AI浪潮下探索中国：东盟数字经济共同体

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report emphasizes the potential for collaboration between China and ASEAN in the digital economy, particularly through AI applications, which aligns with the Chinese government's push for integrating digital technology with manufacturing advantages [2][8] - The report highlights the strategic coupling of "technology supply + scenario implementation" between China and ASEAN, indicating a robust market space for AI applications in ASEAN [2][8] - The report discusses the emergence of a "digital economy community" between China and ASEAN, aiming to enhance regional economic integration through digital technology and mutual recognition of rules [59][60] Summary by Sections 1. Global AI Era and ASEAN's Digital Industry Layout - The report notes that the latest breakthroughs in AI technology are reshaping global tech competition, with a shift from "computational power investment" to "algorithm optimization" [5][10] - ASEAN's digital industry layout is seen as a solid foundation for AI development, with significant market demand supporting the application of AI technologies [17][22] 2. Building a New Paradigm of "Chinese Technology + ASEAN Scenarios" - The report outlines that China's AI strategy aligns well with ASEAN's digital industry plans, creating a conducive environment for collaboration [38] - It highlights the rapid growth of ASEAN's final consumption expenditure, reaching USD 2.28 trillion in 2023, which provides ample market space for AI applications [37] 3. Creating a New Cooperative Ecosystem and Exploring the "Digital Economy Community" - The report describes the "digital economy community" as a framework for deepening cooperation between China and ASEAN, focusing on technology integration and resource sharing [60][61] - It emphasizes the importance of multilateral governance in establishing a cooperative framework for AI governance, including data flow and risk standards [59] 4. Innovation-Driven Collaborative Development - The report discusses the collaborative development between China and ASEAN as a comprehensive innovation project, particularly in sectors like new energy vehicles and digital infrastructure [5][59] - It notes that ASEAN's digital infrastructure, particularly data centers, is rapidly developing, with significant investments from international tech giants [28][29]