The AI Economy Macro Trends, Industrial Shifts, and Governance Issues

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The AI Economy

Macro Trends, Industrial Shifts, and Governance Issues

CICC Research, CICC Global Institute

Business & Economics / Development / Economic Development

This book presents a systematic examination of AI-related economic issues from three perspectives: computing power layer, model layer, and application layer. It examines the productivity characteristics of this round of AI advancement and its impact on production relations, focusing on macro-level implications, industrial impacts, governance challenges, and providing systematic, forward-looking, and trend-based economic analysis.

The book posits that scaling law is a prominent feature of this round of AI technological progress, signifying that China and the United States, as two major powers, possess distinct advantages in cultivating the AI economy. At the industry level, the promotion of robust "AI+" development is pivotal for China to expedite its catch-up. At the macro level, AI is projected to contribute an additional annual growth of 0.8 percentage points to China's economy on the supply side over the next decade. Achieving supply-side growth necessitates active coordination from fiscal policies, particularly the need to enhance the social security system to stimulate demand.

This book combines academic rigor with accessible language, aiming to provide incremental observations on AI economics for the general public, research institutes, enterprises, and financial institutions. It aims to provide valuable industry references to inform the formulation of policy frameworks and support macro policies for AI industrialization and the adoption of industrial AI in China.This book is Open access.

CICC Research has been established since the foundation of China International Capital Corporation, due to its great emphasis on research. CICC Research was the first to establish the sell-side research system, conduct fundamental analysis in market research, and set a cross-border research model of "One team, Global market" in China. With extensive coverage, rigorous research methods, attitudes of independence and objectivity, and thorough prospecting views, CICC Research has positioned itself among the most influential research institutions in the domestic and foreign markets, and has won the reputation of "Chinese experts" among clients.

 

Established in November 2020, the CICC Global Institute (CGI) is positioned as a new high-end think tank that is oriented to serving public policy research and decision-making. CGI focuses on the economic and financial fields, grasps the trends of frontier industries, and strives to establish a communication link between China and the world. CGI and CICC Research possess different strengths from each other, serving complementary roles in supporting the national strategy and the company's business development together.


Publication Date: 10 October 2026
Publisher: China International Capital Co. Ltd
Imprint: Springer
ISBN-13: 9789819232697
Format: Hardback

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