新一轮财富分配启动｜十五五最具潜力的就业与投资赛道前瞻

Core Insights - The article discusses the transformation of China's economy as it transitions from the "14th Five-Year Plan" to the "15th Five-Year Plan," highlighting a shift from quantitative growth to qualitative changes driven by deep technology and societal needs [1][30]. Group 1: Artificial Intelligence - Artificial intelligence is shifting focus from "computational power competition" to "embodied intelligence and vertical penetration," with humanoid robots poised for large-scale deployment [2][4]. - The demand for "vertical domain + AI" talent is increasing, as industries require professionals who understand both AI technology and specific industry knowledge [6]. Group 2: Energy Transition - The energy revolution is entering a "second half," focusing on energy storage and grid stability rather than just power generation [6][7]. - By 2030, China's non-fossil energy consumption is expected to reach 25%, with a total installed capacity of wind and solar power exceeding 1.2-2.4 billion kilowatts [7]. Group 3: Low-altitude Economy - The low-altitude economy is recognized as a new pillar industry, facing challenges in manufacturing technology, market maturity, and infrastructure development [11][12]. - The space information industry is expected to grow significantly, driven by satellite networking and data empowerment, creating demand for various new professional roles [13]. Group 4: 6G Communication - 6G is anticipated to be a central driver of the digital economy, with a projected global market size exceeding 24.4 trillion yuan by 2040, and China expected to be a major market [17]. - The integration of communication, sensing, and computing capabilities in 6G will revolutionize sectors like autonomous driving and industrial internet [19]. Group 5: Quantum Computing - Quantum computing is moving towards practical applications, with a projected market size of $17.689 trillion by 2029, growing at a compound annual growth rate of 32% [20][23]. - There is a significant talent gap in the quantum computing field, particularly for interdisciplinary professionals who can bridge quantum physics and computer science [23]. Group 6: Biomanufacturing and Silver Economy - The aging population is creating a "silver economy" market projected to reach 25 trillion yuan by 2030, with biomanufacturing playing a key role in addressing health needs [24][28]. - Professions related to biomanufacturing and personalized healthcare are expected to expand significantly during the "15th Five-Year Plan" [28]. Group 7: Productive Services Industry - The productive services industry is becoming a core support for manufacturing, with its GDP share expected to rise from 28% to 35% by the end of the "15th Five-Year Plan" [29]. - Key growth areas include high-end technology services, industrial digitalization, and green consulting services, driven by the need for innovation and sustainability [29]. Conclusion and Insights - The article emphasizes the importance of understanding long-term technological and societal trends for investment and career opportunities during the "15th Five-Year Plan" [30][31].