CCID CCID 中国工业和信息化 发展形势展望系列 【关键词】 工业经济 发展形势 展望 CCID CCID CCID 015 CCID CCID CCID CCID CCID CCID 效应逐步释放，明年企业技术改造与设备更新需求将继续提振，对投资增 CCID 长形成有力支撑。二是重点工程项目加快推进。超长期特别国债明年将继 续发行，"十四五"规划中尚未开工的重大工程项目、"两重"项目稳步 CCID 推进，加快形成实物工作量，将带动工程机械、钢铁、建材等制造行业投 资增长。三是企业预期有望改善。今年10月份，我国制造业PMI生产经营 活动预期指数上升至54.0%，为下半年以来最高水平，企业信心呈现恢复 态势。伴随重点领域供需形势改善，工业品价格降幅有望收窄，利润增速 CCID 有望恢复向好。央行多轮降息降准将有助于降低企业融资成本，激发投资 动力。综合看，2025年工业投资将延续较快增长态势。 CCID CCID 017 CCID CCID CCID CCID CCID CCID CCID CCID CCID 2024年我国规模以上工业生产总体平稳，前10个月，规模以上工业 增加值同比增长5.8%，较去 ...

CCID CCID CCID CCID CCID 【关键词】 制造业数字化转型 发展形势 展望 CCID 041 CCID CCID CCID CCID 042 CCID CCID CCID 2025年我国制造业数字化转型发展形势展望 CCID CCID CCID CCID 【内容提要】 展望2025年，我国制造业将向全面数字化转型迈进，政策举措将更 加完善，大模型等新一代信息技术深度融入工业领域，场景化、图谱化成为企业转型新抓 手，重点领域标准加速研制、应用推广。与此同时，我国制造业数字化转型仍面临统筹不 够、技术依赖、供需错位、保障不足等挑战。在这种形势下，赛迪研究院提出强统筹、树 标杆、育工具、优标准、强生态等建议，推动制造业数字化转型走深向实。 CCID 2024年，我国制造业数字化转型政策举措密集出台，标准指南研制 步伐加快，数字技术创新持续活跃，优质解决方案加速推广，制造业数 字化转型取得明显进展。展望2025年，面对更大的发展需要和更复杂的 市场形势，加快制造业数字化转型势在必行，社会各界将合力探索制造 CCID 业数字化转型路径、场景建设、标准制定等，强化人工智能赋能，提升 转型服务供给能力， ...

Investment Rating - The report does not explicitly state an investment rating for the new energy storage industry in China Core Insights - The new energy storage industry in China is experiencing rapid growth driven by the "dual carbon" strategy and increasing demand for renewable energy integration [13][15][28] - The installed capacity of new energy storage projects reached 314,000 kW/669 GWh by the end of 2023, with a significant increase of over 260% compared to the previous year [35] - The report emphasizes the importance of energy storage as a key support for the new energy system, addressing challenges such as the intermittency of renewable energy sources [20][22] Summary by Sections Development Background - The "dual carbon" strategy has activated the development of new energy, with clean energy consumption reaching 26.4% in 2023, an increase of 3.1 percentage points since 2019 [15] - Energy storage is essential for balancing supply and demand in the power system, especially as renewable energy sources like wind and solar become more prevalent [20][22] - Traditional energy storage methods face limitations, highlighting the need for new energy storage solutions that can respond quickly to grid demands [24] Industry Overview - The new energy storage industry is flourishing, with a cumulative installed capacity of 444,000 kW/991 GWh expected by mid-2024, marking a growth of over 40% from 2023 [35] - The majority of new energy storage applications are in the generation sector (60.1%), followed by grid-side applications (34.8%) [37] - The industry is concentrated in regions such as East China, Central South, and North China, with significant enterprise presence in Jiangsu and Guangdong provinces [40][43] Comprehensive Assessment - The pace of high-quality development in the new energy storage sector is accelerating, driven by increasing demand for clean energy and supportive government policies [65] - Technological advantages are becoming more pronounced, with a shift towards new energy storage solutions that can better meet the needs of a modern power grid [66] - The report highlights the importance of technological innovation and diversification in application scenarios, including virtual power plants and industrial microgrids [69] Policy Support - The government has issued multiple policies since 2021 to promote the development of the new energy storage industry, with a focus on commercialization and market integration [31][32] - The "14th Five-Year Plan" outlines goals for the new energy storage sector, aiming for large-scale commercial applications by 2025 and full marketization by 2030 [28] Technology Routes - Various energy storage technologies are at different stages of development, with lithium-ion batteries leading the first tier, followed by sodium-ion and flow batteries in subsequent tiers [48] - The report emphasizes the need for energy storage technologies to meet diverse application requirements, with a focus on enhancing energy density and safety [50][52] Application Scenarios - As of mid-2024, independent energy storage accounts for 45.3% of installed capacity, while renewable energy integration storage represents 42.8% [56] - The report notes that user-side energy storage has significant growth potential, driven by recent policy initiatives aimed at enhancing market conditions [58][59]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The integration of physical and digital economies is driving new productivity development, with a focus on the role of data and