Original | Text by BFT Robot
Industrial clusters refer to the phenomenon in which a group of related industries are interdependent, interrelated, and mutually supportive in a specific geographical area, forming a dense industrial network and value chain. These related industries may cover different links of the entire industrial chain, from raw material supply to products. R&D, production, sales and service and other fields. The phenomenon of industries or industrial groups clustering geographically, and the study of industrial clusters is of great significance to promoting regional economic development and improving regional industrial competitiveness. Judging from the formation and regional layout of my country's artificial intelligence industry clusters, the development of my country's artificial intelligence industry is mainly concentrated in Beijing-Tianjin-Hebei, the Yangtze River Delta, the Pearl River Delta, Chengdu, Chongqing and Xi'an in the western region, and Wuhan and Changsha in the central region.
Among them, the Beijing-Tianjin-Hebei, Yangtze River Delta and Pearl River Delta urban agglomerations have the highest concentration of artificial intelligence companies, with obvious industrial cluster effects. They are the regions most likely to build a globally competitive artificial intelligence industry cluster in my country.
The number of artificial intelligence companies in the three major regions accounts for more than 80% of the total number of AI companies in the country. The industrial cluster effect is obvious and they have become an important regional engine for the development of artificial intelligence in my country.
Figure: Heat map of distribution of artificial intelligence companies across the country
PART 1
Yangtze River Delta AI Industry Cluster
1. Development status
DEVELOPMENT BUILDINGS
The Yangtze River Delta strives to build a world-class artificial intelligence industry cluster. The Yangtze River Delta includes three provinces and one city (Zhejiang Province, Jiangsu Province, Anhui Province, and Shanghai City). The Yangtze River Delta region is one of the regions with the most active economic development, the highest degree of openness, and the strongest innovation capabilities in China. At the same time, the Yangtze River Delta is also one of the core areas for the development of artificial intelligence in China. The number of artificial intelligence companies in the Yangtze River Delta accounts for nearly one-third of the country's total.
Among them, Shanghai leads the development of the artificial intelligence industry in the Yangtze River Delta, with the number of artificial intelligence companies accounting for nearly half of the total in the Yangtze River Delta, accounting for 49%. Zhejiang and Jiangsu follow closely, with the number of artificial intelligence companies accounting for 27% and 20% respectively. , the number of artificial intelligence companies in Anhui Province is relatively small, currently accounting for only 4%. In recent years, artificial intelligence in the Yangtze River Delta has developed vigorously, and the industrial agglomeration effect has become more and more obvious, forming core industry clusters such as the Shanghai Artificial Intelligence Industry Cluster, Hangzhou Artificial Intelligence Industry Cluster, Anhui Artificial Intelligence Industry Cluster, and Nanjing Artificial Intelligence Industry Cluster. Currently, the Yangtze River Delta region is accelerating the creation of a world-class artificial intelligence industry cluster.
Among them, Shanghai is making every effort to build a world-class industrial cluster and build an artificial intelligence Shanghai highland with international influence. Shanghai, as the core city for the development of artificial intelligence in the Yangtze River Delta region, on the one hand, strengthens demonstration and leadership, and accelerates the construction of the Shanghai National New Generation Artificial Intelligence Innovation and Development Pilot Zone and the Shanghai (Pudong New Area) Artificial Intelligence Innovation and Application Pilot Zone. On the other hand, it optimizes the industrial layout and is committed to building a spatial pattern of "east-west interaction and multi-point linkage", striving to build a world-class industrial cluster and build an artificial intelligence Shanghai highland with international influence. "Park economy" is a major feature of Shanghai's industrial development. Currently, Shanghai's characteristic industrial parks have formed a spatial layout of "one axis, three belts, and multiple nodes."
