2026.03. 07 本文字数：3100，阅读时长大约5分钟 作者 | 第一财经 李娜 最直观的变化出现在终端侧。AI手机仍然是展馆里最拥挤的展区之一，几乎所有主流手机厂商都在展 示端侧大模型能力，包括实时翻译、AI助手、多模态识别以及本地生成内容等功能。与过去依赖云端 计算不同，今年不少厂商开始强调端侧算力的重要性，即尽量在手机本地完成推理任务，以减少网络 延迟并保护用户隐私。 这种趋势背后，是算力需求的持续上升。 在本届MWC上，华为首次面向海外市场展示其超节点计算集群，试图在AI算力领域占据新的位置。 华为相关负责人对记者表示，随着AI模型规模不断扩大，算力基础设施正在从单机性能竞争转向系统 级架构能力，"未来AI数据中心更像一个巨型计算系统，而不是简单堆叠服务器"。 英伟达同样正在希望将AI基础设施战略延伸到全球电信网络。在MWC开幕前夕，英伟达宣布与包括 诺基亚、思科、德国电信等在内的全球电信与基础设施巨头联合，要在AI原生平台上构建6G网络。 在今年全国两会期间，6G、"AI+"等话题再次成为代表委员讨论的焦点。作为下一代信息基础设施 的重要方向，6G被视为推动数字经济和智能社会发展的关键技术之 ...

记者丨周城雄 编辑丨陆跃玲 创新药是生命健康领域的"国之重器"，关乎人民生命安全与医药产业核心竞争力。过去我国医药产业以仿制药为主，如今已实现 从"跟跑"向"并跑""领跑"的转变，2025年我国创新药批准上市数量、对外授权交易金额双双创下历史新高，成为全球医药创新的重 要增长极。 2026年政府工作报告明确支持生物医药产业发展，国家药监局开通突破性治疗药物、附条件批准、优先审评审批、特别 审批四条"绿色通道"，助力创新药"中国首发"，优化细胞与基因治疗、小核酸药物等前沿领域审评措施，建立药品试验数据保护与 周城雄（中国科学院科技战略咨询研究院研究员） 【编者按】 2026年全国两会召开。2026年是"十五五"开局之年，中国经济总量在2025年首次突破140万亿元人民币。2026年政府工 作报告首次提出"打造智能经济新形态"。从2025年初的DeepSeek横空出世，到2026年伊始Seedance亮眼出圈，国产AI大模型一次次 惊艳世界。以未来能源、量子科技、AI、具身智能、脑机接口等为代表的"未来"已来，新质生产力成为贯穿产业发展的核心主线， 如何带来服务消费领域的新机遇？新阶段中国企业出海将如何展开？如何 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The digital economy has become the main engine of global economic growth, driven by the rapid evolution of mobile communication technology and the accelerated development of AI. The deep integration of these two forces is giving rise to the era of Mobile AI, which has become a disruptive paradigm and a key driver of global digital and intelligent development [4][5]. - Mobile AI is based on the principle of two - way empowerment between the network and AI, with the core values of responsible AI, security, and trustworthiness. It forms an intelligent service system that provides wide - coverage, real - time response, and precise adaptation, aiming to achieve the goal of "AI everywhere, trustworthy, and easy to use" [3]. - From a global industrial perspective, Mobile AI will evolve from integrated applications to native symbiosis as 5G - A becomes more popular and 6G moves towards commercialization. This transformation will release continuous innovation power, empower large - scale industries, and become the cornerstone of high - quality development of the global digital economy [7]. 3. Summary According to Relevant Catalogs 3.1 Mobile AI's Value 3.1.1 Economic Value: Releasing Large - Scale Potential through Integration - The large - scale deployment of 5G/5G - A networks and the rapid spread of AI are pushing mobile communication and AI into a new stage of deep integration. Mobile AI is based on the core logic of "two - way empowerment between the network and AI", creating a new service system and reshaping industrial and social operations [10]. - The global mobile communication industry has entered the critical stage of 5G scale development. By the end of 2025, there were 384 commercial 5G networks globally, with over 3 billion 5G users. It is predicted that by 2030, global 5G connections will reach 8.8 billion, accounting for over 60% of the total global mobile connections [12][15]. - The global AI market is expanding. In the consumer sector, the adoption of GenAI is accelerating, with about 75% of respondents using GenAI applications. In the enterprise sector, by 2030, over 70% of the workload in global data centers will be for AI - related computing needs, and the GenAI software market is expected to reach $122.8 billion [19][24]. - Global mobile operators' revenue reached $10.8 trillion in 2024 and is expected to increase to $12.5 trillion by 2030. The total capital expenditure from 2024 to 2030 is expected to be $13 trillion to support Mobile AI development [27]. 3.1.2 Social Value: Responsible, Inclusive, and Safe AI Progress - Mobile AI can promote the intelligent upgrade of social governance, such as in urban governance, public services, and emergency response, by building a governance system with comprehensive perception, rapid response, and precise intervention [36]. - It can popularize AI technology, breaking down hardware barriers, technical complexity, and scenario limitations, and making AI a universal resource accessible to all [37]. - Mobile AI can ensure AI compliance, security, and controllability by providing remote monitoring and security takeover capabilities for intelligent devices and establishing a governance network [38]. 