（来源：中国经济导报） 转自：中国经济导报 李鑫 人工智能技术已成为驱动产业深刻变革的关键力量，从根本上重塑全球产业发展形态与国际竞争格局。 深入系统探究人工智能赋能产业转型升级的实现路径，对于加快建设现代化产业体系、推动经济高质量 发展具有重要现实意义与实践价值。基于此，本文聚焦产业转型升级探索，从产业链协同优化、生产流 程重塑及产业价值形态创新三个层面着手，具体阐释人工智能技术的赋能路径，为相关政策设计及实践 推进提供有益的理论依据。 技术驱动数据要素价值释放，优化全产业链协同决策。人工智能技术有效释放数据要素的价值，通过算 法对产业链各环节产生的大规模、多来源、异质性数据进行深入挖掘与解析，将滞后、零散的数据资源 转变为可实时指导行动的策略性知识协同指令，推动产业链运作机制从依赖局部经验的优化，升级为依 托全局数据实现动态协同、精准匹配的运行模式。 人工智能技术嵌入生产全流程，以数据智能为联结纽带、以智能算法为核心动力，对生产各环节展开的 系统化再造与协同性升级，推动制造业朝着智能化、柔性化、高效化的方向持续演进，为产业转型升级 筑牢坚实的生产力根基。 赋能产品与服务创新，重塑产业价值形态。人工智能技术 ...

消费者的认知趋势与可持续消费困境，对企业而言意味着什么？企业该如何将其与商业价值真正有效协同？ 作者：石丹 尽管在过去几年中，消费者对可持续议题的关注度出现了一定程度的波动，甚至在某些阶段有所下降，但贝 恩公司的一份全球可持续发展CEO指南（以下称《指南》）显示，在对包括中国、美国、英国等8个国家在内 的1.4万名消费者的年度调查中发现，虽然他们正面临信息过载，地缘政治冲突、经济不确定性压力等众多问 题感到担忧，但仍有80%的消费者高度关注可持续发展问题，并会青睐那些提供创新、实惠且可持续产品的 公司。 同时，《指南》还揭示了一个现实：那就是可持续产品在供给侧存在很大的问题，当消费者走进超市、打开 购物App或考虑更换汽车时，他们常常感到"无从下手"。他们不得不面对的是价格高昂的"绿色溢价"、性能不 佳的环保产品、混乱不清的环保标签以及本地市场稀缺的可持续选择。那么，如何破解这一"绿色悖论"？当 前消费者的认知趋势与可持续消费困境，对企业而言又意味着什么？企业又该如何将可持续消费与商业价值 真正有效协同？对此，《商学院》记者采访了贝恩公司全球专家合伙人刘洋。 从"口号时代"到"行动时代" " 刘洋认为，有三大 ...

Group 1 - The 2025 World Cantonese Business Conference focused on the construction of a modern industrial system, with discussions led by representatives of outstanding Cantonese businesses [1] - Chen Lei, Deputy Director of the Guangdong Provincial Department of Industry and Information Technology, presented policies supporting innovation in the artificial intelligence and robotics sectors, providing a strategic blueprint for future planning [1] - City leaders from Guangzhou, Shenzhen, Shaoguan, and Dongguan promoted their investment environments, showcasing regional industrial vitality and investment prospects [1] Group 2 - National Committee member and Chairman of Xiangjiang Group, Zhai Meiqing, emphasized the importance of integrating enterprise innovation into national strategy for achieving high-quality development [3] - Zhai highlighted the role of "leading enterprises" in fostering collaborative innovation across the entire industry chain, rather than monopolizing resources [3] - The conference featured discussions on the application of humanoid robots in industry transformation and the commercial pathways for data-driven intelligent applications across various sectors [3] Group 3 - The conference released the "2025 Top 100 Private Enterprises in Guangdong Province" list, which was based on voluntary applications and audited revenue data for 2024 [5] - The entry threshold for the Top 100 Private Enterprises list was set at 12.332 billion yuan [5]