In terms of artificial intelligence, the main industrial clusters in Shanghai include the "Zhangjiang-Lingang" Artificial Intelligence Innovation Hosting Area, the "Xuhui Binjiang-Caohejing-Minhang Zizhu" Artificial Intelligence Innovation Belt, Huajing Beiyang Artificial Intelligence Characteristic Town, and Shanghai Songjiang Cave Jing Artificial Intelligence Characteristic Industrial Base (national level), etc., has formed an innovation-driven industry driven by Pudong Zhangjiang and Xuhui Binjiang, linked by Yangpu, Changning, Jing'an and other districts, and the free trade zone Lingang New Area and Minhang Wharf are ready to go. Artificial intelligence industry cluster. It is worth mentioning that Zhangjiang Science City, with the Artificial Intelligence Island as its core, is the most concentrated and core park for the development of artificial intelligence in Shanghai. As of the end of 2022, Zhangjiang Science City has gathered more than 600 artificial intelligence companies, covering the entire artificial intelligence industry. Chain enterprises, Zhangjiang Science City is a single park in Shanghai or an area with the highest concentration of talents and the most high-end technology for artificial intelligence enterprises in the same average area.
Figure: Shanghai’s main gathering areas and layout areas of artificial intelligence industry (including planning) (data source: Qianzhan Industry Research Institute)
Hangzhou has artificial intelligence towns as its core, and the artificial intelligence agglomeration effect has initially emerged. In recent years, Hangzhou has accelerated the development of artificial intelligence, and its AI development level ranks among the top in the country. The agglomeration effect of the artificial intelligence industry has initially emerged. At present, the development of artificial intelligence in Hangzhou has initially formed the city's west science and technology innovation corridor, the dual-core agglomeration of Xiaoshan and Binjiang districts, and the multi-site layout of Yuhang District, Xihu District, Qiantang District, Lin'an District, Shangcheng District, Gongshu District, Fuyang District, etc. situation. With artificial intelligence towns as the core, Hangzhou has laid out artificial intelligence industrial parks in multiple regions and fields, focusing on building Yuhang Artificial Intelligence Town, Lin'an Cloud Manufacturing Town, West Lake Yungu Town, West Lake Yunqi Town, and Xiaoshan Robot Town. A large number of artificial intelligence characteristic towns, including Hangzhou Dachuang Town, have created Hangzhou Artificial Intelligence Industrial Park, 5G Innovation Industrial Park, Hangzhou Zijingang Science and Technology City, Zhejiang University Science and Technology Park and other parks. Among them, Yuhang Artificial Intelligence Town has gathered 18 high-end R&D institutions and more than 800 high-end projects in Hangzhou, forming a highly influential artificial intelligence industry cluster.
Figure: Overview of the development of key artificial intelligence industrial parks in Hangzhou
2. Factors of production
PRODUCTION FACTORS
The advantages of infrastructure elements in the Yangtze River Delta region are highlighted. The Yangtze River Delta region is relatively complete in terms of artificial intelligence infrastructure construction, and its advantages are gradually becoming apparent. Cities such as Shanghai, Hangzhou, Hefei, and Suzhou have all been selected as national new-generation artificial intelligence innovation and development pilot zones. Shanghai, Zhejiang, Jiangsu, and Anhui have collaborated to promote the construction of a national new-generation artificial intelligence open innovation platform. Currently, it has Alibaba City Brain, iFlytek, and National-level open innovation platforms such as intelligent voice and Hikvision video sensing. As of March 2022, there are 21 artificial intelligence computing centers in operation in my country, 8 of which are located in the Yangtze River Delta region, accounting for 38% of the total. The scale of intelligent computing power exceeds 60% of the country. In addition, the Yangtze River Delta region also has two comprehensive national science centers in Shanghai Zhangjiang and Anhui Hefei. One-third of the country's major scientific facilities are located in the core cities of the Yangtze River Delta. It can be seen that the artificial intelligence infrastructure elements in the Yangtze River Delta region have obvious advantages.
In terms of knowledge resources, the Yangtze River Delta region has rich scientific and educational resources, with 36 "double first-class" universities including Fudan University, Shanghai University, Shanghai Jiao Tong University, Zhejiang University and University of Science and Technology of China, gathering all kinds of high-level talents and professional skills. With more than 12 million people and more than 350 academicians from the two academies, the strong intellectual resources provide scientific and technological talents for the development of the artificial intelligence industry.
In terms of financial resources, the Yangtze River Delta, with its advanced artificial intelligence industry foundation advantages and Shanghai's developed financial industry as its support, gives full play to the agglomeration and radiation function of Shanghai's financial factor market, attracts a large amount of capital from the global capital market, meets the development needs of Yangtze River Delta enterprises, and provides The development of the artificial intelligence industry has injected strong development momentum.
