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2025年四川省“5G+工业互联网”百城千园行(走进成渝地区电子信息先进制造集群)活动在成都市温江区举行
Mei Ri Jing Ji Xin Wen· 2025-08-27 16:59
此外,中国信通院成渝研究院、中国移动上研院、中国电信、联通数据智能公司等相关负责人还就"人 工智能赋能制造业企业高质量发展"等主题进行了分享。 作为本次活动的举办地,温江区当前正深入实施"立园满园"行动,全力构建"3+6"现代化产业体系,持 续深化与中国移动等通信央企的合作,围绕信息通信产业链前沿领域,招引落地一批标志性项目,大力 培育"镇园之宝",打造西部领先、全国一流的通信产业园区。 (文章来源:每日经济新闻) 8月26日,2025年四川省"5G+工业互联网"百城千园行(走进成渝地区电子信息先进制造集群)活动在 成都市温江区举行。来自成渝地区基础电信企业、电子信息集群企业、高校科研院所、解决方案服务商 以及省市区级相关部门的200余名代表参加,共话技术融合新路径,共绘产业高质量发展新蓝图。 本次活动由四川通信产业园、中国移动通信集团四川有限公司、四川省5G产业联盟、成都电子信息产 业生态圈联盟、成渝(成都)信息通信研究院有限公司、四川数智化绿色化发展促进中心联合主办, 以"拥抱人工智能·加速工赋园区"为主题,携手促进先进技术、解决方案与产业需求精准匹配,加速推 进创新资源向园区集聚。 在服务推介环节,温江 ...
民企座谈会暨全国高校信息通信区域技术转移转化中心(江苏)建设工作座谈会召开
Nan Jing Ri Bao· 2025-08-23 01:26
市领导林涛、蒋敏参加。 8月22日,民营企业座谈会(新一代信息通信专场)暨全国高校信息通信区域技术转移转化中心 (江苏)建设工作座谈会在紫金山实验室召开。市委书记周红波与民营企业家、高校和金融机构代表座 谈交流,学习贯彻习近平总书记关于民营经济发展的重要论述,研究推动新一代信息通信产业高质量发 展的思路举措。 周红波说,促进技术转移转化,关键在于建立良好的创新生态。市委市政府将充分吸纳大家的意见 建议,进一步优化体制机制,促进科学家、企业家、金融家各展所长、融通互补,强化企业创新主体地 位;引入金融活水,更好发挥政府投资基金的引导作用,带动更多社会资本投早、投小、投长期、投硬 科技;强化平台支撑,整合高校院所、龙头企业各类资源,促进公共服务平台开放共享;扩大场景供 给,持续深化"宁工品推"活动,加快完善"概念验证—场景测试—产品推广"链条;促进人才引育,加大 高层次人才招引和精细化服务力度,着力营造人才发展良好环境。 座谈会上,信息通信区域技术转移转化中心(江苏)汇报了运行情况,与会的企业家、高校和金融 机构代表先后发言,围绕加快分中心建设、推动科技创新和产业创新深度融合,进行了充分深入的讨 论。北京大学、南 ...
成为全球第一科技超级大国的中国无需再谦逊
Xin Lang Cai Jing· 2025-07-12 11:23
Group 1 - The core viewpoint is that China has become the world's leading technology superpower, as evidenced by its top ranking in the "Nature Index" for research strength and a significant number of patents [1][2] - China has surpassed the United States in various applied technology fields such as 5G/6G, quantum technology, high-speed rail, aerospace, AI, autonomous driving, and renewable energy [2] - The article emphasizes that while basic research is important, China's focus on applied technology aligns better with its modernization needs [2] Group 2 - China's technology investment in 2023 was approximately $468 billion, compared to the United States' $607 billion, indicating a 77.1% investment level relative to the U.S. [3] - Despite lower investment, China's technology output is significantly higher than that of the U.S., with an efficiency ratio of 4 times in general and up to 10 times in specific fields like aerospace [3] - The article discusses the impact of currency valuation, suggesting that China's GDP, when adjusted for actual exchange rates, exceeds that of the U.S. [3] Group 3 - The article outlines several factors contributing to China's technological advancement, including efficiency, favorable policies for R&D, and a strong collaborative system among various sectors [4][5] - The Chinese government provides substantial support for technology enterprises through tax incentives and financial subsidies, fostering innovation [4] - The article highlights the importance of problem-driven innovation, stating that as the world's largest manufacturing country, China faces numerous challenges that drive technological solutions [5] Group 4 - The conclusion drawn is that China's status as a technology superpower is not coincidental but a result of deliberate strategies and policies [6] - The article advocates for China to confidently assert its position as a leading technology nation in the face of Western challenges [6][7]
关税博弈加速东升西落 坚守金融底线才能全面超越
Sou Hu Cai Jing· 2025-06-06 03:41
Group 1 - Tesla's stock price dropped over 14%, resulting in a market value loss of more than $150 billion, influenced by CEO Musk's social media conflict with Trump and sales challenges [2] - Recent U.S. economic data has been disappointing, with the ISM manufacturing PMI for May recorded at 48.5, the lowest since November 2024, indicating ongoing contraction in manufacturing activity [2] - The OECD has significantly downgraded U.S. economic growth forecasts, projecting a growth rate of 1.6% for 2025, down from 2.2%, and 1.5% for 2026, primarily due to Trump's tariff policies and federal employee cuts [3] Group 2 - The ongoing U.S.-China technology competition is expected to favor China in the near future, with advancements in various sectors such as 5G, quantum communication, and renewable energy [4] - The U.S. technology sector is experiencing a slowdown, increasingly relying on existing resources, while China's innovation and domestic substitution are accelerating [4] - Trump's policies are seen as having significant negative effects on the U.S. economy, potentially leading to a decline in the dollar system and accelerating the global shift of economic power towards the East [5]
专家访谈汇总:SpaceX挑战者股价一年翻6倍
阿尔法工场研究院· 2025-05-08 14:46
