Group 1: Future Industry Development Significance - Future industries are driven by cutting-edge technologies and are in the early stages of industrialization, representing strategic and disruptive emerging sectors[2] - Historical data shows that countries that invested in future industries during industrial revolutions achieved higher total factor productivity (TFP) and economic growth rates[4] - In 2024, China's new energy vehicle production and sales reached 4.929 million and 4.944 million units, respectively, marking a year-on-year increase of 30.1% and 32%[3] Group 2: Current and Future Industry Landscape - The global market for quantum computing is projected to grow from 811.7 billion by 2035, indicating significant potential in this sector[11] - China's digital economy's core industry value added exceeded 12 trillion yuan in 2023, accounting for 10% of GDP, with growth rates consistently surpassing GDP growth[14] - The 2023 Global Future Industry Development Index ranked the U.S. and China as the top two countries, with China leading in talent and education[9] Group 3: Investment Mechanism and Policy Recommendations - The "Decision" emphasizes the need to establish a future industry investment growth mechanism, focusing on increasing capital investment and optimizing resource allocation[25] - Strengthening basic research capabilities is crucial, with a call to increase the proportion of R&D spending dedicated to foundational research, which was only 6.57% in China in 2022 compared to 14.8% in the U.S.[17] - A multi-stakeholder collaborative approach is necessary to address uncertainties in technology, application scenarios, and successful industrialization, ensuring a supportive ecosystem for future industries[22]
宏观观察2024年第35期（总第546期）：《中共中央关于进一步全面深化改革 推进中国式现代化的决定》解读系列之三-建立未来产业投入增长机制，助力新质生产力发展＊
中国银行·2024-08-02 10:00