中国发展网讯 梁建荣、史伟宗 记者皮泽红报道 1月26日下午，广东省第十四届人民代表大会第五次会 议佛山代表团全体会议向媒体开放。围绕媒体关注的推动经济高质量发展、加快建设现代化产业体系、 高标准建设环西江-北江区镇村高质量发展先行区（简称"环两江先行区"）、推动广佛全域同城联动发 展、打造一流营商环境等热点话题，省人大代表、佛山市委书记唐屹峰和省人大代表、佛山市委常委、 顺德区委书记陈新文现场答记者问。 经济总量连跨3个千亿台阶 省委、省政府强调"经济大市挑大梁"。媒体十分关注，佛山经济社会发展在"十四五"期间取得了哪些重 要成就？ 对此，唐屹峰介绍，"十四五"时期，佛山走过了蝶变升级、蓄势奋进的五年。在经济发展方面，主要实 现了五个"新"： 第一，综合实力迈上新台阶。五年来，佛山经济总量从1万亿元增加到1.3万亿元，连跨3个千亿台阶。 下辖的5个区都是全国综合实力百强区，其中顺德、南海连续多年位居第一、第二。全国6个GDP千亿镇 中，佛山的狮山镇、北滘镇占2个。 第二，产业体系焕发新生机。"五年来，我们培育了一批千亿级产业集群，规模以上工业企业超过1万 家。"唐屹峰说，佛山推动80%的规上工业企业开展数字 ...

Core Insights - Physical AI is a key area of global technological competition, with Chinese companies emerging as leaders in the field of humanoid robots, automotive applications, and other physical AI patents [1][3] - According to a recent analysis, China ranks first globally in terms of comprehensive strength in patent applications, followed closely by the United States [1][3] - Major Chinese tech firms such as Baidu, Huawei, and Tencent lead in patent scores, while China Ping An Insurance ranks sixth [1][4] Patent Rankings - The analysis ranks Baidu, Huawei, and Tencent as the top three companies in the field of Physical AI, with scores of 4126, 3645, and 3043 respectively [4] - Samsung Electronics from South Korea ranks fourth with a score of 2734, followed by NVIDIA (2154) and China Ping An Insurance (1881) [4] - Other notable companies include Intel (1543), LG Electronics (1393), Alphabet (1325), and the Chinese Academy of Sciences (835) [4] Industry Context - The analysis indicates that while Chinese companies have a strong patent quantity, they still lag behind U.S. competitors like Intel, NVIDIA, and Alphabet in terms of patent quality [1][3] - The shift towards AI technologies is emphasized in China's 14th Five-Year Plan, which highlights the importance of high-quality development and technological advancement [4] - The CES 2024 showcased various Physical AI applications, indicating a competitive landscape among tech companies from China, the U.S., and South Korea [5] Future Developments - The Chinese government is actively supporting Physical AI as a national strategy, with plans to enhance AI integration across various industrial sectors by 2025 [5][6] - The application of AI in industrial enterprises is projected to rise significantly, with a forecasted increase from 9.6% in 2024 to 47.5% in 2025 [7] - China has established over 7000 advanced smart factories, demonstrating significant progress in the integration of AI and manufacturing [7]

