政策台

具身AI相关标准尚在缺口阶段，企业可关注并参与后续标准制定进程，争取话语权。

中国将牵头协调成员国间的AI治理规则与技术标准，出海企业需关注由此形成的区域性标准与合规框架

在印尼设立办公室或开展业务的企业可参与或借助该人才池招聘本地AI人才，降低招聘成本

在越南运营的银行须建立AI应用风险分类机制，并按风险等级实施相应控制措施

搭载L3/L4自动驾驶系统的M类、N类车辆必须在2027年7月1日前满足该强制标准，否则无法上市销售。

商贸、制造企业可按“人工智能+制造”专项方向申报普惠算力、专精特新及财政资金支持。

车企与智驾功能供应商需全面自查宣传物料、用户手册与发布会话术，删除夸大或弱化驾驶员责任的表述

跨境大模型服务需先取得中国 AI 服务审批才能入华，Apple 的获批路径可作为同类产品的参照。

在香港开展AI研发或部署的企业有望获得更充足的本地算力供给，可关注后续算力资源的申请渠道与定价。

政府采购与教育推广将带动马来西亚学生用户对AI工具的接受度，教育科技公司在马来西亚市场迎来需求增长。

在泰国运营的企业可申请免费使用Gemini Enterprise最长10个月，降低AI工具采购成本

市级政府将开展大规模AI摄像头及配套系统采购，供应商有机会参与招标

铁路系统AI模型研发企业可依托规划获得明确的“人工智能+铁路”应用方向与数据场景，参与安全在线评估、智能运维等项目。

初创企业可通过 Jelawang Capital 和 Dana Perintis 获得政府背景资金投资的机会。

企业需加强核心技术攻关，包括多传感器融合感知、模型算法、固态电池、汽车芯片和操作系统

美国AI公司需调整模型发布流程，确保美国机构优先审查

AI公司需调整模型发布流程，确保美国政府获得优先测试权

制造业企业需加速推进人工智能在研发设计、生产制造、经营管理等环节的应用，以提升数字化、智能化水平，符合国家产业政策导向。

Obligations: AI companies may face legal scrutiny and potential penalties if found to have coordinated to limit AI development speed, violating antitrust laws. • Opportunities: The case highlights the importance of transparent communication and compliance with antitrust regulations in the AI sector. • Deadlines: The court case is ongoing, with the possibility of a collective class-action suit being certified, which could impact the companies' operations and public perception.

Obligations: AI companies operating in California may face new regulatory requirements, including potential mandatory security audits by independent third parties. • Opportunities: Companies may benefit from the development of a clearer regulatory framework for AI safety, potentially reducing uncertainty. • Deadlines: Companies must prepare for the upcoming two-month timeline for the expert panel to submit its recommendations and the subsequent legislative process.

Obligations: Companies must comply with the new evaluation standards for token factories, focusing on core technical metrics like model adaptation capacity and energy efficiency. • Opportunities: Firms with leading token factories can receive government support. Companies involved in model technology iteration, chip adaptation, and overseas service development can tap into new market opportunities. • Deadlines: The plan is set for implementation from 2026 to 2028, with specific milestones for building factories, launching platforms, and achieving technology breakthroughs.

Obligations: Companies in the electronics manufacturing sector must align their R&D and production strategies with the plan's goals, particularly in developing advanced chips and promoting domestic operating systems.

科技公司需承担更高责任，需加强内容审核和风险控制以避免因疏忽造成儿童伤害• 违规将面临高额罚款，增加合规成本和风险• 法案生效后，企业需立即评估现有系统，确保符合新规要求

Obligations: Software companies are required to participate in the initiative, develop intelligent software products, and cooperate with terminal manufacturers for joint innovation. • Opportunities: Companies can benefit from government funding and support to develop new intelligent software products and participate in the creation of benchmark applications. • Deadlines: By 2028, the initiative aims to cover 20,000 large-scale software enterprises and create 100 benchmark applications.

2027 年 7 月 1 日起，L3/L4 自动驾驶系统须满足强制性安全要求方可上市销售，未达标车型将无法合规销售。