AI也来到同样的节点。要从纸面性能走向真实价值，它必须进入那些容错率极低、流程极长、变量极多的产业现场。 技术价值源于场景 题图｜AI生成 2025年的AI行业，进入了一种奇特的高烧状态。 大模型的发布会一场接一场，参数规模从千亿飙升至万亿，推理能力不断刷新，家家公司都在强调，他们的模型"更聪明、更懂你"。 但技术热潮之下，用户与企业的体感，却不如口号里那样轻松。 企业端投入激增，招数据团队、采购算力、开发智能助手。投入明显，产出却时常落空，"AI技术空转""算力浪费"成了复盘里的高频词。 技术曲线陡峭爬升，但体验曲线却缓慢徘徊。模型越强，实业界反而越焦虑。下一年要不要继续加码？算力成本还能撑多久？真正能落地的 场景在哪里？ 这种悖论并非AI独有，很多"仅靠实验室推动"的技术都经历过。比如晶体管越多不等于电脑越普及，瓶颈往往出现在缺乏与真实世界的触 点。 科技史反复印证了一个规律，那就是 技术价值往往诞生于真实的使用场景，而非实验室的"真空环境"。 多年前，施乐率先发明了图形界面和鼠标，但这些能够改变世界的基础技术被束之高阁；乔布斯把它们嵌入个人电脑，才开创了一个时代。 基础研究带来可能性，但需要有人把可能性 ...

技术赋能是本次大会的核心亮点。科大讯飞股份有限公司董事长、总裁刘庆峰分享中国AI技术突破，承诺将领先技术引入印尼。远东控股蒋锡培等企业家 则围绕能源基建、新能源汽车充电网等议题，探讨"技术+标准"双输出的适配路径。北大教授周其仁提出"来到印尼就是印尼人"的理念，强调文化认同是全 球化行稳致远的关键。 大会成果丰硕，"印尼正和岛"服务平台正式启动，将为企业搭建信任桥梁，助力中国企业"融进去、扎下根"。签约环节中，科大讯飞与金光集团旗下Asix公 司达成合作，启动印尼智慧教育项目；新能源、绿色建材等领域亦有多组中印尼企业签署合作协议。 本次中印尼产业适配大会紧扣"产业适配"主题，从宏观政策解读到微观投资实操，从AI技术赋能到重大项目落地，取得了丰硕成果，为两国企业构建辐射东 盟6.6亿人口的产业链生态搭建了务实平台。此次大会的举办，标志着两国企业界的合作已从单纯的贸易往来，迈向了产业链深度融合的新阶段。双方企业 家正携手共进，将"全球共生"的愿景转化为实实在在的经济增长动力。 当前中印尼关系正处在一个高密度、高质量的推进期，"五大支柱"合作框架推动双边协作向纵深发展。印尼经济统筹部长艾尔朗加在主旨演讲中解读"黄金 ...

Core Insights - The report emphasizes that the core advantage of Chinese manufacturing going overseas is shifting from cost and capacity to technology with added value, allowing companies to expand into international markets while avoiding reliance on price competition [4][14] - It highlights the importance of a "win-win" mindset for Chinese companies entering foreign markets, suggesting that stable overseas operations can enhance market recognition of their international business [4][17] Industry Performance - The report notes that the oil service engineering sector has shown significant growth, with a 48.07% increase over the past six months and a 22.08% increase over the past month [2] - Conversely, the precious metals sector has experienced a decline of 3.35% yesterday and 15.31% over the past month [3] Market Selection Framework - The report proposes a "wind vane" system for Chinese companies to select overseas markets, focusing on differentiated screening based on industry characteristics [4][14] - It suggests that for low-end manufacturing, the emphasis should be on labor costs and logistics efficiency, while high-end manufacturing should prioritize technology reserves and industry chain stickiness [14] Long-term Value and Risk Assessment - The report stresses the need for long-term strategic alignment and collaboration, using examples like Vietnam and Indonesia to illustrate how countries can maintain attractiveness despite changing conditions [14][17] - A six-dimensional risk assessment framework is recommended, focusing on cultural, political, and economic factors to evaluate long-term policy tendencies and potential risks [14][17] Impact on Listed Companies - The report indicates that successful overseas expansion, characterized by a "win-win" approach, can act as a catalyst for stock price performance, enhancing market confidence in the company's international operations [4][17]