技术革命周期与我国算力竞争战略选择——基于DeepSeek复杂经济系统的思考  

The Technological Revolution Cycle and China's Strategic Choices for Computing Power Competition——Thoughts Based on DeepSeek Complex Economic System

作　　者：黄晓野[1] 代栓平[2] 李克 Huang Xiaoye;Dai Shuanping;Li Ke(School of Management,Sanya University,Sanya 572022,China;College of Economics,Jilin University,Changchun 130012,China;Economic Research Institute,Jilin Province Development and Reform Commission,Changchun130061,China)

机构地区：[1]三亚学院管理学院,三亚572022 [2]吉林大学经济学院,长春130012 [3]吉林省发展改革委经济研究所,长春130061

出　　处：《工业技术经济》2025年第4期25-31,共7页Journal of Industrial Technology and Economy

摘　　要：算力是信息化、数字化、智能化时代的新质生产力,是大国博弈利器。算力竞争战略选择关乎一国能否抓住新技术新产业革命机遇,实现综合国力跃迁式增长。以技术-经济范式模型为理论依据,结合全球人工智能发展实践,本文提出我国目前处于算力技术革命从导入期过渡到展开期的关键节点,算力发展战略重点应从算力基础设施转移至算力经济领域。高质量算力经济通过整体配置社会资源引领我国进入算力技术革命展开期,充分释放算力市场潜力。以DeepSeek为代表的自主可控产业链、创新性创业主体、经济生态赋能、经济逻辑引导技术创新、因地制宜发展中国式算力经济的复杂算力经济系统,为算力经济高质量发展提供了示范效应。伴随算力市场的扩张,需要提前完善算力市场机制并拓展市场功能。本文认为,应关注“杰文斯悖论(Jevons Paradox)”前瞻性布局与高质量算力经济匹配的算力设施建设;积极完善研发引领长期盈利的竞争机制,以集成创新驱动算力经济,推动完善价值共创机制,壮大算力商品市场和匹配市场。Computing power is a new type of productive force in the era of informatization,digitalization and intelligence,and it is a powerful tool in the competition among major countries.The strategic choice of computing power competition is related to whether a country can seize the opportunities of the new technological and industrial revolution and achieve a leap in its comprehen⁃sive national strength.Based on the“technology-economic paradigm”model and combined with the global practice of artificial in⁃telligence development,this paper proposes that China is currently at a critical juncture where the computing power technology revo⁃lution is transitioning from the introduction period to the expansion period.The focus of the computing power development strategy should shift from computing power infrastructure to the computing power economy.A high-quality computing power economy,by rationally allocating social resources,leads China into the expansion period of the computing power technology revolution and fully unleashes the potential of the computing power market.The complex computing power economic system represented by DeepSeek,featuring an independent and controllable industrial chain,innovative entrepreneurial entities,economic ecosystem empowerment,economic logic guiding technological innovation,and the development of Chinese-style computing power economy based on local conditions,provides a demonstration effect for the high-quality development of the computing power economy.With the expansion of the computing power market,it is necessary to improve the computing power market mechanism in advance and expand its func⁃tions.This paper suggests that attention should be paid to the“Jevons Paradox”and the forward-looking layout of computing power facilities that match the high-quality computing power economy;actively improve the competition mechanism led by R&D for longterm profitability,drive the computing power economy with integrated innovation,promote the improvement of the value co-creation mechan

关 键 词：算力 技术革命周期 算力经济 竞争战略 DeepSeek 复杂经济系统 杰文斯悖论 新质生产力 

分 类 号：F124[经济管理—世界经济] F49