黄奇帆：生产性服务业是独角兽温床，“十五五”重点培育四类企业

Core Viewpoint - The forum emphasizes the importance of developing new productive forces in China's economy during the "14th Five-Year Plan" period, focusing on strategic emerging industries and the growth of the productive service sector [1] Group 1: Productive Service Industry - The productive service industry is projected to grow from 27% in the previous two years to 31% in 2024, indicating it is the fastest-growing sector in the modern economy [2] - The productive service industry serves as a crucial foundation for GDP growth, high-tech unicorns, and service trade development, significantly enhancing industrial profit margins and the added value of various manufactured goods [2] - The productive service industry is characterized as the largest unicorn, with examples like Apple, which, despite not manufacturing, captures over two-thirds of the profits in its supply chain [2] Group 2: Development Strategies - The development of the productive service industry should focus on nurturing a significant number of small and medium-sized enterprises, with an estimated 500,000 in this sector [3] - There is a need to cultivate leading enterprises in the productive service industry, similar to Singapore's Prologis and France's Schneider, which focus on logistics and green services, respectively [3] - The concept of an industrial internet is proposed to integrate manufacturing with ten related productive service industries, promoting both sectors' growth [3] Group 3: Future Projections - By the end of the "14th Five-Year Plan" and into the "15th Five-Year Plan," the productive service industry's share is expected to increase from 27-28% to 35%, while the manufacturing sector remains at 27% [4] - This shift will lead to a more rational industrial structure, with the remaining sectors, including life services and non-manufacturing industries, adjusting their proportions accordingly [4]