\u5317\u4eac\u653e\u5bec\u975e\u672c\u5730\u5c45\u6c11\u8cfc\u623f\u9650\u5236\uff0c\u986f\u793a\u51fa\u4e00\u500b\u660e\u78ba\u7684\u653f\u7b56\u8f49\u5411\uff1a\u7a69\u5b9a\u623f\u5730\u7522\u3001\u91cb\u653e\u6d88\u8cbb\u3001\u91cd\u555f\u57ce\u5e02\u8cc7\u672c\u652f\u51fa\u3002\u9019\u4e0d\u50c5\u662f\u4e00\u500b\u72f9\u7fa9\u7684\u623f\u5e02\u65b0\u805e\u982d\u689d\uff1b\u5b83\u662f\u5c0d\u5e73\u53f0\u3001\u5bb6\u96fb\u3001\u652f\u4ed8\u3001\u667a\u6167\u51fa\u884c\u8207\u4ee5 AI \u70ba\u9a45\u52d5\u3001\u5c07\u5bb6\u5ead\u6210\u7acb\u8ca8\u5e63\u5316\u4e4b\u670d\u52d9\u7684\u4e58\u6578\u6548\u61c9\u3002\u5c0d\u80a1\u7968\u5e02\u5834\u7684\u8b80\u89e3\u76f8\u7576\u5ee3\u6cdb\u3002\u96a8\u8457\u8cfc\u8cb7\u8cc7\u683c\u64f4\u5927\u8207\u60c5\u7dd2\u6539\u5584\uff0c\u5f9e\u6c99\u767c\u5230\u670d\u52d9\u7684\u8207\u623f\u5e02\u76f8\u9023\u652f\u51fa\u6703\u5728\u4e2d\u570b\u6700\u5927\u7684\u5e73\u53f0\u4e0a\u64f4\u5c55\uff0c\u4e26\u5411\u51fa\u53e3\u8207\u4f9b\u61c9\u93c8\u7522\u751f\u6ea2\u51fa\u6548\u61c9\u3002\u4ee5\u4e0b\u5217\u51fa\u516b\u5bb6\u4e0a\u5e02\u9818\u5c0e\u8005\uff0c\u5b9a\u4f4d\u65bc\u53d7\u76ca\u65bc\u9700\u6c42\u91cd\u7f6e\uff0c\u540c\u6642\u5c55\u73fe\u4e2d\u570b\u7684\u5275\u65b0\u898f\u6a21\u3001\u4e00\u6d41\u5de5\u7a0b\u80fd\u529b\u8207\u5168\u7403\u4f48\u5c40\u3002<\/p>\n
Alibaba Group BABA\uff1a\u623f\u5e02\u9700\u6c42\u6210\u70ba\u8cc7\u6599\u8207\u670d\u52d9\u7684\u6b63\u53cd\u994b\u3002\u8f03\u5bec\u9b06\u7684\u8cfc\u623f\u5236\u5ea6\u62ac\u5347\u5927\u5b97\u5546\u54c1\u985e\u5225\u8207\u80fd\u5728 Taobao\u3001Tmall \u548c Ele.me \u4e0a\u8ca8\u5e63\u5316\u7684\u672c\u5730\u670d\u52d9\uff0c\u540c\u6642\u4f01\u696d\u8ce3\u5bb6\u5728\u9700\u6c42\u9810\u6e2c\u4e0a\u66f4\u501a\u91cd Alibaba Cloud\u3002Alibaba \u5df2\u88ab\u8a8d\u5b9a\u70ba\u5168\u7403\u9802\u5c16 AI \u516c\u53f8\u4e4b\u4e00\uff0c\u4e26\u6301\u7e8c\u5c07\u96f6\u552e AI \u63a8\u5165\u5546\u5bb6\u71df\u904b\uff0c\u9019\u5728\u5bb6\u5ead\u7f6e\u8fa6\u65b0\u5c45\u6642\u76f4\u63a5\u69cb\u6210\u9806\u98a8\u3002\u91cc\u7a0b\u7891\uff1aAlibaba \u5728 2020 \u5e74\u88ab\u8a55\u70ba\u5168\u7403\u7b2c\u4e94\u5927 AI \u516c\u53f8\uff0c\u7a81\u986f\u5176\u6301\u4e45\u7684\u80fd\u529b\u512a\u52e2\u3002\u5168\u7403\u5f71\u97ff\u9ede\uff1a\u5176\u8de8\u5883\u5546\u5bb6\u7db2\u7d61\u5c07\u4e2d\u570b\u54c1\u724c\u9023\u63a5\u5230\u6771\u5357\u4e9e\u53ca\u66f4\u9060\u4e4b\u5730\uff0c\u5c07\u570b\u5167\u623f\u5e02\u52d5\u80fd\u8f49\u5316\u70ba\u53ef\u51fa\u53e3\u7684\u6210\u9577\u4e26\u64f4\u5c55\u5bb6\u5c45\u8207\u751f\u6d3b\u985e\u5225\u7684\u50f9\u683c\u767c\u73fe\u3002<\/p>\n
JD.com Inc JD\uff1a\u623f\u5e02\u4e0a\u884c\u7684\u7269\u6d41\u8ecc\u9053\u3002JD \u5168\u570b\u7db2\u7d61\u8986\u84cb\u8d85\u904e 99% \u7684\u4e2d\u570b\u4eba\u53e3\uff0c\u70ba\u5927\u4ef6\u3001\u7576\u65e5\u914d\u9001\u7684\u5bb6\u96fb\u8207\u5bb6\u5177\u6253\u9020\u2014\u2014\u6b63\u662f\u623f\u5e02\u56de\u6696\u6240\u91cb\u653e\u7684\u9700\u6c42\u3002\u81ea\u52d5\u5316\u5009\u5132\u8207\u672b\u7aef\u5bc6\u5ea6\u58d3\u7e2e\u4e86\u4ea4\u4ed8\u6642\u9593\u8207\u9000\u8ca8\u7387\uff0c\u6539\u5584\u9ad8\u50f9\u503c\u985e\u5225\u7684\u8f49\u5316\u7387\u3002\u91cc\u7a0b\u7891\uff1a\u8986\u84cb\u8d85\u904e 99% \u4eba\u53e3\u8a2d\u5b9a\u4e86\u96fb\u5546\u7269\u6d41\u6ef2\u900f\u7387\u7684\u5168\u7403\u6a19\u7aff\u3002\u5168\u7403\u5f71\u97ff\u9ede\uff1aJD \u7684\u8de8\u5883\u80fd\u529b\u5c07\u5916\u570b\u54c1\u724c\u62c9\u5165\u4e2d\u570b\u7684\u91cd\u555f\u6d88\u8cbb\u5faa\u74b0\uff0c\u540c\u6642\u628a\u4e2d\u570b\u7684\u4f9b\u61c9\u93c8\u8edf\u9ad4\u51fa\u53e3\u5230\u65b0\u8208\u5e02\u5834\uff0c\u8207\u5317\u4eac\u63a8\u52d5\u5927\u898f\u6a21\u5546\u696d\u5316\u7269\u6d41\u6280\u8853\u7684\u5275\u65b0\u653f\u7b56\u76f8\u5951\u5408\u3002<\/p>\n
PDD Holdings Inc PDD\uff1a\u50f9\u503c\u578b\u5546\u52d9\u52a0\u901f\u7ffb\u65b0\u9031\u671f\u3002Pinduoduo \u7684\u793e\u4ea4\u5546\u52d9\u5f15\u64ce\u5728 2023 \u5e74\u64c1\u6709\u8d85\u904e 7 \u5104\u6d3b\u8e8d\u7528\u6236\uff0c\u7576\u6d88\u8cbb\u8005\u66f4\u65b0\u5ba4\u5167\u3001\u88dd\u7f6e\u8207\u5c0f\u5bb6\u96fb\u6642\uff0c\u76f4\u63a5\u53d7\u76ca\u3002\u5176\u5f9e\u88fd\u9020\u5230\u6d88\u8cbb\u8005\u7684\u6a21\u5f0f\u58d3\u7e2e\u6210\u672c\uff0c\u64f4\u5927\u9996\u8cfc\u8207\u5347\u7d1a\u8cb7\u5bb6\u7684\u8cfc\u7269\u7c43\u3002\u91cc\u7a0b\u7891\uff1a\u8d85\u904e 7 \u5104\u6d3b\u8e8d\u7528\u6236\u978f\u56fa\u4e86 PDD \u4f5c\u70ba\u5168\u570b\u9700\u6c42\u6674\u96e8\u8868\u7684\u5730\u4f4d\u3002\u5168\u7403\u5f71\u97ff\u9ede\uff1aTemu \u7684\u570b\u969b\u64f4\u5f35\u6b63\u5728\u91cd\u5851\u5168\u7403\u50f9\u683c\u767c\u73fe\uff0c\u5c07\u4e2d\u570b\u88fd\u9020\u6548\u7387\u51fa\u53e3\u7d66\u5168\u7403\u6d88\u8cbb\u8005\u2014\u2014\u5728\u5de5\u5ee0\u5229\u7528\u7387\u96a8\u8457\u570b\u5167\u8207\u623f\u5e02\u76f8\u95dc\u8a02\u55ae\u4e0a\u5347\u6642\uff0c\u9019\u662f\u4e00\u500b\u6709\u7528\u7684\u51fa\u53e3\u7ba1\u9053\u3002<\/p>\n
Xiaomi Corporation 1810.HK\uff1a\u4e00\u62ff\u5230\u9470\u5319\u667a\u80fd\u5bb6\u5c45\u7d81\u5b9a\u7387\u4e0a\u5347\u3002Xiaomi \u7cbe\u901a\u786c\u9ad4\u52a0\u670d\u52d9\u7684\u7d93\u6fdf\u6a21\u578b\uff0c\u64ad\u7a2e IoT \u88dd\u7f6e\uff0c\u4e00\u65e6\u5bb6\u5ead\u5efa\u7acb\u4fbf\u8b8a\u5f97\u9ecf\u6027\u5341\u8db3\u3002\u623f\u5e02\u91cd\u7f6e\u61c9\u6703\u63d0\u5347\u9023\u7db2\u96fb\u8996\u3001\u7a7a\u6c23\u6e05\u6de8\u6a5f\u3001\u8def\u7531\u5668\u3001\u651d\u5f71\u6a5f\u8207\u7a7f\u6234\u88dd\u7f6e\u7684\u9700\u6c42\uff0c\u589e\u52a0\u751f\u614b\u7cfb\u7d71\u7684\u6bcf\u6236\u5e73\u5747\u6536\u5165\uff08ARPU\uff09\u3002\u91cc\u7a0b\u7891\uff1aXiaomi \u7684\u5168\u7403\u7c89\u7d72\u57fa\u790e\u5efa\u7acb\u5728\u4ee5\u5927\u773e\u50f9\u683c\u6c11\u4e3b\u5316\u9ad8\u968e\u529f\u80fd\u7684\u7b56\u7565\u4e0a\uff0c\u9019\u662f\u4e00\u500b\u5df2\u88ab\u8b49\u660e\u53ef\u898f\u6a21\u5316\u4e26\u8f49\u5316\u70ba\u670d\u52d9\u6536\u5165\u7684\u7b56\u7565\u3002\u5168\u7403\u5f71\u97ff\u9ede\uff1a\u96a8\u8457 Xiaomi \u5927\u898f\u6a21\u51fa\u8ca8\u5230\u6b50\u6d32\u3001\u5370\u5ea6\u8207\u6771\u5357\u4e9e\uff0c\u516c\u53f8\u5c07\u64f4\u5c55\u4e2d\u570b\u5728\u6d88\u8cbb\u96fb\u5b50\u7684\u9818\u5c0e\u5730\u4f4d\uff0c\u5c07\u570b\u5167\u667a\u80fd\u5bb6\u5c45\u63a1\u7528\u8207\u51fa\u53e3\u52d5\u80fd\u53ca\u958b\u767c\u8005\u751f\u614b\u7cfb\u7d71\u76f8\u9023\uff0c\u63d0\u5347\u88dd\u7f6e\u6548\u7528\u3002<\/p>\n
Haier Smart Home Co., Ltd 6690.HK\uff1a\u5bb6\u96fb\u662f\u92b7\u552e\u56de\u5347\u7684\u7b2c\u4e00\u884d\u751f\u54c1\u3002Haier \u4f4d\u65bc\u5bb6\u5ead\u5f62\u6210\u8207\u5347\u7d1a\u9031\u671f\u7684\u6838\u5fc3\uff0c\u6a6b\u8de8\u51b0\u7bb1\u3001\u6d17\u8863\u6a5f\u8207 