实体经济和数字经济深度融合发展报告（2024）-赛迪研究院

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The integration of physical and digital economies is driving new productivity development, with a focus on the role of data and intelligent technologies in enhancing traditional industries and fostering new industries [4][5][6] Summary by Sections Background - The report is part of a collaborative initiative by the China Electronic Information Industry Development Research Institute and Xinhua News to promote the "Digital Model" project, focusing on the integration of intelligent technologies in various sectors [4] Section One: Technological Breakthroughs - The integration of data, cloud computing, and artificial intelligence into the entire process of physical economy development is expanding the technological boundaries and driving digital transformation [6][9] - Traditional industries are leveraging intelligent technologies for multi-step upgrades and cross-industry applications, providing extensive validation platforms for innovation [7][9] Section Two: Innovative Allocation of Production Factors - The integration of intelligent technologies is breaking traditional limitations in resource allocation, promoting innovative configurations of production factors [11][16] - It enhances the efficiency of production factor allocation through real-time monitoring and intelligent adjustments [16] Section Three: Transformation of Traditional Industries - The integration is a key driver for the transformation and upgrading of traditional industries, facilitating technological and model innovations [18][22] - New business models and service models are emerging, combining online and offline approaches [22][25] Section Four: Cultivation of Emerging Industries - The integration is fostering the emergence of new industries through technological collaboration and demand-driven approaches, injecting vitality into high-quality economic development [28] - The report highlights the rapid growth of demand for intelligent technologies, supporting the development of new application scenarios [28] Section Five: Trends and Outlook - The report identifies several trends, including the acceleration of large model industries, enhanced data-driven infrastructure, and the rapid emergence of digital industry clusters [51][54][57] - It emphasizes the importance of establishing foundational systems in key areas to support the deep integration of the physical and digital economies [66]