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上下楼就是上下游!实探上海张江AI小镇
证券时报·2025-08-25 00:35

Core Viewpoint - The article highlights the ambition of the Pudong New Area to develop a world-class artificial intelligence (AI) industry cluster, exemplified by the Zhangjiang AI Town, which integrates various resources and fosters collaboration among AI enterprises [2][12]. Group 1: Development of Zhangjiang AI Town - Zhangjiang AI Town spans approximately 1 square kilometer and includes the first "5G+AI" commercial demonstration park in China, the Moduli Community, and the Shanghai Technology Investment Building, creating a robust ecosystem for AI development [2]. - The Pudong New Area focuses on "element support and integration empowerment," leveraging its high-end manufacturing, biomedicine, and fintech sectors to create a vast demand pool for AI applications [2][12]. Group 2: Ecosystem and Collaboration - The Moduli Community has attracted nearly 200 related enterprises, fostering a tightly-knit industrial chain where collaboration is seamless, described as "upstairs and downstairs are upstream and downstream" [4][9]. - The community emphasizes three main directions: embodied intelligence, scientific intelligence, and application intelligence, aiming to close the gap in AI application [4][12]. Group 3: Industry Integration and Data Utilization - Lianren Health, a data technology group, collaborates with local AI firms to enhance medical data collection and processing, integrating clinical data with AI to support new drug development [5][12]. - The AI Island has attracted major companies like IBM and Alibaba, creating a best-practice area for AI that integrates production, education, research, and application [8][12]. Group 4: Economic Impact and Future Plans - The AI Island is projected to achieve over 13.5 billion yuan in revenue by 2024, with plans to attract more major companies by 2025 [8][12]. - Pudong aims to strengthen its AI industry, targeting a scale of 163.7 billion yuan by 2024, accounting for approximately 40% of the city's total AI industry [12].