最近，我在「TIME時代」雜志的專欄文章裡，向全球的讀者介紹了大陸「世界工廠」的+AI自動化升級。隨著勞動力成本的上漲，工業自動化、智慧化勢必是大陸製造業的一劑特效藥。自動化能讓運營成本下降，但仍能讓中國大陸保持生產品質、流程、供應鏈維度的優勢。AI賦能產業升級的願景或許還需多年才能實現，但當下的大陸已經讓未來可期。

以下是專欄文章全文，經TIME授權翻譯轉載：

「中國世界工廠 + AI 的未來」

多年來，中國大陸一直被喻為「世界工廠」，即便在全球其他經濟體紛紛遭遇新冠疫情重擊的2020年，大陸製造產業仍然維持穩健的增長范式，全年產值高達3.854萬億美元，占到全球市場近三分之一。

但如果你腦中的大陸工廠是傳統的「血汗工廠」，是時候修正你的刻板印象了。大陸經濟已經迅速地從疫情衝擊下復蘇，疫情同時催化了各種各樣人工智慧（AI）的應用場景加速實現。自2014年以來，中國大陸的AI專利申請量已經超越美國，至今維持全球領先。在學術領域，中國大陸的AI研究論文發表數量、AI期刊的引用量，也雙雙在近年超過了美國。在產業方面，AI應用在大陸的落地速度超越世界其他國家和地區，具有商業價值的AI應用如今開始百花齊放，整合了軟體、硬體和機器人技術的新一代自動化揭開序曲，AI賦能傳統行業的能量，正在蓄勢待發地重塑各行各業。

人類社會至今經歷了三次不同的工業革命：蒸汽革命、電力革命和資訊革命。我相信，AI將會是推動全球第四次工業革命的核心引擎，在世界各地點燃數位化和自動化的變革，而這波前所未有的硬科技浪潮，將由中國來引領實踐。

由於勞動人口減少和新增人口放緩，中國大陸的傳統產業正面臨著勞動力成本上升的巨大壓力，AI正是解決這個難題的技術解答。人工智慧不僅能夠降低運營成本，提高生產效率，擴大整體產能，還有望能帶來收入的增長。

例如，創新工場投資的廣州極飛科技是一家致力於未來農業的AI科技公司，極飛將無人機、機器人和感測器部署在稻田、麥田和棉花田裡，用技術賦能農業中的播種、農藥噴灑、栽種管理、甚至天氣監測環節。用於作物噴灑的極飛科技R150農業無人車已經被推廣到了英國，應用在蘋果、草莓、黑莓等多種經濟作物的種植流程中。

一些大陸的創新公司正積極把機器人拓展到意想不到的場景。總部位於北京的鎂伽是創新工場投資的生命科學智慧自動化公司，他們和實驗室、製藥公司、高校合作，憑藉AI+機器人技術的積累，用自動化解決方案執行實驗室中勞動密集、重複性高、但需要高度精確的任務和流程，同時機器人作業也將盡最大可能保護實驗室人員降低實驗過程中的感染風險。

除了創業公司，我們看到幾家成熟的龍頭企業也開始積極擁抱AI。創新工場參與了有28年歷史的中力電動叉車，這家頭部的鋰電叉車製造商已經推出了能夠在工廠、倉庫自主運行的無人叉車，並且無需對運行環境進行改造，能快速實現從手動到電動到自動駕駛的搬運賦能創新。此外，擁有50多年歷史的領先客車製造商-宇通集團，與自動駕駛獨角獸企業-文遠知行戰略合作，已在大陸三個城市的馬路上運行全無人駕駛小巴。

接著會發生什麼？我大膽預見，在更長遠的未來，機器人和AI將接管大多數產品的製造、設計、交付甚至營銷——很可能將生產成本降低到和原物料成本相差無幾。未來的機器人有能力自我複製和自我修復，甚至做到部分自我反覆運算設計。房屋和公寓將交由AI主導設計，使用預製建築模塊，交由機器人像搭積木似地築樓蓋房。無人公交、無人摩托等隨傳隨到的自動化未來交通系統，能將我們安全無虞地送達想去的地方。

