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， ...

| --- | --- | --- | --- | --- | |------------------------------------|-------------------------|--------------------|-------|-------| | | | | | | | | | | | | | | 2024年中国新型储能产业 | | | | | | 高质量发展研究报告 | | | | | are 8 ga 双 碳 经 济 研 究 中 心 | ✪ 赛迪顾问股份有限公司 | | | | | | ■ 2024年12月 fes ung 8 | 0 000 ng group ran | a | | 18 l 0 OCID赛迪顾问 目录 满天星 股票代码：HK02176 维创造世界 发展背景 满 中国新型储能产业千载一时 01 1.1"双碳"战略激活新能源发展动力 02 1.2储能是新型能源系统的关键支撑 03 1.3传统储能遭遇瓶颈，新型储能需求凸显 04 1.4政策推动新型储能高质量发展 05 满天星 产业概况 中国新型储能产业蓬勃发展 06 满天 2.1装机规模 07 2.2区域分布 满天 ...

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]

消费品工业研究 赛迪研究院 主办 2024 年 7 月 31 日 第 3 期 总第 39 期 本期主题 □ 2024 年上半年消费品工业总体运行情况及对策建议 □ 2024 年上半年食品工业运行情况及对策建议 □ 2024 年上半年纺织工业运行情况及对策建议 □ 2024 年上半年中药产业运行情况及对策建议 奋力建设国家高端智库 相当 唯实 创先 诚信 題想型智库 国家级平台 全科型团队 创新型机制 国际化品牌 《赛迪专报》《赛迪要报》《赛迪深度研究》《美国产业动态》 《赛迪前瞻》《赛迪译丛》《舆情快报》《国际智库热点追踪》 《产业政策与法规研究》《安全产业研究》《工业经济研究》《财经研究》 《信息化与软件产业研究》《电子信息研究》《网络安全研究》 《树料工业研究》《消费品工业研究》《工业和信息化研究》《科技与标准研究》 《节能与环保研究》《中小企业研究》《工信知识产权研究》 《先进制造业研究》《未来产业研究》《集成电路研究》 『所长导读』 消费品工业是我国重要民生产业和传统优势产业，包括食品、纺织、中药等行 业，涵盖老百姓生活衣食居用行、育教医康养等方方面面。消费品工业"量大面广"， 是工业经济平稳增长的压 ...

0 Q QQ QQ QD 0 Q 0 00 0 B 0 0 0 G 0 0 9 O 2024 年中国新型PCB产业 发展报告及十大集聚区 0 赛 迪 顾 问 集 成 电 路 产 业 研 究 中 心 XCID赛通顾问 2024年中国新型PCB产业发展报告及十大集聚区 前言 口近年来，国家发改委、工信部等部门及行业协会发布了一系列PCB相关 的引导政策。新型PCB产业呈现出蓬勃发展的良好势头。 口在政策支持、技术创新和应用场景不断拓展的背景下，全国各新型PCB 产业集聚区相继显现出规模稳健增长、技术持续突破、绿色可持续发 展的良好态势，中国在全球新型PCB产业规模中的占比近五年一直维持 在70%以上。 口广东、江苏、湖南、湖北、江西、安徽等多个省份积极布局新型PCB产 业，产业集聚度逐步提升，呈现出企业众多、地域集中的特点，产业 集聚区因此成为新型PCB发展的主要承载区。 口本报告旨在通过对新型PCB产业发展特点、发展历程和应用场景的分析 深度剖析新型PCB产业发展现状，井从产业竞争力、配套竞争力、环境 竞争力和区域竞争力四个维度建立评估指标体系，评选出"2024年新 型PCB产业十大集聚区"。 满天星 满天星 ...

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].