上海社会科学院应用经济研究所副所长、新经济与产业国际竞争力研究中心执行主任汤蕴懿分析称，报 告显示出整个环境和特征的六大变化。除了上述供应链尤其是芯片等核心领域的回流趋势，在硬件方 面，工业机器人的推进使得大量工业机器人与智能制造系统高度连接；在软件方面，人工智能深度运用 到各个场景，多模态运用将加速；算力的集中突破使能源竞争进入白热化阶段，能源转型成为全球产业 重构新的关键力量；技术和贸易管控导致部分脱钩与产业分区，产业政策和贸易政策深度结合，各国充 分运用产业政策提升本国产业竞争力；在数字时代，数字基础设施以及价值链上的高端服务能力成为产 业基础竞争力。 根据报告，从指数分析看，上海产业国际竞争力处于实现结构性升级的关键阶段，结构优化效果逐渐凸 显，但还需进一步增强动能，实现系统升级。 经过近一个时间段供应链的调整，整个供应链的去集中化以及近岸、回流的趋势越发明显，全球区域 化、板块化的趋势已经基本形成。 10月9日，在2025提升长三角产业国际竞争力论坛上发布的《2024—2025上海重点产业国际竞争力指数 报告》提出上述结论。 关于重点产业领域，在2024年跟踪的十大行业中，新能源汽车、传统行业、生物 ...

Core Viewpoint - The implementation opinions on "Artificial Intelligence + Transportation" aim to accelerate the large-scale innovative application of AI in the transportation sector by 2027 and deeply integrate AI into the industry by 2030, establishing a comprehensive intelligent transportation network and achieving world-leading levels in key technologies [1][3]. Group 1: Overall Requirements - The initiative is guided by Xi Jinping's thoughts and aims to integrate AI innovation chains, industry chains, funding chains, and talent chains in the transportation sector, promoting the widespread application of AI to enhance transportation efficiency and safety [3]. Group 2: Key Technology Supply - The plan emphasizes three main tasks: conducting application technology breakthroughs, accelerating smart product innovation, and building a comprehensive transportation model to enhance the intelligent level of the transportation system [4][5]. - Specific focus areas include dynamic scene perception, real-time positioning, and autonomous decision-making technologies, alongside the development of smart driving systems and intelligent monitoring equipment [4][5]. Group 3: Accelerating Innovation Scene Empowerment - Seven key tasks are outlined, including auxiliary driving, smart railways, intelligent shipping, smart civil aviation, smart postal services, intelligent construction and maintenance, and integrated transport and smart logistics [6][7][8][9][10]. - The initiative aims to create replicable application cases through pilot demonstrations, enhancing the breadth of AI applications in transportation [1][6]. Group 4: Strengthening Core Element Guarantees - The plan includes optimizing computing power supply, accelerating the construction of high-quality data sets, and promoting ubiquitous network infrastructure to support AI applications in transportation [11]. - It emphasizes the need for a robust data resource system and a reliable transportation data transmission network [11]. Group 5: Optimizing Industry Development Ecology - The initiative aims to enhance the incubation capacity of the industry ecosystem, improve AI governance mechanisms, and accelerate talent aggregation in the transportation sector [12][13]. - It encourages the establishment of innovation platforms and testing environments for AI applications in transportation [12]. Group 6: Assurance Measures - The plan advocates for a coordinated development mechanism for AI in transportation, emphasizing government guidance and market leadership, while ensuring safety and compliance in AI applications [14].