中国经济网杭州11月18日讯（记者宋雅静）2025年11月15日至16日，第四届"标准化理论与政策"学术研讨会暨浙江文化研究工程成果《数字化改革的浙江样 本和典型经验研究》丛书发布会在杭州成功举行。本次会议由中国科学学与科技政策研究会指导，中国科学学与科技政策研究会标准化理论与政策专业委员 会、杭州电子科技大学、中国计量大学联合主办，杭州电子科技大学管理学院、数据科学与智能决策实验中心、浙江省信息化发展研究院共同承办。 浙江省社会科学界联合会二级巡视员刘东女士、浙江科学技术出版社宋东总编辑、丛书指导专家陈畴镛教授、周青教授及作者代表共同启动发布会。现场， 周青教授代表项目组向浙江大学、中共浙江省委党校、杭州电子科技大学等高校及科研机构图书馆赠送丛书，助力浙江数字化改革实践经验广泛传播。 权威专家主旨分享 解码标准赋能高质量发展路径 11月15日上午，大会开幕式如期举行。杭州电子科技大学副校长周青教授、中国科学学与科技政策研究会标准化理论与政策专委会主任（原中国计量大学校 长）宋明顺教授、浙江省社会科学界联合会二级巡视员刘东女士先后致辞。周青副校长对与会嘉宾表示热烈欢迎，结合浙江省社科联第九次代表大会参会感 悟 ...

Core Viewpoint - The forum on "2025 China's Digital Economy Development and Legal Construction" emphasizes the integration of artificial intelligence with various sectors to promote a new form of intelligent economy and society, aligning with national strategies and legal frameworks [1][3][4]. Group 1: Forum Highlights - The forum was co-hosted by several prestigious institutions, focusing on the theme of "New Forms of Intelligent Economy and Intelligent Society" [1]. - Key figures, including officials from the Chinese Law Society and Central University of Finance and Economics, delivered speeches highlighting the importance of legal frameworks in supporting the development of the intelligent economy [3][4]. Group 2: Legal and Economic Integration - The forum stressed the need for a robust legal system to ensure the sustainable and orderly development of the intelligent economy, which is seen as a core element of economic and social progress [4]. - The establishment of interdisciplinary educational programs was discussed, aiming to cultivate talents adept in both legal and technological fields to meet the demands of the digital economy [4]. Group 3: Major Events Announced - Ten significant impactful events related to the development of China's digital economy and legal construction were announced, including the issuance of government policies and legal amendments aimed at enhancing the AI sector [12]. - Notable events include the release of the "Artificial Intelligence+" action plan and the Supreme Court's publication of judicial guidelines on data rights protection [12]. Group 4: Expert Insights - Experts highlighted the dual transformation of society, emphasizing the need for legal preparations for the intelligent society while continuing to uphold the rule of law in the industrial society [7]. - The role of artificial intelligence in scientific research was discussed, with a focus on its potential to drive innovation and the necessity of a legal framework to support its sustainable development [9][10]. Group 5: Participation and Support - The forum received strong support from various sectors, including economics, technology, and law, with significant media coverage and participation from around 180 representatives and nearly a million online viewers [15].

Core Insights - The implementation of artificial intelligence in the transportation sector is a strategic initiative aimed at enhancing innovation and efficiency in the industry [1][2][4] - By 2027, AI is expected to be widely applied in typical scenarios within the transportation industry, with the establishment of a comprehensive transportation AI model [1][2] - The goal is to achieve deep integration of AI in the transportation sector by 2030, leading to advancements in smart transportation and logistics [1][2] Group 1: Implementation Goals - The "Implementation Opinions" outline three key tasks: application technology breakthroughs, acceleration of smart product innovation, and the construction of a comprehensive transportation AI model [2][3] - The focus will be on seven priority tasks, including smart driving, intelligent railways, smart shipping, and smart logistics, leveraging the rich application scenarios in the industry [2][3] Group 2: Innovation and Development - The initiative aims to create a replicable and scalable development model through pilot demonstrations and typical application cases [2][3] - The transportation sector will support the development of intelligent driving models and enhance evaluation technologies to expand service scenarios [3][4] Group 3: Collaboration and Ecosystem - The transportation department will collaborate with relevant agencies to accelerate the construction of a comprehensive transportation AI model and promote innovation projects [4] - There will be an emphasis on integrating resources from leading AI companies, industry enterprises, and academic institutions to foster a collaborative ecosystem [4]

