战略性新兴产业及未来产业全景月报-2025-03-17

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies [13]. Core Insights - The State Council approved the "Action Plan for Improving the Recycling and Utilization System of New Energy Vehicle Power Batteries," highlighting the urgent need for a standardized and efficient recycling system as the number of retired batteries is expected to exceed 100 billion yuan by 2030 [3]. - The State-owned Assets Supervision and Administration Commission emphasized the importance of AI in central enterprises, focusing on original innovation and the transformation of results into industrial applications [4]. - The report outlines significant advancements in various sectors, including integrated circuits, industrial machinery, new generation mobile communications, industrial software, artificial intelligence, biotechnology, new energy, new energy vehicles, new materials, and future industries [8][9][10][11]. Summary by Sections Strategic Emerging Industry Policy Trends - The State Council's meeting approved the action plan for the recycling of new energy vehicle batteries, aiming for a comprehensive management system [3]. - The State-owned Assets Supervision and Administration Commission is pushing for AI advancements in central enterprises, focusing on high-value scenarios and data industry development [4]. Sub-industry Information Updates - Integrated Circuits: Significant growth in global semiconductor sales, with a 19.1% increase expected in 2024 [8]. - Industrial Machinery: The China Securities Regulatory Commission is enhancing capital market functions to support breakthroughs in key areas [8]. - New Generation Mobile Communications: The 2025 Mobile Resale Industry Ecosystem Development Conference focused on AI-enabled communication [8]. - Industrial Software: The number of excellent smart factories in China has surpassed 230 [9]. - Artificial Intelligence: The funding scale for AI in China is expected to exceed 100 billion yuan in 2024, with early investments leading the way [9]. - Biotechnology: China's pharmaceutical exports are projected to reach 107.96 billion USD in 2024, a 5.9% year-on-year increase [9]. - New Energy: The global solar power generation is expected to grow by 30% [9]. - New Energy Vehicles: The global power battery installation volume is projected to increase by 27.2% in 2024 [10]. - New Materials: The lithium battery industry is seeing profit growth, with significant advancements in solid-state battery technology [10]. Future Industry Information Updates - Future Information: Initiatives in brain-computer interface systems and AR glasses development are underway [11]. - Future Networks: The satellite navigation industry in China has surpassed 536.2 billion yuan in total output value [11]. - Future Space: Successful test flights of electric vertical takeoff and landing (eVTOL) aircraft are reported [11]. - Future Energy: Significant progress in artificial sun projects and other energy innovations [11]. - Future Health: The first universal iPS cell therapy for ALS has received FDA approval [11].