這些願景成為現實或許還需要多年，但此時的大陸正在積極鋪墊引領新一代自動化革命的基石。可期的是，中國工廠的實力將不僅僅體現在產能上，而將逐步彰顯在智慧上。

本文經「TIME時代」授權進行中文編譯，原文如下：

China Is Still the World's Factory — And It's Designing the Future With AI

BY KAI-FU LEE

For many years now, China has been the world’s factory. Even in 2020, as other economies struggled with the effects of the pandemic, China’s manufacturing output was $3.854 trillion, up from the previous year, accounting for nearly a third of the global market.

But if you are still thinking of China’s factories as sweatshops, it’s probably time to change your perception. The Chinese economic recovery from its short-lived pandemic blip has been boosted by its world-beating adoption of artificial intelligence (AI). After overtaking the U.S. in 2014, China now has a significant lead over the rest of the world in AI patent applications. In academia, China recently surpassed the U.S. in the number of both AI research publications and journal citations. Commercial applications are flourishing: a new wave of automation and AI infusion is crashing across a swath of sectors, combining software, hardware and robotics.

As a society, we have experienced three distinct industrial revolutions: steam power, electricity and information technology. I believe AI is the engine fueling the fourth industrial revolution globally, digitizing and automating everywhere. China is at the forefront in manifesting this unprecedented change.

Chinese traditional industries are confronting rising labor costs thanks to a declining working population and slowing population growth. The answer is AI, which reduces operational costs, enhances efficiency and productivity, and generates revenue growth.

For example, Guangzhou-based agricultural-technology company XAG, a Sinovation Ventures portfolio company, is sending drones, robots and sensors to rice, wheat and cotton fields, automating seeding, pesticide spraying, crop development and weather monitoring. XAG’s R150 autonomous vehicle, which sprays crops, has recently been deployed in the U.K. to be used on apples, strawberries and blackberries.

Some companies are rolling out robots in new and unexpected sectors. MegaRobo, a Beijing-based life-science automation company also backed by Sinovation Ventures, designs AI and robots to safely perform repetitive and precise laboratory work in universities, pharmaceutical companies and more, reducing to zero the infection risk to lab workers.

It’s not just startups; established market leaders are also leaning into AI. EP Equipment, a manufacturer of lithium-powered warehouse forklifts founded in Hangzhou 28 years ago, has with Sinovation Ventures’ backing launched autonomous models that are able to maneuver themselves in factories and on warehouse floors. Additionally Yutong Group, a leading bus manufacturer with over 50 years’ history, already has a driverless Mini Robobus on the streets of three cities in partnership with autonomous vehicle unicorn WeRide.

Where is all this headed? I can foresee a time when robots and AI will take over the manufacturing, design, delivery and even marketing of most goods—potentially reducing costs to a small increment over the cost of materials. Robots will become self-replicating, self-repairing and even partially self-designing. Houses and apartment buildings will be designed by AI and use prefabricated modules that robots put together like toy blocks. And just-in-time autonomous public transportation, from robo-buses to robo-scooters, will take us anywhere we want to go.

It will be years before these visions of the future enter the mainstream. But China is laying the groundwork right now, setting itself up to be a leader not only in how much it manufactures, but also in how intelligently it does it.

Source：https://time.com/6084158/china-ai-factory-future/

🌻台灣時間昨天(08/08)是父親節. 在這邊祝各位父親佳節愉快. 也希望大家珍惜與家人相處的時光. 對家人表達愛意, 也不需要特別等到這一天.

🌻美國生活
Lockdown後, 請小心腰圍..........

前幾天去了醫院. 醫生也說, 疫情後, 她大約有1/4的孩童客戶是過重(還是肥胖). 也有些孩子還得了憂鬱症.