Group 1: Communication Industry Overview - The AI-driven computing network construction, along with 5G/6G and computing infrastructure going global, is expected to provide growth opportunities for equipment manufacturers, with a rapid recovery in performance anticipated [3] - The global aviation communication market is projected to reach $28 billion in 2024 and exceed $45 billion by 2030, with a compound annual growth rate (CAGR) of 10.2% [4] - Investment in technology-leading companies, particularly in the 5G ATG and satellite communication sectors, such as Huawei, ZTE, and Galaxy Aerospace, is expected to yield significant returns [4] - Equipment manufacturers with strong technical capabilities and domestic advantages, like CETC Aviation Electronics, and leaders in operational services, such as China Civil Aviation Communication Network Company, will benefit from market demand growth [4] - By 2028, the commercialization of satellite and 5G hybrid networking is expected to greatly enhance the speed and stability of aviation communication, driving market development [4] Group 2: Rocket Lab and SpaceX Comparison - Rocket Lab has gained significant attention in the investment community, with its stock price soaring up to 7 times in six months, but faced a decline after being targeted by short-sellers in February 2025 [3] - Rocket Lab focuses on the small and medium rocket market, catering to the needs of large-scale satellite constellations like Starlink, in contrast to SpaceX [3] - The company is gradually vertically integrating its business model from rocket launches to satellite platform applications, aiming to become an end-to-end space service provider like SpaceX [5] - Despite Rocket Lab's strong performance in the small rocket sector, delays in research and launch site construction may postpone the "Neutron" launch, putting pressure on capital markets [5] - SpaceX relies on its Starlink and rocket launch services, with Starlink expected to be a key growth driver, particularly in the development of supersonic aircraft that may replace private jets [5] - Relativity Space, utilizing 3D printing technology to simplify rocket manufacturing processes and compress supply chains, could emerge as a significant competitor in the future [5] Group 3: Tesla's Vision-Based Approach - Elon Musk emphasizes that Tesla can simulate human visual processing capabilities through extensive real-world data training, deeming LiDAR as an "expensive crutch" that is unnecessary [4] - Tesla's technology approach provides a clear advantage in hardware costs, particularly in reducing onboard hardware expenses, enhancing its competitive pricing in the global market [4] - LiDAR can detect potential obstacles without relying on object recognition, offering greater visibility and safety in low-light or complex scenarios compared to pure vision solutions [4] - Companies like Ideal Auto and Huawei argue that LiDAR is better suited for complex road conditions in regions like China, especially under low visibility conditions, providing more reliable automatic emergency braking (AEB) functionality [4] - Tesla bets on an "algorithm-driven" model, addressing all perception and decision-making issues in autonomous driving through AI and data training, focusing on lowering hardware costs and simplifying system structures [4] - Domestic automakers, such as Ideal and Huawei, prefer a "hardware-driven" model, opting for a multi-sensor fusion approach that includes LiDAR, cameras, and millimeter-wave radar to ensure safety redundancy in various complex and extreme scenarios [4] Group 4: Apple's AI Search Initiative - Apple plans to introduce AI-driven search capabilities for its Safari browser, which could pose a serious challenge to Google's dominance, particularly regarding Google's reliance on search ad revenue from iPhone users [7] - Apple executives have hinted at reassessing their partnership with Google, especially concerning the default search engine arrangement, in light of ongoing antitrust litigation [7] - Despite Google's claims of increasing search volume, analysts suggest that losing exclusive access to Apple devices could significantly impact Google's revenue, as advertisers may shift to alternative search engines [7] - In 2023, Google launched an "AI mode" on its search page and expanded its "AI overview" feature to boost ad sales and maintain its leadership in the search engine market [7] - Research indicates that traffic for generative search engines like ChatGPT has surged, with weekly search volumes exceeding 1 billion in April, highlighting their market potential [7] - Google pays approximately $20 billion annually to Apple to be the default search engine on Safari, accounting for 36% of its search ad revenue generated through Safari [7] - The U.S. Department of Justice's antitrust case against Google may accelerate competition and transformation in the market [7]