" 甲方造云，带给云大厂的是机会还是威胁？ " 作者丨赵之齐 编辑丨胡敏 2025年 12 月 12-13 日， 由 GAIR 研究院与雷峰网联合主办的「 第八届 GAIR 全球人工智能与机器人 大会 」 ，将在深圳南山·博林天瑞喜来登酒店举办。点击文末"阅读原文"，即可报名参会。 今年大会，将开设三个主题论坛，聚焦大模型、算力变革、世界模型等多个议题，描绘 AI 最前沿的探索 群像，折射学界与产业界共建的智能未来。 欧洲科学院院士、IEEE Fellow 刘向阳也将莅临 12 月 13 日 《AI 算力新十年》论坛，分享对算力底座的趋势洞察与发展预判。 在此之前，我们与他进行了一场深度对话，欢迎大家来现场聆听他更多的分享。 2021 年 12 月 28 日，佛山的冬日薄雾裹着美的总部。寒风乍起，楼内会客厅里却暖意恰好，在这里， 刘向阳用了整整一小时，向董事长方洪波阐述了自己的宏伟蓝图： 要做制造业里的云计算。 他把全球云计算的技术路径与市场情况进行了透彻分析，随即，便被任命为美的软件工程院首任院长。 入职第一天，方洪波在自己的办公室接见他，笑着握住他的手： "刘教授，你做云计算的想法，非常令人兴奋。" 方洪 ...

在全球最大的记忆绵生产和输出基地——NISCO的泰国工厂里，产供销各个环节的"毛细血管"被深度打 通，从原材料采购到生产、销售和财务的管理都在一套清晰明了的系统上高效运转。这套智慧系统，便 来自港股上市公司金蝶国际。 "中小企业的数字化转型，已经从'选择题'变为了'必答题'。"金蝶中国副总裁、市场中心总裁林法成接 受证券时报记者专访时表示。目前，金蝶国际已经为全球超740万家企业和政府组织提供企业管理云产 品与服务，为大量中国企业走出国门提供了"后勤保障"。 成立三十多年来，金蝶国际从"服务中企出海"到"主动深耕海外"的战略跃迁，已成为中国企业管理软件 从简单的"数字化工具输出"迈向更深层次"智能化赋能"的缩影。 从"伴随出海"到"技术出海" "从2001年中国加入WTO，到后续'一带一路'倡议提出，大批中国企业扬帆出海开启新征程。在这一时 期，我们的核心任务是作为'数字化后勤保障'，服务那些率先走向海外的中国企业，满足它们的跨国经 营需求。"林法成表示。 当许多中国企业满怀信心地走出国门，却面临语言不通、会计准则不同、多币种和跨境业务协同等基础 挑战时，金蝶国际提供了大量数字化管理的软件"工具箱"，让中国企 ...

"中小企业的数字化转型，已经从'选择题'变为了'必答题'。"金蝶中国副总裁、市场中心总裁林法成接受证券时报记者专访时表示。目前，金蝶国际已经为全球超 740万家企业和政府组织提供企业管理云产品与服务，为大量中国企业走出国门提供了"后勤保障"。 成立三十多年来，金蝶国际从"服务中企出海"到"主动深耕海外"的战略跃迁，已成为中国企业管理软件从简单的"数字化工具输出"迈向更深层次"智能化赋能"的缩 影。 在全球最大的记忆绵生产和输出基地——NISCO的泰国工厂里，产供销各个环节的"毛细血管"被深度打通，从原材料采购到生产、销售和财务的管理都在一套 清晰明了的系统上高效运转。这套智慧系统，便来自港股上市公司金蝶国际。 2025年9月，金蝶卡塔尔公司正式开业，成为金蝶国际统性进入中东市场的关键战略布局。林法成表示："我们在卡塔尔不仅成立了本地公司，还定制了包含阿拉伯 语和本地财税的'开箱即用'内容包。客户无需进行复杂的二次开发，就能快速满足当地合规要求，让企业能专注于业务本身。" 从"伴随出海"到"技术出海" "从2001年中国加入WTO，到后续'一带一路'倡议提出，大批中国企业扬帆出海开启新征程。在这一时期，我们的核 ...