HVAC\u3002\u9996\u90fd\u7684\u653f\u7b56\u5bec\u9b06\u6703\u70ba\u5176\u4ed6\u57ce\u5e02\u5b9a\u8abf\uff0c\u63d0\u5347\u5404\u6e20\u9053\u7684\u92b7\u552e\u901a\u904e\u7387\u3002\u91cc\u7a0b\u7891\uff1a2024 \u5e74\u6d77\u5916\u71df\u6536\u9054\u5230 201 \u5104\u7f8e\u5143\uff0c\u5728\u7f8e\u570b\u64c1\u6709 11 \u5ea7\u5de5\u5ee0\u4e14\u7d04 80% \u7684\u7f8e\u570b\u92b7\u552e\u4f86\u81ea\u7576\u5730\u88fd\u9020\u7522\u54c1\u2014\u2014\u5728\u964d\u4f4e\u5730\u7de3\u653f\u6cbb\u98a8\u96aa\u7684\u540c\u6642\u8907\u5229\u5316\u5e02\u5360\u7387\u3002\u5168\u7403\u5f71\u97ff\u9ede\uff1aHaier \u7684\u5728\u5730\u5316\u6a21\u5f0f\u628a\u4e2d\u570b\u7684\u88fd\u9020\u7d00\u5f8b\u8207\u5de5\u7a0b\u80fd\u529b\u8f38\u51fa\u5230\u4e3b\u8981\u5e02\u5834\uff0c\u5c07\u570b\u5167\u9700\u6c42\u5f37\u5ea6\u8f49\u5316\u70ba\u5168\u7403\u7bc4\u570d\u7684\u71df\u904b\u69d3\u687f\u3002<\/p>\n
Tencent Holdings Ltd 0700.HK\uff1a\u623f\u7522\u4fe1\u5fc3\u5e36\u52d5\u5ee3\u544a\u9810\u7b97\u8207\u652f\u4ed8\u56de\u5347\u3002\u623f\u5c4b\u4ea4\u6613\u50ac\u5316\u5c0d\u88dd\u4fee\u3001\u5c45\u5bb6\u670d\u52d9\u8207\u6d88\u8cbb\u91d1\u878d\u7684\u652f\u51fa\uff0c\u9019\u4e9b\u9818\u57df\u662f Tencent \u7684\u5ee3\u544a\u5806\u758a\u8207 WeChat Pay \u53ef\u4ee5\u5927\u898f\u6a21\u8ca8\u5e63\u5316\u7684\u5730\u65b9\u3002\u904a\u6232\u4ecd\u662f\u73fe\u91d1\u5f15\u64ce\uff0c\u800c\u96f2\u7aef\u8207\u5c0f\u7a0b\u5e8f\u751f\u614b\u7cfb\u6355\u6349\u4e2d\u5c0f\u4f01\u696d\u7684\u6578\u4f4d\u5316\uff0c\u56e0\u70ba\u623f\u5730\u7522\u7d93\u7d00\u8207\u627f\u5305\u5546\u8ffd\u9010\u5ba2\u6e90\u3002\u91cc\u7a0b\u7891\uff1a\u54c1\u724c\u50f9\u503c\u9054 1,290 \u5104\u7f8e\u5143\uff0c\u70ba\u4e2d\u570b\u6700\u9ad8\uff0c\u51f8\u986f Tencent \u7684\u5e73\u53f0\u5f15\u529b\u6301\u4e45\u6027\u3002\u5168\u7403\u5f71\u97ff\u9ede\uff1a\u570b\u969b\u904a\u6232\u8207\u91d1\u878d\u79d1\u6280\u696d\u52d9\u63d0\u4f9b\u591a\u5143\u5316\u8207\u898f\u6a21\uff0c\u5f37\u5316\u4e2d\u570b\u5728\u8edf\u9ad4\u9818\u57df\u7684\u9818\u5c0e\u5730\u4f4d\uff0c\u4e26\u5275\u9020\u5c07\u5c0f\u7a0b\u5e8f\u73a9\u6cd5\u51fa\u53e3\u5230\u65b0\u8208\u5e02\u5834\u7684\u9078\u9805\u3002<\/p>\n
