In order to further accelerate the construction of artificial intelligence "Shanghai Highland" and accelerate the empowerment of artificial intelligence to new quality productivity, Shanghai issued the "Implementation Plan on Artificial Intelligence "Molding Shencheng", aiming to build a world-class artificial intelligence industry ecology by the end of 2025.

Shanghai aims to build a world-class artificial intelligence industry ecosystem

On December 27, 2024, Shanghai issued the "Implementation Plan on Artificial Intelligence "Molding Shencheng".

The plan proposes to aim at the frontier of technology, adhere to the application traction, and build basic foundations such as intelligent computing power clusters, corpus supply systems, virtual and real integration training fields, and industry base models by promoting artificial intelligence to "mold Shencheng", and create productivity tools in key fields such as intelligent terminals, scientific intelligence, online new economy, autonomous driving, and embodied intelligence, and focus on accelerating application empowerment in key industries such as finance, manufacturing, education, medical care, cultural tourism, and urban governance.

By the end of 2025, we will build a world-class artificial intelligence industry ecology, strive to exceed 100EFLOPS in the scale of intelligent computing power in the city, form about 50 industry open corpus demonstration and application achievements with remarkable results, build 3-5 large-scale model innovation acceleration incubators, and build a number of upstream and downstream collaborative empowerment centers and vertical model training fields.

In terms of accelerating the development of key productivity tools, Shanghai supports key scientific research institutions to focus on life sciences, material research, engineering technology, atmospheric analysis and other fields, and lay out and develop scientific intelligence platform tool chains and related scientific data sets. Promote innovative enterprises to cooperate with scientific research institutions to build demonstration bases for the application of scientific and intelligent industries, and accelerate the transformation of achievements in key industries such as biomedicine, integrated circuits, and new materials; Promote the strengthening of cooperation between end-side models and terminal enterprises, and create new artificial intelligence terminals such as AI terminals, AI mobile phones, and smart wearable devices; Support car companies to continuously optimize high-end intelligent driving systems, tackle key problems in intelligent cockpit operating systems, develop end-to-end large models of autonomous driving, and promote the research and mass production application of key chips such as intelligent cockpits and vehicle control microcontrol units; Focus on open-source robot ontologies and datasets, open-source autonomous simulation platforms, and create an open-source technology base. Carry out embodied intelligent data collection and open action data sets. Pilot the large-scale application of more than 100 robots.

In terms of promoting the application of key vertical fields, the plan proposes to build a coordinated development ecology of key industries, focus on six key industries such as finance, manufacturing, education, medical care, cultural tourism, and urban governance, support leading enterprises to take the lead, promote upstream and downstream collaboration, form a three-link landing application cooperation framework of "model + practice + corpus", and accelerate the construction of a number of industry empowerment centers. Carry out the "artificial intelligence +" action of Shanghai state-owned assets and state-owned enterprises, and promote state-owned enterprises to open up more large-scale model application scenarios.

In the field of artificial intelligence, Shanghai has become an AI innovation highland where resources converge. According to the data, from 2018 to 2023, the number of artificial intelligence enterprises in Shanghai has increased from 183 to 348, and the industrial scale has increased from 134 billion yuan to more than 380 billion yuan.

At the East China Branch of the 2025 China Academy of Information and Communications Technology In-depth Observation Report held on December 25, 2024, Zhang Hongtao, deputy director of the Shanghai Municipal Commission of Economy and Information Technology, said that in the future, Shanghai will continue to promote the innovation and development of artificial intelligence in accordance with the relevant national deployment, and fully implement the "Molding Shencheng" project.

Yang Haijun, chief engineer of the Cyberspace Administration of the Shanghai Municipal Party Committee, revealed at the meeting that 60 large models in Shanghai have completed the filing, ranking second in the country, and 54 applications of generative artificial intelligence have been registered and launched, ranking first in the country.

A-share Shanghai enterprises have increased their layout in the artificial intelligence industry

According to the data of Choice Financial Terminal, as of December 31, 2024, there are 579 companies with artificial intelligence concept stocks in the Shanghai, Shenzhen and Beijing markets, and 53 companies registered in Shanghai. In recent years, local A-share companies in Shanghai have stepped up their efforts in the field of artificial intelligence.

