十五五期间制造业迎来哪些新机遇？

Group 1: Manufacturing Industry Trends - The "14th Five-Year Plan" aimed to maintain a stable proportion of manufacturing, while the "15th Five-Year Plan" shifts to maintaining a "reasonable proportion," indicating a potential decline from the current level, which is double the OECD average[2][10]. - In 2024, China's nominal manufacturing value added is projected to account for 24.9% of GDP, significantly higher than the OECD average of 12.4%[2][10]. - From 2011 to 2020, China's manufacturing value added as a percentage of GDP decreased from 31.6% to 25.7%, but the decline has slowed since 2020 due to real estate cycle adjustments[2][11]. Group 2: Investment and Growth Rates - The annualized growth rate of China's real manufacturing value added (PPP) from 2021 to 2024 is expected to be 4.6%, surpassing the global average of 1.7% during the same period[2][20]. - High-end manufacturing investment is projected to grow at an annualized rate of 12.2% from 2021 to 2024, outpacing the overall manufacturing investment growth rate of 9.5%[3][26]. - Traditional manufacturing sectors are expected to see an investment growth rate increase from 2.9% during the "13th Five-Year Plan" to an average of 8.9% from 2021 to 2024[3][27]. Group 3: Emerging Industries and Future Prospects - The "15th Five-Year Plan" emphasizes breakthroughs in high-tech industries and aims to enhance competitiveness in sectors like AI, hydrogen energy, and quantum information[3][29]. - The production of new energy vehicles is projected to rise from 340,000 units in 2015 to 13.168 million units in 2024, reflecting significant growth in the sector[3][46]. - The brain-computer interface industry is expected to grow from 2.33 billion yuan in 2022 to 3.2 billion yuan in 2024, with an annual growth rate of 17.2%[3][48].