《白皮书》认为，2025年，全球人工智能发展正从单点技术突破向生态协同创新加速演进，逐渐形 成"战略主导、技术竞速、规模扩张、应用拓展、生态竞合"的发展格局。 不断产出处于全球科技前沿的"北京原创"成果，是北京人工智能发展领先全国的动力源。2025年，北京 各类创新主体持续产出领先的前沿成果。高校院所方面，原创成果凸显，清华大学戴琼海院士团队、北 京邮电大学徐坤教授团队、中国科学院自动化所李国齐教授团队等陆续取得重大原创性突破。新型研发 机构加速创新，北京智源人工智能研究院发布FlagOS，实现"模芯协同"的纵向贯通；北京通用人工智能 研究院推出"通通2.0"，完成从理论创新到能力验证的重大跨越；北京科学智能研究院发布全球首个覆 盖"读文献—做计算—做实验—多学科协同"的AI科研平台玻尔科研空间站。与此同时，核心企业带动作 用显著，豆包、文心一言、GLM、Kimi等模型在权威测评中表现优异，部分成果已达国际顶尖水平。 本报讯（记者 孙奇茹）昨天，市科委、中关村管委会发布《北京人工智能产业白皮书（2025）》，数 据显示，2025年上半年北京全市人工智能核心产业规模2152.2亿元，同比增长25.3%。初步估算 ...

转自：北京日报客户端 11月29日，市科委、中关村管委会发布《北京人工智能产业白皮书（2025）》，数据显示，2025年上半 年北京全市人工智能核心产业规模2152.2亿元，同比增长25.3%。初步估算2025年全年，北京人工智能 产业规模有望超过4500亿元。 不断产出处于全球科技前沿的"北京原创"成果，是北京人工智能发展领先全国的动力源。2025年，北京 各类创新主体持续产出领先的前沿成果。高校院所方面，原创成果凸显，清华大学戴琼海院士团队、北 京邮电大学徐坤教授团队、中国科学院自动化所李国齐教授团队等陆续取得重大原创性突破。新型研发 机构加速创新，北京智源人工智能研究院发布FlagOS，实现"模芯协同"的纵向贯通；北京通用人工智能 研究院推出"通通2.0"，完成从理论创新到能力验证的重大跨越；北京科学智能院发布全球首个覆盖"读 文献-做计算-做实验-多学科协同"的 AI 科研平台玻尔科研空间站。与此同时，核心企业带动作用显著， 豆包、文心一言、GLM、Kimi等模型在权威测评中表现优异，部分成果已达国际顶尖水平。 《白皮书》认为，2025年，全球人工智能发展正从单点技术突破向生态协同创新加速演进，逐渐形 ...

Core Insights - The Beijing Artificial Intelligence Industry White Paper (2025) predicts explosive growth in various AI agents capable of serving as personal assistants, automating enterprise processes, and acting as scientific research assistants [1][3] - The development of embodied intelligence will enable a transition from information processing to physical tasks [3] Industry Overview - Beijing has registered 183 large models, maintaining its position as the national leader [2] - The AI core industry in Beijing is projected to reach a scale of 215.22 billion yuan in the first half of 2025, reflecting a year-on-year growth of 25.3% [2] - The total industry scale is expected to exceed 450 billion yuan by the end of 2025, with over 2,500 AI companies operating in the region [2] Technological Advancements - Various innovative entities in Beijing are producing leading-edge results, including the launch of FlagOS by the Beijing Zhiyuan Artificial Intelligence Research Institute and the introduction of "Tongtong 2.0" by the Beijing General Artificial Intelligence Research Institute [3] - The establishment of the world's first AI research platform covering literature review, computation, experimentation, and multidisciplinary collaboration has been achieved with the launch of the Bohr Research Space Station [3] Future Trends - The white paper outlines future trends in the AI industry, indicating that AI agents will experience significant growth and that embodied intelligence will bridge the gap between information processing and physical operations [3] - The development of world models is expected to enhance the generalization capabilities and reliability of AI systems [3] - The "AI for Science" initiative is anticipated to accelerate scientific discovery and lead to breakthroughs across various fields [3]

