2024年9月8日，“2024年国际投资论坛”在福建省厦门市举行，中投公司会同中金公司承办其中的“融合创新、智启未来”主题论坛（以下简称“主题论坛”）。2024年国际投资论坛由福建省人民政府、厦门市人民政府主办，与第24届中国国际投资贸易洽谈会同期举行。
商务部副部长兼国际贸易谈判副代表凌激在致辞中表示，人工智能是新一轮科技革命和产业变革的重要驱动力量，中国人工智能市场规模大、应用场景多、产业发展快，前景广阔。同时，人工智能发展不仅是技术和应用的发展，更需要构建开放、公正、有效的治理机制。中国政府正持续推进高水平对外开放，在北京、上海等试点地区取消了互联网数据中心（IDC）等增值电信业务的外资股比限制，即将全面取消制造业领域外资准入限制措施，持续优化外商投资环境，扩大鼓励外商投资范围。希望与会机构加强在人工智能领域的交流合作，加大对人工智能发展与应用的投融资支持力度，长期“投资中国”，共享发展红利。
中投公司总经理刘浩凌表示，当前全球科技创新进入密集活跃的时期，不断催生新产品新产业新业态。中国庞大的消费市场，丰富优质的人力资源，完备的产业体系，为人工智能领域的投资、技术应用提供了广阔空间。主题论坛以“融合创新、智启未来”为主题，呼应了当今时代通过多产业“融合”实现科技创新的趋势，为海内外投资界和人工智能产业界人士提供了一个很好的交流平台。期待主题论坛能够促进各家参会机构共话合作、共商发展、共享未来，为促进人类科技进步和世界经济发展贡献力量。
中金公司董事长陈亮在致辞中表示，以人工智能为代表的全球新一轮科技革命和产业变革加快发展，为世界经济和资本市场注入了新动能、新活力。中国在人工智能领域具备一定优势，有望助力中国从追赶式创新向引领式创新转变、从传统制造向智能制造转变。中金公司将继续立足 “投资+投行+研究”的联动优势，与全球客户和社会各界一道，共同为技术创新和新质生产力发展积极贡献力量。
在主题演讲环节，安佰深私募股权投资集团（Apax Partners）联席首席执行官史安竺（Andrew Sillitoe），维斯塔私募股权公司（Vista Equity Partners）创始人、董事长兼首席执行官史雒飞（Robert Smith），高盛集团亚太区（除日本外）总裁、高盛全球管理委员会委员施南德（Kevin Sneader）、中金公司首席经济学家彭文生等嘉宾围绕人工智能未来发展趋势、如何开展人工智能领域投资、人工智能在投资工作中的应用，以及“AI经济学”等议题发表了专业意见。嘉宾们认为，近年来，人工智能技术发展迅猛，正重塑相关行业的商业模式乃至产业结构，将带来丰富投资机会，建议相关投资机构重点关注模型、数据、算力和能源供应等人工智能及上下游产业的投资机会。
在“全球AI产业发展及投融资趋势”和“中国AI产业应用前景及未来展望”两个圆桌讨论环节，来自黑石集团、高盛集团、Apollo、Vista、Apax、Thoma Bravo、沃博联集团、ARTE Capital、襄禾资本、智谱等国内外投资机构、行业企业的代表围绕全球人工智能行业的投资前景、人工智能在金融机构中的应用、亚洲及中国人工智能行业投资主题等议题展开了深入讨论。嘉宾们表示，人工智能技术在全球范围内已广泛应用于网络安全、企业软件、自动驾驶和药物研发等领域，并在金融机构投资决策中发挥着日益重要的作用。近年来，以中国为代表的亚洲国家在推动人工智能研发、应用等方面出台了一系列有效的支持政策，催生了一批优秀的企业，未来投资前景广阔。
福建省副省长江尔雄出席了主题论坛，来自中国政府相关部门和全球领先投资机构等近百名代表参会。中投公司执行委员会成员鲍建敏、中投公司研究院院长陈超、中金公司管委会委员王曙光分别主持论坛主题演讲和两个圆桌讨论环节。
On September 8th， 2024， the International Investment Forum 2024 was held in Xiamen， Fujian Province. China Investment Corporation （CIC） co-hosted a subforum themed “Integrating Innovation， Initiating the Future with Intelligence” along with China International Capital Corporation Limited （CICC）. The International Investment Forum 2024 was hosted by the People‘s Government of Fujian Province and Xiamen Municipal People’s Government， and was held concurrently with the 24th China International Fair for Investment and Trade.
