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].

Core Insights - Shanghai Pudong New Area is promoting the development of the AI industry through initiatives like the "Artificial Intelligence Island" and "Moli Community" [1][2] - The AI industry in Pudong is expected to reach a scale of 1,637 billion yuan in 2024, accounting for approximately 40% of the city's total [1] - The Pudong AI ecosystem is rapidly forming, with over 200 companies in vertical model sectors and more than 70 companies in the embodied intelligence industry chain [2] Group 1: AI Industry Development - Pudong is focusing on collaborative innovation in AI through the establishment of key parks like Moli Community and Zhangjiang Robot Valley [1][2] - The AI industry in Pudong has seen an average annual compound growth rate of 11.7% over the past three years [1] - The "Artificial Intelligence Island" has attracted 85 AI-related companies since its establishment in 2019, covering five key areas: AI, large models, big data, intelligent chips, and cloud computing [2] Group 2: Moli Community and Its Role - Moli Community has attracted nearly 200 upstream and downstream related enterprises since its operation began on August 30, 2024 [3] - The community focuses on three main directions: embodied intelligence, scientific intelligence, and application intelligence, aiming to facilitate the last mile of AI implementation [3] - Moli Community differentiates itself by concentrating on vertical models and application-level efforts, leveraging Pudong's industrial foundation in manufacturing and integrated circuits [3][4]

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The integration of 5G-A and AI is expected to create significant value across various sectors, enhancing network performance and efficiency while unlocking new services and applications [9][50]. - The report highlights the transformative potential of 5G-AxAI technologies in meeting evolving network demands and driving industrial innovation [10][11]. Summary by Sections 1. Executive Summary - The report emphasizes the rapid development of AI technologies and their integration with 5G-A, which is anticipated to drive a multiplier effect across industries, enhancing network performance and creating new services [9]. 2. 5G-AxAI: New Capabilities to Meet New Demands - 5G-A has reached a stage where it can provide high-speed, low-latency connectivity, with actual speeds increasing to 3-5 Gbps and expected to exceed 10 Gbps [12][13]. - The report notes that over 60 operators globally have announced commercial plans for 5G-A, with significant deployments in China [14][16]. 3. 5G-AxAI Emerging Technologies - The report identifies four key areas of innovation: Network Intelligence, Digital Twin Network Intelligence, Application Intelligence, and Sustainable Intelligence, all contributing to new applications and services [60]. 4. 5G-AxAI Implementation of New Cases - Various new applications are highlighted, including differentiated experience assurance, industrial certainty services, and immersive experiences, showcasing the versatility of 5G-AxAI technologies [4][4][4]. 5. The Fifth New Model Industrial Revolution - The report discusses innovative business models emerging from the integration of 5G-A and AI, indicating a shift from traditional connectivity to a more integrated approach combining connectivity, computation, and intelligence [59]. 6. Global Industry Cooperation Proposal - The report suggests that the collaboration among global industry players is crucial for the successful implementation and scaling of 5G-AxAI technologies [8]. 7. Glossary - A glossary is provided to clarify terms used throughout the report, aiding in understanding the technical aspects of 5G-AxAI [7]. 8. References - The report includes a comprehensive list of references to support the data and claims made throughout the document [8].