中信证券研报认为,本周政策围绕先进制造提质、新兴产业扩投资和民生消费扩容密集落地。全国先进制造业大会将新一代智能制造作为

智通财经
Sep 22
中信证券研报认为,本周政策围绕先进制造提质、新兴产业扩投资和民生消费扩容密集落地。全国先进制造业大会将新一代智能制造作为主攻方向,“人工智能+制造”专项行动有望带动高端芯片、工业软件和智能装备等关键环节加快补短板。电子信息、医药和文旅“十五五”规划同步出台,为半导体、A算力、创新药及文旅消费等领域明确中长期增长空间。政策同时通过开放应用场景、治理中小企业回款难、扩大养老康复与体育赛事供给,进一步改善民营企业投资环境并释放服务消费需求。调研显示,乌兰察布—张家口算力建设景气度仍在加速,中联数据远期规划7GW、阿里巴巴内蒙古算力规模预计2027年达到2GW,供电、能评和土地正逐渐取代需求成为项目落地的主要约束。

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