精进，以新质生产力之名

Core Insights - The concept of "new quality productivity" is deeply embedded in the economic structure, driving industrial transformation and innovation in listed companies [2][9] - Over 2,200 A-share companies have included "new quality productivity" in their 2024 annual reports, indicating a widespread commitment to optimizing traditional industries and fostering emerging sectors [2][9] Traditional Industry Transformation - Companies are not starting from scratch but are innovating existing industries through new technologies and paradigms, addressing challenges like capacity overflow and homogenized competition [2][4] - Examples include Jack Technology's shift towards AI sewing machines and humanoid robots, and Hengsheng Energy's entry into the diamond production sector through its subsidiary [3][4] Emerging Industry Ecosystem - Under the dual drive of policy and market forces, listed companies in strategic emerging industries like new energy and materials are moving from single-point innovations to systemic capabilities [5] - Sunshine Power's 7.8GWh project in Saudi Arabia set an industry record by completing production and delivery in just 58 days, showcasing the rapid advancement in the energy sector [5] Future Industry Strategic Positioning - Companies are investing in advanced fields such as quantum technology, biomanufacturing, and 6G to secure technological leadership [7][9] - For instance, Chuangyuan Xinke is actively involved in 6G core technology development, while Kexai Biotech is focusing on bio-based materials to replace traditional fossil-based products [7][8] Overall Industry Trends - The transformation narrative of listed companies is characterized by three clear paths: traditional industries innovating through engineering advantages, emerging industries building cluster ecosystems, and future industries positioning themselves through advanced R&D [9][10] - The valuation paradigm in capital markets is shifting, with company value increasingly defined by technological barriers, industry ecosystem positioning, and future potential rather than just current profits [9][10]