Core Viewpoint - The release of the "Artificial Intelligence+" policy by the State Council aims to deeply integrate six key areas: technology, industry, consumption, people's livelihood, governance, and global cooperation, with a focus on creating a new form of intelligent economy and society by 2035 [1][5]. Group 1: Company Performance - SenseTime (0020.HK) reported a remarkable mid-year performance for 2025, with revenue growth of 36% to 2.4 billion yuan, exceeding market expectations [3]. - The revenue from generative AI grew by 73% for the third consecutive year, while adjusted losses decreased significantly by 50%, with total cash reserves reaching 13.2 billion yuan [3]. - The company has established a complete AI ecosystem from foundational technology to top-level applications, aligning closely with the national "Artificial Intelligence+" strategy [3][6]. Group 2: Strategic Alignment with Policy - SenseTime's strategy of "computing power infrastructure - large model research - large model application" aligns well with national policy demands, showing substantial progress in its "1+X" strategy [6]. - The company has achieved a total computing power of over 25,000 PetaFLOPS, with an 80% utilization rate of heterogeneous clusters, demonstrating high efficiency [8]. - SenseTime's various applications in smart city management, healthcare, and industrial automation reflect the company's commitment to the "Artificial Intelligence+" initiative [8][9]. Group 3: Market Opportunities - The "Artificial Intelligence+" policy is expected to create significant market opportunities across six key action areas, with each field potentially containing trillion-level market scales [12]. - SenseTime's ongoing projects in smart health, education, and public safety are examples of how the company is leveraging these opportunities to enhance its market presence [9][10]. Group 4: Future Outlook - Looking ahead, SenseTime plans to continue iterating its multi-modal large model and expand its technological leadership in strong reasoning and intelligent agents [13]. - The company aims to deepen its presence in key policy areas such as industrial automation, automotive, and healthcare, while fostering innovation through its "1+X" strategy [13]. - SenseTime is committed to enhancing international cooperation and contributing to global AI governance standards, positioning itself as a core player in the global AI landscape [11][13].

Core Insights - The State Council has issued a significant policy document titled "Opinions on Deepening the Implementation of 'AI+' Actions," aiming for extensive integration of AI with six key sectors by 2027, with a target application penetration rate of over 70% for new intelligent terminals and agents [1] - The document serves as a guiding framework for the AI industry, providing clear developmental goals for 2027, 2030, and 2035, and defining six key areas for AI integration, which will enhance clarity and direction for industry and investment [1] Investment Opportunities - The core investment logic revolves around infrastructure development, including computing power, model capability, and data supply innovation, which will drive investment opportunities across various sectors [2] - The six key actions of "AI+" encompass science and technology, industrial development, quality enhancement in consumption, welfare improvement, governance capability, and global cooperation, indicating a broad spectrum of investment potential [2] Beneficial Segments - Computing power is identified as a crucial infrastructure benefiting significantly from the AI industry's growth, with demand expected to surge due to stronger models and broader application scenarios [3] - The domestic model capabilities are anticipated to improve significantly, with advancements in models like DeepSeek and ongoing innovations in various large models, providing a solid foundation for the AI industry [3] - Data is emphasized as a vital cornerstone for AI development, with the government prioritizing the growth of the big data industry [3] Key Focus Areas - The integration of AI with "science and technology" is highlighted as a fundamental driving force, while industrial development is expected to create substantial investment opportunities through new business models and the upgrading of traditional sectors [4] - Quality enhancement in consumption is also crucial, with AI creating new scenarios and merging with traditional products to generate new demands, such as smart vehicles and AI-integrated consumer electronics [4] Current Developments - Continuous evolution of large models and increasing user engagement are driving a significant rise in inference computing power demand [5] - Innovations in AI applications and terminals are emerging, with agents being recognized as a new ecosystem in the AI era [5] Valuation and Strategy - The valuation of the AI sector has risen as investment value is recognized, yet it remains within a reasonable range, with potential for further increases as industry conditions improve [6] - The company views AI as a key innovation theme and long-term growth direction, focusing on infrastructure investments in computing power and related sectors [6] Industry Factors - Key factors to monitor include advancements in large models, investments from government and leading tech firms in AI and computing power, and innovations in downstream applications [7]