Core Insights - The integration of artificial intelligence (AI) with consumer electronics is transforming daily interactions with technology, leading to a projected market size of 19,772 billion yuan in China by 2024, reflecting a 6% year-on-year growth driven by AI applications [1][2] Group 1: Current State and Scale of AI in Consumer Electronics - The consumer electronics industry is experiencing a new industrialization trend characterized by "demand-driven technology and technology reshaping industries" [2] - By Q3 2025, global smartphone shipments are expected to reach approximately 323 million units, marking a 2.6% year-on-year increase, with AI and foldable screen innovations driving high-end upgrades [2] Group 2: Product Forms and Application Scenarios of AI Consumer Electronics - AI smartphones are evolving from traditional communication tools to intelligent assistants, with predictions indicating that global shipments of generative AI smartphones could reach 369 million units by 2025 [5] - The AI glasses market in China is projected to see explosive growth, with Q1 2025 shipments expected to reach 494,000 units, a 116.1% increase year-on-year, and total annual shipments forecasted at 2.907 million units [5] - Wearable devices are transitioning from simple notification tools to comprehensive health management platforms, with global smartwatch shipments expected to grow by 3% year-on-year by Q3 2025, alongside a 9% increase in average selling prices [5] Group 3: Core Technologies Driving AI Consumer Electronics - The advancement of dedicated AI chips, such as Neural Processing Units (NPUs), is crucial for enhancing device intelligence and operational efficiency [7] - The trend of edge AI is becoming more prominent, allowing AI processing to shift from the cloud to local devices, which enhances user privacy and reduces cloud computing costs [7] Group 4: Challenges and Issues Facing AI Consumer Electronics - The industry faces significant challenges, including technological bottlenecks where international tech giants dominate foundational software and cloud computing services [9] - Supply chain stability is a concern, influenced by global economic complexities and trade restrictions affecting upstream industries [11] - Compatibility issues among different brands' smart devices hinder user experience, necessitating multiple apps for control [11] Group 5: Future Trends and Outlook - The integration of AI with consumer electronics is expected to deepen, with AI becoming a core value that actively perceives user needs and provides multi-dimensional responses [13] - Global spending on generative AI is projected to grow from $225 billion in 2023 to $699 billion by 2030, with a compound annual growth rate of 21% [13] - The way humans interact with technology will undergo revolutionary changes, with natural language interactions gradually replacing touch controls [13] - Personalization and adaptability will become key competitive advantages, with AI systems learning user habits to provide tailored experiences [15]

Group 1 - The core viewpoint of the news is that Anjubao's stock price increased by 5.05%, reaching 5.82 CNY per share, with a total market capitalization of 3.266 billion CNY as of the report date [1] - Anjubao, established on December 29, 2004, and listed on January 7, 2011, specializes in the production and sales of building intercom systems, smart home systems, anti-theft alarm systems, parking systems, monitoring systems, and cables [1] - The revenue composition of Anjubao includes: building intercom systems (49.97%), smart home systems (15.62%), property leasing (11.92%), parking systems and barrier advertising (10.41%), monitoring systems and system integration (7.58%), and others (4.50%) [1] Group 2 - Among Anjubao's top ten circulating shareholders, Jinyuan Shun'an Fund has a fund that entered the top ten shareholders, holding 2.6467 million shares, which is 0.8% of the circulating shares [2] - The Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund (004685) has achieved a return of 42.84% this year, ranking 1611 out of 8088 in its category [2] - The fund manager, Miao Weibin, has a tenure of 9 years and 11 days, with the fund's total asset size at 1.432 billion CNY and a best return of 571.13% during his tenure [3]

Group 1 - The core viewpoint of the news is that Anjubao's stock price has experienced fluctuations, with a recent decline of 2.12% and a total market value of 3.115 billion yuan [1] - Anjubao's stock price has increased by 15.87% year-to-date, but has seen a decline of 8.72% over the last five trading days and 7.65% over the last twenty days [2] - The company reported a significant decrease in revenue and net profit for the period from January to September 2025, with revenue of 107 million yuan, down 30.48% year-on-year, and a net loss of 33.17 million yuan, down 56.06% year-on-year [2] Group 2 - Anjubao's main business segments include building intercom systems (49.97% of revenue), smart home systems (15.62%), and property leasing (11.92%) [2] - The company has not distributed any dividends in the last three years, with a total payout of 304 million yuan since its A-share listing [3] - As of September 30, 2025, Anjubao's top ten circulating shareholders include a new shareholder, Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund, holding 2.6467 million shares [3]

Group 1 - The core point of the news is that Anjubao's stock price dropped by 5% to 5.89 CNY per share, with a trading volume of 112 million CNY and a turnover rate of 5.64%, resulting in a total market capitalization of 3.306 billion CNY [1] - Anjubao, established on December 29, 2004, and listed on January 7, 2011, specializes in the production and sales of building intercom systems, smart home systems, anti-theft alarm systems, parking systems, monitoring systems, and cables [1] - The revenue composition of Anjubao's main business includes: building intercom systems (49.97%), smart home systems (15.62%), property leasing (11.92%), parking systems and barrier advertising (10.41%), monitoring systems and system integration (7.58%), and others (4.50%) [1] Group 2 - Among Anjubao's top ten circulating shareholders, the Jinyuan Shun'an Fund has a fund that entered the top ten shareholders in the third quarter, holding 2.6467 million shares, which accounts for 0.8% of the circulating shares [2] - The Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund (004685) has a current scale of 1.432 billion CNY and has achieved a return of 41.91% this year, ranking 1387 out of 8098 in its category [2] - The fund manager, Miao Weibin, has a tenure of 9 years and 6 days, with the fund's best return during his tenure being 557.04% and the worst being -28.79% [3]

