上海财经大学:《智能经济：中国发展新形态——智能经济生态观察与智能生态基础理论预研报告》

Core Viewpoint - The report redefines the concept of "smart economy" as "capability economy," marking a significant shift from previous narratives that viewed it merely as an advanced stage of the digital economy or as AI empowering traditional industries [2][3]. Policy Narrative and National Strategy - The report outlines a clear trajectory of policy evolution in China's AI strategy, highlighting key milestones from 2017 to 2026, culminating in the recognition of "building a new form of smart economy" as a national development coordinate [4][6]. Industry Classification - The report introduces the concept of a "fourth industry," asserting that AI-driven smart technology has the potential to become an independent sector, distinct from traditional primary, secondary, and tertiary industries [7]. AI Industry Landscape - The report describes the competitive landscape of China's AI industry, characterized by a "four big + six small tigers" model, indicating a shift towards international capability output [8]. Characteristics and Mechanisms of Smart Economy - The report identifies 20 fundamental characteristics of the smart economy, including the potential for exponential productivity liberation and the risk of a "fifth decoupling" between humans and labor [9][10]. Governance Framework - The report proposes a governance framework consisting of 21 principles aimed at ensuring that AI development is human-centered and addresses global public affairs, social responsibility, and ethical considerations [11]. Conclusion - The report emphasizes that the future of the smart economy will be shaped by market forces and collective choices, highlighting the importance of institutional design and social consensus alongside technological breakthroughs [12].