全球产业链系列专题研究报告：“新质生产力”与全球产业链重塑-价值链、空间链、供应链三维驱动

Group 1: Global Economic Context - The global economy is experiencing slow and turbulent recovery amid multiple risks, with GDP growth contributions from total factor productivity weakening[11] - The International Monetary Fund predicts world economic growth to be around 3.2% in 2025, indicating a low-speed trajectory with significant uncertainties[11] Group 2: New Quality Productivity Concept - The concept of "new quality productivity" was proposed in response to the challenges faced by the global economy and aims to enhance total factor productivity significantly[7] - The 20th National Congress of the Communist Party of China emphasized the importance of improving the resilience and security of industrial and supply chains as a core measure for developing new quality productivity[13] Group 3: Technological Revolution and Industrial Transformation - Historical technological revolutions have consistently driven changes in production capacity and global industrial layouts, with each revolution leading to the emergence of new production centers[17] - The current technological revolution is characterized by advancements in artificial intelligence, big data, and green technologies, which are reshaping production methods and global economic structures[12] Group 4: Challenges and Opportunities - The rise of technology protectionism poses challenges to global industrial chains, potentially leading to blockages and imbalances[7] - Despite challenges, China possesses unique advantages, including a complete industrial system and increasing innovation capabilities, which can help seize opportunities in the transformation of global industrial chains[14] Group 5: Strategic Directions for Development - Future efforts should focus on optimizing global layouts in key sectors, enhancing supply chain resilience, and driving innovation to elevate China's position in the global value chain[7] - It is crucial to address potential risks related to digital, green, and economic challenges while navigating the transformation brought by technological advancements[7]