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China and India face considerable scope for cooperation in the field of AI: Indian venture capital veteran_我的网站

A | 北京8月11日电(记者
韩鹏飞)翻看普通家庭的日常消费账单不难发现,我国居民消费偏好正在发生深刻转变:消费重心逐步从购置实物商品,转向文旅康养、文化体验、家政托管等服务类消费;消费理念从单纯追求“有钱消费”,向着理性甄选、注重品质的“花得值”转变。万千家庭消费选择的细微变迁,汇聚成我国消费市场转型升级的清晰脉络。国务院批复印发的《扩大消费“十五五”规划》锚定中长期发展方向,提出到2030年社会消费品零售总额达到60万亿元左右,这一目标背后,依托于亿万群众持续释放的消费活力与日益增长的美好生活需要。 《扩大消费“十五五”规划》作为指导今后一段时期扩大居民消费的专项规划,围绕扩内需、促消费作出系统部署。

The view of Kolkata, India Photo: VCG
China and India have considerable scope for cooperation in the field of artificial intelligence (AI), as their AI capabilities are complementary in many respects, a senior Indian investor told the Global Times in an exclusive interview.
There is considerable scope for AI cooperation in areas that address common global challenges, including healthcare, education, agriculture, climate resilience, industrial productivity and scientific research, always within the policy frameworks established by the respective governments and international perspectives on responsible and secure AI, Mahendra Swarup, founder of VG Capital and former president of the Indian Venture and Alternate Capital Association, told the Global Times on Wednesday.
AI is likely to become one of the defining technologies of this century. India's strengths lie in software development, engineering talent, digital public infrastructure and entrepreneurial innovation. China has developed significant capabilities in AI applications, hardware, manufacturing and large-scale deployment. "These capabilities are complementary in many respects," Swarup said.
The veteran on the front line of India's venture capital investment sector made the remarks amid improving bilateral ties and a certain level of liberalization of Chinese investments in India.
Chinese investors have historically contributed to the growth of several successful Indian companies, especially start-ups. While investment activity has been moderated by regulatory developments over the past few years, there has always been underlying interest in the Indian market because of its long-term fundamentals, Swarup said.
"If the recent improvement in bilateral relations leads to greater regulatory clarity and business confidence, the Chinese investors will once again evaluate opportunities in India, although the general sentiment is one of cautious optimism," said Swarup.
Amid positive momentum in bilateral relations, Swarup noted rising opportunities for entrepreneurs from the two countries to engage in practical cooperation.
There are several areas where entrepreneurs from India and China could potentially complement each other's strengths, subject to the regulatory frameworks of different sectors in both countries, the investor said, highlighting areas including healthcare technologies, clean energy, electric mobility, advanced manufacturing, climate technologies, industrial automation, logistics and supply-chain innovation.

Mahendra Swarup Photo: Chu Daye/GT
"In whichever sector the complementary strengths of both China and India can be brought together responsibly, they can create value not only for both countries but also for global markets," said Swarup.
India has recently shown signs of easing some long-standing restrictions on trade and investment with China, with Chinese experts saying that the move reflects the country's growing recognition of China's importance to its economic development, and a desire to create a more favorable environment for improving bilateral ties.
There has been a gradual policy adjustment, including easing restrictions on foreign direct investment (FDI) in e-commerce, allowing FDI from companies with Chinese ownership, The Hindu reported on August 1.
With India set to host a BRICS summit this year, Swarup also said that Indian and Chinese companies can work together to promote the interests of developing countries.
India and China are both major economies with significant experience in addressing the challenges of development at scale. Although each country has followed its own development path, there are areas where companies from both nations can contribute meaningfully to broader development across Asia, Africa and other emerging markets, Swarup noted.
There is considerable potential for collaboration in affordable healthcare, digital financial inclusion, renewable energy, agricultural technologies, education technology, infrastructure, supply-chain development and support for small and medium-sized enterprises. These are areas where scalable and affordable solutions can have a significant impact on improving livelihoods, the veteran said.
Partnerships that combine technology, entrepreneurship and long-term investment can help create solutions that are both commercially sustainable and socially impactful. "As two of the largest economies in the Global South, India and China have the opportunity to contribute positively to sustainable development through innovation, responsible investment and constructive commercial engagement," Swarup said.
。“十五五”阶段,我国消费市场处在规模扩容与结构优化并行的关键窗口期,既要持续壮大市场总量,也要推动消费结构持续优化,培育发展型、改善型消费新增长点。规划所勾勒的发展路径,与当下居民消费演进趋势相互呼应。 消费结构变迁,真切体现在大众生活之中。过去很长一段时间,实物商品占据居民消费主要份额。伴随着居民收入稳步增长、民生保障不断完善,大众消费需求早已超越衣食住行等基础供给,更加看重体验感受、精神满足与服务品质。

B | 短途休闲出游、文艺观演、健康管理、个性化生活服务需求稳步上升,直观印证消费由“买商品”向“享服务”稳步转型。与此同时,理性消费、品质消费渐成主流,消费者更加注重综合衡量品质、体验与性价比。需求端发生的内生变化,契合规划提出的促进服务消费提质惠民、推动商品消费扩容升级的工作方向。 消费市场稳步扩容具备扎实支撑。“十四五”时期,我国社会消费品零售总额迈上50万亿元台阶。

C | 面向2030年向60万亿元目标稳步迈进,持续近10万亿元的增长空间,根植于我国超大规模国内市场优势,依靠持续激活的居民消费潜力。

D | 总量增长不是简单规模扩张,核心在于持续夯实群众能消费、敢消费、愿消费的基础。 围绕持续释放消费潜力,一系列长效举措有序推进。各地坚持就业优先导向,推动居民收入增长与经济增长基本同步,拓宽城乡居民多元增收渠道,夯实消费基本底气;持续织密养老、托育、医疗等社会保障网络,稳定居民长期预期,减少消费后顾之忧;不断完善城乡消费基础设施,健全市场监管体系,优化消费维权保障,持续改善整体消费环境。供需两端协同发力,打通制约潜力释放的堵点,为消费市场长期平稳增长筑牢根基。 供给体系持续迭代升级,持续适配不断升级的消费需求。顺应服务消费加快发展态势,各地持续丰富文旅、体育、健康、养老托育等公共服务与市场化供给;数字消费、绿色消费、沉浸式体验消费新业态蓬勃兴起,线上线下消费场景深度融合。优质商品与多元服务供给持续扩容,推动供需实现更高水平动态平衡。城乡、区域消费差距稳步缩小,下沉市场潜力持续释放,共同构筑消费持续增长的多元动力。

E | 消费是拉动经济增长的基础性力量。民众每一笔日常支出,都汇聚成为国内大循环源源不断的内生动力。《扩大消费“十五五”规划》既是中长期发展目标,也是扩大内需的行动路线图。随着各项配套政策落地见效,居民增收渠道持续拓宽、民生保障持续加强、高品质供给不断丰富、消费环境持续优化,居民消费意愿与消费能力有望进一步提升。 面向长远,我国消费市场将稳步实现规模与质量协同提升。

F | 从一张张消费账单读懂消费升级大势,持续健全扩大居民消费长效机制,更好满足人民群众多层次、多样化消费需求,消费市场必将持续发挥经济稳定器作用,为推动经济持续向好、加快构建新发展格局注入持久动力。

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