AI与机器人产业，尤其在模型、算法、算力、语料等基础层和核心技术层，往往有研发周期长、投入 巨大、短期回报不确定等特点，政府引导设立的产业基金则扮演"耐心资本"角色。早在2月，深圳就透 露将设立100亿元人工智能和机器人产业基金，聚焦AI软件、硬件、具身智能等方向。 放眼全国，AI与机器人产业基金"井喷"，北京、上海、杭州、南京等城市近两年均有布局。 受访投资人认为，深圳独特的发展优势是"AI+智能硬件"，此次签约的三只基金将与现有的市场化投资 基金互补联动，助力深圳抢占"万物智联"新赛道。 深圳30亿元加码AI与机器人 21世纪经济报道记者 陈思琦 深圳报道 抢占AI与机器人发展先机，深圳再次"重金"出手。 在10月9日的"X-Day"西丽湖路演社模力营AI项目专场路演活动上，总规模30亿元的"AI基金群"正式发 布，三只基金将为不同发展阶段、不同技术路径的AI企业提供全链条、全周期金融支持。 21世纪经济报道记者获悉，深圳市人工智能和具身机器人产业基金目标规模20亿元，由汇通金控公司联 合深圳市引导基金、深创投红土共同发起设立；力合人工智能和具身机器人产业基金目标规模5亿元， 拟由汇通金控公司联合力合科创 ...

中国信息通信研究院日前发布的数据显示，经测算，2024年我国人工智能产业规模已超9000亿元，同比 增长24%。截至2025年9月，人工智能企业数量超5300家，全球占比达到15%，形成覆盖基础底座、模 型框架、行业应用的完整产业体系。 中国信通院人工智能研究所所长魏凯认为，人工智能十大关键词是追踪行业发展的重要窗口，如"走向 实训的具身智能"一词背后是具身智能正在加速走出实验室，走向竞技场和训练场，但从"实训"走向"干 活"仍面临高质量数据缺、模型泛化难、软硬协同难等挑战。总体来看，2025年人工智能技术、应用、 生态三维共振，智能原生的新世界越来越清晰地展现在人们眼前。 此外，工业和信息化部人工智能标准化技术委员会介绍了成立以来在人工智能行业标准研制、生态建 设、课题研究等方面取得的成果。目前已征集到167项人工智能标准立项建议，与中国通信标准化协会 联合推动20项人工智能标准发布。（记者周圆） 责编:陶纪燕 | 审核:李震 | 监审:古筝 中国信通院副总工程师王爱华在日前举行的2025人工智能产业及赋能新型工业化大会上说，从产业链 看，人工智能产业分为基础层、模型框架层和应用层。2024年，我国人工智能 ...

Group 1 - The core viewpoint of the articles highlights the rapid growth of China's artificial intelligence (AI) industry, which is projected to exceed 900 billion yuan in 2024, representing a year-on-year growth of 24% [1] - As of September 2025, the number of AI companies in China is expected to surpass 5,300, accounting for 15% of the global total, indicating a comprehensive industrial system covering foundational layers, model frameworks, and industry applications [1] - The AI industry is segmented into three layers: foundational layer, model framework layer, and application layer, with revenues in 2024 expected to grow significantly across all layers: foundational layer by 54% to 309.9 billion yuan, model framework layer by 18% to 31.5 billion yuan, and application layer by 13% to 566.5 billion yuan [1] Group 2 - The "2025 AI Industry Top Ten Keywords" released by the China Academy of Information and Communications Technology (CAICT) includes terms such as foundational supermodels, more autonomous intelligent bodies, and AI reshaping software, reflecting the evolving landscape of AI technology [1][2] - The director of the AI Research Institute at CAICT emphasizes that the keywords serve as an important window for tracking industry development, noting challenges in transitioning from "training" to "application" due to issues like lack of high-quality data and difficulties in model generalization [2] - The Ministry of Industry and Information Technology's AI Standardization Technical Committee has made progress in developing industry standards, with 167 proposals for AI standards collected and 20 standards being promoted in collaboration with the China Communications Standards Association [2]

Group 1 - The 2025 China International Information Communication Exhibition showcased the integration of AI and communication technologies, highlighting new models and business formats across various industries [1] - Huawei emphasized its "5G-A×AI" core, demonstrating AI services for homes, enterprises, and industries, with 5G-A enhancing network capabilities [1][2] - China Telecom presented over 80 industry-specific AI models and applications, achieving 95% 5G coverage for 181 commercial flight routes in Shenzhen [2] Group 2 - China Tower upgraded 2.1 million communication towers to "digital towers," enhancing capabilities for agriculture, forest fire prevention, earthquake warning, and river monitoring [2] - The construction of a "5G+Beidou" high-precision differential navigation network by China Mobile, with over 4,400 ground-based Beidou enhancement stations, supports low-altitude economy and autonomous driving [3] - The Chinese AI industry is projected to exceed 900 billion yuan in 2024, necessitating a focus on technology, application, and ecosystem resonance [3]

