在阿里研究院主办的“数实融合的第三次浪潮”——2023新经济智库大会上，海银资本创始合伙人、全球科技创新产业专家、全球行业咨询公司Frost&Sullivan中国区首席顾问王煜全以《从地缘到产缘：数字革命给实体产业带来的新机会》为题进行主题演讲。数字化转型网www.szhzxw.cn
以下为王煜全演讲内容整理：
数字革命是能力提供、能力产出、市场组织的三重革命。传统的工业革命和现在的数字革命有本质区别：传统工业革命围绕物质展开，也就是产品的规模化生产和规模化销售，但是这一轮的数字革命其实是数实融合，要尽快总结出来这次数字革命的特征，然后把这个特征用到各行各业，使得它能够更快更迅猛的展开，使得数字革命的利益能够更深入推动社会发展。数字化转型网www.szhzxw.cn
科技革命推动社会发展的几个特征。一是新科技带来了新特征，带来了新优势，当社会采纳新优势以后，生产效率得以提升，社会才能得以进步。要理解这一轮的优势，就要业务提供。二是业务的呈现方式和以前完全不同。业务提供不是一个企业能够做主的了，要有一个产业生态来实现。尤其是在数字革命之后，产业生态的组织方式，即供应侧组织方式发生了变化。三是社会组织方式也因为数字革命产生了本质性变化。数字革命从某个领域延伸到各个领域，从导入期进入展开期推动社会的发展。
从产品规模化到服务规模化。以前的工业历次工业革命，总结起来叫产品规模化，是用产品去满足用户需求的过程。过去,企业提供的是产品，服务固化在产品中，用户使用了产品才能享受服务，或者是自我服务的过程；现在，企业直接提供个性化的服务，产品固化在服务里。如自动驾驶、外卖，需要用硬件，但硬件不是目的，硬件能够满足的服务才是目的。有了ChatGPT这样能够灵活提供服务的人工智能系统，财务管理、日常事务、旅游出行管理等,都可以用服务的方式直接满足。
数字革命让以前不能被满足的需求可以满足，以前不能形成的市场可以形成，带来了经济一次大飞跃。这种服务具有三个特征：一是高端服务，二是个性化的高端服务，三是普遍服务。如长寿科技通过人工智能技术个性化的分析，了解每个人的健康状况，给出健康改进建议，让人的寿命更长。
产业生态，从“地缘”到“产缘”。以前的产业生态组织，叫做地缘式的，现在产业生态组织靠产缘。张笑宇《技术与文明》一书提出说法叫做“产缘竞争”。地缘重要性在逐渐消减，地缘重要性和一个产品里面凝固的知识含量、知识密度成反比，也就是说一个产品里面技术的密度越高，地缘重要性就越下降，比如“芯片”为什么能全球化生产？因为芯片就这么小，按密度来讲比黄金贵，用飞机来空运，地域不再是问题。地缘和产业生态、协作的复杂度成正比。汽车、手机都需要成千上万个零件，任何一个新型汽车或手机推出都需要产业深度协作，地缘就有一定的重要性了。数字化转型网www.szhzxw.cn
中国制造厉害在“量产化能力”。彼得蒂尔《从0到1：开启商业与未来的秘密》一书中，从0到1的“1”和从“1”到“100万”这两个“1”不是同一个“1”，前一个“1”变成后一个“1”，需要量产化能力，尤其是第三方量产化能力。全世界只有中国有，所以为什么全球大量科技创新的小公司、新锐企业必须往中国跑，因为必须要谋求中国的支持才能实现量产。量产化能力是中国的核心竞争力。先进科技产品，不是原型出来以后就能规模化生产的，必须要中国人来改造，适应量产后才能生产，这是中国独有优势。
从地缘到心缘。数字革命时代带来一个了不起的变化，就是“海内存知己，天涯若比邻”。中国电商购物是全球领先的，以前是“Copy to China”，现在是“Copy from China”。中国的直播电商、短视频电商模式，以兴趣为核心的社群的市场组织，都可以搬到美国去。借着这个机会，实现品牌塑造，中国产品在美国不光能畅销，而且能形成新品牌优势，形成新的领导性品牌，非常值得期待。
数实融合是全球化带给中国的新机遇。从工业革命以来就已经注定了全球化。全球生态越来越一体化，只不过这个一体化和我们的理解出现一些偏差。以前我们理解的是地理上的一体化，但是数字革命以来，要解决心理上的一体化，就是全世界知己到底在哪？了解数字革命的本质特征，设计出最新的模式，相信我们会有更多机会。
翻译：
Wang Yuquan, founding partner of Haiyin Capital, global expert in science and technology innovation industry, and chief consultant of Frost&Sullivan China, a global industry consulting firm, presented his book From Geography to Production: The Digital Revolution Brings New Opportunities to the Physical Industry.数字化转型网www.szhzxw.cn
The following is Wang Yuquan’s speech organized:
The digital revolution is a triple revolution of capacity provision, capacity output and market organization. There are essential differences between the traditional industrial revolution and the current digital revolution: The traditional industrial revolution centered on the material, that is, the large-scale production and sales of products, but this round of digital revolution is actually the integration of numbers and real, we should summarize the characteristics of this digital revolution as soon as possible, and then apply the characteristics to all walks of life, so that it can be faster and more rapid development, so that the benefits of the digital revolution can further promote social development.
