en.Wedoany.com Reported - On May 11, 2026, the People's Bank of China released the "China Monetary Policy Report for the First Quarter of 2026," which for the first time systematically elaborated, in a dedicated column, on the driving logic of the artificial intelligence industry for high-quality economic development. The report pointed out that GDP grew by 5% year-on-year in the first quarter, indicating a strong start for the national economy. The AI industry will inject more momentum into high-quality economic development and provide more precise anchor points for financial services to the real economy.
The report outlined three clear growth trajectories for artificial intelligence. The first is that the underlying capabilities of domestic large models are entering a new phase of intensive breakthroughs. Rapid iterations in multimodal understanding and strong logical reasoning technologies are propelling domestic large models from "usable" to "reliable" in high-precision vertical scenarios such as medical imaging diagnosis, financial contract review, and industrial fault prediction, with the performance gap compared to top international standards continuously narrowing. The second is that the integration of AI with traditional industries has moved beyond the single-point experimentation stage and entered a period of deep, full-chain restructuring. In the field of intelligent manufacturing, AI now covers the entire process from product design and production line scheduling to quality inspection; in the financial sector, the application proportion of intelligent risk control systems in credit approval continues to expand, compressing single-transaction approval times from days to minutes; in healthcare and transportation, assisted diagnosis systems and urban traffic signal optimization are moving from pilot programs to large-scale promotion. The third is that the global expansion of Chinese AI enterprises is shifting from sporadic exploration to systematic advancement. In Southeast Asian and Middle Eastern markets, intelligent voice systems, machine vision equipment, and AI-driven SaaS platforms are rapidly being deployed, with the share of Chinese AI products and services in the international supply chain steadily increasing.
Financial data corroborates this transformation momentum. Central bank reports disclosed that as of the end of March 2026, technology loans grew by 13.7% year-on-year, and loans to the digital economy industry grew by 22.4% year-on-year, consistently outpacing overall loan growth. The re-lending quota for technological innovation and technological transformation has been increased to 1.2 trillion yuan. The central bank's efforts to channel financial resources towards high-tech fields like AI have shown initial results, further establishing the trend of credit structure shifting its focus from "real estate and traditional infrastructure" to "technological innovation."
In 2025, the State Council issued the "Opinions on Deeply Implementing the 'AI+' Action," and in early 2026, four departments including the Ministry of Industry and Information Technology jointly issued the "Action Plan on Promoting Bidirectional Empowerment of Artificial Intelligence and Energy." Multiple national-level documents have formed a policy synergy in the same direction. The three growth trajectories of technological iteration, industrial integration, and global expansion outlined in the central bank report are vertically aligned with national strategies, signaling that AI is poised to move from a phase of localized breakthroughs into a period of systemic empowerment.
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