软件与服务：发展未来产业，关注科技创新相关投资机遇

Investment Rating - The industry investment rating is "Positive" and maintained [5] Core Viewpoints - The report emphasizes the establishment of a growth mechanism for future industries, focusing on biomanufacturing, quantum technology, embodied intelligence, and 6G as key areas for development [3][4] - The current stage of industrialization for these future industries in China is relatively early, presenting significant development potential across various segments of the supply chain [8] - The report suggests that with strong policy support, these future industries are expected to accelerate their development and become an important part of China's economic future [8] Summary by Relevant Sections - Policy Support: The report highlights that a systematic layout is being developed at the national strategic level for future industries, with recent government reports indicating ongoing commitment to these sectors [8] - Market Potential: For instance, the humanoid robot market in China is projected to reach approximately 5.3 billion yuan by 2025, doubling from 2024, and could reach 75 billion yuan by 2029, capturing 32.7% of the global market [8] - City Initiatives: Several cities, including Beijing, Shanghai, Shenzhen, and Hefei, have already made significant policy deployments to support the development of these future industries, which may lead to accelerated commercialization [8] - Investment Focus: The report recommends focusing on the entire supply chain of future industries, particularly on quantum system platforms and applications of quantum technology [8]