3.2 Connotation of Mobile AI 3.2.1 Three - layer and Four - dimension Architecture - The three - layer architecture includes the basic layer (providing core support for connection, computing, and collaboration), the execution layer (encapsulating functions and providing standardized interfaces), and the application layer (creating economic and social benefits in specific scenarios) [42][43][44]. - The four - dimension includes AI for Network (automating and intelligentizing network operations), Network for AI (providing intelligent connection support), Mobile AI Agents/Terminals (achieving intelligent service delivery through device - edge - cloud collaboration), and Mobile AI Applications (transforming technology into solutions for various industries) [45][48][51]. 3.2.2 Key Applications in Different Fields - In the field of network operation and management, Mobile AI can solve problems in network planning, maintenance, optimization, and security, such as promoting dynamic network planning, autonomous network maintenance, and collaborative network operation [47][52][54]. - For new intelligent terminals, Mobile AI can meet the high - demand network connection requirements of intelligent robots, AI phones, and AI glasses, and promote the development of new intelligent services [59]. - In the field of intelligent applications, Mobile AI can enhance the user experience in consumer scenarios, such as in digital consumption, immersive experience, and personalized services. In enterprise scenarios, it can promote the digital and intelligent transformation of industries such as intelligent manufacturing, transportation, and healthcare [90][91]. 3.3 Towards Mobile AI 3.3.1 Infrastructure Improvement - It aims to build a bottom - layer support system with "adaptive connection, sufficient computing capacity, and efficient collaboration" by improving basic communication network capabilities and optimizing computing resource allocation [113]. - Communication networks need to be upgraded in terms of high bandwidth, low latency, massive connections, and high reliability, and a dynamic adaptation mechanism should be established [115]. - A hierarchical and collaborative "device - edge - cloud" computing capacity supply system should be constructed to meet the different computing needs of Mobile AI [117]. 3.3.2 Spectrum Assurance - A dual - track evolution path should be adopted for spectrum strategy, including "new frequency band planning" and "existing spectrum optimization" [114]. - Technologies such as AI - driven dynamic spectrum management and intelligent spectrum aggregation can be introduced to improve spectrum utilization efficiency [116]. - Promote the use of mid - frequency bands (such as 6GHz) and explore the deployment of high - frequency bands (such as millimeter - wave) in hotspots [118]. 3.3.3 Technological Innovation - Mobile AI technology innovation is based on the native AI network architecture, developing two - way technology systems of AI to the network and the network to AI [119]. - Key technologies include AI for Network (integrating AI into the end - to - end network system), enhanced uplink technologies (breaking the uplink bottleneck), and terminal - edge - cloud collaboration (optimizing the balance between business needs and resources) [127][129][145]. 3.3.4 Terminal Evolution - Terminal hardware needs to evolve towards multi - modal perception, full - band reliable connection, and efficient local intelligent processing to meet the diverse requirements of Mobile AI applications [158]. - Terminal forms should be diverse, collaborative, and popularized to create an all - scenario adaptive terminal system [158]. 3.3.5 Standard Formulation - Industry - specific application standards should be formulated for key industries to guide the standardized development of Mobile AI applications [158]. - A global unified standardization technology system should be established to eliminate collaboration barriers and reduce R & D and adaptation costs [162]. - A quantifiable experience evaluation standard should be improved to ensure that the evaluation results are consistent with the real user perception [163]. 3.4 Recommendations and Calls to Action - Establish a unified global standardization system, including standardizing AI model calling methods, agent protocols, and data formats [181]. - Reserve and optimize spectrum resources, and accelerate the deployment of 6GHz and millimeter - wave bands [181]. - Activate data as a core production factor, promoting safe data flow and the development of data asset markets [181]. - Strengthen infrastructure construction, building a next - generation connectivity system suitable for Mobile AI [181]. - Promote industry innovation through measures such as encouraging the application of open APIs and starting pilot projects [182].

