以下文章来源于虎嗅智库服务 ，作者虎嗅智库 头图｜AI生成 在AI产业进入"落地下半场"的今天，工业大模型正成为制造业数字化的关键驱动力。 从生产现场的"智能质检""柔性排产"，到供应链协同、设备预测维护与能源优化，大模型正从算法创新迈向"场景创造"。 但真正的挑战在于—— 为探讨这些关键问题，【大鲸案例】特别策划本次线上研讨会—— "工业大模型的场景跃迁：从车间智能到产业协同" ， 邀请来自 美云智数、埃夫特、长亭科技、中国工业互联网研究院、义柏基金 的前沿专家， 从 技术应用、场景创新、投 资趋势与生态建设 四个维度展开深入讨论。 点击小程序，立即报名 虎嗅智库服务 . 虎嗅智库是聚焦企业数字化、AI创新实践的新型研究服务机构。 点击卡片 关注我们 出品｜虎嗅智库 1. 最前沿的工业智能实践案例 ● 来自"灯塔工厂"与具身智能机器人的一线落地经验，涵盖从车间排产到供应链协同的全链路应用。 2. 技术+投资+政策的多维碰撞 ● 集结技术专家、企业领军者、产业资本与行业智库视角，聚焦AI在制造业的落地ROI与生态协同。 3. 大鲸榜前哨活动 ， 聊聊 你 对 落地 的 看法 ● 大鲸榜评委与种子选手企业首次同 ...

Core Insights - Guangdong Province is launching an action plan to enhance the high-quality development of manufacturing through artificial intelligence from 2025 to 2027 [1] - The plan aims to leverage Guangdong's extensive market and diverse scenarios to promote the intelligent upgrade of manufacturing enterprises across all processes [1] Group 1: AI Integration in Manufacturing - Artificial intelligence is accelerating its penetration and application in various manufacturing sectors, including R&D, production, sales, service, and management [1] - The initiative will focus on several key industries such as consumer electronics, high-end equipment, automotive, petrochemicals, home furnishings, and biomedicine [1] - The plan includes the establishment of demonstration factories that integrate multiple scenarios and operate efficiently with industrial AI models [1] Group 2: Smart Supply Chain Transformation - Guangdong will promote a "smart chain transformation" model, encouraging leading enterprises to build intelligent supply chains based on industrial AI models [2] - The initiative aims to facilitate collaborative manufacturing, procurement, and distribution among upstream and downstream enterprises [2] - Support will be provided for local governments that successfully implement AI-integrated industrial internet platforms and smart supply chain collaboration platforms [2] Group 3: Support for SMEs - The plan targets small and medium-sized enterprises (SMEs) by focusing on over 30 pilot industries, including smart terminals and new energy vehicles [2] - Funding will be available for eligible SMEs to implement AI-driven projects in areas such as R&D design, visual inspection, and energy management [2] - The establishment of core software service platforms will be supported to enhance the AI application capabilities of SMEs [2]

Core Insights - Suzhou is accelerating the integration of AI into manufacturing to establish itself as a globally leading "smart manufacturing city" [1][4] - The city has been recognized as a pilot area for AI-enabled new industrialization and is tasked with building a national AI application testing base [4] Group 1: AI and Manufacturing Initiatives - Suzhou has implemented various action plans related to "AI + manufacturing," embodied intelligence, and AI chips, resulting in over 2,400 AI-related enterprises [4] - The city has cultivated 139 industrial large models and 20 high-quality datasets in key manufacturing sectors, along with 150 intelligent terminal products [4] - Suzhou's industrial competitiveness ranks among the top tier in the nation, with 13 typical application scenarios for embodied intelligent robots recognized in Jiangsu Province [4] Group 2: Strategic Goals and Development Plans - The city aims to leverage AI to seize critical market opportunities, emphasizing the need for a crisis awareness of stagnation [4] - Key strategies include strengthening the supply side, deepening application scenarios across all manufacturing fields, optimizing datasets, and enhancing service capabilities across the entire value chain [4] - Collaborative efforts are encouraged to build a supportive ecosystem for long-term development in "AI + manufacturing," focusing on talent, financial support, and an improved business environment [4][5] Group 3: Event Highlights - The "Moshuspace," an AI innovation ecosystem, was launched, and the national AI application testing base was inaugurated during the event [5] - The event also featured the awarding of AI empowerment centers for key manufacturing industries and the release of typical application scenarios and high-quality datasets [5]

