从“热潮”到“国策”：AI产业迎来新十年

Core Insights - The article discusses China's first top-level design to systematically deploy artificial intelligence (AI) as a national development engine, marking a shift from isolated breakthroughs to comprehensive integration [2][3] - The core goal of the policy is to deeply embed AI into various national systems over the next decade, transforming it into a foundational capability akin to electricity and the internet [4][6] Policy Overview - The recent policy document emphasizes that AI should become a basic capability for every industry, local government, and enterprise, moving beyond mere support for AI companies [4][5] - The document outlines six major action paths, including technological innovation, industrial transformation, consumer upgrades, public services, social governance, and global cooperation [5][6] AI Integration and Impact - AI is positioned as the underlying operating system for the national economy, deeply integrated into key sectors such as industry, agriculture, education, healthcare, governance, transportation, and energy [3][4] - The policy introduces the concept of "AI+" to signify a proactive role for AI in reshaping industries rather than being an add-on technology [3][4] Opportunities in Various Sectors - In the scientific research sector, AI is expected to enhance research efficiency and facilitate a shift from experience-driven to model-driven methodologies, creating opportunities for AI products and platforms [9][10] - The policy encourages the emergence of "intelligent native" enterprises, integrating AI into strategic planning, organizational structure, and business processes across various industries [9][10] - Consumer experiences are set to evolve with a focus on intelligent terminals and services, emphasizing new interaction methods between AI products and consumers [10][11] Social Governance and Global Strategy - AI's role in social governance is elevated, with a focus on creating smart urban environments and enhancing public service delivery through AI applications [12][13] - The policy aims to position China as a key player in the global AI landscape, promoting open-source sharing and international cooperation in AI standards and governance [13] Industry Transformation - The next decade will see a restructuring of organizational capabilities across traditional industries, with service providers needing to adapt their business logic and delivery models [20] - Cloud service providers and chip manufacturers will transition from a focus on computational power to creating comprehensive service ecosystems [20][19] Conclusion - The implementation of the "AI+" policy signifies a fundamental shift in how AI will be integrated into the economy, requiring all sectors to redefine their operational frameworks and capabilities [14][20]