這篇文章介紹了跟減重有關的公司:
3 Stocks to Buy That Should Get a Boost From Pandemic-Driven Consumer Weight Gain
https://finance.yahoo.com/m/4cde2823-fb4e-3438-98dc-db880586fad6/3-stocks-to-buy-that-should.html

🌻18位共和黨議員倒戈　1.2兆美元基建案參院程序表決過關
https://www.bcc.com.tw/newsView.6879676

🌻"Guidance (財測) is the product of both operational insight (營運的洞悉) and expectation management(預期的管理)."
https://www.wsj.com/articles/how-long-can-bmw-resist-teslas-pull-11628005314

上面那句話說的挺好. 財測是高層對未來營運做預估的一種方法. 之前放掉一家公司, 就是因為公司的營收預估一直做得不好, 加上也還有比它更好的公司.

🌻上週做的功課與閱讀
上週花比較多的時間在看公司的財報結果. 功課反而有些亂掉了. 不過還是整理了一下看到的一些資訊:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post.html

🌻PayPal(PYPL)Q3 2021財報的電話會議內容已經整理好:
https://drive.google.com/file/d/1N64aPdl4fVybdNL5F1tFsj_YKWBnywaC/view?usp=sharing

🌻前幾天分享了一些基金經理人挑股的邏輯: 看趨勢, 找產業insight, 看商業模式, 把公司拿來跟產業其他對手相比, 看飛輪效應, 看高層&執行力. 有興趣的可以看看.

🌻新冠疫情反撲導致好萊塢影視製作中斷
https://on.wsj.com/3ClUHCx
中文稿中並沒有提到的是, 演藝圈其實跟餐飲業很像, 是人與人間需要近距離相處的產業.
"Hollywood movie and TV sets differ from typical office environments as people are often forced to work in close proximity with one another. Masks and social distancing are sometimes unrealistic, and cast and crew members frequently enter and leave filming locations."
https://www.wsj.com/articles/hollywood-productions-halted-as-covid-19-emerges-on-sets-again-11627551001

🌻美國這幾天目前最紅的亞裔Sunisa Lee.......苗族人(Hmong).
https://www.youtube.com/watch?v=4Qn49CBmd9M

中西部真的挺多. 都有在Wisonsin, Minnesota碰到過.

苗族人定居美國的故事: https://bit.ly/3yxYA50
"大批苗族人在70年代以難民身份來美定居，至今美國苗族人口約有26萬。他們集中在美國中西部地區生活，明尼蘇達州正是 苗族社群的最大聚居地，人口逾6.6萬人，蘇妮莎正是出生於該州首府聖保羅巿（Saint Paul）。蘇妮莎的父母正是來美的難民之一，然而雖然成功逃避戰亂，但至今六成美國苗族人屬於低收入階層，超過四分一更屬貧窮階層。"

The only thing our parents knew was to push us to go to school, get an education and go to college. They never thought that us as Asians could do any extracurricular activities without being judged,” said Amy Vang, owner of Little Luxuries Nail Lounge, where Lee got her nails done ahead of the Olympics. “That’s why Suni’s story has touched so many people…It has opened eyes in the Hmong community, to parents, that you can support your children in whatever they want to do and they can become successful.”
https://www.wsj.com/articles/sunisa-lee-tokyo-olympics-nails-11627737076

🌻Apple TV+的"Schmigadoon"這部片挺不錯........有興趣的話可以看看(尤其是喜歡歌舞劇的讀者).
劇裡面的這首歌我也很喜歡. 與大家分享.
"With All of Your Heart"
https://www.youtube.com/watch?v=39UCSfQwO8E

Pictures: Sleeping Bear Dunes National Lakeshore; 本周發表財報的公司一覽表

reinventing the wheel 再度創造輪子。

經過解釋，菲爾認為師父要把唐鳳系統納入台北通，不要下載那麼多 APP 不無道理。他的疑問是，台北通連結唐鳳系統後，使用端需不需要再更新？這是不是設計給還沒有下載唐鳳系統的人？

本人認為，絕大多數的 (非長者) 台灣人應該已經下載了唐鳳預約系統了吧？要資訊局再去研究怎麼把兩者連在一起，強調說我們的服務更好，是我就比你棒的中二心態。

★總之，再度創造輪子，以下開放對應台語中文俗語。★

維基：由於輪子已經被發明並且被認為沒有任何操作缺陷，因此嘗試重新發明輪子，將毫無意義不會增加任何價值，並且會浪費時間，將資源從可能更有價值的目標上轉移。

As it has already been invented and is not considered to have any operational flaws, an attempt to reinvent it would be pointless and add no value to the object, and would be a waste of time, diverting the investigator's resources from possibly more worthy goals.

