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/

【愛讓每個人都心碎】
https://youtu.be/DXjKJzN_gAg

是我第一次開口唱中文的歌曲!
這也是我第一次參加民視電視台的【台灣那麼旺】音樂綜藝節目,
這也是我疫情後第一個公開活動...
看似普通卻別具意義!
我雖非台灣人,卻選擇在台灣深耕30年,我的作品不多,只有100多首歌曲,這是我自己很喜愛的一首歌...
我自己很喜歡,謝謝作詞者陳家麗美麗的歌詞,謝謝這30年來所有支持愛護我,熱愛欣賞我的音樂的知音朋友,
因為有你們,可以讓我堅持只做黃大煒,只專注音樂事業,
實在幸福,我會繼續努力,感恩!

Soo many "Firsts" combined this year!!
My composition, "愛，讓每一個人都心碎" was the first Chinese song I had ever sang. Thank you amazing, Chen JiaLi, for writing the beautiful lyrics!!
The television show, "Taiwan No.1" was the first time I ever attended a "民視" show!
These two were the first public event since the pandemic...
Although it may seem ordinary, it truly holds a special meaning in my heart...
I am been calling Taipei my home for over 30 years, yet, I am not a Taiwanese citizen... I am thankful for all the support from my supporters and fans!!
It is because of you all, that I can still create and share my compositions!
Thank you and love you all!!
❤️🎶🤙🎤🎸🎬🎧

台灣那麼旺
#民視
黃大煒 (Huang Dawei)
製作人 葉哥kent
胡瓜 #白家綺
許富凱 Henry Hsu
曹雅雯 王治平
POLO WL
#VickyMeiMeiChao
#愛讓每一個人都心碎

🌻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

Hi everyone! I hope you're safe and well! (下有中文)

I finally decided to edit and upload my Twitch stream VODs. Thanks to the pandemic I have lot more time and lot less income.🥲 I can't really upgrade my PC nor PS4 so the video quality might not be very good. I hope you don't mind!
With that being said, I really enjoy playing this game and it has a strong RE4 vibe which is my favorite of the whole series. I'll upload the full gameplay and hopefully more to come. Thanks for watching and have a great day! 🙏🏻

☞ I speaks Chinese, English, some Spanish and a bit Japanese. I switch language during streaming since there are people from all parts of the world in my chat and I love that! You're welcome to join my live session too!

☞ Live schedule none fix due to the nature of... me🤷🏻‍♀️ and my job. In case you'd like to join I always post IG/FB story before streaming and I usually stream 1-2 days every week.

☞ For donate / collab / promote please DM my IG. Work related only.

● Twitch：https://www.twitch.tv/qqchana
● IG：https://www.instagram.com/qqchana
● FB：https://www.facebook.com/QQchana
● Patreon：https://www.patreon.com/qqchana
● Donate(Paypal)：https://www.paypal.com/webapps/shoppingcart?flowlogging_id=28050cf4140f5&mfid=1622164547299_28050cf4140f5#/checkout/openButton
● Donate(Opay)：https://payment.opay.tw/Broadcaster/Donate/9B02B1FFAF29252183E07073CE2D88F1

———————————————————————————————————

嗨！我把在Twitch的實況內容整理過來囉，一直以來是惡靈系列的忠實玩家，8代真的很有4代的感覺我玩得很開心❤️ 我不是專業主播純粹喜歡打遊戲，平台是PS4然後電腦設備也很陽春，疫情期間呈半失業狀態實在無法更新硬體請大家見諒🥲 如果有人喜歡我會盡量多上傳的！大家防疫加油喔！🙏🏻

☞ 我說多國語言所以直播時會根據觀眾組成換來換去，不是精神分裂。
☞ 播出時間不固定，因為我的工作沒有時間規律。開播前會先在 IG/FB 限時動態公告時間，通常是台灣時間的晚上到深夜，一週約1~2天。夜貓子歡迎來玩！
☞ 贊助/合作/業配 請私訊IG或FB粉專，非工作相關不會回覆。

● Twitch：https://www.twitch.tv/qqchana
● IG 本人：https://www.instagram.com/qqchana
● FB 粉專：https://www.facebook.com/QQchana
● Patreon 寫真：https://www.patreon.com/qqchana
● 贊助(Paypal)：https://www.paypal.com/webapps/shoppingcart?flowlogging_id=28050cf4140f5&mfid=1622164547299_28050cf4140f5#/checkout/openButton
● 贊助(歐付寶)：https://payment.opay.tw/Broadcaster/Donate/9B02B1FFAF29252183E07073CE2D88F1