2）投资： 预算报告要求，两重项目" 全年项目清单于6月底前完成下达 "，中央预算内投资" ，"加快下达进度，6月底前除少量应急救灾等投资外全部下达 "，" 加快推进川藏铁路、沿江 沿海高速铁路、沿边沿海沿江公路、雅下水电、沿海核电、川气东送二线、国家实验室、商业 航天发射基地等项目建设 "；计划报告要求，"组织中央企业实施一批'两重'建设项目"。 3）反内卷： 计划报告提出，" 鼓励新兴产业保持产能适度冗余、 促进竞争创新 "。 √ "十五五"规划纲要草案摘要 要点 ： 对比去年十五五规划的建议 ，今年草案摘要新增两个 章节，一是" 深入推进数字中国建设 提升数智化发展水平 "，二是" 完善人口发展战略 促 进人口高质量发展 "。 √ 3月6日重要活动展望： 文 ： 华创证券首席经济学家 张瑜（执业证号：S0360518090001） 联系人： 陆银波（15210860866） 袁玲玲（微信 Yuen43） √ 十四届全国人大三次会议于3月5日上午开幕。此外，上午还召开了国新办政府工作报告吹 风会、首场"部长通道"集中采访活动；下午，总书记参加江苏代表团审议，新华社受权发 布"十五五"规划纲要草案摘要。 √ ...

全力推进新一代人工智能产 攻关和迭代更新! "部长通道" 首场 要点速览 ii / 206全国两会 ad 16 特别报道 2026全国际会 is & 图看懂 大学机工 特别报道 10 - 1 26 3月5日,第十四届全国人民代表大会第四次会议首场"部长通 道"集中采访活动在北京人民大会堂举行。 李乐成 工业和信息化部部长 ★ 2026年工信部将按照政府工作报告要求,大力推 动人工智能(AI)和制造业双向奔赴。我国产业 门类齐全,创新人才众多,创新生态不断改善, 我们有信心,坚信必将有更多的世界级智能产品 在这片热土上生产出来。要努力推动Al电脑、Al 手机、智能家居,更好满足人民群众对美好生活 的需求。要全力推进新一代人工智能产品的攻关 和迭代更新,包括脑机接口、自动驾驶汽车、机 器人,推动科技攻关、技术迭代。大力支持发展 智能农业机械、智能医疗器械,让更多智能产品 满足各行各业各领域的需要。 ★ 2026年工信部将持续抓好现代化产业体系建设。 首先要稳增长,实施好新一轮十大重点行业稳增 长,支持工业大省、工业大市挑大梁,从供需两 端入手,打好政策"组合拳"。吸引更多要素, 包括先进技术、科技服务、优秀人才、 ...

