Group 1: Investment in Material - Investment in material is crucial for understanding structural shifts in the economy amidst global changes[1] - Key changes in material investment are observed in five areas: globalization, industrial chain, value chain, natural resources, and technology[2] - The traditional global division of labor is shifting towards a focus on security, resilience, and strategic autonomy[2] - China's value chain is moving from manufacturing to innovation, emphasizing value creation over quantity[2] Group 2: Investment in Human Capital - Investment in human capital reflects a deep transformation in demand structure, focusing on quality and individual identity[7] - Consumer demand is increasingly characterized by introspection, quality-seeking, diversity, individuality, and openness[7] - The rise in service consumption, particularly in healthcare and education, indicates a shift towards quality and experience[8] - The balance between investment in material and human capital is essential for achieving sustainable development in the context of Chinese modernization[10]
投资于物和投资于人的时代逻辑:格物致知,成势在人
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