Winner Technology Co., Ltd. (300609. SZ) has long been committed to using artificial intelligence and big data technology to empower physical business, providing customers with digital solutions such as customer flow data analysis, remote store inspection, smart screen management, data services, and big data platform development.

On December 20, 2024, Winner Technology acquired a 10% stake in Shanghai Bingsheng Technology Co., Ltd. held by Dalian Wanda Commercial Management Group Co., Ltd. for 100 million yuan. The company said that it will take this equity investment as an opportunity to jointly develop artificial intelligence and big data application products and services for commercial customers.

On December 17, 2024, Sichuan China Computing Intelligent Computing, a subsidiary of Winner Technology, signed the "Heterogeneous Intelligent Computing Center Equipment and Artificial Intelligence Server Management System Procurement Contract" with IPACS, under which Sichuan International Computing Intelligent Computing sold 43 high-performance computing servers and supporting artificial intelligence server management system software to IPACS for 62.3483 million yuan (tax included) and provided related support services.

Montage Technology Co., Ltd. (688008. SH) is committed to providing high-performance, low-power chip solutions for the field of cloud computing and artificial intelligence, and currently has two product lines of interconnection chips and Jindai ® server platform. The company's high-performance "capacity" chip solutions include four products: PCIe Retimer, MRCD/MDB and MXC chips for AI servers, and CKD chips for AI PCs.

UCD (688158. SH) will seize the development opportunities in the era of artificial intelligence, deepen its main business of cloud computing, continue to develop in the field of AIGC, and accelerate the construction of "Eastern Data and Western Computing" data centers. The company's self-built two data centers, Ulanqab in Inner Mongolia and Qingpu in Shanghai, have achieved high growth and sustained profitability.

Among them, Shanghai Qingpu Data Center has a high-computing power and high-quality transmission network, which can provide a complete set of cloud computing solutions including elastic computing power resource pools, managed cabinets, networks, and private lines, which are mainly used to carry high-efficiency services such as AI inference, chip verification, and brain-computer interface. In the first phase of the project, a total of three computer room buildings are planned to be built, one of which has been put into operation in January 2023 (accommodating about 1,000 cabinets in total).

INTSIG(688615. There are two main functional points based on AI core technology: image processing and scanning, and document editing and processing. The company's IPO fund-raising projects include artificial intelligence C-end products and B-end service R&D and upgrading projects, commercial big data C-end products and B-end service R&D and upgrading projects, artificial intelligence core technology R&D and upgrading projects, and commercial big data core technology R&D and data middle platform construction projects.

Rock Mountain Technology(002195. SZ) has regarded its AI business as a strategic catalyst to promote the company's new round of growth since 2023, and has made in-depth layouts in emerging frontier fields such as intelligent driving, brain-like intelligence, and generative AI in the field of artificial intelligence.

In April 2024, Iwayama Technology completed the capital increase, voting rights entrustment and appointment of directors of Nullmax, a R&D company for automotive intelligent driving systems, to achieve its controlling stake.

Shanghai Rocks Brain-like Research Institute, a subsidiary of Rock Mountain Technology, takes EEG big data and EEG large model as the core technology base, and conducts scientific research and product development in the direction of brain-computer interface decoding algorithms and systems, diagnosis and evaluation of non-organic brain diseases, and regulation of the internal state of the brain for forward-looking research in the field of brain science and artificial intelligence, so as to promote the commercialization of research results.

Ai Rong Software (830799. In 2025, BJ) will continue to closely track the application opportunities of pure-blooded Hongmeng, generative large models and other artificial intelligence technologies in financial institutions, and at the same time, the company will also closely track the development trend of quantum communication technology in the financial industry and continuously strengthen the company's capabilities in the above fields. In terms of business, in addition to continuing to focus on the traditional advantages of mobile financial services, the company will gradually enter the business middle platform field according to the needs of customers, so that the company can obtain greater market space under the overall technical framework of "thin core and large middle platform" of financial information innovation.