顶层设计指引，未来产业前景广阔

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [5] Core Insights - The future industry is expected to become a new economic growth point, with significant potential in quantum technology, embodied intelligence, and 6G technology. The report emphasizes the need for strategic planning and government support due to the long cultivation cycle and high market risks associated with future industries [1][11] - Quantum technology is highlighted as the leading sector within future industries, with four key areas expected to drive disruptive innovation: quantum computing, quantum communication, quantum measurement, and post-quantum cryptography [2][12] - Embodied intelligence is identified as a crucial application of artificial intelligence, facilitating the development of humanoid robots and advancing the robotics industry [2][12] - The second phase of 6G technology trials has been initiated in China, with over 300 key technologies developed, focusing on integrating satellite internet as a foundational infrastructure for 6G [3][13] Summary by Sections Industry Investment Rating - The report assigns an "Outperform the Market - A" rating, indicating an expected investment return exceeding the CSI 300 Index by 10% or more over the next six months [5][24] Future Industry Overview - The future industry encompasses a wide range of sectors, including information technology, bio-manufacturing, energy, and high-end equipment manufacturing, with substantial investment value due to its broad development space [1][11] Quantum Technology - Quantum computing is poised to solve complex problems beyond the capabilities of traditional computers, with potential breakthroughs in drug discovery and materials science. Quantum communication aims to enhance secure information transmission, while quantum measurement will improve precision in various fields [2][12] Embodied Intelligence - Embodied intelligence enhances AI's ability to interact with environments, leading to measurable and verifiable applications. Humanoid robots are expected to be key carriers of these algorithms, paving the way for general artificial intelligence [2][12] 6G Technology - The report notes that the first phase of 6G technology trials has been completed, with the second phase now underway, focusing on creating an integrated network that includes satellite internet as a critical infrastructure component [3][13]