“新质生产力”系列（八）：八大新兴产业及九大未来产业巡礼

Core Insights - The cultivation and development of strategic emerging industries and future industries are the main pathways to accelerate the formation of new quality productivity. The Ministry of Industry and Information Technology and other departments issued the "Implementation Plan for the New Industry Standardization Navigation Project (2023-2035)" in August 2023, categorizing new industries into eight emerging industries and nine future industries [4][7][14] - Emerging and future industries are crucial components of a modern industrial system with significant leading advantages and development potential. As of November 15, 2024, the number of listed companies related to strategic emerging industries exceeded 2,070, accounting for 39% of A-share listed companies, with a total market value of 36 trillion yuan, representing 38% of the total A-share market value [4][21][26] - The eight emerging industries include new generation information technology, new energy, new materials, high-end equipment, new energy vehicles, green environmental protection, civil aviation, and ship and marine engineering equipment. The nine future industries encompass the metaverse, brain-computer interfaces, quantum information, humanoid robots, generative artificial intelligence, biomanufacturing, future displays, future networks, and new energy storage [4][8][14] Overall Development Picture of Emerging and Future Industries - The report systematically organizes the eight emerging industries from various dimensions, including industry development sub-directions, industrial chain composition, policy evolution, industrial distribution maps, and primary market investment and financing conditions [4][8] - The nine future industries are characterized by high innovation and forward-looking potential, serving as important engines for future economic development. The report focuses on the key roles in the cultivation process of these future industries, analyzing their industrial chain, global industrial cluster distribution, primary market investment and financing status, patents, and talent conditions [4][8] Investment and Financing Situation - Strategic emerging industries have become popular targets for investment, with 43 national-level government guidance funds established, many of which are involved in investing in these industries. In recent years, China has created 45 national advanced manufacturing industry clusters and set up 178 national high-tech industrial development zones [26][27] - From 2014 to 2023, there were 28,000 private equity investment events in eight tracks, with over 3 trillion yuan of funds entering these sectors through equity investment. The new energy and new energy vehicle sectors received the highest overall investment, followed closely by semiconductors and new materials [26][29] - In 2023, the scale of VC/PE fund investments in China reached 167.5 billion USD, with major investments directed towards semiconductors, traditional manufacturing, advanced manufacturing, information services, and biomedicine [29][32] Talent Characteristics - The development of emerging and future industries has rapidly released talent demand. In the first half of 2024, the recruitment demand in emerging industries accounted for 21.8% of the total, with a higher demand for new graduates compared to the national average [32][33] - The demand for talent in the new generation information technology sector is the highest, reaching 66.4%, followed by high-end equipment, green environmental protection, and new energy industries [32][33]