财经观察：“向中国学习”成韩国高科技产业新选项

Core Insights - South Korea is increasingly looking to China for insights into advanced technologies such as AI and robotics, as China leads in these sectors, making it a crucial reference point for South Korea's strategic development in these areas [1][4]. Group 1: Industry Observations - A delegation from the Korea Trade Association visited China to explore cutting-edge technologies, emphasizing the strong impact of witnessing advanced technologies firsthand [2]. - The CES event highlighted the competitive pressure on South Korea, as Chinese companies that once imitated Korean products are now seen as leaders in technology [3]. - The Korean media has reported extensively on the performance of Chinese robotics companies at CES, reflecting a mix of competitive anxiety and opportunities for collaboration [2][3]. Group 2: Structural Challenges - South Korea's manufacturing sector, while significant at 28% of GDP, faces challenges with low value-added rates and slow industrial upgrades, prompting a need for transformation [4]. - Key industries in South Korea are experiencing intensified global competition, particularly in robotics, electric vehicles, and semiconductors, where China has gained a competitive edge [4]. Group 3: Strategic Shifts - The Korean industry is not only interested in learning high-end technologies from China but also in adopting comprehensive industrial strategies, including policy support and integrated research and development ecosystems [5]. - Recent exchanges between China and South Korea in the tech sector have increased, with multiple delegations visiting to foster collaboration in AI and robotics [5]. Group 4: Government Initiatives - The South Korean government has identified AI, semiconductors, and humanoid robots as national strategic priorities, aiming to become a global leader by 2030 [7]. - Significant financial commitments have been made, including a proposed sovereign wealth fund and a national growth fund to support investments in advanced technologies [7]. Group 5: Collaborative Opportunities - There is a recognition of mutual benefits in AI and robotics, with South Korea's strengths in specific technologies complementing China's market size and talent pool [6]. - New cooperative frameworks have been established to facilitate discussions on AI standards and technology certification between the two countries [8].