B[What are the main considerations for the artificial intelligence technologies to be added to China’s Catalog of Export Prohibited and Restricted Technologies? Ministry of Commerce's response] On October 16, the spokesperson of the Ministry of Commerce answered reporters' questions on the revision of the "China's Catalog of Export Prohibited and Restricted Technologies". Q: What are the main considerations for the artificial intelligence technology to be added?
Answer: Currently, global artificial intelligence technology innovation has entered an unprecedented active period, with opportunities and challenges coexisting. This time, it is planned to add 23 key technologies related to artificial intelligence large models, agents, computing power clusters, and information processing to the "Catalogue" for the following main considerations:
The first is to ensure that artificial intelligence technology is safe and controllable. Various endogenous and derived risks caused by artificial intelligence have attracted great attention from countries around the world. The artificial intelligence-driven autonomous malicious code generation and mutation technologies planned to be listed this time can be used to attack sensitive systems such as national critical information infrastructure, national defense industry, and core government affairs, or to bypass the national security defense system. If obtained by non-state actors or malicious entities, it may cause harm to national security and the common security of mankind. The Chinese government implements necessary management of this type of technology in order to establish a solid bottom line for safety, prevent abuse and abuse, ensure that artificial intelligence is always under human control, and promote international governance of artificial intelligence.
The second is to encourage open source, cooperation and sharing. The Chinese government is committed to making artificial intelligence an important source of power for promoting common prosperity and maintaining common security. In order to support the construction of an artificial intelligence open source innovation ecosystem, automatic licensing and other convenient measures will be applied to technology exports in situations such as open source artificial intelligence technology, Chinese enterprises building self-operated computing centers overseas, going overseas to carry out chip tape-out manufacturing, using overseas resources to carry out joint research and development, and participating in the formulation of international standards, basically realizing "immediate export"; related technologies that have entered the public domain through open source, publishing academic papers, etc., are not planned to be included in the scope of export management, creating a good environment for international exchanges and cooperation in artificial intelligence technology.
It should be particularly pointed out that China advocates engaging in dialogue and cooperation on artificial intelligence with other countries on the basis of mutual respect, equality and mutual benefit to jointly deal with the risks of proliferation and loss of control of artificial intelligence technology. China supports countries in the Global South to strengthen artificial intelligence capacity building, bridge the digital intelligence gap, and promote sustainable development. More convenience and support will be provided for the technology exports required for international cooperation in capacity building, technology sharing and rule building among members of the World Artificial Intelligence Cooperation Organization. B[What is the scope of new technologies proposed in China’s Catalog of Technologies Prohibited and Restricted from Exporting? Ministry of Commerce's response] On October 16, the spokesperson of the Ministry of Commerce answered reporters' questions on the revision of the "China's Catalog of Export Prohibited and Restricted Technologies". Q: What is the scope of new technologies to be added to the Catalog?
Answer: This public solicitation for opinions involves 40 key technologies in the three fields of artificial intelligence, biomedicine, and photovoltaics to be added. Among them, 14 technologies are planned to be banned from export, including: artificial intelligence-driven malicious code generation and mutation technology, cell and gene therapy technology platforms with independent intellectual property rights, perovskite and laminated battery component production technologies, etc.; 26 technologies are planned to be restricted from export, including: artificial intelligence-assisted vulnerability mining technology, universal cell and gene therapy new target discovery and verification technology with independent intellectual property rights, polysilicon engineering technology with a single-line production capacity of ≥30,000 tons/year, etc. The announcement also clarified the circumstances under which convenience measures are applicable. Please refer to the original announcement for details. B[Beijing: Promote global competition in basic artificial intelligence models] On September 9, the Beijing Municipal People’s Government issued the “Beijing Digital Economy Development Plan during the 15th Five-Year Plan Period.” It pointed out that the level of scientific research on basic theories of artificial intelligence should be improved. Enhance the long-range reasoning, code generation, and intent understanding capabilities of large language models, tackle multimodal model understanding, generation, and alignment technologies, and achieve world-leading breakthroughs in basic models. Explore new model architecture, swarm intelligence, brain-like intelligence and other directions to seize the commanding heights of the next generation of artificial intelligence technology. Improve engineering levels such as model compression, efficient inference, and lightweight deployment. Construct a classification and grading model evaluation system with international influence. B[CITIC Construction Investment: Demand for computing power on the reasoning side and infrastructure is expected to remain high] On September 9th, CITIC Construction Investment’s research report pointed out that on September 3rd, OpenAI released a new generation of flagship model GPT-6 Astra, which further strengthens complex reasoning, code generation, web browsing, computer operation and agent autonomous execution capabilities, and supports complex workflows such as documents, tables, PPT, etc., and the API context window has approximately 1.05 million Tokens. Broadcom FY2026 Q3 achieved revenue of US$29.59 billion, a year-on-year increase of 86%, of which AI semiconductor revenue was US$16.7 billion, a year-on-year increase of 221%, mainly driven by the demand for customized AI accelerators and high-speed networks; Q4 estimated AI semiconductor revenue of US$21.7 billion, a year-on-year increase of 236%. CITIC Construction Investment believes that with the continued upgrading of large model capabilities and the expansion of capital expenditures of overseas cloud manufacturers, the demand for computing power on the inference side and infrastructure is expected to remain high, and it continues to be optimistic about the core links of AI computing power such as chips, optical modules, switches and PCBs.
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