要说江苏从上到下，现在都在聚焦什么？那必然是人工智能。 先从密集调研说起。 1月6日，江苏省委书记信长星在南京调研，强调要全面实施"人工智能+"行动。去年11月，信书记在苏 州调研时候就聚焦人工智能，指出人工智能是引领新一轮科技革命和产业变革的战略性技术，充满了无 限可能和潜力。 此次在南京调研时他进一步强调，"要以时不我待、只争朝夕的紧迫感、责任感，全面实施'人工智能 +'行动"。 公开报道显示，这是信书记近3个月来第四次点题人工智能。 再看江苏省省长刘小涛调研。 1月4日，江苏省省长刘小涛主持召开政企恳谈会，围绕人工智能发展听取相关企业和行业协会意见建 议。 去年10月当选省长后，刘小涛首次调研南京，关注的也是人工智能。 据统计，刘小涛近3个月内第三次专门聚焦人工智能发展，他强调，要以强烈的使命感紧迫感把握人工 智能这一关键变量，政企同心推动人工智能产业创新发展。 四座"万亿"之城 新年的"不约而同" 元旦后上班第一天，江苏4座"万亿"城市也都将目光投向"人工智能"。 1月4日，南京市委市政府召开全市科技创新和产业创新深度融合发展大会。会上，《南京市深入推 进"人工智能+"行动 打造国家人工智能创新应用先 ...

美国佛罗里达州温特帕克与中国厦门/ACCESS新闻专线/2025年12月10日——美国上市公司GEMZ（股票代码：GMZP）今日发布公 告，宣布其公司董事及高管团队发生变动。Stephen Carnes已辞去在GEMZ Corp.所任职务。同时，公司任命陈伟为新的董事及高 管。根据公告信息，陈伟现为GEMZ（GMZP）的控股股东。 新任董事背景与关联企业 公告显示，新任董事陈伟是厦门定制精灵科技有限公司的创始人。该公司是一家专注于为实体企业提供大数据、人工智能及数字人 等技术解决方案的B2B2C服务提供商。陈伟在人工智能驱动的企业解决方案领域拥有相关经验。 此次人事变动完成后，GEMZ（GMZP）的董事会与管理层构成将相应调整。公司表示，此次变更是其正常的公司治理安排。 关于厦门定制精灵的业务 厦门定制精灵科技有限公司的核心业务是通过其技术平台，为连锁品牌及实体企业提供数字化解决方案，主要包括AI视频线索生 成、智能匹配、数字人直播及SaaS工具等服务，旨在帮助企业提升运营效率。 ...

Group 1: Kuaishou's Keling AI Launch - Keling AI has released "Keling O1," positioned as the world's first unified multimodal creation tool, aiming to streamline the entire process from generation to deep editing [1] - The launch signifies a shift in the domestic AIGC sector from isolated functional breakthroughs to an ecosystem competition focused on reshaping complete workflows [1] - Challenges remain regarding high computing costs, reliability of actual outputs, and establishing a unique ecosystem amidst strong competition from major players [1] Group 2: Didi's Autonomous Driving Testing - Didi has commenced all-weather, fully unmanned passenger testing in designated areas of Guangzhou, allowing users to summon autonomous vehicles via the Didi app [2] - This public trial is a crucial step in Didi's commercialization roadmap, requiring proof of both technical feasibility and economic viability for large-scale operations [2] - The competition in autonomous driving is shifting from technology demonstration to cost, user experience, and operational efficiency, with Didi leveraging its network advantages [2] Group 3: JD's Digital Human Live Streaming - JD has announced that its digital human live streaming service will be free for all merchants, enabling quick setup of 24/7 live streaming rooms [3] - This move represents a strategic upgrade from "tool selling" to "ecosystem building," aiming to attract a larger supply of live streaming content to enhance overall traffic and transaction volume [3] - The sustainability of this free strategy will depend on whether the resulting GMV increase can cover the technological investments and how to balance digital human live streaming with content diversity on the platform [3]

Core Insights - The article highlights the transformation of Yiwu's trade practices through the development of digital trade, as emphasized in the "14th Five-Year Plan" which promotes innovation in this area [1][8]. Group 1: Digital Trade Development - Yiwu has launched the Global Digital Trade Center, marking a shift from passive selling to proactive engagement through live streaming and video content [1]. - 80% of merchants in the new market are utilizing advanced technologies, including AI, to enhance communication with international buyers [3]. - The integration of over 60,000 physical stores into online platforms has created a new trade advantage characterized by "world goods, Yiwu assembly, global distribution" [7]. Group 2: Impact on Merchants - Merchants have reported significant improvements in efficiency, with one merchant stating that AI can generate design mockups in seconds, a process that previously took days [5]. - The shift to digital trade has expanded market reach, allowing merchants to sell cultural products to regions like Europe, South America, and Southeast Asia [7]. - Training sessions focused on internet and AI applications are seeing overwhelming participation, indicating a strong interest in digital trade skills [7]. Group 3: Future Prospects - New applications such as digital human live streaming and AI smart shopping guides are expected to launch by the end of the year, further enhancing the digital trade landscape [8]. - Merchants aspire for Chinese manufacturing to gain stronger global brand recognition and influence, aiming for a significant presence in international markets [8]. - The Yiwu market is set to transition from a traditional physical marketplace to a digital trade hub, leveraging technology to empower global trade [8].