【黑 Black】 http://youtube.com/Ph0enixB1ack
【第一集】 https://www.youtube.com/watch?v=lkVl1yZ2tqs
【第二集】https://youtu.be/mN77jBLpOmY
【第三集】https://youtu.be/L1cfmBAqwbo
【第四集】https://youtu.be/O0JOAKRdWpk

【簡介】
A Christmas adventure map unlike any other. DoubleUpGaming brings you a magical experience this holiday with Christmas - An Awakening. The game is set in the luscious north pole hemisphere deep within Santa's workshop and village, you your self are an elf that has been awakened from a deep cryogenic sleep, however what exactly have you awakened to?

This Minecraft Christmas map has been built making use of all that 1.8+ has given us including:

Fully Narrative driven Adventure map with Resource pack
In the map we have spent hours perfecting the voices and cut scenes within the game - Be prepared for comedy, drama and emotion in the epic tale of a young elf's awakening from his deep sleep.

Wave Boss fighting system
In a build up to dramatic events, we have implemented a fully operational Wave Boss system in which you will need to fight off against wave after wave of enemies with the little resources you have.

Slow motion action scenes
Well... you will just have to find out for your self, trust us on that.

*New Elf Collectibles!
Elf trading cards have now been implemented into the map, some are easy to find others are much harder, you will also receive candy for finding them based on their rarity .

【CREDIT】

MAP: http://www.minecraftforum.net/forums/mapping-and-modding/maps/2294174-voiced-christmas-adventure-resource-map-christmas

Author: DoubleUpGaming

It would be unfair to say that the texture pack was made by solely us. Although heavily modified to the extent that the texture pack would not make sense outside of the adventure map, assets from



HerrSommer A Christmas Carol

http://www.planetminecraft.com/texture_pack/herrsommer-a-christmas-carol---14---v2/

Lead Developer: Daniel Colaianni

Assistant Developer: Chelsea Copping

Map Building

Map Building Team: Liam Smith

Map Building Team: Jamie Witham

Map Building Team: Colin Raser

Support

Map Build Server Sponsored by: Sponsor this map? Contact: support@doubleupgaming.com

Voices -

Santa: Daniel Colaianni

A.I Core: Modified tts Crystal

Mallonson Elf: Thomas Lock

----------------------------------------­-----------------------------
如果喜歡我的影片,可以點個喜歡;
如果想繼續追蹤新影片,可以點個訂閱唷。

Please give a like kindly if you enjoyed the video.
If you are interest in the upcoming video,
please subscribe the channel and keep following JellyFish.

有什麼意見或問題,都可以在下方評論給我。
水母我一定會繼續努力的唷~

If you have any problems or questions,
feel free to leave any comments on JellyFish's Youtube or Facebook Fans Page.
---------------------------------------------------------------------
【Equipment 實況後製相關設備】
---------------------------------------------------------------------
錄音: Samson C01U
錄影: Action!, OBS
後製: Adobe Premiere CC and Audacity
繪圖: Clip Studio Paint Pro, Adobe Photoshop CC
---------------------------------------------------------------------
【Background Music 背景音樂】
---------------------------------------------------------------------
．From Epidemic Sound Player
．From Youtube 內建音樂庫
----------------------------------------­-----------------------------
【Contact 聯絡】
----------------------------------------­-----------------------------
【水母 Twitch Channel】
http://zh-tw.twitch.tv/jellyfish01486
----------------------------------------­-----------------------------
【水母 個人粉絲專頁 Fans Page】
http://www.facebook.com/jellyfish01486
----------------------------------------­-----------------------------
【Facebook】 jellyfish01486@gmail.com
【Email:】jellyfish01486@gmail.com
【Instagram】jellyfish01486
【Twitter】:jellyfish01486
【RC群】 25687656
【RC 】 apple031
----------------------------------------­-----------------------------

