On November 8, at the “Intelligent Manufacturing and Electronic Consumption Seminar” at the 2026 Shanghai Conference, Yang Jian, executive vice dean and practical professor of the Digital Economics Research Institute at Shanghai University of Finance and Economics, pointed out that under the impact of artificial intelligence, the global value chain will break away from unipolar dominance and evolve into a new pattern shaped by technological autonomy, geographical security, and digital elements, showing the characteristics of “multipolar coexistence, hierarchical competition, dual rules, and revenue differentiation”. In terms of “multipolar coexistence,” Yang Jian analyzed that the US dominates the underlying computing power and basic model; the EU focuses on AI governance; Japan and South Korea focus on precision manufacturing; and China relies on a complete manufacturing system and focuses on industrial implementation and digital intermediates. In terms of “hierarchical competition”, the barriers between upstream chips and basic models are extremely high, the midstream digital middleware ecosystem is active, and downstream is mainly driven by vertical application scenarios. Yang Jian said that China has a significant comparative advantage in the middle and lower reaches.

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