（来源：新华日报） □ 本报记者 张 宣 1月4日，全国智能体开发者大会暨常州市"人工智能+"工作推进会在常州召开，院士专家、政企代表与 开发者齐聚，以"智汇常州，能动未来"为主题，共话智能体技术创新与场景落地。 这场大会集中展示了常州打造"城市级智能体"的阶段性成果，成为观察江苏全域推进智能体建设的窗 口。如今，智能体已不再是实验室里的抽象概念，而是渗透到江苏产业升级、民生服务、城市治理的方 方面面。 什么是智能体？城市级智能体为何成为城市竞争的新赛道？江苏各地又如何让这一"超级大脑"服务于生 活？一系列实践正在给出答案。 智能体破解城市治理难题 "智能体的价值，在于让城市更智慧、让生活更美好。"常州市委书记王剑锋在大会上精准点出了智能体 的核心要义。对于普通市民而言，智能体并非高深技术，而是能主动解决问题的"数字伙伴"。行业专家 通俗地解释，智能体是依托大模型技术，具备感知、决策、执行和学习能力的智能系统，就像拥有自主 思考能力的"数字助手"，在工厂里，它能自动检测产品缺陷；在医院里，它可辅助医生诊断病情；在社 区中，它能精准调度公共服务。 而城市级智能体，则是将这种"数字助手"升级为覆盖全城的"超级大脑 ...

Core Insights - Morgan Stanley's report highlights China's ambition to become a global leader in artificial intelligence (AI) technology, driven by a robust ecosystem of talent, innovation, data, and infrastructure [1][3] - The report emphasizes the importance of applying AI to the "real economy" and commercializing AI products to enhance productivity in traditional industries [1][2] - China is focusing on market-driven AI applications, particularly in sectors like autonomous driving, smart manufacturing, and digital customer service, contrasting with the U.S. focus on broader consumer applications [1][2] Infrastructure Sector - China's AI GPU self-sufficiency is projected to increase from 34% in 2024 to 82% by 2027, with companies like Huawei and Cambricon leading innovations in chip development [5] - Lenovo's business segments are expected to benefit from the AI revolution, with a 60% year-on-year growth in its ISG segment for Q4 2024 [6] Data Center Sector - The data center industry is anticipated to see a significant increase in new bookings, growing from 2.1 GW in 2024 to 3.7 GW annually from 2025 to 2027, representing a 76% increase [8] - The rental pricing in China's data center sector has stabilized at lower levels, with improving return rates due to lower bank financing costs and faster client onboarding [8] Platform Sector - The rapid development of AI applications is expected to accelerate growth in China's IaaS/PaaS market, benefiting cloud service providers like Alibaba and Tencent [9] - Tencent's cloud business is projected to accelerate growth starting Q2 2025, as it reallocates resources to external cloud clients [9] Application Sector - In the 2C domain, AI applications are rapidly evolving, with platforms like WeChat leveraging user data to enhance user experience and drive profitability [11] - The 2B application speed is expected to surpass previous public cloud cycles, with a subscription model becoming prevalent for enterprise AI applications [11] Automotive and Robotics - The penetration rate of L2+ autonomous driving in China is expected to reach 25% by 2025, benefiting manufacturers like BYD and Geely [12] - By 2030, China's humanoid robot inventory is projected to reach 252,000 units, with significant growth anticipated in both commercial and household humanoid robots by 2050 [12] Energy and Quantum Computing - AI-driven data centers are expected to account for 10% of China's total electricity demand by 2035, with green energy initiatives gaining traction [14] - China's advancements in quantum computing, exemplified by the "Zuchongzhi 3" prototype, are set to provide new computational capabilities that will benefit AI and other industries [14] Conclusion - Despite U.S. chip restrictions, China's AI computing capabilities are advancing, with domestic semiconductor companies innovating rapidly to close the performance gap with U.S. counterparts [15]