经济学家宋清辉：哪些行业受益于“金融支持新型工业化”

Core Viewpoint - The recent policy document issued by multiple Chinese government departments emphasizes the importance of financial support for new industrialization, marking a strategic shift towards advanced manufacturing and digital economy as key areas for future development [4][7]. Group 1: Advanced Manufacturing - The policy highlights increased support for enhancing the core competitiveness of the manufacturing sector, particularly in advanced manufacturing, which includes high-end CNC machine tools, industrial robots, aerospace equipment, and marine engineering equipment [5][6]. - The focus will be on technological innovation, smart manufacturing, and green development, moving beyond mere scale expansion [5]. - Financial institutions are encouraged to support the research and industrialization of key basic materials and high-end functional materials, particularly in semiconductor materials and special metal materials [5][6]. Group 2: Digital Economy - The integration of new industrialization with the digital economy is emphasized, with a call for strengthened support for digital infrastructure construction and application [5][6]. - The policy aims to promote the construction and application of industrial internet platforms, facilitating equipment interconnection, data sharing, and production collaboration [6]. - There is a growing market for data security and privacy protection services, which will become essential as the value of industrial data increases [6]. Group 3: Green Development - The policy underscores the importance of financial support for the green and low-carbon transformation of the industrial sector, identifying it as a new economic growth point [6][7]. - Encouragement is given for the development of energy-saving and environmentally friendly technologies and equipment, such as carbon capture and storage technologies, energy storage technologies, and efficient energy-saving motors [6]. - Renewable energy sources like solar, wind, and hydrogen are expected to receive more policy support and financial backing [6]. Group 4: Technological Innovation - The document stresses the need for support for technological innovation and specialized small and medium-sized enterprises, which are fundamental drivers of new industrialization [7]. - Hard technology sectors such as chips, high-end software, biomedicine, and new-generation information technology are expected to receive continued policy and funding support [7]. - The guidance document serves as a roadmap for structural transformation in the Chinese economy over the next decade, shifting focus from quantity to quality [7].