中国经济微观察 “人工智能+”双向赋能引领新质生产力提升

Core Insights - The current phase of artificial intelligence (AI) is crucial for transforming "technological progress increments" into "economic development increments" through productivity enhancement [1] - Breakthroughs in general technology lead to the emergence of compatible products, services, enterprises, and business models, releasing dividends that drive economic and social progress [1] - The AI industry in China is rapidly growing, with new technologies, applications, and business models emerging continuously [1] Group 1: Policy and Strategic Framework - The State Council has issued the "Opinions on Deepening the Implementation of the 'Artificial Intelligence+' Action," outlining a systematic approach to integrate AI across various sectors by 2027, 2030, and 2035 [2] - The "Opinions" focus on deep integration, with AI applications leading productivity improvements and vice versa, emphasizing the need for a dual empowerment model [3] Group 2: Implementation and Development Strategies - The "Opinions" propose accelerating the conversion of AI into real productivity, focusing on key areas for productivity enhancement and establishing a unique "AI4S" system for intelligent transformation across all industries [3][4] - A dual empowerment model is emphasized, where AI applications drive productivity improvements, and enhanced productivity feeds back into AI innovation, creating a positive feedback loop [4] Group 3: Economic Transformation - The transition from a digital economy to an intelligent economy is highlighted, with the "Opinions" aiming to unleash the value of data elements and optimize innovation across physical, digital, and knowledge domains [5][6] - The implementation of the "Opinions" is expected to address key livelihood issues, particularly the creation of new job opportunities through AI [6] Group 4: Coordination and Alignment - Emphasis is placed on the coordination between technological innovation and environmental support, addressing challenges such as resource supply, regulatory frameworks, and talent cultivation to ensure sustainable development of "Artificial Intelligence+" [6][7] - The need for alignment between product capabilities and actual market demands is stressed, advocating for deeper integration of supply and demand to avoid mismatches in AI solutions [7] - Different industries require tailored strategies for intelligent transformation based on their unique digitalization levels and market dynamics, promoting pilot projects in favorable scenarios to avoid blind adoption of AI technologies [7]