Core Insights - The integration of industrial internet platforms is transforming traditional industries by enhancing efficiency and enabling data-driven decision-making [1][2][3][4] - The "14th Five-Year Plan" emphasizes the importance of advancing the productive service industry through digitalization and intelligent upgrades [1][3] - Companies are leveraging AI and digital tools to streamline processes, reduce production cycles, and improve overall productivity [4][5][6] Group 1: Industrial Internet and Digital Transformation - Industrial internet platforms, such as the one developed by Kaos, are key enablers for the deep integration of modern service industries and advanced manufacturing [3] - The application of AI in traditional sectors, like oil extraction, has led to a 70% increase in equipment diagnostic efficiency and a significant reduction in maintenance cycles [2][4] - The shift from experience-based to data-driven operations is reshaping the roles of workers, turning them into decision-makers rather than mere operators [2][4] Group 2: AI and Production Efficiency - AI applications in the fashion industry, such as Fashion Mind, have drastically reduced design time from one month to mere seconds, enhancing overall workflow efficiency [4][5] - The use of AI in garment design has resulted in a 60% reduction in production costs and a ninefold increase in design efficiency for collaborating brands [5] - The integration of AI and automation in the textile industry is expected to drive a complete overhaul of the production chain, enhancing efficiency from design to manufacturing [5][6] Group 3: Flexible Manufacturing and Supply Chain Solutions - Companies like Yunhan Xincheng are addressing the challenges faced by small and medium-sized manufacturers by providing flexible manufacturing solutions that adapt to small batch orders [6][7] - The implementation of data-driven systems has transformed operations, allowing for proactive resource management and improved delivery times by at least 50% for clients [6][7] - The focus on digital supply chain services and collaborative manufacturing models is set to continue, with companies investing in AI and big data to enhance service capabilities [7]

Core Viewpoint - The article highlights the innovative practices of China Resources Gas in Fuzhou, focusing on the implementation of a low-altitude drone inspection platform to enhance safety and efficiency in gas pipeline management [4][5]. Group 1: Technological Innovation - The S3500 general-purpose hub drone airport is the core of the inspection system, capable of automatically changing drone batteries and payloads, allowing for rapid deployment for inspections [5]. - Traditional manual inspections are significantly less efficient, with drones completing inspections in 3-5 minutes compared to 1 hour for manual methods, even under extreme conditions [6]. - The company has successfully obtained airspace usage rights over an area exceeding 500,000 square meters, establishing a low-altitude testing demonstration area [6]. Group 2: Safety Measures - In Xiamen, the gas safety supervision has been integrated into the city's "Bright Project" platform, enabling automatic inspections of key pipelines every 120 minutes, improving efficiency by 24 times compared to traditional methods [6]. - The platform has issued 5,418 warnings, confirming 3,860 effective risks, thereby enhancing the safety of urban gas networks [6]. Group 3: Customer-Centric Services - The company has introduced smart devices that allow users to remotely control gas appliances, enhancing safety in household gas usage [9]. - A dedicated "Gas Butler" service has been established, providing personalized assistance to users, allowing them to communicate directly with service representatives through WeChat [10]. Group 4: Community Engagement and Infrastructure Improvement - China Resources Gas has completed 96.2 kilometers of underground pipeline renovations and over 60 kilometers of vertical pipe renovations, benefiting 1,572 old residential buildings and 12,000 households [11]. - The company employs a "no-sense renovation" principle, minimizing disruption during pipeline upgrades by coordinating work to avoid peak usage times [13]. Group 5: Future Commitment - The company aims to continue enhancing community safety and service quality, ensuring that every innovation aligns with the needs and expectations of the public [14].

