从生产线到产业链，从“制造”到“智造” 广东“AI+制造”炼成万亿元级新基座

Core Insights - The integration of artificial intelligence (AI) into manufacturing is reshaping the competitive landscape in Guangdong, marking a significant shift towards becoming a manufacturing powerhouse [1][8] - The Guangdong provincial government is actively aligning its policies with the national "AI+" action plan, emphasizing the importance of AI in enhancing manufacturing capabilities [1][2] Policy Framework - Guangdong is transitioning from merely providing policies to creating opportunities, establishing a collaborative system that aligns national strategies with provincial deployments and local implementations [2] - The effectiveness of policies is reflected in the rapid transformation of AI initiatives into industrial momentum, supported by a closed-loop system of top-level design, mid-level refinement, and grassroots execution [2] Manufacturing Ecosystem - Guangdong boasts the most comprehensive manufacturing ecosystem in China, with over 3,700 AI and robotics companies, including more than 2,000 core AI enterprises [3] - The province's industrial landscape serves as an ideal testing ground for AI applications, providing diverse and real-world scenarios for validation [3][6] Future Directions - The focus for the next 2-3 years will be on integrating large models with robotics, with the belief that success in real-world applications will define the next generation of products [4] - The shift from "functioning" to "thinking" in AI-driven manufacturing is crucial, emphasizing a problem-oriented approach that prioritizes practical value [5] Collaborative Innovation - The integration of academia, industry, and application is creating a positive feedback loop in Guangdong's industrial parks, significantly shortening the technology transfer cycle [6] - Successful case studies in areas like industrial visual recognition and smart welding equipment highlight the tangible benefits of AI in addressing production challenges [6] Competitive Landscape - Future competition will hinge not only on technology but also on ecosystem and standards, necessitating a leap in three dimensions: opening high-value scenarios, enhancing core technology autonomy, and expanding global influence [7] - Guangdong's development logic for "AI+ manufacturing" is clear: leveraging manufacturing strength with intelligent applications and innovative practices [7]