Core Insights - Chongqing's digital industry is projected to achieve a business revenue of 991.02 billion yuan in 2024, marking a year-on-year growth of 6.1%, which is 0.6 percentage points higher than the national average [1] - The integration of the real economy and digital economy is emphasized as a strategic move to seize opportunities from the new technological revolution and industrial transformation [1] Group 1: Digital Transformation and Infrastructure - Chongqing is advancing its industrial digital transformation, with the national top-level node for industrial internet identification covering 10 provinces in the west, processing over 42.6 billion identification codes and connecting 40,000 enterprises [2] - The city has established 1,231 digital workshops, 211 smart factories, and 10 future factories, leading the western region in the construction of 22 national-level excellent smart factories [2] Group 2: Industry Competitiveness and Growth - The smart connected new energy vehicle industry in Chongqing has seen a production increase of 26.8% year-on-year, with 586,000 vehicles produced from January to July this year [3] - The new generation of electronic information manufacturing continues to upgrade, with Chongqing maintaining the world's highest production of laptops for 11 consecutive years, and AI computer production reaching 4.057 million units with a penetration rate of 12.8% [3] - The software and information service industry in Chongqing achieved a main business revenue of 269.01 billion yuan from January to July, reflecting a year-on-year growth of 19.4%, ranking eighth nationally [3]

Core Viewpoint - The release of the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action" marks China's first comprehensive policy document in the AI sector, proposing six major actions to accelerate the large-scale and commercial application of artificial intelligence [1][3]. Group 1: Six Major Actions - The six major actions of "Artificial Intelligence+" include: +Science and Technology, +Industrial Development, +Consumer Quality Improvement, +Public Welfare, +Governance Capability, and +Global Cooperation, targeting various stakeholders across different sectors [1][3]. - The document emphasizes the importance of leveraging China's rich application scenarios across various industries to enhance AI development [1][3]. Group 2: Development Goals - By 2027 and 2030, the document sets goals for the penetration rates of new intelligent terminals and intelligent entities to exceed 70% and 90%, respectively, positioning the intelligent economy as a crucial growth driver for China's economic development [3]. - By 2035, China aims to fully transition into a new stage of intelligent economy and society [3]. Group 3: Practical Measures - The "Opinions" outline specific development directions for each field, creating a clear industrial iteration "navigation map" and a practical "skill package" to address challenges in AI application [3][4]. - In technology, the focus is on using AI to accelerate major scientific discoveries and facilitate technological iterations [4]. Group 4: Sector-Specific Initiatives - In the industrial sector, the document proposes fostering new intelligent native models and promoting comprehensive intelligent development across industries such as manufacturing, agriculture, and services [6]. - In consumer applications, it encourages the use of AI to create new consumption experiences and products, such as AI smartphones and robots, enhancing accessibility for households and businesses [6]. - In public welfare, the document aims to stimulate innovation and re-employment through AI, promoting personalized education and a more compassionate intelligent society [6]. Group 5: Governance and Global Cooperation - The governance framework includes enhancing urban operational intelligence and optimizing natural resource allocation from social, safety, and ecological perspectives [8]. - The document positions AI as an international public good, advocating for equal participation in the intelligentization process among countries [8].

Core Insights - The report "Intelligent Innovation-Driven Evolution of China 2025 Technology Trend Insight" focuses on the trends in technology development across multiple fields, including AI, hardware, industry, consumption, and digital ecosystems, highlighting the transformative impact of these innovations on productivity and economic growth [6][8]. Group 1: AI and Hardware Evolution - AI is accelerating the evolution of hardware, with traditional smart hardware transitioning to AI hardware through two main paths: "AI + hardware" and "AI native hardware" [7][26]. - The emergence of AI hardware products is expected to surge from 2024 to early 2025, covering various sectors such as smartphones, computers, and wearables, enhancing user experience through intelligent upgrades [7][8]. - The integration of AI capabilities into hardware is redefining product value standards and driving a new paradigm of human-centered intelligent upgrades [7][20]. Group 2: Generative AI and Productivity - Generative AI is rapidly advancing in China, reshaping industrial innovation paradigms and enhancing productivity across key sectors like manufacturing, retail, and finance [8][29]. - This technology is not only transforming traditional operational models but also creating new product and service forms, expanding application boundaries and value spaces [8][29]. Group 3: Immersive Interaction and XR Technology - The immersive interaction field, centered around extended reality (XR) technology, is entering a critical development phase, driven by breakthroughs in display devices, computing chips, and AI [9][29]. - As technologies like brain-computer interfaces and spatial computing evolve, human-computer interaction will become more natural and efficient, positioning China as a key player in this transformation [9][29]. Group 4: Future Mobility in China - China's mobility landscape is evolving towards smart, efficient, and diversified modes of transportation, including autonomous driving, low-altitude flight, and space travel [10][29]. - These advancements are diminishing physical space boundaries and fostering a multi-core, fragmented urban development trend, driven by technology integration and data-driven optimization [10][29]. Group 5: AI Hardware Ecosystem - The AI hardware market is characterized by a diverse ecosystem, with major players including internet tech companies, traditional hardware manufacturers, and emerging startups, all contributing to a vibrant market landscape [24][29]. - AI hardware products span various categories, including AI smartphones, AI computers, humanoid robots, and AI wearables, each enhancing user experience and operational efficiency [29][30]. Group 6: AI Wearable Devices - AI wearable devices are gaining popularity, offering unique advantages in specific scenarios such as healthcare and fitness, and providing personalized solutions for users [50][52]. - Major companies like Huawei, Apple, and Xiaomi are actively innovating in this space, enhancing the functionality and user experience of wearable technology [50][52].