Group 1 - The core viewpoint of the news is the introduction of the "Artificial Intelligence +" initiative by the National Development and Reform Commission (NDRC), aimed at accelerating the development of new productive forces and transitioning from a digital economy to an intelligent economy and society [1][2] - The initiative focuses on eight aspects including models, data, computing power, applications, open source, talent, policies, and safety, and outlines six major actions to promote the integration of AI with various sectors [2][3] - Three phased goals are set: by 2027, AI applications in key sectors should exceed 70% penetration; by 2030, this should rise to over 90%, establishing AI as a significant growth driver; and by 2035, a new stage of intelligent economy and society should be achieved [3][4] Group 2 - The NDRC plans to implement supporting policies, including specific implementation plans for key industries, policy guidelines for safety governance and talent cultivation, and accelerate standardization across various sectors [4][5] - Major projects will focus on optimizing computing resources, building common technology platforms, enhancing key application scenarios, and promoting the adoption of intelligent terminals through innovative consumer subsidies [5][6] - Demonstration and leadership will be emphasized by guiding collaborations between model companies and industry leaders to develop high-value application cases and encouraging innovative models in supply-demand matching and resource integration [6][7] Group 3 - The NDRC is also involved in post-disaster recovery efforts, allocating 30 billion yuan for housing reconstruction and 9.4 billion yuan for infrastructure recovery in earthquake-affected areas, aiming to complete housing tasks by the end of October [6][7] - The NDRC is advancing reforms in the bidding and tendering market to improve the business environment, focusing on optimizing bidding rules, enhancing efficiency and transparency through digitalization, and cracking down on illegal activities [7][8] - Specific measures include implementing new standards for expert management, promoting electronic bidding processes, and reducing costs associated with digital certificates for cross-regional bidding [8]

Core Viewpoint - The article discusses the evolution from "Internet+" to "Artificial Intelligence+" and highlights the differences between the two concepts, emphasizing that while "Internet+" focuses on connectivity, "Artificial Intelligence+" enhances machine intelligence and capabilities [1][3][13]. Group 1: Internet+ - "Internet+" connects people, resources, and services, creating a vast network that improves efficiency in daily activities such as shopping and transportation [4][5]. - It represents a quantitative expansion, increasing the speed and reach of information, leading to greater convenience in life [7]. - The most significant outcome of "Internet+" is the emergence of platform economies, where various services like e-commerce and ride-hailing operate on shared platforms [10][12]. Group 2: Artificial Intelligence+ - "Artificial Intelligence+" aims to make machines smarter, enabling them to understand and process information, thus assisting in decision-making and creating new solutions [6][8]. - It signifies a qualitative leap, allowing for the discovery of patterns and the generation of new industries, such as AI-driven customer service and autonomous driving [8][10]. - The focus of "Artificial Intelligence+" is on "intelligent empowerment," transforming traditional industries and fostering entirely new sectors [10][12]. Group 3: Comparison and Future Outlook - "Internet+" is described as a "revolution of connection," while "Artificial Intelligence+" is termed a "revolution of thought," indicating their complementary roles in advancing the digital economy [13]. - The transition from an "information society" to an "intelligent society" is underway, where human-machine collaboration redefines production, living, and governance [11][12].

Group 1: Meta and AI Talent - Meta has experienced a talent exodus shortly after the establishment of its superintelligence lab, with several researchers leaving, including those recruited from OpenAI [1][4] - The departure of AI talent is described as a "normal phenomenon" by Meta, despite the high salaries offered to attract top talent [1][4] Group 2: AI Industry Developments - The Chinese AI chip company Cambricon has become the highest-priced stock in the A-share market, with a price increase of 10.01% on August 27, reaching 1462 CNY per share, and a further rise of 15.73% to 1587.91 CNY on August 28 [2] - Cambricon's revenue forecast for 2025 is between 5 billion to 7 billion CNY, indicating a need for time to achieve growth despite the current AI boom [2] - The Chinese government has issued an action plan to implement AI across various sectors, aiming for over 70% application penetration by 2027 and over 90% by 2030 [3] Group 3: AI Investment and Competition - The AI investment landscape is described as unprecedented, with current investments potentially reaching 25 times that of the Manhattan Project, indicating a significant capital deployment in the sector [5] - A report from a16z highlights that ChatGPT's lead is narrowing, with competitors like Google's Gemini and xAI's Grok rapidly catching up [7] - The report also notes that Chinese AI companies are showing strong competitive performance both domestically and globally, with 22 out of the top 50 mobile AI products being from Chinese firms [7] Group 4: Nvidia's Financial Performance - Nvidia reported a 56% year-over-year revenue increase in its second fiscal quarter, reaching 46.743 billion USD, slightly exceeding market expectations [13] - The data center revenue for Nvidia was 41.1 billion USD, also reflecting a 56% year-over-year growth, although it was slightly below prior expectations [13] - Nvidia's AI chip demand remains robust, with projections of over 20 billion USD in sovereign AI revenue for the year, indicating a doubling year-over-year [13] Group 5: AI Chip Companies' Performance - Cambricon reported a staggering 4347.82% year-over-year revenue growth in the first half of 2025, reaching 2.881 billion CNY, and a net profit of 1.038 billion CNY [15] - Other AI chip companies also showed significant growth, with Haiguang Information achieving a 45.21% revenue increase and YunTianLiFei reporting a 123.1% revenue growth [15]