Group 1 - The core viewpoint of the article highlights the transformation of business practices in Yiwu through the development of digital trade, as emphasized in the "14th Five-Year Plan" [1][2] - The Yiwu Global Digital Trade Center, which focuses on digital trade, officially opened last month, showcasing a shift where merchants actively engage in live streaming and video production to reach global customers [1] - AI technology is breaking down language barriers, facilitating seamless communication between merchants and international buyers, with 80% of merchants adopting new technologies [1] Group 2 - Over the past five years, Yiwu's small commodity market has evolved significantly, with over 60,000 physical stores transitioning online and integration with 17 major global e-commerce platforms [1] - The establishment of 178 cross-border e-commerce pilot zones during the "14th Five-Year Plan" has paved the way for merchants to expand their businesses online [1] - Training sessions focused on internet and AI applications are in high demand, with attendance exceeding expectations, indicating a strong interest in digital trade innovations [2]

Core Insights - Silicon-based Intelligence has submitted its prospectus to the Hong Kong Stock Exchange, aiming for an IPO as a leading player in the AI sector in China, with a revenue of 655 million yuan in 2024, capturing 32.2% of the domestic digital human market [2][4]. Group 1: Company Overview - Silicon-based Intelligence is the largest digital human company in China and ranks second globally, having delivered over 80,000 "Silicon-based labor forces" across various industries including telecommunications, finance, healthcare, education, and public services [4]. - The company’s revenue has grown significantly from 228 million yuan in 2022 to 655 million yuan in 2024, marking a 187% increase over two years [5]. Group 2: Revenue Sources - A substantial portion of the revenue growth is attributed to a single major client, China Unicom, which accounted for 90% of the revenue increase from 2022 to 2024, with its contribution rising from 36.9 million yuan in 2022 to 422 million yuan in 2024 [6][7]. - By the end of 2024, China Unicom is expected to represent 64.4% of Silicon-based Intelligence's total revenue [7]. Group 3: Client Strategy and Challenges - The company initially attempted to expand its client base by introducing a distribution model, increasing the number of distributors from 2 to 251 in 2023, but later reduced this number to 157 by the end of 2024 due to low retention rates among small clients [8][10]. - The average revenue per client, excluding China Unicom, was approximately 350,000 yuan, while the customer acquisition cost was 184,000 yuan, indicating a challenging profitability scenario [10][12]. Group 4: Market Dynamics - The company faces structural challenges in the AI B2B market, where small enterprises lack budgets for AI products, and large enterprises demand extensive customization, leading to compressed profit margins [17][18]. - The reliance on a few large clients limits pricing power and creates vulnerability in revenue streams, as evidenced by the declining gross margin from 45.8% in 2023 to 31.6% in the first half of 2025 [15][14]. Group 5: Broader Industry Implications - The situation of Silicon-based Intelligence reflects broader issues in the AI industry, where companies struggle to balance between serving small clients with high acquisition costs and large clients with demanding customization needs [18][19]. - The challenges faced by Silicon-based Intelligence highlight the difficulties in achieving sustainable profitability in the rapidly evolving AI landscape, despite being positioned in a high-growth sector [16][19].

Core Insights - Nanjing Silicon-based Intelligent Technology Group Co., Ltd. (referred to as "Silicon-based Intelligence") has officially submitted its listing application to the Hong Kong Stock Exchange, with joint sponsors being CMB International and DBS Bank [2] - As the largest digital human intelligent agent provider in China, Silicon-based Intelligence holds a significant position in the global market, ranking first in China with a market share of 32.2% and second globally in terms of revenue from digital human intelligent agent solutions for 2024 [2] - The company has established a comprehensive AI architecture covering voice recognition, natural language processing, and computer vision, enabling full-stack coverage from underlying algorithms to upper-level applications [2] Industry Position - Silicon-based Intelligence has pioneered the concept of "Silicon-based Labor," distinguishing AI as a new form of productivity compared to human "Carbon-based Labor," which is also the inspiration behind the company's name [2] - The company has developed a five-level evolution of digital human intelligent agents, transitioning from simple interactions to fully automated iterations, capable of handling complex tasks across various professions [3] - The company has accumulated 145 patents related to digital human intelligent agents and has provided over 80,000 silicon-based labor solutions across multiple industries, including telecommunications, finance, and healthcare [3] Business Strategy - The company aims to transform from "AI-assisted tools" to "outcome-oriented solutions" in the field of fully automated content production by June 2025 [3] - Silicon-based Intelligence has created the "Da Sima" IP series, which has garnered over 11 million followers online, demonstrating a synergistic effect between technology and branding [3] - The company's mission is to become a global leader in the digital human intelligent agent field, promoting the application of silicon-based labor in various sectors such as healthcare, education, and elderly care [3]