Mr。 LING Ji， Vice Minister of Commerce and Deputy China International Trade Representative， stated in his speech that artificial intelligence （AI） is a significant driving force in the new round of technological revolution and industrial transformation. China‘s AI market is vast， with numerous application scenarios and rapid industrial development， offering a broad prospect. The development of AI is not only about technological and application advancements but also requires the establishment of an open-minded， fair， and effective governance mechanism. The Chinese government is continuously promoting high-level opening-up， canceling foreign equity ratio restrictions for value-added telecommunications services such as Internet Data Centers （IDC） in pilot areas like Beijing and Shanghai， and is about to fully lift foreign investment access restrictions in the manufacturing sector， continuously optimizing the environment for foreign investment and expanding the scope of encouraged foreign investment. It is hoped that participating institutions will strengthen exchanges and cooperation in the field of AI， increase investment and financing support for AI development and application， and invest in China for the long term to share in the development dividends.
Mr. LIU Haoling， President of CIC， stated that the current global technological innovation has entered into a period of intense activity， continuously giving birth to new products， industries， and business forms。 China‘s vast consumer market， high-quality human resources， and complete industrial system provide a broad space for investment and technological application in the field of AI. The sub-forum， with the theme of “Integrating Innovation， Initiating the Future with Intelligence”， echoes the trend of achieving technological innovation through the “integration” of multiple industries， providing an excellent exchange and communication platform for domestic and foreign investment and AI industry professionals. It is expected that the sub-forum will promote cooperation and development for a shared future among participating institutions， contributing to the advancement of technology and the development of the world economy.
Mr. CHEN Liang， Chairman of CICC， stated that the new round of global technological revolution and industrial transformation represented by AI is accelerating， injecting new momentum and vitality into the world economy and capital market. China has certain advantages in the field of AI， which are expected to help China‘s transition from catching-up innovation to leading innovation， and from traditional manufacturing to intelligent manufacturing。 CICC will continue to leverage its integrated strengths in “investment + investment banking + research，” and work with global clients and all sectors of society to actively contribute to technological innovation and the development of new quality productive forces.
During the keynote speech session， Andrew Sillitoe， Co-CEO of Apax Partners， Robert Smith， Founder， Chairman， and CEO of Vista Equity Partners， Kevin Sneader， President of Goldman Sachs Asia Pacific Ex-Japan and Member of the Global Management Committee， and Peng Wensheng， Chief Economist of CICC， shared their opinions on topics such as the future development trends of AI， how to invest in the field of AI， the application of AI in investment， as well as “AI Economics.” The speakers believed that AI technology has been advancing rapidly in recent years， reshaping the business models and even industrial structures of related industries， bringing abundant investment opportunities. It is recommended that relevant investment institutions focus on investment opportunities in AI and its upstream and downstream industries， such as models， data， computing power， and energy supply.
In the two roundtable discussions on “Global AI Industry Development and Investment and Financing Trends” and “Prospects and Outlook for AI Application in Industries in China”， representatives from renowned domestic and international investment institutions and industrial enterprises such as Blackstone Group， Goldman Sachs， Apollo， Vista， Apax， Thoma Bravo， Walgreens Boots Alliance， ARTE Capital， Xianghe Capital， and ZhiPu had in-depth discussions on topics such as global AI industry investment prospects， AI applications in financial institutions， and AI related investment themes in Asia and China. The guests agreed that AI technology has been widely applied around the globe in fields such as network security， enterprise software， autonomous driving， and pharmaceutical research， and is playing an increasingly important role in investment decision-making in financial institutions. In recent years， China and some other Asian countries have introduced a series of effective support policies to promote AI research， development and application， giving birth to a number of outstanding enterprises， with broad future prospects.
Ms。 JIANG Erxiong， Vice Governor of Fujian Province， and nearly a hundred representatives from Chinese government departments and leading global investment institutions attended the subforum. Mr. BAO Jianmin （Member of the Executive Committee of CIC）， Mr.CHEN Chao （Head of the CIC Research Institute）， and Mr. WANG Shuguang （Member of the Management Committee of CICC） respectively moderated the forum‘s keynote speech and two roundtable discussions。
（来源：中投公司）