Several characteristics of social development promoted by scientific and technological revolution. First, the new technology brings new features and advantages. When the society adopts the new advantages, the production efficiency can be improved and the society can make progress. To understand the advantages of this round, the business offers. The second is that the business is presented in a completely different way. Business provision is not an enterprise can master, there should be an industrial ecology to achieve. Especially after the digital revolution, the organization way of the industrial ecology, namely the organization way of the supply side, has changed. Third, the way of social organization has changed fundamentally because of the digital revolution. The digital revolution extends from one field to all fields, promoting the development of society from the introduction period to the development period.
From product scale to service scale. 数字化转型网www.szhzxw.cn
The previous industrial revolution is called product scale, which is the process of using products to meet user needs. In the past, what enterprises provide is the product, service is solidified in the product, users use the product to enjoy the service, or self-service process; Now, enterprises directly provide personalized services, products solidified in the service. For example, autonomous driving and food delivery, hardware is needed, but the hardware is not the purpose. The service that the hardware can satisfy is the purpose. With ChatGPT, an AI system that can provide flexible services, such as financial management, daily affairs, and travel management, can be directly satisfied with services.
The digital revolution has enabled the previously unmet demand to be satisfied and the previously unformed market to be formed, bringing about a great leap forward in the economy. This kind of service has three characteristics: the first is high-end service, the second is personalized high-end service, and the third is universal service. For example, Longevity technology, through personalized analysis of artificial intelligence technology, understands everyone’s health status and gives suggestions for health improvement, so that people can live longer.
Industrial ecology, from “geography” to “production margin”.
In the past, the industrial ecological organization was called geographical, but now the industrial ecological organization depends on the production margin. Zhang Xiaoyu’s book “Technology and Civilization” put forward a term called “competition between production and origin”. The geographical importance is gradually declining, which is inversely proportional to the solidified knowledge content and knowledge density in a product. In other words, the higher the technology density in a product, the lower the geographical importance. For example, why can “chip” be produced globally? Because chips are so small, they are more expensive than gold in terms of density, and by air, location is no longer an issue. Geography is directly proportional to industrial ecology and complexity of cooperation. Cars and mobile phones need thousands of parts, and the launch of any new car or mobile phone requires deep industry collaboration, so geography has a certain importance.数字化转型网www.szhzxw.cn
China’s manufacturing prowess lies in “mass production capacity”. In Peter Thiel’s book Zero to One: Unlocking the Secrets of Business and the Future, the “1” from zero to one and the “1” to “1 million” are not the same “1”. The former “1” becomes the latter “1”, which requires mass production capacity, especially the third party mass production capacity. China is the only country in the world, so why a large number of small companies and cutting-edge enterprises in the world of scientific and technological innovation must run to China, because they must seek China’s support to achieve mass production. Mass production capacity is China’s core competitiveness. Advanced scientific and technological products cannot be produced on a large scale once they have been prototyped. They must be transformed by the Chinese to adapt to mass production. This is China’s unique advantage.
From geography to heart.
A great change brought about by the digital revolution is that a bosom friend afar brings a distant land near. China’s e-commerce shopping is a global leader. It used to be “Copy to China”, but now it is “Copy from China”. China’s live streaming e-commerce, short video e-commerce model, interest-based community market organizations, can all be moved to the United States. By taking this opportunity to achieve brand building, Chinese products can not only sell well in the United States. But also form new brand advantages and form a new leading brand. It is worth looking forward to.
Digital integration is a new opportunity brought to China by globalization. Globalization has been doomed since the Industrial Revolution. The global ecology is becoming more and more integrated, but this integration and our understanding of some deviations. We used to understand geographical integration, but since the digital revolution. The solution to psychological integration is where the world’s bosom friend is. By understanding the nature of the digital revolution and designing the latest model. We believe that we will have more opportunities.数字化转型网www.szhzxw.cn
本文由数字化转型网（www.szhzxw.cn）转载而成，来源：阿里研究院；编辑/翻译：数字化转型网宁檬树。
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