intelligent technologies in enhancing traditional industries and fostering new industries [4][5][6] Summary by Sections Background - The report is part of a collaborative initiative by the China Electronic Information Industry Development Research Institute and Xinhua News to promote the "Digital Model" project, focusing on the integration of intelligent technologies in various sectors [4] Section One: Technological Breakthroughs - The integration of data, cloud computing, and artificial intelligence into the entire process of physical economy development is expanding the technological boundaries and driving digital transformation [6][9] - Traditional industries are leveraging intelligent technologies for multi-step upgrades and cross-industry applications, providing extensive validation platforms for innovation [7][9] Section Two: Innovative Allocation of Production Factors - The integration of intelligent technologies is breaking traditional limitations in resource allocation, promoting innovative configurations of production factors [11][16] - It enhances the efficiency of production factor allocation through real-time monitoring and intelligent adjustments [16] Section Three: Transformation of Traditional Industries - The integration is a key driver for the transformation and upgrading of traditional industries, facilitating technological and model innovations [18][22] - New business models and service models are emerging, combining online and offline approaches [22][25] Section Four: Cultivation of Emerging Industries - The integration is fostering the emergence of new industries through technological collaboration and demand-driven approaches, injecting vitality into high-quality economic development [28] - The report highlights the rapid growth of demand for intelligent technologies, supporting the development of new application scenarios [28] Section Five: Trends and Outlook - The report identifies several trends, including the acceleration of large model industries, enhanced data-driven infrastructure, and the rapid emergence of digital industry clusters [51][54][57] - It emphasizes the importance of establishing foundational systems in key areas to support the deep integration of the physical and digital economies [66]

Industry Investment Rating - The report does not explicitly mention an investment rating for the low-altitude economy industry [1][2][3] Core Viewpoints - The low-altitude economy is gaining momentum, with significant policy support and increasing regional enthusiasm for development [3] - The "15th Five-Year Plan" period will see the low-altitude economy transition from manufacturing-driven to a multi-sector integrated development model, with a focus on unmanned, electric, and intelligent low-altitude equipment [3][9] - Low-altitude infrastructure, including communication, navigation, and surveillance systems, is rapidly evolving to support increased low-altitude flight activities [12] - Regional development of the low-altitude economy is uneven, with the majority of industrial resources concentrated in eastern and western China [13][14] - Key regions like Guangdong, Jiangsu, and Sichuan are expected to lead in low-altitude economic development, leveraging their unique industrial strengths and policy advantages [16][17] Industry Overview - The low-altitude economy is transitioning from a manufacturing-driven model to a multi-sector integrated development approach, with a focus on unmanned, electric, and intelligent equipment [3][9] - Low-altitude infrastructure, including communication, navigation, and surveillance systems, is rapidly evolving to support increased low-altitude flight activities [12] - The industry is characterized by a diverse range of low-altitude equipment, including drones, eVTOLs, and hybrid-powered aircraft, with a trend towards electrification and intelligentization [9][23] Regional Development - The majority of low-altitude economic resources are concentrated in eastern and western China, with Guangdong, Jiangsu, and Sichuan emerging as key development hubs [13][14][16][17] - Guangdong is leading in product innovation, particularly in the drone and eVTOL sectors, and is expected to form a comprehensive low-altitude economic model during the "15th Five-Year Plan" period [16] - Jiangsu is leveraging its strengths in smart manufacturing, electronics, and new energy to develop a robust low-altitude industry chain and expand application scenarios [16] - Sichuan, as a pilot province for low-altitude airspace reform, is expected to accelerate its development by