专访黄群慧：推进产业基础高级化 加大新基建投资丨四中全会预热

Core Viewpoint - The transition from the "14th Five-Year Plan" to the "15th Five-Year Plan" marks a critical juncture for China's economic development, emphasizing the need for deep transformation of traditional industries and avoiding "involution" in emerging industries [1][2][3]. Economic Growth Requirements - The "15th Five-Year Plan" period will require higher economic growth expectations compared to the "14th Five-Year Plan," aiming for a growth rate around 5% to achieve a level comparable to that of moderately developed countries [3][4]. - Economic growth must align with high-quality development principles, addressing imbalances and inadequacies in China's development [3]. Industry Transformation - Traditional industries must undergo deep transformation, particularly through the integration of artificial intelligence, focusing on key sectors such as equipment manufacturing, electronic information, and energy [2][8]. - The construction of new infrastructure, particularly in computing power, is essential to support traditional industries' innovation and development [9]. Technology and Innovation - There is a pressing need for the integration of technological innovation and industrial innovation, with a focus on enhancing the modernization of industrial foundations [4][5]. - The proportion of basic research funding in overall R&D investment should increase from 8% at the end of the "14th Five-Year Plan" to around 12% by the end of the "15th Five-Year Plan" [5]. New Infrastructure Investment - Significant investment in new infrastructure is necessary, particularly in information, integration, and innovation infrastructure, to support the digital and green transformation of traditional industries [9]. - A unified national computing power trading market should be established to optimize resource allocation and pricing mechanisms [9]. Addressing Involution in Emerging Industries - The "15th Five-Year Plan" must focus on "anti-involution" strategies, emphasizing technological innovation and limiting subsidies that promote capacity expansion [10][11]. - A collaborative innovation ecosystem should be built, encouraging large state-owned enterprises and research institutions to focus on common technological challenges [11]. Market Regulation and Demand Expansion - A robust market regulation system is needed to prevent monopolistic behaviors in platform economies and ensure fair competition for small and medium enterprises [11][12]. - Expanding domestic demand through improved public services and social security systems is crucial to alleviate capacity issues in certain industries [12].