人工智能发展主线有变，中国信通院给出这些研判

Group 1 - The core theme of the 2026 China Information and Communication Research Institute's deep observation report is the development of new productive forces in the context of the "15th Five-Year Plan" and the artificial intelligence wave [1] - The report highlights that the continuous iteration of technology lays a solid foundation for the practical application of large models, with intelligent agents emerging as the primary form of application, showcasing the early form of "digital labor" [2][3] - In 2024, China's core AI industry is expected to exceed 900 billion yuan, with a growth rate of 24%, and is projected to surpass 1.2 trillion yuan in 2025 [2] Group 2 - AI is penetrating the core value creation segments, with a notable increase in the manufacturing sector's share of AI applications from 19.9% to 25.9% [4][6] - The report indicates that the penetration speed of AI is still limited by challenges such as the difficulty of obtaining industrial data and the encapsulation level of process knowledge [6] - The development of intelligent economy is seen as a necessary path to explore new economic growth momentum, with the goal of making it a significant growth driver by 2030 [7][8] Group 3 - The concept of "embodied intelligence" is rapidly developing, with over 40 billion yuan in financing and more than 350 companies in the industry, although the optimal model and robot form are still not defined [9] - The report discusses the ongoing debates regarding model routes, data training paradigms, and the physical form of robots, indicating that the industry is still in the early stages of large-scale implementation [10][11] - The central economic work conference emphasizes the need for deepening and expanding the "AI+" initiative, highlighting the importance of governance alongside technological development [12][13]