Group 1: AI Technology Evolution - Artificial intelligence is transitioning from a "cool concept" to a practical tool integrated into various aspects of production and daily life, driven by policy guidance and market demand [1][2] - The State Council's recent approval of the "Artificial Intelligence+" action plan aims to promote large-scale commercial applications of AI across various sectors, providing clear direction for technology implementation [1][2] Group 2: Market Trends and Growth - By 2025, the AI terminal market is expected to flourish, with AI smartphones, glasses, and computers becoming mainstream, driven by practical applications rather than just technical specifications [4][5] - AI smartphone penetration is projected to reach 34% by 2025, with significant growth in the mid-range market, allowing more consumers to benefit from smart technology [4] - The global smart glasses market saw a shipment of 1.487 million units in Q1 2025, marking an 82.3% year-on-year increase, with China experiencing a 116.1% growth [4] Group 3: Intelligent Devices and Applications - AI computers are evolving to perform generative AI tasks and real-time data analysis, with expected shipments exceeding 100 million units by 2025, accounting for 40% of total PC shipments [5] - Wearable devices like headphones and smartwatches are emerging as new AI interaction points, contributing to a significant increase in sales in the digital product sector [5] Group 4: Intelligent Agents Development - Intelligent agents are evolving from auxiliary tools to decision-making hubs, capable of executing complex tasks and improving operational efficiency across various industries [6][7] - Companies like China Mobile and Lenovo are enhancing AI collaboration and integration, enabling intelligent agents to perform tasks across multiple applications and sectors [6][7] Group 5: Sector-Specific Applications - In education, AI tutors are personalizing learning paths, leading to significant improvements in student performance, while in healthcare, AI-assisted surgical systems are reducing error rates [7] - The application of intelligent agents in finance and manufacturing is streamlining processes and enhancing accuracy, indicating a shift from efficiency tools to collaborative partners in various industries [7]

Group 1 - The Ministry of Industry and Information Technology proposed an action plan to enhance the adaptability of supply and demand for consumer goods, accelerating the development and application of technologies such as artificial intelligence terminals, ultra-high-definition video, and smart wearables [2] - The application of AI technology is expected to create new business models and industries, with over a hundred AI terminals like AI smartphones and AI computers contributing to economic growth [2][3] - The domestic smart glasses market saw a shipment volume of 494,000 units in Q1 this year, representing a year-on-year growth of 116.1%, while the AR/VR market had a shipment volume of 135,000 units, growing by 25.2% [2][3] Group 2 - XREAL, a smart glasses brand, ranks among the top two in the global AR/VR industry, with the CEO stating that smart glasses are poised to become a key mobile terminal in the AI era [3] - The ultra-high-definition video industry in China is experiencing stable growth, with a well-established industrial chain spanning video production, network transmission, terminal presentation, and industry applications [3][4] - By 2030, it is predicted that 80% of households in China will adopt ultra-high-definition entertainment scenarios, driving demand for technologies like 8K high refresh rates and Mini LED displays [4] Group 3 - Recommendations include supporting the replacement of old consumer goods and accelerating the promotion of 4K/8K televisions, AI smartphones, and virtual reality terminals [5] - There is a call for enhancing infrastructure capabilities such as network bandwidth and transmission speed to support the development of the ultra-high-definition video industry [5] - Collaboration between academia, research institutions, and enterprises is encouraged to jointly develop new technologies, products, and applications in the ultra-high-definition video sector [5]

Group 1 - The Ministry of Industry and Information Technology proposed a plan to enhance the adaptability of consumer goods supply and demand, accelerating the development and application of technologies such as artificial intelligence terminals, ultra-high-definition video, and smart wearables [1] - The application of AI technology is expected to create new business models and industries, with over a hundred AI terminals like AI phones, AI computers, and AI glasses emerging as new growth points for economic development [1] - The domestic smart glasses market saw a shipment volume of 494,000 units in Q1 this year, representing a year-on-year growth of 116.1%, while the AR/VR market had a shipment volume of 135,000 units, growing by 25.2% [1][2] Group 2 - XREAL, a smart glasses brand, ranked among the top two in the global AR/VR industry, with the CEO stating that smart glasses are poised to become a key mobile terminal in the AI era [2] - The ultra-high-definition video industry in China is experiencing stable growth, with a well-established industry chain encompassing video production, network transmission, terminal presentation, and industry applications across various sectors [2][3] - By 2030, it is predicted that 80% of households in China will adopt ultra-high-definition entertainment scenarios, driving demand for technologies like 8K high refresh rates and wide color gamut displays [3]