Core Insights - The company has implemented a digital testing and monitoring system in collaboration with the Chinese Academy of Sciences, significantly improving data accuracy and testing efficiency for their centrifugal pumps [1] - The transition to a digital production management platform has enabled the company to effectively manage urgent orders without disrupting the regular production schedule, enhancing overall operational efficiency [1] - The company has invested in digital transformation since 2019, resulting in a 25% increase in equipment utilization and a 30% boost in production efficiency [2] Group 1 - The digital testing system allows real-time data collection and automatic generation of test curves, improving the accuracy and efficiency of product testing [1] - The use of an industrial internet platform and sensors has provided each production material with an "internet ID," facilitating better order and resource matching [1] - The company has adopted a digital platform to track inventory changes in real-time, reducing inventory backlog and ensuring that all necessary components are available for assembly [2] Group 2 - The company has undergone multiple rounds of digital transformation, including lean production management reforms and the introduction of an ERP system [2] - Future plans include building an enterprise-level industrial data platform to manage and circulate data across the entire business chain and lifecycle [2] - The company aims to set a new benchmark in intelligent manufacturing within the industry through its digital development initiatives [2]

为激发企业内生创新动力，该区纪委监委紧盯专精特新"小巨人"企业、创新龙头企业等创新主体，全面 掌握专精特新"小巨人"企业和创新龙头企业在产业配套、政策享受、人才支撑等方面的现实需求，靶向 破解发展难题。督促区商务和工业信息化局、区科学技术局完善"科技型中小企业—高新技术企业—瞪 羚企业—创新龙头企业"梯度培育机制，构建起分层分类、梯次推进的培育体系。 区纪委监委制定印发《优化营商环境监督治理工作方案》，开展"亲清政商共商共建""惠企政策落地见 效""涉企行政执法规范提升"等行动，选派85名纪检监察干部担任服务企业"护航监督员"，下沉企业和 重点项目"把脉问诊"，收集企业诉求和遇到的难题，着力解决企业办事过程中的"中梗阻"。同时，持续 深化整治损害营商环境突出问题，建立完善"专责监督+职能监督"贯通协同机制，加强对干部作风的监 督检查，明确政商交往的"红线"和"底线"，坚决杜绝在服务企业过程中出现推诿扯皮、吃拿卡要等现 象，以干部作风持续向好引领营商环境持续向优。（赵丽圆） 河南省鹤壁市山城区纪委监委把因地制宜发展新质生产力作为政治监督的重点内容，聚焦生物制造及化 工新材料、装备制造（汽车零部件）两大主导产业链 ...

Core Viewpoint - The article highlights the strategic transformation of Zhengzhou Coal Mining Machinery Group Co., Ltd., now renamed Zhongchuang Zhiling, towards intelligent and diversified development, marking a new phase in the company's evolution [1][2]. Group 1: Company Transformation and Strategy - Zhongchuang Zhiling has successfully entered the automotive parts sector, optimizing its industrial structure and diversifying revenue streams, while also supporting the development of upstream and downstream enterprises in the industry chain [2]. - The company has leveraged capital markets to support technological innovation and industrial upgrades, establishing a "second growth curve" to mitigate the impact of cyclical fluctuations in the coal machinery industry [5][6]. - Through strategic acquisitions, including the purchase of German company Sogger, Zhongchuang Zhiling has enhanced its technological capabilities in electric motor development and established a global production footprint [5][6]. Group 2: Financial Performance and Market Position - Since its A-share IPO in 2010, Zhongchuang Zhiling has achieved a cumulative net profit of 19.932 billion yuan and has distributed cash dividends totaling 7.549 billion yuan, exceeding its total capital market financing of 5.369 billion yuan [6]. - The company's total market capitalization has increased by 197% from 140 billion yuan at IPO to approximately 416 billion yuan by October 2025, reflecting strong shareholder returns and value creation [6]. Group 3: Industry Leadership and Regional Development - As a leading enterprise in the coal machinery sector, Zhongchuang Zhiling has played a crucial role in the intelligent and green transformation of traditional industries in Henan province, supporting the region's status as a key energy materials base [8][9]. - The company has been recognized as the first "lighthouse factory" in the global coal machinery industry, showcasing its commitment to intelligent manufacturing and serving as a model for regional economic development [8][9]. Group 4: Future Plans and Innovations - Over the next 3 to 5 years, Zhongchuang Zhiling plans to focus on R&D investment and capacity expansion, aligning its goals with Henan province's high-quality development objectives [12]. - The company aims to enhance its technological barriers by investing in cutting-edge fields such as industrial intelligent manufacturing and new energy components, while also expanding its product offerings in coal mining equipment and intelligent systems [12].

