Workflow
开辟未来产业新赛道,关注量子信息、脑机接口等产业投资机遇
Changjiang Securities·2025-09-29 09:50

Investment Rating - The report maintains a "Positive" investment rating for the industry [8] Core Insights - The 25th China International Industry Fair highlighted the need to cultivate emerging industries and create new growth drivers, focusing on technology innovation, large-scale development, and application scenario construction [2][5] - Key areas of investment opportunity include the entire quantum technology industry chain, particularly quantum system platforms and applications, as well as the brain-computer interface industry chain and its downstream applications [2][10] Summary by Sections Event Description - The report discusses the opening of the 25th China International Industry Fair in Shanghai, emphasizing the importance of nurturing emerging industries and establishing a growth mechanism for future industries [5] Industry Evolution - The report notes that quantum technology and brain-computer interfaces are transitioning from laboratory research to practical applications, with significant advancements in hardware materials [10] - In the medical field, brain-computer interfaces can assist paralyzed patients in controlling exoskeletons through thought, while in consumer technology, they may change interactions with electronic devices [10] Policy Support - The report indicates that supportive policies are being implemented to promote future industries, with a focus on systematic layout at the national strategic level [10] - The report cites a joint opinion issued by multiple government departments aimed at fostering innovation and development in future industries [10] Future Industry Potential - The report highlights that future industries such as humanoid robots, brain-computer interfaces, the metaverse, and quantum information are still in their early stages, presenting significant growth potential [10] - It suggests that with strong policy support, these industries are expected to accelerate their development and become important components of China's economy [10]