Market Performance - The main board led the gains with notable increases in stocks such as Shiji Information (+10.02%), Yongding Co. (+9.99%), and Data Port (+9.99%) [1] - The ChiNext board saw significant growth with stocks like Zhidema (+20.00%) and Chaoping San (+13.68%) [1] - The Sci-Tech Innovation board was led by Baiwei Storage (+13.21%) and Changguang Huaxin (+9.60%) [1] - Active sub-industries included SW Portal Websites (+2.98%) and SW Communication Application Value-Added Services (+2.68%) [1] Domestic News - Yiwentech launched the second generation of AR glasses, Even G2, featuring advanced specifications such as 640×350 resolution and 1200 nits peak brightness, with a 75% increase in display area compared to the previous generation [1] - Baidu announced the new Kunlun chip M100, optimized for large-scale reasoning scenarios, set to launch in 2026, and the M300 for ultra-large multimodal model training, expected in 2027 [1] - Cambricon announced its embrace of the FlagOS ecosystem, an open-source software stack supporting over 20 mainstream AI chip models [1] - UMC and Metalenz have entered mass production of the Polar ID facial recognition solution, which significantly reduces costs and complexity compared to existing methods [1] Company Announcements - SMIC reported Q3 2025 revenue of 17.162 billion yuan, a 6.9% increase quarter-on-quarter, with a gross margin of 25.5%, up 4.8 percentage points [3] - Hengyin Technology announced a significant shareholder reduction of 5% through block trading, with 5.7 million shares sold, representing 1.10% of total shares [3] - Hengshuo Co. completed its share reduction plan, selling 573,857 shares, which is 0.69% of total shares [3] - Zhixin Electronics received a patent for a heat shrink device, enhancing its production automation capabilities [3] Overseas News - Infineon reported a fiscal year 2025 revenue of 14.662 billion euros, a 2% year-on-year decline, with a profit of 2.56 billion euros and a profit margin of 17.5% [1] - Microchip Technology launched a new series of optical Ethernet PHY transceivers, offering 25 Gbps and 10 Gbps options [1] - The global smartphone panel market saw a significant quarterly growth, with Q3 2025 shipments reaching 580 million units, a year-on-year increase of approximately 5.2% [1] - Kioxia expects NAND demand to exceed supply, projecting a 15% growth in bit shipments for fiscal year 2025 [1]

Core Insights - The domestic AI chip industry is rapidly advancing, driven by both policy support and market demand, creating significant opportunities for local computing ecosystems [1][9] - The competition in the AI chip sector is increasingly centered around ecosystem development, with a focus on creating alternatives to NVIDIA's dominant CUDA platform [2][4] Group 1: Industry Dynamics - The AI chip market has been historically dominated by NVIDIA, which has established a near-monopoly through its CUDA software ecosystem [2] - Domestic companies, such as Cambricon, are making strides in developing competitive software platforms like Cambricon NeuWare, which aims to provide compatibility with mainstream frameworks [4][6] - The shift towards domestic chips is being accelerated by supply chain uncertainties and geopolitical factors, prompting local AI firms to seek alternatives [9] Group 2: Technological Developments - Cambricon NeuWare has achieved compatibility with the latest versions of PyTorch and Triton, facilitating easier migration of models from NVIDIA GPUs to MLU [4][6] - The platform includes a comprehensive software stack and tools for performance analysis, enhancing the usability for developers [5] - Cambricon is also focusing on supporting a wide range of models for both training and inference, demonstrating its capability in handling complex AI tasks [6][7] Group 3: Market Opportunities - The domestic AI chip market is projected to grow significantly, with estimates suggesting a rise from 142.54 billion yuan in 2024 to 1,336.79 billion yuan by 2029, reflecting a compound annual growth rate of 53.7% [10] - The increasing penetration of domestic chips in AI server markets is expected, with local suppliers projected to capture 40% of the market share by 2025 [9][10] - The supportive policies from the government, such as the "Artificial Intelligence +" initiative, are expected to further bolster the growth of the domestic AI chip ecosystem [9]

Core Insights - The Zhiyuan Research Institute launched the "Wujie" series of large models, including Emu3, Brainμ, RoboOS 2.0, RoboBrain 2.0, and OpenComplex2, at the 2025 Beijing Zhiyuan Conference [1] Group 1: Emu3 and Brainμ Models - Emu3 is a native multimodal world model that utilizes a next-token prediction paradigm for unified multimodal learning, allowing for the encoding of images/videos into discrete symbol sequences [2] - Brainμ, built on the Emu3 architecture, integrates brain signals as a new modality, enabling a single model to perform various neuroscience tasks, potentially becoming the "AlphaFold" of brain science [2][3] Group 2: RoboOS 2.0 and RoboBrain 2.0 - RoboOS 2.0 is the world's first open-source framework for embodied intelligence SaaS platforms, significantly reducing development barriers and improving performance by 30% compared to its predecessor [4] - RoboBrain 2.0 enhances multi-agent task planning capabilities, achieving a 74% improvement in task planning accuracy over RoboBrain 1.0 [5] Group 3: OpenComplex2 Model - OpenComplex2 represents a breakthrough in modeling biological molecules, capturing molecular interactions at atomic resolution and providing insights into the relationship between microscopic fluctuations and macroscopic biological functions [6][7] Group 4: Open Source Initiatives - Zhiyuan has open-sourced approximately 200 models and 160 datasets, with the FlagOS software stack upgraded to support various AI hardware and improve performance by up to 23% [8] Group 5: Applications and Collaborations - The Brainμ model has shown potential in consumer-grade brain-computer interface applications, collaborating with leading neuroscience laboratories and companies to expand its industrial applications [3][11] - The development of a digital twin heart and a drug safety evaluation platform demonstrates the application of advanced modeling techniques in pharmacology and personalized medicine [12]