Core Insights - The event "Digital Makes Rural Areas Better" highlighted the role of data in empowering rural revitalization through innovations in platforms, models, mechanisms, and technologies [1][3] Group 1: E-commerce Development - The first innovation is the creation of a new e-commerce platform connecting urban and rural areas, with the number of Taobao villages increasing from 3 in 2009 to 7,780 in 2022, and Taobao towns reaching 2,429. In 2022, the total sales of agricultural products and handicrafts from rural areas to cities via e-commerce amounted to 1.3 trillion yuan [1][2] - The second innovation involves a semi-managed model tailored to farmers' needs, allowing them to focus on production while the platform handles sales and marketing, exemplified by the "Farm Direct Delivery" model [1][2] Group 2: Talent and Technology Integration - The third innovation is the establishment of a new mechanism for digital talent to support underdeveloped counties, exemplified by the "Rural Special Commissioner" model, which connects resources and enhances local development [2] - The fourth innovation focuses on leveraging new technologies, particularly artificial intelligence, to reduce costs and improve efficiency for merchants in the agricultural e-commerce sector, including the use of digital humans for standardized live streaming [2]

Core Insights - The event "Foreign Journalists Enter Beijing" showcased the city's advancements in artificial intelligence and robotics, highlighting its innovative spirit and international appeal [1][4]. Group 1: Artificial Intelligence Development - Beijing Economic-Technological Development Area is establishing the largest AI community in China, centered around the National Trust Park [2]. - By 2024, Beijing is projected to have over 2,400 AI-related companies, ranking first in the nation, with a core industry scale nearing 350 billion yuan [3]. Group 2: Robotics Innovation - The first robot-themed restaurant in Beijing features interactive robots that engage with guests, showcasing the integration of technology in dining experiences [6]. - A global first for a physical robot 4S store was highlighted, where various applications of robots in sectors like manufacturing and healthcare were demonstrated [9]. Group 3: Autonomous Driving Technology - Autonomous vehicles, including taxis and delivery vehicles, are becoming a common sight in Beijing, enhancing urban mobility and safety [10]. - The event combined the promotion of Beijing's investment environment with a short video competition, aiming to enhance international cooperation and showcase the city's business landscape [10].

Core Viewpoint - The 2025 China Farmers' Harvest Festival showcased the integration of e-commerce and agricultural products, with 淘天集团 investing 20 billion in subsidies and promoting innovative measures to enhance sales and visibility of local agricultural products [1][3]. Group 1: Sales and Growth - 淘天集团 reported that over the past five years, Taobao and Tmall have sold more than 1.3 trillion yuan worth of agricultural products, with significant sales growth in Xinjiang, Qinghai, and Anhui provinces since 2025 [3]. - During the Harvest Festival, 淘天集团 organized over a hundred marketing activities focused on local agricultural products, leading to a 20% increase in seafood sales during the Xiangshan Fishing Festival [5]. - The sales of茂名荔枝 on Taobao increased by 216% compared to the previous year, aided by strategic partnerships and promotional activities [7]. Group 2: Innovative Marketing Strategies - 淘天集团 has developed a new model for product traceability and launched the "Seeking Taste of Mountains and Rivers" marketing IP, collaborating with local governments and enterprises to enhance the supply chain of agricultural products [3]. - The introduction of digital human live streaming has significantly boosted agricultural product sales, with a reported increase of 35 times year-on-year, totaling over 500 million yuan in sales [8][10]. - The collaboration with nine agricultural universities during the Harvest Festival aimed to promote research-based agricultural products, with expected sales of 300,000 yuan from featured products [10]. Group 3: Consumer Engagement - 淘天集团's digital human live streaming technology allows for real-time interaction and has improved the performance and commercial conversion rates of agricultural product promotions [10]. - The Harvest Festival attracted over 1 million visitors, generating sales exceeding 30 million yuan, demonstrating the effectiveness of the integrated online and offline marketing approach [5].