技术层面，大模型从"可回答"迈向"可执行"，长上下文与函数调用叠加RAG和知识图谱，使系统在权限 受控下可跨系统发起动作，闭环到工单、检修与调度。 智通财经APP获悉，近日，国际数据公司(IDC)发布了《中国工业大模型应用市场份额，2024：初起 步》(Doc#CHC52929925，2025年8月)报告。IDC数据显示，2024年工业大模型应用市场规模约12.1亿元 人民币。企业预算仍主要投向平台与基础模型体系，驱动力更多来自"不要落后"的探索心态，评估口径 正由"有没有"转向"值不值"。 2025年将成为工业大模型应用落地的关键点 开源与国产基础模型性能持续提升，多模态理解与工具调用趋于稳定，边缘侧推理在生产现场常态 化，"复制"将取代"试点"成为主旋律。与此同时，企业对可控性提出更高要求：数据属地化、过程可审 计、版本可灰度、风险可回退，正从加分项变为入场券。 未来两到三年的演进路径清晰可辨 工程基线坚持"边缘优先+大小模型协同"：在现场侧通过轻量化与缓存保障实时与隐私，中心侧统一完 成策略学习、回归评测与版本治理。数据与知识层面以"工业RAG 2.0"整合文本、视频、时序等数据， 并用知识图谱统一治理 ...

2025年8月26日，国务院发布《国务院关于深入实施"人工智能+"行动的意见》。政策明确提出：推进工 业全要素智能化发展。推动工业全要素智能联动，加快人工智能在设计、中试、生产、服务、运营全环 节落地应用。工业和信息化部副部长张云明明确提出"对于实现新型工业化这一关键任务，发展人工智 能是必答题而非选择题。" 工业AI是中国AI发展的特色战略方向 智通财经APP获悉，东吴证券发布研报称，中国工业大模型和工业智能体加快演进，工业大模型百花齐 放，原先各个行业的工业信息化和数字化公司大多都发布了基于本公司产品和本行业的工业大模型。工 业智能体渗透比例逐步提升。国家政策大力支持AI赋能新型工业化，该行预期后续会有工业AI相关支 持政策落地，工业AI行业有望迎来加速发展。 东吴证券主要观点如下： 工业AI已经进入广泛普及阶段 工业AI是AI技术在工业领域的应用，它通过机器学习、深度学习、计算机视觉等先进的计算智能方 法，实现对工业生产过程的优化和智能化，最终帮助企业提高生产效率、降低成本、提升产品质量，实 现数字化转型。工业大模型发展正从初步兴起走向广泛探索阶段，越来越多的工业企业开始布局使用工 业AI技术。 工业A ...

Core Viewpoint - The recent "Artificial Intelligence +" action plan by the State Council provides a clear direction for the development of industrial software in China, marking a significant shift towards high-quality growth and innovation in the sector [1] Group 1: Industrial Software Development - Industrial software is identified as the core engine for the transformation of manufacturing towards high-end, intelligent, and green processes, serving as a key pillar for modern industrial systems [1] - The strategic value of industrial software lies in its ability to drive new productive forces, activate the potential of the digital economy, and enhance the resilience of the industrial system [1] Group 2: Transition to Software-Defined Industry - Modern industry is transitioning from an equipment-centric model to a software-defined model, which stimulates innovation across various stages including R&D, simulation, production, and management [2] - The concept of industrial large models represents a new paradigm for industrial software, focusing on knowledge accumulation and quality enhancement rather than replacing existing software [2] Group 3: Innovation and Ecosystem - Recent advancements in engineering innovation in China showcase new paradigms and rules, emphasizing the importance of both original and engineering innovation [2] - There is a call for the establishment of a new innovation ecosystem and governance system to support comprehensive innovation efforts [2]

工业大模型为何叫好难叫座？ 在全球AI（人工智能）热潮下，工业大模型应用遭遇水土不服，叫好难叫座。虽近八成企业认可其价 值，但受成本、人才等制约，仅8%实现多场景应用。 中国品牌出海需要长效增长之路 中国卖家多借跨境电商爆品出海，但爆品生命周期仅3~5个月，长效增长成难题。在此背景下，多个品 牌通过选新市场、扩目标人群、抓大促节点谋求破局。 纯电乘用车出口将需许可证 "宜商宜家"成MPV新增长点 新能源浪潮下，MPV（多用途汽车）市场格局生变，燃油、插混、纯电呈现"三国杀"。同时，商用与 家用界限被打破，"宜商宜家"成新增长点，市场迎来多元竞争的黄金时代。 （文章来源：每日经济新闻） 2026年1月起，我国纯电动乘用车出口将实施许可证管理。业内认为此举可规范出口市场、防范低质产 品倾销与"内卷外化"，同时填补纯电乘用车出口管理空白。 ...