integrating industrial resources and policy advantages [17] Enterprise Landscape - As of September 2024, there are over 50,000 low-altitude economy-related enterprises in China, including 118 listed companies, 211 "little giant" enterprises, and 3,991 high-tech enterprises [19] - The drone market is becoming more concentrated, with application innovation being a key competitive factor [19] - The eVTOL sector is in its early stages, with multiple models expected to enter the market during the "15th Five-Year Plan" period, leading to a multi-polar competitive landscape [20] - Industry application enterprises are focusing on specialized capabilities, with a trend towards integrating fragmented application scenarios and developing differentiated product solutions [21] Technological Advancements - Key technologies in the low-altitude economy include power systems, environmental perception, communication networks, and reliability verification, with a focus on electrification and intelligentization [21][23][24] - The development of autonomous flight control systems, based on multi-sensor and multi-source information fusion, is expected to enhance low-altitude flight safety [24] - New aerodynamic designs for low-altitude aircraft, particularly for eVTOLs, are being explored, with a focus on stability and scalability [25] Strategic Recommendations - The report emphasizes the importance of clarifying key relationships, such as between airspace openness and application, market potential, and technological innovation, to ensure the healthy development of the low-altitude economy [26] - It highlights the need to address core challenges, including manufacturing scalability, market maturity, infrastructure development, and regulatory standards, to facilitate large-scale application [27] - The report advocates for a scenario-driven approach to low-altitude economic development, leveraging local resources and integrating various elements to create a sustainable economic cycle [28]

Investment Rating - The report does not explicitly provide an investment rating for the consumer goods industry Core Insights - The consumer goods industry is a crucial sector in China, encompassing food, textiles, and traditional Chinese medicine, and plays a significant role in meeting the needs of the population [3] - In the first half of 2024, the consumer goods industry showed a stable growth trend, with production, investment, income, consumption, and exports all maintaining a recovery momentum [8] - Key challenges include a complex external environment, slow recovery of internal demand, and insufficient production momentum [8] Summary by Sections Overall Performance of the Consumer Goods Industry - In the first half of 2024, the added value of the consumer goods industry increased by 4.3% year-on-year, significantly higher than the 2023 annual growth rate [8] - The light industry and food industry contributed to approximately 40% of the total added value, with growth rates of 6.5% and 4.3% respectively [8] - The textile industry grew by 4.6%, while the pharmaceutical industry showed a rebound with a 1.2% increase [8] - Major product categories saw positive growth, with 40 out of 48 products experiencing year-on-year increases [8] Key Issues - The report identifies several issues, including slow recovery of effective demand and challenges in industrial upgrading [11][12] - The global economic growth remains weak, with political risks affecting economic stability [11] - The consumer goods industry faces difficulties in innovation and meeting consumer demands for upgraded products [14] Recommendations - The report suggests enhancing the resilience of the industrial chain and supply chain, and promoting high-quality development in the consumer goods industry [16] - It emphasizes the need for digital transformation and upgrading traditional industries to meet modern consumer demands [16] - Specific strategies include fostering new growth engines in the food sector, such as pre-prepared foods and high-quality infant products [25]

OCID 蔡迪顾问 —— 股票代码:HK02176 19739 中国低空经济发展研究报告(2024) >> 長迪威向政位有限公司 售能表益产业研究中心 , a a a 2024年4月 建築社 建築 1 CID赛迪顾问 股票代码:HK02176满天星 满天星 满天星 目录 低空经济概念与内涵 满天星 中国低空经济发展综述 满天星 中国低空经济区域基础 中国低空经济前沿赛道 满天星 中国低空经济发展建议 满天星 CID赛迪顾问 股系代码:HK02176满天星 满天星 满天星 目录 低空经济概念与内涵 满天星 中国低空经济发展综述 满天星 中国低空经济区域基础 中国低空经济前沿赛道 满天星 中国低空经济发展建议 满天星 低空经济定义与范围 OCID赛迪顾问 经宗网:HK02176 新引擎 2023年12月中央经济工作会议明确提出"打造生物制造、商业航天、低空经济等若干战略性新 兴产业,开辟量子、生命科学等未来产业新赛道",2024年低空经济首次写入政府工作报告, 低空经济作为战略性新兴产业迎发展新机遇。 低空经济定义 根据文献查询,中国低空经济这一概念的提出最早始于2010年,随着中国低空空域管理改革的逐步深化,产 ...

