从“技术追随”到“生态引领” 北京AI崛起背后的制度密码

Core Viewpoint - In 2026, Beijing is emerging as a global hub for AI innovation, driven by a combination of policies, talent, capital, and technology, aiming to transform AI from a niche tool into a widespread production resource across various industries [1][9]. Group 1: Technological Advancements - Beijing is transitioning from "technology following" to "ecosystem leading," focusing on building a self-controlled and open collaborative AI industry ecosystem [3]. - Domestic model companies in Beijing are collaborating with local chip manufacturers to create a robust technological foundation, with models like GLM-5 achieving deep compatibility with various domestic computing platforms [3][4]. - GLM-5 has demonstrated high throughput and low latency on domestic chip clusters, providing a solid technical base for the large-scale deployment of domestic AI models [4]. Group 2: Efficiency and Innovation - Beijing AI companies are achieving remarkable efficiency, exemplified by Kimi, which developed a leading open-source model using only 1% of the resources typically required by top international labs [4]. - Kimi's innovations, such as the Muon optimizer and Kimi Linear attention mechanism, have significantly improved processing speeds, showcasing a path of "extreme efficiency" through foundational research [4]. Group 3: Capital Ecosystem - Beijing has established a supportive capital market environment, including a government investment fund with a total scale of 100 billion yuan, aimed at fostering long-term investment in AI and robotics [5]. - The city has seen a surge in AI companies going public, with 38% of China's top 50 AI firms based in Beijing, highlighting its dominance in the sector [5]. Group 4: Global Recognition and Impact - Chinese AI models are gaining international attention, with foreign media acknowledging the impressive capabilities of products like Seedance 2.0 and GLM-5, indicating China's rapid advancement in AI technology [6][7]. - The progress in AI technology in China is not only enhancing the domestic economy but also contributing to global innovation, as companies like Zhiyuan embrace open-source approaches [7]. Group 5: Future Goals - Beijing aims to achieve a core AI industry scale exceeding 1 trillion yuan within two years, with plans to establish a 100,000-card domestic intelligent computing cluster and implement over 100 benchmark AI applications [10]. - The city is on a clear path to becoming the "global AI capital," with a target of adding over 10 new listed companies and 20 unicorns in the AI sector [10].