抢滩智能时代，长三角开年上演“智造”竞速赛

Core Viewpoint - The Yangtze River Delta region is accelerating its development in artificial intelligence (AI) through a series of high-profile policies and action plans, emphasizing the strategic importance of the AI industry and its role in driving regional economic growth [1] Group 1: Strategic Integration of AI - By 2026, Shanghai, Jiangsu, Zhejiang, and Anhui will integrate AI into their core development frameworks, establishing a comprehensive strategy for AI across the Yangtze River Delta [2] - Anhui has launched the "Action Plan for the Development of the Intelligent Robot Industry (2025-2027)," aiming to cultivate over 10 leading domestic enterprises and achieve a total industry revenue of 100 billion by 2027 [2] - Zhejiang's "Spark Plan" focuses on upgrading AI alongside other industries, with a clear emphasis on developing AI computing, smartphones, and wearable devices [2] Group 2: Specific Action Plans - Shanghai's "Three-Year Action Plan for Supporting Advanced Manufacturing Transformation (2026-2028)" aims for full coverage of intelligent applications in large enterprises by 2027 and smart factory coverage by 2028, with a target robot density of 600 units per 10,000 people [3] - Jiangsu's "AI+" Action Plan sets a three-step goal to achieve widespread integration of AI by 2027, with a target of over 90% application rate by 2030 and an AI industry scale exceeding 1 trillion [3] Group 3: Regional Strengths and Differentiation - The Yangtze River Delta holds about one-third of the national AI-related resources, with significant advantages in innovation and application scenarios, making it well-positioned for large-scale AI development [4] - Shanghai's strategy focuses on a dual approach of "hardware + services," leveraging its strong service industry to create a production-oriented service ecosystem for AI [5] - Jiangsu aims to enhance its manufacturing sector by deeply integrating AI into the entire industrial chain, exemplified by initiatives in cities like Wuxi [6] Group 4: Collaborative Ecosystem and Challenges - The future competitive advantage of the Yangtze River Delta in AI lies in building an efficient, collaborative, and resilient regional ecosystem that optimizes the flow of technology, data, capital, and talent [9] - There is a risk of homogenization as many local governments invest heavily in AI computing centers without sustainable market demand, which could lead to inefficiencies [8] - Smaller cities are encouraged to find niche opportunities within the AI sector, focusing on collaborative efforts with larger cities to avoid redundant investments and foster innovation [8]