上一个年代（10年前）的AI浪潮主要得益于单点技术突破，大模型时代是AI对所有产业的颠覆，包括 品牌、效率、流程、体系和组织机构；本轮半导体产业的快速增长主要来自AI和大模型的驱动，AI重 塑千行百业，也给硅光领域带来发展新动能…… 在8月8日于上海张江科学会堂举办的"走进张江科学城：硬科技重构传统制造——长三角上市公司领航 者对话"活动上，多名行业专家表示，当硬科技爆发遇上传统制造业转型，长三角制造业产业整合和升 级迎来很大的机遇，将形成"上海研发，周边制造"的协同发展模式。 AI大模型正重塑千行百业 在DeepSeek发布后，AI应用驶入快车道，2025年被视为AI应用大规模落地的元年。 对此，云从科技董事长兼总经理周曦介绍，上一个年代的AI浪潮主要得益于单点技术突破，比如人脸 识别、语音识别等，当时业界看重的是技术能不能用起来；如今大模型时代，是AI对所有产业的颠 覆，包括品牌、效率、流程、体系和组织机构。 "我和很多董事长聊下来发现，面对AI，大家的焦虑远大于兴奋。"谈及AI应用落地，汉得信息总经理黄 益全表示，随着很多底层工具的开源，同类场景对算力的需求在下降，率先拥抱AI的公司有望实现弯 道超车。 ...

Core Viewpoint - The development of new quality productivity is essential for advancing China's modernization and requires a systematic approach that integrates both government and market forces [1][2]. Group 1: Role of Government and Market - The interaction between technological innovation and institutional innovation is crucial for the development of new quality productivity, emphasizing the need for both market functions and government interventions to address market failures [2][3]. - Different stages of technology development require tailored roles for government and market, with government policies aiding in overcoming barriers during the technology catch-up phase and market mechanisms guiding innovation in the leading phase [3][4]. Group 2: Industry Characteristics - For capital-intensive and long-return strategic emerging industries, government support is necessary to ensure sustained investment, while more market-driven approaches are suitable for dynamic sectors like the digital economy [4][5]. - In the electric vehicle industry, government support is essential for foundational research, while market mechanisms can drive the development of charging infrastructure [4]. Group 3: Regional Considerations - The development of new quality productivity must be tailored to specific regional conditions, with market mechanisms playing a decisive role in developed areas and government initiatives focusing on infrastructure and talent development in less developed regions [5][6]. Group 4: Addressing Bottlenecks - Current challenges in the development of new quality productivity include inefficient flow of production factors and scattered technological resources, necessitating improvements in market mechanisms and government roles to facilitate smoother resource allocation [7][8]. - The establishment of a unified and open factor market is critical for the effective flow of new production factors, requiring a market-driven pricing mechanism and regulatory oversight to ensure compliance and efficiency [7][8]. Group 5: National Innovation System - The new type of national system is vital for overcoming technological bottlenecks and enhancing the overall effectiveness of the national innovation system, requiring a combination of government, market, and social forces to optimize mechanisms and promote collaborative innovation [8].

Group 1 - A recent incident involving a visually impaired individual highlights the conflict between technological implementation and human-centered service, raising questions about the adherence to the principle of being "people-oriented" in institutional practices [1][2] - The incident illustrates how rigid execution of regulations can lead to the alienation of users, as technology intended to enhance user experience, such as facial recognition, becomes a barrier instead [2][3] - The lack of market competition contributes to service inertia, resulting in a failure to innovate and adapt services to meet the needs of special groups, emphasizing the need for a balance between commercial and social value in institutional frameworks [3] Group 2 - Institutions should design flexible regulations that accommodate the needs of special groups, ensuring that they are not excluded by cold processes [3] - There is a call for companies and institutions to reassess their evaluation mechanisms, incorporating a sense of humanistic responsibility while pursuing business objectives [3]