Group 1: Strategic Importance of New Quality Productivity - Technological innovation is the main battlefield for global competition, with a focus on developing new quality productivity tailored to local conditions[2] - The goal is to leverage breakthroughs in cutting-edge technologies like AI and quantum science to elevate China's modern industrial system towards high-end, intelligent, and green development[2] - The "15th Five-Year Plan" is seen as a critical period for transitioning new quality productivity from cultivation to growth, driven by AI and quantum technologies[3] Group 2: Transformation and Upgrading of Traditional Industries - The integration of industrial AI and data elements is expected to enhance the deep fusion of manufacturing capabilities and data management ecosystems[2] - By 2024, the digital R&D design tool penetration rate among key industrial enterprises in China reached 82%, with over 340 influential industrial internet platforms established[14] - A case study of Tianjin TBEA shows a 25% increase in production efficiency and a 16% reduction in unit costs through digital factory modeling[15] Group 3: Growth of Emerging Industries - The AI computing center market in China reached 87.9 billion yuan in 2023, with a projected growth to approximately 101.4 billion yuan in 2024, reflecting a growth rate exceeding 90%[16] - The AI chip market is expected to grow from 1.41 trillion yuan in 2024 to 1.53 trillion yuan in 2025, indicating strong growth potential[16] - Quantum computing is anticipated to achieve key breakthroughs during the "15th Five-Year Plan," with a global total of 329 quantum computing companies as of July 2024[18] Group 4: Challenges and Countermeasures - China's basic research funding accounted for only 6.91% of total R&D expenditure in 2024, significantly lower than the 12%-23% range in developed countries[21] - The disconnect between technological innovation and the real needs of the economy is a critical challenge, with strategic emerging industries contributing only about 13% to GDP[23] - Ethical and security risks associated with emerging technologies, such as AI and quantum computing, pose significant challenges to national security and social stability[25]
学习二十届四中全会精神:新质生产力:擘画“十五五”的宏伟蓝图与产业革命
Shanghai Securities·2025-11-19 11:54