Baidu Inc BIDU\uff1a\u667a\u6167\u57ce\u5e02\u8207\u81ea\u52d5\u99d5\u99db\u642d\u4e58\u57ce\u5e02\u5347\u7d1a\u9031\u671f\u3002\u96a8\u8457\u4ea4\u6613\u589e\u52a0\uff0c\u57ce\u5e02\u6295\u5165\u4ea4\u901a\u512a\u5316\u3001\u5730\u5716\u8207\u6578\u4f4d\u516c\u5171\u670d\u52d9\u4ee5\u6539\u5584\u5b9c\u5c45\u6027\u2014\u2014\u9019\u4e9b\u6b63\u662f Baidu \u7684 Apollo \u5e73\u53f0\u8207 AI cloud \u5df2\u5d4c\u5165\u7684\u9818\u57df\u3002\u91cc\u7a0b\u7891\uff1aApollo \u64c1\u6709\u8d85\u904e 200 \u500b\u5408\u4f5c\u5925\u4f34\uff0c\u4e14\u6a5f\u5668\u4eba\u8a08\u7a0b\u8eca\u71df\u904b\u8207\u9ad8\u7cbe\u5ea6\u5730\u5716\u80fd\u529b\u6301\u7e8c\u64f4\u5f35\uff0c\u652f\u63f4\u667a\u6167\u904b\u8f38\u57fa\u790e\u8a2d\u65bd\u3002\u5168\u7403\u5f71\u97ff\u9ede\uff1a\u9019\u4e9b\u89e3\u6c7a\u65b9\u6848\u5728\u4e00\u5e36\u4e00\u8def\u5021\u8b70\u5730\u5340\u65e5\u76ca\u76f8\u95dc\uff0c\u4f7f BRI \u57ce\u5e02\u80fd\u4ee5\u4e2d\u570b\u6210\u672c\u6548\u76ca\u9ad8\u3001\u7d93\u904e\u5be6\u6230\u6aa2\u9a57\u7684\u6280\u8853\u5806\u758a\u8de8\u8d8a\u5f0f\u9032\u5165\u667a\u6167\u51fa\u884c\uff0c\u540c\u6642\u570b\u5167\u9700\u6c42\u9a57\u8b49\u898f\u6a21\u7d93\u6fdf\u3002<\/p>\n
NIO Inc NIO\uff1a\u9ad8\u7aef\u96fb\u52d5\u8eca\u63a1\u7528\u8207\u65b0\u5c45\u5145\u96fb\u76f8\u914d\u5957\u3002\u623f\u5c4b\u5468\u8f49\u589e\u52a0\u5bb6\u5ead\u5145\u96fb\u6a01\u7684\u5b89\u88dd\uff0c\u9019\u662f\u6d88\u9664 EV \u8cb7\u5bb6\u6469\u64e6\u7684\u91cd\u8981\u56e0\u7d20\uff0c\u5c24\u5176\u5728\u9ad8\u7aef\u5e02\u5834\u3002NIO \u7684\u96fb\u6c60\u5373\u670d\u52d9\uff08BaaS\uff09\u6a21\u5f0f\u964d\u4f4e\u4e86\u524d\u671f\u6210\u672c\uff0c\u4e26\u80fd\u8207\u793e\u5340\u7269\u696d\u7ba1\u7406\u7684\u5408\u4f5c\u7121\u7e2b\u914d\u5408\u3002\u91cc\u7a0b\u7891\uff1a2023 \u5e74\u4ea4\u4ed8\u7a81\u7834 10 \u842c\u8f1b\uff0c\u5f70\u986f\u751f\u7522\u97cc\u6027\u8207\u5c0d\u5176\u8eca\u578b\u9663\u5bb9\u7684\u9700\u6c42\u3002\u5168\u7403\u5f71\u97ff\u9ede\uff1a\u5f9e\u6b50\u6d32\u5230 BRI \u5925\u4f34\u570b\u5bb6\u7684\u570b\u969b\u64f4\u5f35\uff0c\u8207\u4e2d\u570b\u5728\u7da0\u80fd\u9818\u57df\u7684\u9818\u5c0e\u5730\u4f4d\u76f8\u547c\u61c9\uff0c\u4f7f NIO \u80fd\u5c07\u8edf\u9ad4\u5b9a\u7fa9\u8eca\u8f1b\u8207\u96fb\u6c60\u670d\u52d9\u4f5c\u70ba\u66f4\u5ee3\u6cdb\u6e05\u6f54\u79d1\u6280\u8cbf\u6613\u4f48\u5c40\u7684\u4e00\u90e8\u5206\u51fa\u53e3\u3002<\/p>\n
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