3月5日，十四届全国人大四次会议首场"部长通道"开启。要点如下： 科学技术部部长阴和俊：2025年我国基础研究投入占比创历史新高 3月5日，在十四届全国人大四次会议首场"部长通道"集中采访活动上，科学技术部部长阴和俊表示，我国科技 事业快速发展，科技实力跃上新台阶。创新指数上升至全球第十位。2025年全社会研发投入超过3.92万亿元， 强度达到2.8%，其中基础研究的投入接近2800亿元，比重达到7.08%，首次破7，创历史新高。 科学技术部部长阴和俊：科技创新要瞄准产业需求 3月5日，在十四届全国人大四次会议首场"部长通道"集中采访活动上，科学技术部部长阴和俊表示，科技创新 要瞄准产业需求，摆脱过去先有成果后转化的惯性思维，加快推动形成科技创新和产业创新一体谋划、一体部 署、一体推动的格局，打通从科技强到产业强、经济强、国家强的通道。基于此，一要强化高质量科技供给， 抓紧部署实施一批国家重大科技项目，为产业发展提供更强有力的科技支撑；二要强化企业科技创新的主体地 位，加快培育壮大科技领军企业，要把更多的创新资源向企业集聚，要支持企业主导产学研融通创新，要支持 企业牵头组建创新联合体，来承接更多攻关任务；三要 ...

关于我们 联系方式 用户反馈 网站地图 ID: 100104 帮助 C ULTET 首页 FM 电报 旗 即常 投 300 人形机器人加速切入汽车制 UZ BRESTED 35年全球人形机器人市场规模将超4000亿元, 器人灵巧手精姿零部件产品已通过客户验证 财联社早知道 2026.03.02 21:20 早期一 大头条 一、人形机器人|人形机器人加速切入汽车制造，机构预计2035年全球人形机器人市场规模将超4000亿元，这家公司的机器人 灵巧手精密零部件产品已通过客户验证 据媒体报道，全球汽车制造行业正在加快应用人形机器人，德国汽车巨头宝马、日本汽车制造商丰田以及中国的小米等公司 近期接连宣布,将在其工厂中引入人形机器人,参与到复杂的零部件组装工作中。 点评：GGI/在《蓝皮书》中预测，到2035年，全球人形机器人市场销量将超过500万台，市场规模将超过4000亿元。爱建证 券表示，多家人形机器人整机厂商加大资本开支，推进量产节奏，同时其他智能终端厂商着力布局人形机器人赛道，行业竞 争主体扩容，整机端竞争强度提升，行业利润或更多向具备规模与技术壁垒的环节集中。同时，相关供应链企业在海外加速 产能布局，强化规 ...

Core Viewpoint - The article emphasizes the profound adjustments in the global industrial landscape, driven by de-globalization and complex geopolitical relationships, presenting both challenges and strategic transformation opportunities for Chinese companies in the smart terminal industry [2]. Group 1: Event Overview - AWE2026, one of the most influential exhibitions in the global home appliance and consumer electronics sector, will be held in Shanghai, adopting a "one exhibition, two zones" model [3][16]. - The total exhibition area for AWE2026 will reach 170,000 square meters, attracting over 1,200 top domestic and international companies to showcase innovations in technology and smart products [16]. Group 2: Summit Focus - The summit will cover the entire smart terminal industry chain, focusing on macro guidance, technology-driven discussions, market foresight, and core supply chain localization processes [4][5][6]. Group 3: Exhibition Zones - The New International Exhibition Zone will focus on smart home, AI appliances, and various innovative fields, showcasing over 1,000 domestic and international brands [19]. - The Eastern Hub International Business Cooperation Zone will highlight advanced technologies in consumer electronics, including AI smartphones, humanoid robots, and low-altitude economy products [21]. Group 4: Consumer Engagement - AWE2026 will launch a series of consumer promotion activities, including the "AWE Renewal Consumption Festival," which successfully drove appliance sales exceeding 2 billion yuan in the previous year [24]. - The event will also feature "AWE Live Streaming Nights," aiming to surpass the previous year's sales of over 1 billion yuan through live commerce [24]. Group 5: Forums and Discussions - AWE2026 will host a record number of high-level forums and activities, focusing on industry upgrades, new consumption trends, and technological advancements [28][29]. - The event aims to solidify its position as a global benchmark for smart living and foster international technological cooperation and economic development [29].

