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数字中国智能奔涌 科创技术迭代“变量”转化为向“新”发展“增量”
Yang Shi Wang· 2025-11-12 06:53
Core Viewpoint - The article emphasizes the importance of advancing high-level technological self-reliance and innovation as a cornerstone for high-quality development during the "14th Five-Year Plan" period, with a focus on emerging industries like brain-computer interfaces and embodied intelligence as new economic growth points [1][11]. Brain-Computer Interface Industry - Brain-computer interface (BCI) technology allows users to control external devices through brain signals, offering unprecedented solutions for patients with conditions like Parkinson's and Alzheimer's [5]. - China successfully conducted its first prospective clinical trial of invasive brain-computer interfaces on March 25, 2025, becoming the second country globally to enter this phase after the United States [5]. - The domestic-developed BCI system used in trials is currently the smallest in the world [7]. - The BCI market in China is projected to reach approximately 3.2 billion yuan in 2024, with expectations to exceed 120 billion yuan by 2040, reflecting a compound annual growth rate of 26% [9]. - BCI technology is transitioning from concept to application, marking a significant point of growth as it was included in future industries in 2024 and elevated to a national strategy by July 2025 [11]. - Key medical devices focusing on motion BCIs, language synthesis, visual reconstruction, and neural regulation are expected to emerge during the "14th Five-Year Plan" period, leading to disruptive technologies [13]. AI and Large Model Technology - The emergence of large model technology is creating tangible connections between virtual and real worlds, exemplified by AI-assisted glasses that help visually impaired individuals navigate their environment [15][16]. - These glasses utilize computer vision technology to quickly identify obstacles and provide feedback within 300 milliseconds, supported by powerful computing systems [20]. - The rapid decline in computing costs, driven by core technology innovations, is enabling more practical applications of artificial intelligence across various industries [22]. - The daily token consumption for China's AI large models surged from 100 billion to over 30 trillion within a year and a half, indicating rapid growth in technology and market demand [22][23]. - A specialized incubation platform for large models has attracted over 200 companies, creating a comprehensive ecosystem covering key areas like chip design, model algorithms, and industry applications [25]. - The talent pool in Shanghai's AI sector has reached nearly 300,000, with a significant proportion being younger generations, indicating a shift in workforce demographics [25]. - The article highlights the transition of AI technology from being a key technology to becoming a core production factor, emphasizing the need for practical applications that are accessible to the public [26].