Group 1: Economic Development and Innovation - The Central Economic Work Conference emphasizes "innovation-driven development" and the establishment of international technology innovation centers in regions like the Guangdong-Hong Kong-Macao Greater Bay Area [1] - The Greater Bay Area has developed a complete industrial system covering 31 manufacturing categories and has nurtured nine trillion-yuan industrial clusters, with emerging industries like new energy vehicles and artificial intelligence thriving [1] - The "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranked first globally in the World Intellectual Property Organization's 2025 Global Innovation Index Report, highlighting the global impact of the Greater Bay Area's innovation [1] Group 2: Collaborative Innovation and Industry Support - The Greater Bay Area provides a collaborative innovation ecosystem that supports research and entrepreneurship, as seen in the case of Guangzhou Zhimi New Material Technology Co., which utilizes microcapsule technology for various applications [4] - Guangdong has established 10 national major scientific and technological infrastructure projects, including five in the Greater Bay Area, and has created two national laboratories and 45 national key laboratories [4] - As of June this year, the Greater Bay Area holds 817,000 effective invention patents, accounting for approximately one-sixth of the national total [4] Group 3: Automotive Industry and Supply Chain - The automotive supply chain in the Greater Bay Area enhances production efficiency, with companies like Xpeng Motors benefiting from nearby suppliers who can respond quickly to production needs [6][7] - The automotive industry in the Greater Bay Area is evolving towards a comprehensive development model, integrating electric vehicles, key components, and smart technologies [8] - Guangdong has developed a complete industrial chain covering vehicle manufacturing, battery systems, intelligent driving, and charging facilities, with major companies like BYD and Xpeng leading the market [8] Group 4: Smart Manufacturing and Digital Transformation - The digital transformation of manufacturing in Guangdong is exemplified by OPPO's automated production lines, which enhance efficiency and reduce costs [9][10] - Over 51,000 industrial enterprises in Guangdong have undergone digital transformation, with high rates of digital management and design tool adoption [10] - The "Artificial Intelligence Empowering Manufacturing High-Quality Development Action Plan (2025-2027)" aims to further integrate AI with manufacturing, establishing a globally influential model [11] Group 5: Brain-Machine Interface and Technological Advancements - The establishment of the Brain-Machine Interface Innovation Industry Alliance in the Greater Bay Area aims to create a global hub for brain-machine interface technology [12] - The Guangdong Provincial Laboratory for Artificial Intelligence and Digital Economy is facilitating the development of non-invasive brain-machine interface technologies, enhancing the quality of life for individuals with mobility impairments [13][14] - The laboratory has initiated numerous research projects and collaborations with leading enterprises, fostering a robust talent pipeline for AI innovation in the Greater Bay Area [14]

Core Insights - The Central Economic Work Conference emphasizes the importance of innovation-driven development and the establishment of international technology innovation centers in regions like the Guangdong-Hong Kong-Macao Greater Bay Area, which is a key driver for high-quality economic growth in China [1] Group 1: Innovation and Industry Development - The Guangdong-Hong Kong-Macao Greater Bay Area has developed a complete industrial system covering 31 manufacturing categories and has nurtured nine trillion-yuan-level industrial clusters, including emerging industries like new energy vehicles and artificial intelligence [1] - The "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranked first globally in the World Intellectual Property Organization's 2025 Global Innovation Index Report, highlighting the global impact of the Bay Area's innovation [1] Group 2: Collaborative Innovation - The microcapsule technology developed by Hong Kong University of Science and Technology is being applied in various industries, showcasing the collaborative innovation ecosystem in the Greater Bay Area [3][4] - Guangdong has established 10 national major scientific and technological infrastructure projects, including five in the Greater Bay Area, and has created two national laboratories and 45 national key laboratories [4] Group 3: Automotive Industry and Supply Chain - The automotive supply chain in the Greater Bay Area is characterized by rapid response capabilities, with local suppliers like Guangdong Bojun Automotive Parts Co., Ltd. able to meet urgent production needs within hours [7][8] - The region has over 100 new energy vehicle and automotive parts companies, forming a comprehensive industrial landscape that includes vehicle manufacturing, key components, and charging facilities [8][9] Group 4: Smart Manufacturing - The digital transformation of manufacturing in Guangdong has led to significant efficiency gains, with over 5.1 million industrial enterprises adopting digital technologies [10][12] - OPPO's smart manufacturing platform is evolving to enable real-time monitoring and management of global factory operations, reflecting the integration of AI in manufacturing processes [12] Group 5: Research and Development in Brain-Machine Interfaces - The establishment of the Brain-Machine Interface Innovation Industry Alliance aims to position the Greater Bay Area as a global hub for brain-machine interface technology [13][14] - The research conducted at the Guangzhou-based laboratory focuses on non-invasive brain-machine interface technology, enhancing the quality of life for individuals with mobility impairments [13][15]

