Industrial Policy & Trade Monitor· 2665 actions· ✨ 90 recent

On 28 July 2025 the General Office of the Shanghai Municipal People's Government issued Hufubangui [2025] No. 6, the "Shanghai Embodied Intelligence Industry Development Implementation Plan" (上海市具身智能产业发展实施方案), a dedicated municipal state-aid package to build Shanghai into a global innovation hub for embodied intelligence (humanoid robotics / physical AI). The plan targets an industry scale of CNY 500 billion by 2027, alongside at least 20 core algorithm/technology breakthroughs, four or more high-quality incubators, and "100-100-100" targets for leading enterprises, applications and products. Support is disbursed as tiered direct subsidies capped at CNY 50 million (30% of project cost) for core-technology R&D, CNY 40 million per company per year for computing-power credits, CNY 20 million (50% of cost) for public-platform construction, CNY 10 million (20% of cost) for application-demonstration projects, CNY 5 million per company per year for language-corpus services, CNY 5 million (5% of contract value) for robot sales/rental incentives, CNY 5 million per open-source project, and CNY 1 million per leading enterprise for standards development. Target application sectors are logistics, industrial manufacturing, retail, healthcare/eldercare and domestic services.

The UK government published the AI Opportunities Action Plan (CP 1241) on 13 January 2025, authored by Matt Clifford CBE (Chair, ARIA), and simultaneously accepted all 50 recommendations via the government response (CP 1242). The plan establishes binding cross-government commitments including a 20× expansion of UK sovereign AI compute capacity by 2030, designation of AI Growth Zones (Culham, Oxfordshire named first), a National Data Library, and energy-grid prioritisation for AI datacentres. It positions AI compute as critical national infrastructure and represents the most comprehensive national AI industrial-policy roadmap published in the UK to date.