【黑 Black】 http://youtube.com/Ph0enixB1ack
【第一集】 https://www.youtube.com/watch?v=lkVl1yZ2tqs
【第二集】https://youtu.be/mN77jBLpOmY

【簡介】
A Christmas adventure map unlike any other. DoubleUpGaming brings you a magical experience this holiday with Christmas - An Awakening. The game is set in the luscious north pole hemisphere deep within Santa's workshop and village, you your self are an elf that has been awakened from a deep cryogenic sleep, however what exactly have you awakened to?

This Minecraft Christmas map has been built making use of all that 1.8+ has given us including:

Fully Narrative driven Adventure map with Resource pack
In the map we have spent hours perfecting the voices and cut scenes within the game - Be prepared for comedy, drama and emotion in the epic tale of a young elf's awakening from his deep sleep.

Wave Boss fighting system
In a build up to dramatic events, we have implemented a fully operational Wave Boss system in which you will need to fight off against wave after wave of enemies with the little resources you have.

Slow motion action scenes
Well... you will just have to find out for your self, trust us on that.

*New Elf Collectibles!
Elf trading cards have now been implemented into the map, some are easy to find others are much harder, you will also receive candy for finding them based on their rarity .

【CREDIT】

MAP: http://www.minecraftforum.net/forums/mapping-and-modding/maps/2294174-voiced-christmas-adventure-resource-map-christmas

Author: DoubleUpGaming

It would be unfair to say that the texture pack was made by solely us. Although heavily modified to the extent that the texture pack would not make sense outside of the adventure map, assets from



HerrSommer A Christmas Carol

http://www.planetminecraft.com/texture_pack/herrsommer-a-christmas-carol---14---v2/

Lead Developer: Daniel Colaianni

Assistant Developer: Chelsea Copping

Map Building

Map Building Team: Liam Smith

Map Building Team: Jamie Witham

Map Building Team: Colin Raser

Support

Map Build Server Sponsored by: Sponsor this map? Contact: support@doubleupgaming.com

Voices -

Santa: Daniel Colaianni

A.I Core: Modified tts Crystal

Mallonson Elf: Thomas Lock

----------------------------------------­-----------------------------
如果喜歡我的影片,可以點個喜歡;
如果想繼續追蹤新影片,可以點個訂閱唷。

Please give a like kindly if you enjoyed the video.
If you are interest in the upcoming video,
please subscribe the channel and keep following JellyFish.

有什麼意見或問題,都可以在下方評論給我。
水母我一定會繼續努力的唷~

If you have any problems or questions,
feel free to leave any comments on JellyFish's Youtube or Facebook Fans Page.
---------------------------------------------------------------------
【Equipment 實況後製相關設備】
---------------------------------------------------------------------
錄音: Samson C01U
錄影: Action!, OBS
後製: Adobe Premiere CC and Audacity
繪圖: Clip Studio Paint Pro, Adobe Photoshop CC
---------------------------------------------------------------------
【Background Music 背景音樂】
---------------------------------------------------------------------
．From Epidemic Sound Player
．From Youtube 內建音樂庫
----------------------------------------­-----------------------------
【Contact 聯絡】
----------------------------------------­-----------------------------
【水母 Twitch Channel】
http://zh-tw.twitch.tv/jellyfish01486
----------------------------------------­-----------------------------
【水母 個人粉絲專頁 Fans Page】
http://www.facebook.com/jellyfish01486
----------------------------------------­-----------------------------
【Facebook】 jellyfish01486@gmail.com
【Email:】jellyfish01486@gmail.com
【Instagram】jellyfish01486
【Twitter】:jellyfish01486
【RC群】 25687656
【RC 】 apple031
----------------------------------------­-----------------------------