Figure: Construction status of intelligent computing centers in the Yangtze River Delta, Pearl River Delta, and Beijing-Tianjin Wing (reference source: public information)
3. Demand conditions
DEMAND CONDITION
Rapid growth in market demand promotes the development of industrial clusters. The Yangtze River Delta region is one of the regions with the most developed economy, densest population and industry in my country. The total economic volume of the Yangtze River Delta region is very large. According to statistics, as of the end of 2022, the total GDP of the three provinces and one city in the Yangtze River Delta (Zhejiang Province, Jiangsu Province, Anhui Province, and Shanghai City) accounts for one-quarter of the country's total GDP. On the one hand, with the rapid development of emerging industries in the Yangtze River Delta, the digital economy market is very active. The total digital economy accounts for nearly half of the total GDP. It is currently one of the regions with the most active, largest scale and strongest innovation capabilities in the development of digital economy in my country.
The digital economy accelerates the intelligentization process of artificial intelligence-empowered industries and continuously releases the market demand for artificial intelligence. On the other hand, the intelligent transformation of traditional industries will accelerate the arrival of comprehensive industrialization of artificial intelligence and promote the development of industrial agglomeration. In the context of the in-depth advancement of the Yangtze River Delta regional integrated development strategy, the Yangtze River Delta region integrates regional innovation and industrial advantages to accelerate the transformation and upgrading of the industrial structure. For example: Shanghai is transforming with industries such as automobiles, real estate, and finance as pillars, focusing on leading industries and key industrial clusters. Jiangsu Province focuses on building a strong manufacturing province with electronic computers, machinery and equipment manufacturing, steel, transportation and petrochemicals as its pillar industries. AI empowers all walks of life to improve quality and efficiency, and diversified artificial intelligence technologies support the demand for intelligent transformation, prompting rapid growth in the artificial intelligence market demand in the Pearl River Delta and making the industrial agglomeration effect more obvious.
4. Government functions
GOVERNMENT FUNCTIONS
Policies and measures have been introduced one after another to accelerate the cluster development of the artificial intelligence industry in the Yangtze River Delta. The government of the Yangtze River Delta region attaches great importance to the cluster development of the artificial intelligence industry. In recent years, many provinces and cities have successively introduced policies to accelerate the cluster development of the artificial intelligence industry. The Yangtze River Delta is one of the regions with the most complete artificial intelligence industry policy system in the country, providing opportunities for the development of the artificial intelligence industry. favorable conditions. For example, in September 2022, Shanghai issued my country's first provincial-level local regulations - the "Shanghai Regulations on Promoting the Development of the Artificial Intelligence Industry". The regulations proposed to strengthen the agglomeration of artificial intelligence enterprises, establish and improve the artificial intelligence industry chain, and create an artificial intelligence characteristic industrial park. , strengthen the introduction of projects and promote the development of industrial agglomeration. The "Action Plan for Building Hangzhou National Artificial Intelligence Innovation and Application Pilot Zone (2022-2024)" promulgated by the Zhejiang Provincial Government proposes to strengthen intelligent industry clusters. Focusing on areas such as visual intelligence, smart homes, smart connected cars, smart robots, smart finance, and smart new drug research and development, we will implement "smart" industry cluster cultivation actions and organize a number of cultivation pilots. Establish a "Five Ones" cluster cultivation mechanism. Strengthen the linkage between provinces, cities and counties, accelerate the expansion of industrial clusters, cultivate industry leading enterprises, promote the construction of major projects, and accelerate the move towards a national artificial intelligence industry cluster.
The Yangtze River Delta region is one of the regions with the most active economic development, the highest degree of openness, and the strongest innovation capabilities in China. It is also one of the core regions for the development of artificial intelligence in China. In recent years, the digital economy has accelerated the process of artificial intelligence empowering industries to become intelligent, and has continuously released Artificial intelligence market demand. On the other hand, the intelligent transformation of traditional industries will accelerate the arrival of comprehensive industrialization of artificial intelligence and promote the development of industrial agglomeration. With the rapid development of artificial intelligence, artificial intelligence industrial clusters in the Yangtze River Delta and across the country will become more prosperous in the future.
Author | Thirteen
Typography | Spring Flowers
Review | Orange Orange
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