The CPC Central Committee and the State Council issued Opinions on Developing New Quality Productive Forces on 9 October 2026. The document directs full implementation of the “AI+” action, acceleration of next-generation intelligent terminals including humanoid robots, breakthroughs in AI basic theories and core technologies, strengthened supply of computing power, algorithms and data, layout of national AI industry application pilot bases, and construction of a technical monitoring, risk early-warning and emergency-response system to keep AI safe, reliable and controllable.
Who this affects
- For exporters: Entities supplying intelligent connected new energy vehicles, AI phones and computers, or humanoid robots face directed acceleration of scenario applications under the AI+ action.
- For investors: Capital allocation toward AI digital-intelligent technology innovation, national AI industry application pilot bases, and high-value application scenarios is explicitly prioritized.
- For counsel/compliance: Operators must track the mandated technical monitoring, risk early-warning and emergency-response system plus strengthened governance in the AI field.
- For policymakers: The opinions set the frame for coordinating development and security while advancing new quality productive forces through AI-led industrial transformation.
The read
The opinions pair accelerated AI+ deployment across traditional industries and next-generation terminals (including humanoid robots) with an explicit requirement to build monitoring, early-warning and emergency-response capacity that keeps AI “safe, reliable and controllable.”
This dual track—industry-specific pilot bases plus governance—appears in the same section as calls to strengthen computing, algorithm and data supply and to break through core technologies. The pattern is consistent with the broader framing of new quality productive forces as requiring both technological breakthrough and controlled application.
What was the action?
The CPC Central Committee and the State Council issued the Opinions on Developing New Quality Productive Forces, which include a dedicated directive to fully implement the “Artificial Intelligence +” action.
What’s the penalty / scope, and how is it set?
No penalty is stated. The action directs promotion of AI transformation of traditional industries, accelerated application of next-generation intelligent terminals (intelligent connected new energy vehicles, AI phones and computers, humanoid robots), breakthroughs in basic theories and core technologies, strengthened efficient supply of computing power, algorithms and data, tailored layout of national AI industry application pilot bases and high-value application scenarios, vigorous promotion of AI across industries, and construction of a technical monitoring, risk early-warning and emergency-response system ensuring AI is safe, reliable and controllable.
Who else is exposed?
Sectors named in the AI+ action—intelligent connected new energy vehicles, AI phones and computers, humanoid robots, and broader digital-intelligent technology supply chains—are the primary exposure. Future industries including embodied intelligence are also listed for exploratory development. Not otherwise specified in the record.
What happens next
The opinions call for layout of national AI industry application pilot bases on a tailored, industry-specific basis and for construction of the monitoring and risk-warning system. Implementation steps, timelines and specific bases are not set out in the document.