Hi everyone! I hope you're safe and well! (下有中文)

I finally decided to edit and upload my Twitch stream VODs. Thanks to the pandemic I have lot more time and lot less income.🥲 I can't really upgrade my PC nor PS4 so the video quality might not be very good. I hope you don't mind!
With that being said, I really enjoy playing this game and it has a strong RE4 vibe which is my favorite of the whole series. I'll upload the full gameplay and hopefully more to come. Thanks for watching and have a great day! 🙏🏻

☞ I speaks Chinese, English, some Spanish and a bit Japanese. I switch language during streaming since there are people from all parts of the world in my chat and I love that! You're welcome to join my live session too!

☞ Live schedule none fix due to the nature of... me🤷🏻‍♀️ and my job. In case you'd like to join I always post IG/FB story before streaming and I usually stream 1-2 days every week.

☞ For donate / collab / promote please DM my IG. Work related only.

● Twitch：https://www.twitch.tv/qqchana
● IG：https://www.instagram.com/qqchana
● FB：https://www.facebook.com/QQchana
● Patreon：https://www.patreon.com/qqchana
● Donate(Paypal)：https://www.paypal.com/webapps/shoppingcart?flowlogging_id=28050cf4140f5&mfid=1622164547299_28050cf4140f5#/checkout/openButton
● Donate(Opay)：https://payment.opay.tw/Broadcaster/Donate/9B02B1FFAF29252183E07073CE2D88F1

———————————————————————————————————

嗨！我把在Twitch的實況內容整理過來囉，一直以來是惡靈系列的忠實玩家，8代真的很有4代的感覺我玩得很開心❤️ 我不是專業主播純粹喜歡打遊戲，平台是PS4然後電腦設備也很陽春，疫情期間呈半失業狀態實在無法更新硬體請大家見諒🥲 如果有人喜歡我會盡量多上傳的！大家防疫加油喔！🙏🏻

☞ 我說多國語言所以直播時會根據觀眾組成換來換去，不是精神分裂。
☞ 播出時間不固定，因為我的工作沒有時間規律。開播前會先在 IG/FB 限時動態公告時間，通常是台灣時間的晚上到深夜，一週約1~2天。夜貓子歡迎來玩！
☞ 贊助/合作/業配 請私訊IG或FB粉專，非工作相關不會回覆。

● Twitch：https://www.twitch.tv/qqchana
● IG 本人：https://www.instagram.com/qqchana
● FB 粉專：https://www.facebook.com/QQchana
● Patreon 寫真：https://www.patreon.com/qqchana
● 贊助(Paypal)：https://www.paypal.com/webapps/shoppingcart?flowlogging_id=28050cf4140f5&mfid=1622164547299_28050cf4140f5#/checkout/openButton
● 贊助(歐付寶)：https://payment.opay.tw/Broadcaster/Donate/9B02B1FFAF29252183E07073CE2D88F1

當Love Story 變成COVID Story …

純屬娛樂，請勿模仿

今天看到一則新聞 - 南韓只花了8 天從微解封到第四級，就算真的忍不住，
也是不能鬆懈啊各位 😭！！！

別為了一時快樂，毀了下半年的幸福啊🥺

P.S.
此創作拍攝於半夜無人的時候，
防疫準備都有萬全，請大家放心～

Lyrics 🎶
現在微解封 我們就要發瘋
我的媽媽said stay away from outside world
第三級延長有點太久
讓我耐性沒有 And I said
阿彌陀佛上帝保佑不要感染中
我還想活 我錢沒有那麽多
跟你沒緣分加上八字不合
這首covid story covid please go away

⚠️: 九粒的生活口說入門課現在起至8/31都有85折優惠唷！
輸入：staysafe 就ok囉！

連結點起來，英文一起好起來！👉🏻 https://bit.ly/3q4ZW39​

關於此頻道的評價：

⭐️ ⭐️⭐️⭐️⭐️

JR Lee “講著一口道地流利英文的搞怪少女，看她的影片會一邊笑死.. 一邊還是笑死”

知名導演Charlie Tsai: “身體放鬆，嘴巴張開，情緒噴張，跟著九粒High起來！”

阿卡貝拉：“開心好玩開腦洞嘎辣妹學英文”

神剪接師Yayun Hsu: “她就是顆健達出奇蛋- 你有什麼願望，她都給你滿足”

還不趕快訂起來😏
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