行业洞察 | 2026 两会重磅信号：ICT产业迎来智能经济新机遇

2026 marks the opening year of the 15th Five-Year Plan. With "AI+" included in the Government Work Report and "the new form of intelligent economy" emerging as a key national strategy, a clear signal has been sent:China is transitioning from a "digital economy" to an "intelligent economy."China's ICT industry stands at the threshold of an unprecedented transformation.

From infrastructure to application scenarios, from technology supply to ecosystem building, targeted policy deployments directly address industry pain points and future opportunities. Each signal provides clear development direction for the ICT sector, driving a shift from "point breakthroughs" to "systemic transformation."

AI Integration

Deepening and expanding "AI+": A leap from tools to foundational infrastructure

The "AI+" initiative has been included in the Government Work Report for three consecutive years. This year, it was upgraded from "promoting" to "deepening and expanding," signaling that AI has officially evolved from an auxiliary tool into the core foundation of economic development.

The Two Sessions highlighted two key priorities: first, "AI + Manufacturing," driving a synergistic integration of manufacturing and AI to develop industry-specific intelligent agents; second, "AI + Industries," promoting the commercialized, large-scale application of AI in priority sectors such as healthcare, finance, transportation, and education, while fostering new intelligent-native business models and formats.

The policy also explicitly supports the development of open-source AI communities, accelerates the cultivation of open-source datasets and toolkits, lowers the barrier to AI technology adoption, and stimulates innovation among small and medium-sized enterprises.

Network Upgrade

Integrated space-air-ground network: building a robust communication foundation for the intelligent economy

Networks are the "blood vessels" of the ICT industry and the foundational support for deploying the intelligent economy. This year's Two Sessions prioritized network upgrades with a focus on "comprehensive coverage and deep empowerment," driving synergies between networks, computing power, and data.

First, advance the "5G + Industrial Internet" upgrade by shifting focus from basic connectivity to high-value scenarios such as production process optimization and predictive equipment maintenance. Second, accelerate satellite internet development to build an integrated air-space-ground network.

In the future, networks will deeply integrate with computing power and data to deliver an integrated "network-computing-data-application" service capability. This will lower the deployment barrier for AI applications and open new growth opportunities for the ICT industry.

Computing Infrastructure

Ultra-scale intelligent computing + coordinated compute and power: ushering in a new era of green computing

For the first time, the Two Sessions have included "ultra-large-scale intelligent computing clusters" and "computing-power and electricity coordination" in new infrastructure projects. Computing power has evolved from isolated IT infrastructure to a strategic-level foundation deeply integrated with the energy system.

First, accelerate the construction of large-scale intelligent computing clusters to upgrade computing power from "available" to "user-friendly," meeting the needs of emerging AI applications such as large models and agents. Second, advance the synergy strategy between computing and power, resolving the challenge of fragmented management between computing resources and electricity supply. This enables precise matching of western green energy with eastern computing demand, reducing operational costs while promoting green and low-carbon development.

Data Elements

Activate digital "blood" to unleash new momentum in the ICT industry

This year's Two Sessions explicitly emphasized deepening the development and utilization of data resources, improving the foundational system for data elements, and promoting compliant data circulation.

This signal marks accelerated progress in the data element market: high-quality datasets will become central to AI model training and optimization, spurring new business models in data labeling, governance, and trading. With equal emphasis on security and circulation, enhanced classification-based protection standards are raising compliance requirements for enterprises.

Terminal and Agent

AI terminals go mainstream; agents become the new driver of industrial upgrading

The meeting explicitly called for accelerating the adoption of next-generation smart terminals, including AI PCs, AI smartphones, and smart home devices. It also positioned "AI agents" alongside these terminals as key enablers for realizing the intelligent economy.

This signals a shift in the terminal industry from "hardware competition" to "hardware + intelligent services," making AI a core competitive advantage. Meanwhile, the accelerated industrialization of agents (such as "digital workers") will drive widespread AI adoption across real-world scenarios in manufacturing and services.

From "digitalization" to "intelligence": no longer optional, but essential.

The door to the intelligent economy has opened, fundamentally reshaping the rules of competition in the ICT market —Future competitionis no longer a contest of single-point technologies or individual products, butIt is a contest of intelligent capabilities forged by the synergy of data, computing power, models, and agents.The gap between enterprises will no longer be about "whether they are digital," but rather "whether they possess intelligent collaboration capabilities."

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