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吸血殿下的专属儿,的市场趋势与未来展望
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吸血殿下的专属儿,的市场趋势与未来展望

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专题:2025年全国企业管理创新大会

  2025年4月17日-18日,“2025年全国企业管理创新大会”在广东珠海举行,主题为“管理激发活力创新引领未来”。第十四届全国政协委员、工业和信息化部原副部长王江平出席并演讲。

  王江平谈到,最近一段时间以来,人工智能发展十分迅猛,人工智能正在快速进入制造业。在他看来,人工智能进入制造业这一段和以往推动信息化、数字化、智能化还不太一样。过去推动这“三化”的时候,更多的是供给侧在推动需求侧来提升管理效力,但是这一次人工智能,企业的主动性大幅度提高,是企业在主动拥抱人工智能。

  “因为人工智能给企业带来的效益是实实在在的,所以我认为,我们现在面临着一个数字化转型转段的时间点上,所以我把它叫为企业AI数字化转型2.0,它是有别于以往的数字化转型。”

  王江平指出,人工智能正进入三大变化。

  一、AI正在进入普惠化时代。

  人工智能正在从少数国家/企业/机构的专属工具,逐渐转变为普惠性基础设施,推动AI快速步入平权普惠时代。具体他表示,有三个观点可以论证:

  第一是大模型领域,DeepSeek引发“鲶鱼效应”,带动推理模型进入千行百业。为什么中国的量化投资企业可以做出非常强大的模型,而美国的企业没有做出非常强大的模型呢?王江平指出,主要还是算力的问题。“美国对中国的算力芯片进行管控,所以DeepSeek买到的专利芯片都是相对前几代的。所以DeepSeek不得不去做挖掘算力潜力的事情,因为它这样去挖掘,所以它突破了英伟达护城河的生态,所以它获得了高的算力效能。”

  其次是具身智能。它有两个问题,一个是机械上的瓶颈,第二是训练的瓶颈,主要是数据集不够,需要大量的场景来提供数据。

  第三是算力领域。王江平坦言到,算力是中国的短板,中国的算力芯片五花八门,在这样的情况下,中国的算力网络建设必须要解决异构算力协同的问题,再加上光电结合技术的进步也推动了算力成本的降低。

  二、模型开源成为最大公约数。

  首先是开源开放出现热潮。Deepseek采用深度开源模式,公布模型参数权重、代码库、开发工具等,不限制商用,并公开思维链。MistralAl、xAI、阿里巴巴等企业纷纷跟进,发布高性能新模型并选择开源路线,闭源模型不再具有性能优势。

  第二是闭源头部企业考虑战略调整。SamAltman公开承认,OpenAI在开源AI方面“一直站在历史的错误一边”,并称企业内部正在讨论开放模型权重事宜。

  “本来OpenAI是开放的开源的,但是它走着走着走成了闭源。最近,OpenAI免费开放o3-mini,也开始开放一部分数据。”

  第三是重塑AI产业格局。通过共享共建,促进了全球AI生态的协作与创新,为更多国家、地区、企业加入AI开发与应用创造基础。

  三、AGI和垂直领域两个方向加速发展。

  王江平表示,现在我们处于突破期阶段,这个阶段有两个方向,一个是类GPT代表的有限度的通用人工智能,未来是向开放自主通用人工智能。第二个方向是垂直模型的应用。

  他提到,有一种新观点,通用人工智能完成以后,基于数据训练的模型要转换成基于经验的模型,那就是人工智能带有一定的自主性。

  瑞士工业集团ABB周四宣布,计划分拆整个机器人部门,这是该公司自2018年将电网业务出售给日本日立(Hitachi)以来最大规模的重组。

  ABB的机器人业务是仅次于日本发那科(FANUC)的全球第二大工业机器人制造商,竞争对手包括安川(Yaskawa)和德国库卡(Kuka)。

  该部门拥有约7000名员工,2024年创造了23亿美元的销售额,相当于ABB总销售额的7%,但最近几个季度一直举步维艰,因为作为机器人大买家的汽车行业需求疲软。

  ABB还公布了最新财报,今年第一季度净利润从上年同期的9.05亿美元增至11亿美元,营收增长1%,至79.35亿美元。

  该公司表示,其所有业务领域都超出了最初的预期。

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