Core Insights - The article discusses the transition in China's industrial focus from traditional sectors like new energy vehicles to emerging industries such as robotics, artificial intelligence, and innovative pharmaceuticals, marking a shift towards innovation-driven growth [1][3][4] Industry Transition - The shift from the previous "new three samples" (new energy vehicles, lithium batteries, and photovoltaics) to the new generation of "new three samples" (robotics, AI, and innovative drugs) signifies a fundamental change in China's industrial logic, emphasizing original innovation and high value-added characteristics [1][3] - This transition reflects China's strategic determination to move from being a "manufacturing giant" to an "innovation powerhouse" [3][4] Strategic Importance - Robotics, AI, and innovative pharmaceuticals are seen as strategic pillars for national security and public welfare, playing crucial roles in the intelligent transformation of manufacturing, technological advancement, and healthcare [3][4] - The three industries are essential for optimizing China's industrial structure and enhancing national comprehensive strength [3][4] Global Competitive Position - China is currently in a critical phase of transitioning from "catching up" to "leading" in robotics, AI, and innovative pharmaceuticals, with significant market presence and growth potential [2][6] - In 2024, China's industrial robot sales are projected to reach 302,000 units, maintaining its position as the world's largest market [2][6] Challenges and Risks - Despite advancements, challenges remain in high-end servo motors, computing chips, and original target discovery, which pose "bottleneck" risks for the industries [2][5][7] - The reliance on imports for key components in robotics and the need for improvements in AI infrastructure and innovative drug development processes highlight areas requiring further investment and innovation [5][7] Policy Recommendations - Experts suggest establishing a more inclusive and exploratory innovation ecosystem, advocating for data openness, sandbox regulation, and reform in review processes to enhance the development of these industries [2][8][11] - The creation of national-level databases and computational infrastructure is recommended to support AI and innovative pharmaceuticals [8][11] Investment Value - Robotics, AI, and innovative pharmaceuticals are viewed as long-term investment opportunities driven by technological breakthroughs and sustained market demand, although caution is advised regarding potential valuation bubbles in certain segments [12][14][15] - Companies with core technological barriers, clear application scenarios, and strong R&D capabilities are highlighted as worthy of long-term attention [12][15]
21专访｜清华田轩、银河章俊：中国新“新三样”的破局之路
2 1 Shi Ji Jing Ji Bao Dao·2025-10-01 10:07