Core Insights - Guangdong is leveraging its extensive market and diverse scenarios to promote the intelligent upgrade of manufacturing enterprises through artificial intelligence (AI) [1] - The province has introduced 16 policy measures to shift support from "providing policies" to "providing opportunities," aiming to create a globally influential "AI + manufacturing" integration development demonstration zone [1] Group 1: AI and Manufacturing Integration - Guangdong has a complete industrial system with all 31 manufacturing categories, accounting for approximately 1/8 of the national manufacturing scale, creating a "testing ground" for AI applications [2] - The province hosts over 1,600 core AI enterprises, forming a full-stack industrial chain represented by companies like Huawei and Tencent, which provides a "new engine" for the transformation of manufacturing [2] - To address the challenges of unclear demand and mismatched supply in AI applications, Guangdong has established a national-level digital transformation promotion center for manufacturing, offering one-stop services for intelligent upgrades [2][3] Group 2: Infrastructure and Support Mechanisms - Guangdong is building a "1+1+N" embodied intelligence training ground system to facilitate the development and verification of embodied intelligence models, promoting data flow and standardization [3] - The province is focusing on enhancing innovation centers in the fields of intelligent agents and intelligent terminals, leveraging the technological advantages of cities like Guangzhou and Shenzhen [4] - Guangdong has established a national-level AI application pilot base in the consumer mobile terminal sector, with plans to accelerate the construction of more pilot bases [4] Group 3: Financial Investment and Policy Support - Since 2018, Guangdong has launched five batches of "new generation AI" initiatives, focusing on key areas such as intelligent manufacturing and quality inspection, achieving multiple breakthroughs [6] - The provincial government has allocated approximately 15 billion yuan for AI-related projects since 2018, with a budget of 1.32 billion yuan for 2025 to support cutting-edge technology initiatives [8] - The province aims to invest over 20 billion yuan in AI-related projects by 2027, driving the scale of related industries to exceed 100 billion yuan [9] Group 4: Communication and Computing Infrastructure - Guangdong has built a leading information infrastructure network, with 431,000 5G base stations established by August 2025, ensuring connectivity across the province [7] - The province is implementing the "Yueqi Wanzhao" initiative to create 100 10G optical network projects, with over one-third focused on factory scenarios [7] - A unified computing power service platform has been established in the Greater Bay Area, integrating 18 computing resource pools with a total capacity exceeding 14,000P [7]

Core Viewpoint - Guangdong has introduced a comprehensive action plan to enhance the integration of artificial intelligence (AI) into the manufacturing sector, aiming to establish a globally influential "AI + manufacturing" development demonstration zone by 2027 [1][2]. Group 1: Policy Measures - The action plan includes 16 policy measures focused on strengthening key supply chains and promoting application and adoption of AI in manufacturing [1]. - The initiative emphasizes the construction of vertical large models and scenario-specific small models in key industries such as electronic information and smart home appliances [2]. Group 2: Industrial Support and Infrastructure - Guangdong aims to develop a "diagnosis-transformation-promotion" system for intelligent manufacturing, facilitating the widespread application of AI among small and medium-sized enterprises [2]. - The plan promotes the establishment of AI application pilot bases in cities like Shenzhen and Dongguan, focusing on industrial model applications and technology validation [2]. Group 3: Financial and Talent Support - The government will leverage provincial and municipal special funds and industry development investment funds to support AI-enabled manufacturing, encouraging financial institutions to offer financing services [2]. - There is a focus on cultivating skilled workers through specialized talent policies to enhance the workforce in the AI and manufacturing sectors [2]. Group 4: Innovation Platforms - Guangdong currently hosts 9 national-level innovation platforms and nearly 200 provincial-level platforms, providing robust support for innovation in the manufacturing sector [2]. - The action plan aims to deepen the integration of AI and manufacturing, strengthening the "AI + manufacturing" industry [2].

Core Insights - Guangdong Province has introduced the "Action Plan for High-Quality Development of Manufacturing Empowered by Artificial Intelligence (2025-2027)" with 16 policy measures aimed at strengthening key supply and promoting application [1] - The province aims to create a globally influential "AI + manufacturing" integration development demonstration zone [1] Industry Overview - Guangdong is recognized as a major manufacturing province and AI cluster in China, with a complete industrial system and significant market potential [1] - There are over 1,600 core AI enterprises in the province, establishing a full-stack industrial chain represented by Huawei's Ascend ecosystem and Tencent's mixed Yuan model [1] Technological Development - A number of industrial large models and intelligent bodies are being iteratively upgraded, providing a "new engine" for the transformation and upgrading of the manufacturing industry [1] - The focus will be on key industries such as electronic information, smart home appliances, automobiles, and robotics, with plans to build vertical large models and scenario-specific small models [1] Data Utilization - The plan includes the construction of industrial data sets and industrial knowledge databases to enhance the development and utilization of industrial data [1] - There is an emphasis on cultivating high-value industrial intelligent bodies with data processing and intelligent decision-making capabilities [1] Software and Equipment Enhancement - The initiative aims to empower key industrial software, smart equipment, and industrial internet platforms through iterative upgrades [1]

