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中企“大出海”:从制造赋能到AI驱动
Core Viewpoint - The export sector, as one of the "three drivers" of China's economy, is entering a new phase characterized by the integration of AI capabilities and technological advancements in overseas markets [1][8]. Group 1: Evolution of Chinese Enterprises Going Global - Since China's accession to the WTO in 2000, the outbound strategy has evolved through five distinct stages, with significant changes in industry and operational characteristics [2]. - From 2000 to 2008, the "going out" strategy became a national priority; from 2009 to 2016, it was driven by the Belt and Road Initiative, leading to substantial investments in overseas economic and trade cooperation zones [2]. - Starting in 2017, the digital economy became a key feature of outbound activities, with e-commerce, gaming, and online education as major sectors [2]. - Since 2022, there has been a notable increase in participation from small and medium-sized enterprises, particularly from the Guangdong-Hong Kong-Macao Greater Bay Area, expanding China's industrial model abroad [2]. Group 2: Technological Integration and AI Capabilities - Beginning in 2024, Chinese enterprises are expected to expand their outbound activities to encompass a broader range of industries centered around technology products, transitioning from manufacturing to intelligent manufacturing and digital-physical integration [3]. - The operational model is shifting from a one-way export approach to a global collaborative network involving R&D, production, supply chain, and sales services [3]. - AI technology is becoming integral to the export process, with every vehicle and smartphone expected to be equipped with intelligent capabilities, reflecting a shift from simple manufacturing to technology-driven exports [4]. Group 3: Infrastructure and Collaboration - The infrastructure required for outbound enterprises is evolving, with companies like Xiaopeng Motors emphasizing the need for foundational technology and marketing services to establish a presence in international markets [5]. - Xiaopeng Motors is collaborating with Alibaba Cloud to build AI capabilities in their products, such as intelligent cockpits and assisted driving features, indicating a significant increase in demand for computing power [6]. - The integration of technology frameworks between China and overseas markets is crucial for rapid deployment of R&D teams globally, enhancing operational efficiency [7]. Group 4: Challenges and Compliance - The outbound wave of Chinese enterprises is facing new challenges, including stringent data compliance requirements from developed countries, which test the ecological collaboration capabilities of these companies [8]. - The need for high-value competition and adherence to global standards and compliance is becoming increasingly important for successful international expansion [4][8].
阿里云与小鹏汽车深化合作,加快海外技术体系建设
Guang Zhou Ri Bao· 2025-06-24 11:18
小鹏汽车副总经理、全球基础设施负责人谭蔚华表示:"我们和阿里云一起构建了中国和海外之间的技 术框架,中国和海外的技术架构是一体的,这样可以快速把国内的研发团队复制到全球,在不同的地方 开服及开展其他业务,都能很快应用。" (文章来源:广州日报) 据介绍,阿里云国内外一致的服务协同及本地化团队,为小鹏汽车海外重大项目提供贴身驻场支持。得 益于此,小鹏汽车出海开服速度提升100%,研发运维效率提升80%。 特别值得一提的是,阿里云的全栈AI优势正助力小鹏汽车加速构建海外技术体系。 基于阿里云灵骏智算,小鹏汽车建成国内汽车行业首个万卡规模智能计算集群,算力储备高达 10EFLOPS,集群利用率峰值达到98%,并建立秒级故障发现和处置的高可用容灾体系。该集群使小鹏 汽车"云端模型工厂"迭代周期平均缩短至5天,支持大模型快速迭代。目前,小鹏汽车正推进720亿参数 规模模型的训练与优化,构建支持预训练、后训练、模型蒸馏及车端训练的全流程闭环。其中720亿参 数规模世界基座模型,具备更强长链推理(CoT)能力,最新一代大模型成果已搭载在小鹏G7上。 记者从2025阿里云中企出海峰会深圳站获悉,小鹏汽车和阿里云继国内全方位合 ...