Core Insights - The State Council has issued an opinion on the implementation of the "Artificial Intelligence +" initiative, outlining a clear roadmap for the development of AI in China, with deep integration into key industries by 2027, the emergence of an intelligent economy as a significant growth driver by 2030, and a transition to an intelligent society by 2035 [1] Group 1: AI Integration in Industries - The opinion provides a transformation path for all sectors, emphasizing AI application across the entire industrial chain, including design, production, and service in manufacturing, full AI integration in agriculture, and a mixed model of "unmanned + manned" services in the service industry [2] - The rise of "intelligent native enterprises" is anticipated, which will be built on AI as their foundational architecture rather than traditional enterprises retrofitting AI, leading to new business models and standards in the intelligent society [2] Group 2: Governance and Regulation - The document addresses the need for governance in the face of rapid technological advancement, proposing a new governance model that integrates human and machine collaboration, and emphasizes the establishment of a public safety governance system that includes natural persons, digital entities, and intelligent robots [3] - It introduces innovative measures such as a data cost compensation mechanism based on "value contribution" and encourages academic institutions to incorporate open-source contributions into student credit systems, aiming to preemptively regulate technology [3] Group 3: Societal Impact of AI - The opinion highlights the importance of making AI technology accessible and affordable for the general public, aiming to evolve AI from an "efficiency tool" to a "social infrastructure" that enhances quality of life [4] - It envisions AI's role in various aspects of life, including work, education, and healthcare, promoting a new organizational structure and management model that fosters human-machine collaboration and lifelong learning [4] - The document suggests that the transition to an intelligent society will redefine social contracts, emphasizing the need for individuals to embrace change and upgrade their capabilities to navigate the future [4]

Core Viewpoint - The National Development and Reform Commission (NDRC) has issued an opinion on the implementation of "Artificial Intelligence+" actions, focusing on six major areas: scientific technology, industrial development, consumption quality improvement, public welfare, safety governance, and global cooperation [1][3]. Group 1: Implementation Goals - The next one to two years are identified as a critical window for the implementation of "Artificial Intelligence+" [3][4]. - The opinion outlines three stages of goals: by 2027, AI applications should exceed 70% in key areas; by 2030, over 90% application rate; and by 2035, a transition to an intelligent economy and society [3][4]. Group 2: Key Areas of Focus - The six major areas of focus include technology, industry, consumption, public welfare, governance, and global cooperation, aiming to create a collaborative development force [4][5]. - Specific implementation plans will be developed for key industries, detailing objectives, directions, and actions [6][8]. Group 3: Investment and Support - The NDRC plans to leverage government investment to support AI development, utilizing various funding mechanisms such as local government bonds and central budget investments [7][8]. - Investment opportunities are concentrated in sectors like industrial robots and smart sensors, as well as industrial software and platforms [8][11]. Group 4: Consumer Quality Improvement - The "Artificial Intelligence+" initiative aims to enhance consumer quality by shifting focus from mere availability to quality of services and products [9][11]. - New consumption scenarios will emerge, improving quality of life through AI applications in various sectors such as entertainment, e-commerce, and elder care [9][10]. Group 5: Challenges and Solutions - Key challenges include lowering the technical application threshold for small and medium enterprises, addressing data access, and standardizing interoperability across devices [11]. - The establishment of a reusable intelligent component library and a clear data governance framework is essential for fostering innovation while protecting consumer privacy [11].