CCiD赛迪 创建国家一流高端智库 ...

Investment Rating - The report does not explicitly provide an investment rating for the blockchain industry. Core Insights - The blockchain industry in China has shown steady progress in 2023, with continuous technological innovation and deep integration into various sectors, including government services, judicial evidence, fintech, and digital assets [2][8][50]. - The report emphasizes the importance of blockchain technology in supporting the digital economy, digital society, and digital governance, contributing significantly to the construction of a digital China [2][8]. Summary by Sections 1. Overall Status of Blockchain Development in China - The policy environment for blockchain development has been continuously optimized, with over 1,000 blockchain-related policies issued by various government departments by the end of 2023, including 79 new policies in 2023 alone [8][12]. - The first batch of national standards for blockchain has been released, with a total of over 118 standards established by the end of 2023, including 12 national standards and 78 group standards [20][22]. - Technological innovations have made significant breakthroughs, with a focus on enhancing research capabilities and expanding application scenarios [31][32]. 2. Current Status of Blockchain Industry Development - The structure of the blockchain industry chain is continuously extending, with a significant trend of multi-technology integration [55]. - The number of blockchain enterprises has reached over 1,900, with a compound annual growth rate of 24% since 2019 [44][46]. - The scale of the blockchain industry in China is estimated to be around 60 billion yuan in 2023, showing a year-on-year decrease of 11.7% [44][46]. 3. Current Status of Blockchain Technology Development - Innovations in core data layers and new account models are emerging, enhancing the efficiency and security of blockchain systems [86][87]. - The application of cryptographic algorithms is diversifying, with significant advancements in privacy computing and security measures [88][89]. - The development of smart contracts is improving, with enhanced performance and security features [90][92]. 4. Current Status of Blockchain Industry Applications - Blockchain applications in government services have deepened, with 44 typical applications launched in 2023, enhancing service efficiency and public trust [102][103]. - The judicial field has seen 67 applications in 2023, improving the efficiency of judicial services [106][107]. - In the financial sector, 41 blockchain applications were implemented, covering areas such as equity trading and supply chain finance [109][112]. 5. Current Status of Standardization and Norms in Blockchain - The construction of a standard system for blockchain is progressing, with a focus on bottom-layer architecture and application standards [128][130]. - The development of electronic signature standards has accelerated, with new guidelines issued to enhance compliance and reliability [130][131]. 6. Current Status of Blockchain Enterprise Development - The number of newly established blockchain enterprises in 2023 was 238, with significant contributions from regions like Guangdong and Jiangsu [142][143]. - R&D investment remains high, with a majority of enterprises investing significantly in innovation [143][144]. - The revenue of blockchain enterprises is steadily increasing, with a notable rise in the number of profitable companies [147][148]. 7. Challenges Facing Blockchain Development - Issues related to core technology compatibility and collaboration need to be addressed to enhance interoperability and data sharing [151][152]. - The industry is in an adjustment period, with new growth points like the metaverse and Web3.0 not yet fully realized [153][154]. - There are concerns about redundant infrastructure construction and resource wastage due to a lack of unified planning [155][156]. 8. Recommendations for Promoting Healthy Blockchain Development - Enhancing core technology compatibility and collaboration is crucial for improving development efficiency and security [158]. - Accelerating exploration of new directions for industry development, particularly in Web3.0 and the metaverse, is recommended [159]. - Strengthening infrastructure planning and coordination to optimize resource allocation is essential [160]. - Improving regulatory capabilities to ensure effective management of digital assets is necessary [161].