Investment Rating - The report maintains a positive outlook on the AI-PCB and core computing hardware sectors, as well as the Apple supply chain and self-controlled beneficiary sectors [4][26]. Core Insights - NVIDIA's FY27Q1 revenue guidance is strong at $78 billion (±2%), indicating sustained demand for AI [1][26]. - The demand for AI-related products, particularly the new LPU chip, is expected to drive significant growth in the PCB industry, with potential increases in material requirements and production capacity [1][26]. - The report anticipates explosive growth in the ASIC numbers from major tech companies like Google, Amazon, Meta, OpenAI, and Microsoft between 2026 and 2027 [4][26]. Summary by Sections 1. Consumer Electronics - The report highlights the ongoing expansion of AI applications in consumer electronics, particularly within the Apple supply chain and smart glasses, driven by advancements in multi-modal interaction and AI model optimization [5]. - AI mobile applications are expected to see significant growth, with Apple focusing on innovations in chips, systems, and hardware [5]. 2. PCB - The PCB industry is experiencing high demand, particularly for copper-clad laminates, driven by the automotive and industrial sectors, as well as AI applications [6][26]. - The report notes that many AI-PCB companies are currently operating at full capacity and are expanding production to meet demand [4][26]. 3. Semiconductor and Components - The semiconductor sector is projected to benefit from increased demand for storage solutions, particularly DRAM, as cloud service providers expand their data center capacities [20][22]. - The report emphasizes the importance of domestic semiconductor equipment and materials in light of global supply chain challenges and export controls [23][25]. 4. Market Trends - The report indicates a robust upward trend in the semiconductor equipment sector, with significant growth expected in 2025 driven by advanced logic processes and increased demand for HBM applications [24]. - The overall electronic industry has shown a positive performance, with specific segments like PCB and passive components leading in growth [35][38]. 5. Company Highlights - Companies like NVIDIA, Micron Technology, and various PCB manufacturers are highlighted as key players benefiting from the current market dynamics [1][26][27]. - The report suggests that firms such as North Huachuang and Zhongwei Company are well-positioned to capitalize on the growing demand for semiconductor equipment and materials [28][29].

Investment Rating - The report maintains a positive outlook on the AI-PCB and core computing hardware sectors, as well as the Apple supply chain and self-controlled beneficiary sectors [4][26]. Core Insights - NVIDIA's FY27Q1 revenue guidance is strong at $78 billion (±2%), indicating sustained demand for AI [1][26]. - The demand for AI-driven products is expected to lead to significant growth in the PCB industry, with many AI-PCB companies experiencing strong orders and production [4][26]. - The report anticipates explosive growth in the number of ASICs from major tech companies like Google, Amazon, Meta, OpenAI, and Microsoft between 2026 and 2027 [4][26]. Summary by Sections 1. Industry Overview - The AI demand is driving a significant increase in PCB value, with expectations for material upgrades and increased production layers [1][26]. - The report highlights the strong performance of the AI sector, with NVIDIA's new LPU chip expected to create new demands in the PCB market [1][26]. 2. Semiconductor and PCB Sector - The PCB industry is maintaining high demand due to the growth in automotive and industrial control sectors, alongside AI expansion [6][26]. - The report notes that the price of copper-clad laminates is expected to rise, indicating a tightening supply situation [6][26]. 3. Consumer Electronics - The report emphasizes the ongoing expansion of consumer electronics applications, particularly in the Apple supply chain and smart glasses [5][26]. - AI applications are expected to continue their rapid growth, with significant advancements in mobile and wearable technologies [5][26]. 4. Storage and Memory - The storage sector is projected to enter an upward cycle, driven by increased demand from cloud service providers and consumer electronics [20][22]. - The report suggests that the DRAM market will see price increases due to supply constraints and rising demand [20][22]. 5. Semiconductor Equipment - The semiconductor equipment sector is expected to benefit from the ongoing trend of domestic production and self-sufficiency in the face of global supply chain challenges [23][25]. - The report highlights the strong demand for advanced packaging and the need for domestic semiconductor equipment [23][25]. 6. Key Companies - Companies such as North Huachuang, Zhongwei Company, and Sanhua Group are highlighted for their strong positions in the semiconductor and PCB markets [27][28][33]. - The report notes that these companies are well-positioned to benefit from the ongoing trends in AI and semiconductor demand [27][28][33].