近日，国务院印发《关于深入实施"人工智能+"行动的意见》，提出推进工业全要素智能化发展。具体 包括，推动工业全要素智能联动，加快人工智能在设计、中试、生产、服务、运营全环节落地应用。加 快工业软件创新突破，大力发展智能制造装备等。 工业和信息化部副部长张云明表示，工信部将研究出台"人工智能+制造"专项行动实施方案(以下简称 《方案》)，部署重点行业、重点环节、重点领域智能化转型任务。制定"人工智能+制造"转型路线图， 发布实施制造业企业人工智能应用指南。专家认为，这将大幅提升制造业研发、生产效率，注入新的发 展动力。 深化赋能应用 赛迪研究院未来产业研究中心人工智能研究室主任钟新龙认为，"人工智能+"赋予数字系统前所未有 的"主动思考、主动执行、主动创造"能力，其本质是生产力的革命性跃迁。如果说过去10年是在构建四 通八达的信息高速公路；那么未来10年，核心任务是在信息高速公路上运行无数具备自主决策与协同能 力的"智能体"车队。 腾讯集团副总裁、腾讯研究院院长司晓分析，"人工智能+"行动，不仅将促进人工智能技术创新与应用 发展双向赋能，还可以充分发挥我国数据资源丰富、产业体系完备、应用场景广阔等优势，为各行业 ...

Core Insights - The State Council has issued an opinion on the implementation of the "Artificial Intelligence +" initiative, aiming to promote intelligent development across all elements of the manufacturing industry [2] - The Ministry of Industry and Information Technology plans to develop a specialized action plan for "Artificial Intelligence + Manufacturing," focusing on key industries and sectors for intelligent transformation [2][4] - Experts believe this initiative will significantly enhance R&D and production efficiency in the manufacturing sector, injecting new momentum into its development [2][4] Group 1: Implementation and Impact - The "Artificial Intelligence +" initiative is expected to revolutionize productivity by enabling digital systems with unprecedented capabilities for autonomous decision-making and collaboration [3] - The initiative will leverage China's rich data resources and comprehensive industrial system to drive high-quality development across various sectors [3] - The application of industrial AI models and intelligent robots will accelerate the intelligent transformation of key industries, enhancing overall manufacturing efficiency [4][6] Group 2: Current Trends and Future Projections - The number of AI companies and the scale of the industry in China have been steadily increasing, with significant advancements in domestic AI models and the proliferation of AI terminal products [5] - By 2025, the digital transformation penetration rate in China's manufacturing sector is projected to reach 68%, with a high adoption rate of digital R&D tools and CNC technology [5] - The application of industrial AI models in R&D, production, and management is currently distributed at 33%, 24%, and 32% respectively, indicating active engagement in digital transformation [6] Group 3: Strategic Development and Recommendations - The Ministry of Industry and Information Technology aims to strengthen the supply of high-end AI technologies while promoting the intelligentization of industries [8] - Recommendations include enhancing core technology development, supporting high-quality data construction, and fostering a robust ecosystem for AI applications in manufacturing [9] - The focus will also be on creating demonstration projects across various industries to showcase the practical benefits of "Artificial Intelligence + Manufacturing," thereby encouraging broader participation in digital transformation [9]

Group 1: Economic Development - Fengtai District's GDP reached 121.42 billion yuan in the first half of the year, with a year-on-year growth of 5.1% [1] - Fixed asset investment in Fengtai District amounted to 49 billion yuan, showing a year-on-year increase of 14.2% [1] Group 2: Innovation and Technology - Over 28,500 new enterprises were established in Fengtai District in the first eight months of the year, marking a 136% year-on-year increase, the highest growth rate in the city [2] - Fengtai District aims to create three highlands: a gathering place for technology enterprises, a new industry development highland, and an innovation ecosystem focused on results transformation [2] - The district has established the first intelligent hardware incubator in the city and launched 20 industrial models in the intelligent manufacturing sector [3] Group 3: Environmental and Urban Development - Fengtai District's PM2.5 concentration dropped to 27.1 micrograms per cubic meter, a year-on-year decrease of 15.3% [4] - The district has achieved a forest area exceeding 9,400 hectares and a green coverage rate of 48% [4] - The "Garden City" initiative has integrated floral elements into daily life, with flower sales exceeding 500 million yuan in the first half of the year [5] Group 4: Talent Development - Fengtai District has created 64,000 internship and employment positions, supporting talent development through various initiatives [6] - The district has established partnerships with over 50 universities to enhance talent recruitment and innovation [6] - The "Youth+" initiative aims to create a youth-friendly ecological urban area, fostering entrepreneurial activities among young people [7]