Core Insights - Guangdong Province is launching an action plan to enhance the high-quality development of manufacturing through artificial intelligence from 2025 to 2027 [1] - The plan aims to leverage Guangdong's extensive market and diverse scenarios to promote the intelligent upgrade of manufacturing enterprises across all processes [1] Group 1: AI Integration in Manufacturing - Artificial intelligence is accelerating its penetration and application in various manufacturing sectors, including R&D, production, sales, service, and management [1] - The initiative will focus on several key industries such as consumer electronics, high-end equipment, automotive, petrochemicals, home furnishings, and biomedicine [1] - The plan includes the establishment of demonstration factories that integrate multiple scenarios and operate efficiently with industrial AI models [1] Group 2: Smart Supply Chain Transformation - Guangdong will promote a "smart chain transformation" model, encouraging leading enterprises to build intelligent supply chains based on industrial AI models [2] - The initiative aims to facilitate collaborative manufacturing, procurement, and distribution among upstream and downstream enterprises [2] - Support will be provided for local governments that successfully implement AI-integrated industrial internet platforms and smart supply chain collaboration platforms [2] Group 3: Support for SMEs - The plan targets small and medium-sized enterprises (SMEs) by focusing on over 30 pilot industries, including smart terminals and new energy vehicles [2] - Funding will be available for eligible SMEs to implement AI-driven projects in areas such as R&D design, visual inspection, and energy management [2] - The establishment of core software service platforms will be supported to enhance the AI application capabilities of SMEs [2]

Core Viewpoint - Guangdong Province has launched an action plan to enhance the high-quality development of the manufacturing industry through artificial intelligence (AI) from 2025 to 2027, addressing the challenges of unclear demand and mismatched supply in AI-enabled manufacturing [1][2]. Group 1: Key Initiatives - Establishment of a comprehensive mechanism for matching AI products and services with manufacturing needs, including the creation of demand and supply lists for various industries [1]. - Focus on key sectors such as electronics, smart home appliances, automotive, and robotics to develop large models capable of handling complex manufacturing tasks and smaller models for specific applications like quality inspection and process optimization [1][2]. - Financial support for eligible industrial model projects and encouragement for local governments to issue "model vouchers" to facilitate the purchase of industrial model services [1]. Group 2: Support and Consultation Services - Provision of consulting and diagnostic services to manufacturing enterprises to assess their current level of intelligence and identify areas for improvement [2]. - Compilation of a digital transformation guide to assist companies in deploying industrial models and intelligent systems based on identified common challenges and needs [2]. Group 3: Ecosystem Development - Initiation of activities such as "AI Empowering High-Quality Development in Manufacturing" to promote experience sharing, supply-demand matching, and the showcasing of new technologies and products [2]. - Identification of high-return investment cases in the integration of AI and manufacturing to enhance industry influence [2].

Core Insights - The VC/PE market in May 2025 experienced a slight month-on-month decline but a year-on-year increase, with Zhejiang, Jiangsu, and Guangdong leading in fundraising activities [3][4]. Fundraising Analysis - In May 2025, a total of 490 new funds were established, a decrease of 12% month-on-month but an increase of 10% year-on-year, with 418 institutions participating in fund establishment [7][5]. - The investment market saw a slight decline in activity, but the scale increased by 47% year-on-year, with Jiangsu, Guangdong, and Shanghai accounting for nearly 50% of the total financing scale and number [8][27]. - The semiconductor, artificial intelligence, and new materials sectors were the most sought after, with battery and energy storage technologies, as well as biomedicine, attracting significant investment [29][8]. Regional Fundraising Highlights - In May 2025, 24 provinces and regions established new funds, with Zhejiang leading at 94 funds, followed by Jiangsu with 75 and Guangdong with 54 [14][12]. - Qingdao and Jiaxing emerged as key fundraising hubs, with significant year-on-year growth in these regions [17][14]. Investment Cases Overview - In May 2025, there were 597 investment cases, a decrease of 17% month-on-month but an increase of 5% year-on-year, with the total investment scale reaching 73.9 billion yuan [24][29]. - The majority of financing activities were concentrated in Jiangsu, Guangdong, and Shanghai, with Jiangsu leading in both the number of financing cases (121) and financing amount (13.728 billion yuan) [27][29]. Investment Trends - The A-round financing dominated transaction numbers with 192 cases (32% share), while the scale of financing in later rounds was notable, with public listings and subsequent rounds accounting for 22% of the total scale [31][32]. - Small to medium-sized transactions were prevalent, with deals in the 10 million to 50 million yuan range making up 41.7% of the total, indicating a cautious but active market for quality projects [32][31]. Notable Financing Cases - Key financing cases included AirCloud with $300 million in E-round funding, and Xiangdao Mobility raising 1.3 billion yuan in C-round financing [36][37].