布局未来：六大产业引领“十五五”新开局

Core Viewpoint - The "14th Five-Year Plan" lays the foundation for the "15th Five-Year Plan," which aims to cultivate emerging and future industries as a key part of building a modern industrial system, positioning China strategically for the next round of global technological and industrial transformation [1][3] Group 1: Strategic Overview - The "15th Five-Year Plan" emphasizes the construction of a modern industrial system and the consolidation of the real economy as primary strategic tasks, signaling the necessity for a solid technological and industrial foundation for China's modernization [3] - Future industries are characterized by their frontier, disruptive, and high-growth nature, stemming from significant breakthroughs in basic science, and are expected to dominate global economic landscapes in the coming decades [3] Group 2: Key Future Industries - Six future industries identified in the "15th Five-Year Plan" are crucial for driving the next wave of technological revolution, interlinked and collaboratively evolving to form a new matrix of productive forces [5] - Quantum technology is positioned as a cornerstone for information security and computational advancements, with China leading in quantum communication and achieving "quantum supremacy" with prototypes [5] - Biomanufacturing connects green transformation with industrial upgrading, with a market size nearing 1 trillion yuan, showcasing potential in achieving carbon neutrality through innovative technologies [5] - Hydrogen and nuclear fusion energy represent ultimate solutions for energy, with ongoing developments in compact fusion devices pushing towards engineering applications [5] Group 3: Market and Technological Development - Brain-computer interfaces and embodied intelligence are redefining human-machine relationships, with significant market growth expected in these areas by 2025 [6] - The sixth generation of mobile communication (6G) is set to integrate communication, perception, computation, and artificial intelligence, with China establishing a leading edge in 6G technology [6] Group 4: China's Unique Advantages - China's unique advantages lie in the combination of a new type of national system and a super-large market, allowing for concentrated resource investment in strategic areas like quantum and fusion technologies [8] - A tailored approach is essential for developing future industries, focusing on 1-2 key segments based on local resources and industrial foundations [8] - Establishing a virtuous cycle of technology, capital, and talent is crucial for fostering innovation and long-term investment in emerging technologies [8]