政策台

中国 AI 企业出海模式进一步聚焦于 API/托管服务出口，直接输出模型权重或技术架构将受管制限制。

涉及清单所列 AI 能力（通用智能体相关技术）的技术出口、许可或境外部署需接受出口管制审查，未经批准不得出口。

涉华风投、私募股权交易中所有AI相关标的均需禁止投资，不再仅限前沿模型

中国AI公司向境外提供模型或技术授权前需按草案要求完成出口登记

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

被列名实体将被冻结美国境内资产，且无法与美国人士进行任何交易，融资和合作渠道即刻中断

参数超2T或训练算力超10^26 FLOPS的模型将需出口许可，公开开源发布也可能受限，模型发布策略需重新评估

向境外（含东南亚）转让AI技术、模型或相关技术资料，需事先获得出口许可，交易周期和合规成本上升

非公开的大模型、智能体、算力相关技术对外授权、卖断或交付权重，过渡期内须先向商务部登记；存量在途交易同样登记，无豁免。

中国AI企业公开发布模型权重或代码前必须先完成出口登记备案

拟对大模型、智能体、算力集群技术出口设限，相关跨境技术许可、合作和部署需评估是否触发许可要求

达到算力或参数门槛的模型权重、源代码及训练方法出口前需申报并获得许可，出海合作可能延迟或受阻

涉及AI、生物医药或太阳能技术的跨境技术出口、转让需提前规划审批流程

向境外传输AI模型、算法或相关技术的中国公司将面临新的出口许可要求。

拟出口大模型、智能体、算力集群等23项AI相关技术的企业需履行出口许可或出口前登记手续

限制类大模型海外本地化部署属于技术出口管理范围，需申请出口许可（部署于海外自有云可适用自动许可）；通过API调用、SaaS、端侧轻量化部署对外提供服务不在管理范围内。

Obligations: Companies deploying or selling smart glasses with camera capabilities must ensure they comply with GDPR and local privacy laws, particularly regarding consent and transparency. • Opportunities: There may be increased demand for privacy-enhancing technologies or solutions that address the concerns raised by the investigation. • Deadlines: Companies must ensure their products do not facilitate illegal activities such as unauthorized filming, as enforcement actions can result in significant penalties.

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.

公司需评估其自动化项目可能面临的潜在税收义务。

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: Companies operating AI data centers in Indonesia may be required to contribute to the cost of rising electricity tariffs, potentially increasing operational expenses.

大模型、智能体、算力集群等23项技术的海外本地化部署、授权转让须履行出口登记或许可手续，自动许可基本“即报即出”。