Group 1 - The core viewpoint of the news is that Anjubao's stock price increased by 5.18%, reaching 6.29 CNY per share, with a trading volume of 73.93 million CNY and a turnover rate of 3.62%, resulting in a total market capitalization of 3.53 billion CNY [1] - Anjubao, established on December 29, 2004, and listed on January 7, 2011, is located in Guangzhou, Guangdong Province, and specializes in the production and sales of building intercom systems, smart home systems, anti-theft alarm systems, parking systems, monitoring systems, and cables [1] - The main business revenue composition of Anjubao includes: building intercom systems (49.97%), smart home systems (15.62%), property leasing (11.92%), parking systems and barrier advertising (10.41%), monitoring systems and system integration (7.58%), and others (4.50%) [1] Group 2 - Among Anjubao's top ten circulating shareholders, a fund under Jinyuan Shun'an, specifically the Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund (004685), entered the top ten in the third quarter, holding 2.6467 million shares, which accounts for 0.8% of the circulating shares [2] - The Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund has a current scale of 1.432 billion CNY and has achieved a return of 40.69% this year, ranking 1586 out of 8100 in its category [2] - The fund manager, Miao Weibin, has a tenure of 9 years and 5 days, with the fund's best return during his tenure being 554.51% and the worst return being -28.79% [3]

Group 1 - The core idea of the news is the implementation of a new policy aimed at enhancing the adaptability of consumer goods supply and demand, encouraging businesses to create products that meet consumer needs [1][3] - The policy, issued by six departments, includes 19 key tasks focused on empowering both supply and demand sides, with an emphasis on new fields and industries such as smart connected vehicles and smart home technology [2][3] - The initiative aims to address long-standing mismatches in the consumer market, setting development goals for 2027 and 2030 to foster new growth points in consumption [3] Group 2 - The policy supports a diverse supply system, promoting health, sports, and interest-based consumption, leading to a surge in products that cater to various age groups and needs [2][3] - The transformation in consumer behavior is highlighted, with a shift from merely having products to seeking quality and emotional connection in purchases [3] - The expected outcome of these measures is a more intelligent, flexible supply side and a more willing and enjoyable consumption experience for consumers, ultimately driving high-quality economic development in China [3]

Core Insights - The Guangdong-Hong Kong-Macao Greater Bay Area (GBA) is a global leader in the smart equipment and electronics industry, accounting for 40% of global smartphone production and 70% of consumer drone production, showcasing strong manufacturing and innovation capabilities [1] - The GBA is expected to remain a major engine for China's economic growth due to its unique advantages, including a complete and competitive supply chain, significant industry clustering effects, and a comprehensive technology innovation ecosystem [2] Industry Advantages - The GBA's solid position in the global electronics industry is attributed to three core advantages: a competitive supply chain covering all production stages, a high concentration of tech companies fostering collaborative innovation, and a supportive ecosystem for startups that integrates education, incubation, and capital [2] - Compared to Western Europe and developed Asian countries, the GBA excels in supply chain integration, hardware manufacturing, and the rapid incorporation of digital technologies like AI and IoT into hardware products, enabling high-cost performance and quick market responsiveness [3] Market Entry Solutions - The collaboration between Macau and Zhuhai effectively addresses two major challenges faced by global tech companies entering the GBA market: Macau serves as an international trade hub simplifying market access and compliance, while Zhuhai provides a robust manufacturing base for rapid product commercialization [4] Event Features - The AIE (2025 Global Intelligent Machinery and Electronics Expo) distinguishes itself from other exhibitions like CES through its "dual-city" model, showcasing a full industry chain from technology to application, emphasizing "first-release economy," and integrating exhibition, forums, and investment to support technology commercialization [5] Industry Changes - The global smart equipment and electronics industry is undergoing significant changes, including the deep integration of AI with hardware, accelerated digital transformation in manufacturing, and a shift towards scenario-based smart consumer electronics [6] Future Prospects - Promising electronic sub-sectors for the coming years include low-altitude economy (eVTOLs, drones), smart medical devices, and industrial robots, driven by factors such as aging populations, advancements in AI and 5G, supportive innovation policies in the GBA, and increasing demand for green smart manufacturing [7]