Industry Investment Rating - The report does not explicitly mention an industry investment rating [1][2][3] Core Viewpoints - The report focuses on the new theories and practices of new industrialization, emphasizing the exploration and practice over the past 40 years, and the positive results achieved in high-quality development [2][6] - The report highlights the evolution of China's chemical industrial parks, from initial exploration to rapid development, and finally to standardized adjustment and high-quality development [6][7] - The report outlines the current challenges and future prospects for the petrochemical and chemical industry, including global economic slowdown, geopolitical tensions, and domestic pressures [14] - The report proposes development strategies for the industry, including scientific planning, innovation-driven development, safety-oriented development, green development, and high-level openness [17][18][20] Summary by Sections Exploration and Practice Over 40 Years - From 1984 to 2000, the establishment of national development zones in coastal cities marked the initial exploration phase, with 14 national development zones approved by the State Council, increasing to 32 by 1992 [6] - From 2001 to 2014, the rapid development phase saw significant growth in the spatial distribution and industrial scale of development zones, with 8 super-large chemical parks achieving an output value exceeding 100 billion yuan [6] - From 2015 to 2020, the standardization phase began with the issuance of guidelines for the standardized development of chemical parks and the formulation of construction standards and management measures [6] - Since 2021, the high-quality development phase has been marked by the introduction of the "Chemical Park Construction Standards and Certification Management Measures (Trial)" [7] Current Situation and Outlook - The global economic slowdown in 2023 has led to weak external demand for China's petrochemical industry, with developed economies experiencing sluggish growth and emerging economies facing downward pressure [14] - Geopolitical tensions, such as the Russia-Ukraine conflict and the Israel-Palestine conflict, have caused high global energy and commodity prices, further complicating the external environment [14] - Domestically, the petrochemical and chemical industry faces dual pressures of slowing production growth and profit growth, with new measures such as the "Petrochemical and Chemical Industry Steady Growth Work Plan" and evaluation guidelines for chemical park competitiveness and smart development being introduced [14] Development Strategies - **Scientific Planning**: Strengthen the scientific layout of chemical parks based on resource endowment, target markets, and transportation factors, and promote the development of strategic emerging industries such as chemical new materials and high-end fine chemicals [17] - **Innovation-Driven Development**: Build innovation platforms for talent introduction, industrial finance, and technology incubation, and enhance the ability of parks to serve innovative enterprises through pilot and pilot-scale facilities [17][18] - **Safety-Oriented Development**: Strengthen corporate responsibility, improve the safety production management system, establish entry and exit mechanisms for park enterprises, and enhance safety emergency response capabilities [18] - **Green Development**: Promote the construction of smart chemical parks through the application of new-generation information technology, and build a multi-energy coupled low-carbon energy system [20] - **High-Level Openness**: Optimize the business environment of parks, improve hardware levels, and attract foreign investment to establish R&D institutions to enhance the level of scientific and technological innovation [21] Policy Support and Talent Development - Strengthen policy support by incorporating the high-quality development of chemical parks into departmental key tasks, and increase support for land, funds, and other elements [23] - Enhance talent development by improving information and data construction, building talent introduction and cultivation platforms, and optimizing the talent development environment [24] - Strengthen standard construction by formulating standards for safety, development, and coupled development of chemical parks, and building a development evaluation index system [25] - Strengthen publicity and guidance by promoting exchanges between parks, management departments, enterprises, and research institutes, and leveraging mainstream media, industry associations, and professional think tanks to publicize the achievements of high-quality development [26]