Group 1: Digital Economy Development in Longhua - Longhua District has transformed from a traditional manufacturing hub to a core area of digital economy within five years, becoming a key engine for regional development [1][2] - In 2024, the core industries of the digital economy in Longhua are projected to achieve a total output of 563.88 billion yuan, maintaining an output scale above 500 billion yuan for three consecutive years [2] - The smart terminal industry dominates the digital economy in Longhua, accounting for over 90% of the core industry scale, alongside significant contributions from the network and communication, software and information technology services, and artificial intelligence sectors [2] Group 2: Industrial Upgrading and Policy Support - Longhua's industrial development has evolved from traditional manufacturing to a focus on electronic information, with a significant push towards digital transformation driven by market demands [4][5] - In 2020, Longhua was designated as a "core urban area" of Shenzhen, aiming to establish a high ground for emerging industries and a new city of fashion [6] - The district has implemented a comprehensive digital economy policy framework, including a three-year work plan and over 30 billion yuan budget for various industry-specific policies [7] Group 3: Digital Transformation Case Studies - Liard, a leading LED display manufacturer, has integrated digital transformation into its operations, significantly enhancing management efficiency through IoT and data analytics [10][11] - Shenzhen Guodian Technology Communication Co., Ltd. has successfully doubled its production capacity and reduced delivery cycles by 53% post-digital transformation, evolving from a producer to a provider of intelligent manufacturing solutions [12] - Yipu Technology has developed a proprietary industrial software system for the semiconductor industry, breaking the monopoly of foreign technologies and addressing local manufacturing needs [14][16] Group 4: Future Prospects and AI Integration - Longhua is set to leverage AI to further enhance the digital transformation of its manufacturing sector, with initiatives like the "AI + Manufacturing" action plan [17] - Companies like Yipu Technology and Shenzhen Guodian are already experimenting with AI applications in quality inspection and operational efficiency [17] - The district aims to double its GDP in the next five years, indicating strong confidence in its transition from manufacturing to intelligent manufacturing [18]

Core Viewpoint - The article highlights the transformation and upgrading of traditional industries in Henan, showcasing the province's commitment to high-quality economic development through advanced manufacturing, digitalization, and innovation [1][22]. Group 1: Traditional Industry Transformation - Henan's traditional industries are experiencing a revitalization, with companies like Luoyang Bearing Group investing over 2 billion yuan in smart production lines and automation, aiming for full digital transformation by 2030 [5][6]. - The province has seen a significant increase in the proportion of high-end products, with Luoyang Bearing's high-end product share rising to nearly 70% and a 40% market share in domestic wind power main bearings [6]. - The industrial landscape in Henan is evolving, with over 300 related enterprises in the agricultural machinery sector, generating an output value of 60 billion yuan, accounting for approximately 30% of the national total [12]. Group 2: Emerging Industry Clusters - New industries in Henan are forming clusters, with significant advancements in sectors such as artificial intelligence and new energy vehicles, marking a shift from isolated efforts to collective growth [13][18]. - Hanwei Technology has emerged as a leader in the sensor industry, fostering a cluster of nearly 100 related companies in Zhengzhou, contributing to the establishment of a top-tier sensor industrial park [16]. - The semiconductor industry is also gaining traction, with companies like Guangli Technology making strides in domestic equipment manufacturing, enhancing the overall strength of Henan's semiconductor sector [17]. Group 3: Future Industry Development - Henan has laid out a strategic plan to cultivate emerging industries and position itself for future growth, with goals including 50 key technology breakthroughs and the establishment of 50 ecological leaders [20][21]. - The province's capital market is actively supporting future industries, with policies aimed at fostering mergers, acquisitions, and the development of artificial intelligence ecosystems [22]. - Companies like Yutong Bus are leading the charge in the new energy vehicle sector, establishing a localized supply chain with over 290 suppliers and achieving a localization rate of 41% [21].