新，高质量发展看动能 ——关键词看中国经济“一季报”（中）

Core Insights - The Central Political Bureau of the Communist Party of China emphasizes the cultivation of new productive forces and the development of emerging pillar industries, highlighting that high-quality development relies on innovation and industrial support [1] - In the first quarter of this year, China's high-tech manufacturing industry saw a year-on-year increase of 9.7% in added value, with significant growth in sectors such as information transmission, software, and IT services, which grew by 10.3% [1] - The emergence of humanoid robots as a new productive force showcases the intersection of technology and innovation, with 20 teams competing in the world's first humanoid robot half marathon [1] Technological Breakthroughs - Continuous emergence of original and disruptive innovations is driving the growth of new productive forces, exemplified by the development of the "Dawn" picosecond flash memory device with a write speed of under 1 nanosecond [3] - Research teams are making strides in next-generation high-energy lithium battery technology, discovering unique properties in lithium manganese-based cathode materials that can restore their original structure through electrochemical and thermochemical drives [4] - Significant breakthroughs in humanoid robots, drones, X-ray fluorescence spectrometers, and gene therapy drugs have been achieved in the first quarter, enhancing the internal momentum for industrial transformation [4] Industrial Upgrading - Traditional industries are accelerating their transformation and upgrading, with AI models improving temperature control capabilities in steel production by 29.37% [8] - The manufacturing sector is witnessing a digital transformation, with over 30,000 basic smart factories and 1,200 advanced smart factories established across the country [9] - The integration of AI and smart manufacturing is enhancing production efficiency, with Lenovo's export volume increasing by 35% year-on-year in the first quarter [9] Consumer New Trends - The introduction of innovative products, such as AI-assisted smartphones, is driving consumer demand, with a notable increase in 5G smartphone shipments [10] - The combination of innovation and market demand is forming a "multiplier effect" for China's economy, with new technologies like nitrogen preservation in refrigerators attracting consumer interest [11] - Chinese manufacturing is gaining global recognition for its innovation capabilities, moving beyond low-cost advantages to emphasize skills, supply chain maturity, and industrial collaboration [12]