulatory penetration and efficiency.

Companies with deep AI integration in the procurement sector are positioned to benefit. 1) Zhuoyi Information: Its EazyDevelop platform is set to launch an AI bidding system that empowers the entire bidding process. The system supports one-click generation of compliant management structures, allowing quick setup of standardized frameworks by cloning templates instead of building from scratch. It features a built-in AI corporate knowledge base for intelligently accumulating bidding materials and precisely reusing excellent historical cases and experiences, reducing repetitive work. Its intelligent bidding tools include convenient components for quickly handling complex parameters and cumbersome attachments, supporting operations like document formatting, file merging, and e-signatures, balancing efficiency and standardization. A collaborative bidding platform enables real-time, multi-user cloud-based tender document drafting with clear task division and controllable review processes, eliminating version confusion. The core AI writing function deeply matches scoring points in tender documents, rapidly generating high-quality bid proposals based on requirements, while also supporting plagiarism checks, AI review, and competitor analysis to comprehensively enhance tender quality and preparation efficiency. 2) Sunyard Software: The application of its Sunyard large model in smart procurement already covers the full range of transaction business scenarios. Intelligent applications like AI+transaction supervision, AI+fair competition review, AI+service assistant, AI+tendering and procurement, AI+bid evaluation, and AI+intelligent materials have been successively introduced. Deeply integrating capabilities such as policy interpretation, industry analysis, compliance review, and intelligent decision-making, these applications can reduce transaction costs and improve regulatory efficiency. 3) Bosssoft: The company's "Sunshine Public Procurement Large Model" is the first vertical large model for public procurement in China, featuring capabilities like intelligent Q&A, intelligent bid evaluation assistance, intelligent demand generation, and intelligent supervision. It addresses core pain points such as difficult comprehension of complex policies, challenging identification of collusive bidding, and arduous compliance reviews. In April 2025, Bosssoft assisted the Shenzhen Public Resource Trading Center in pioneering a national pilot for AI-assisted bid evaluation, achieving a breakthrough accuracy rate of 100%. Evaluation work that previously required five experts approximately seven hours was completed by AI in about ten minutes, providing a replicable model for the digital and intelligent transformation of public resource trading nationwide.

Risk提示: Technology roadmap changes carry uncertainty; industry competition may intensify.