新质生产力投资全景图（附100+页报告）

Core Viewpoint - New quality productivity is an inevitable path for switching economic growth momentum, characterized by high technology, high efficiency, and high quality, driven by technological breakthroughs and innovative allocation of production factors [4][10]. Group 1: Overview of New Quality Productivity - New quality productivity is defined as advanced productivity that achieves significant leaps in labor, materials, and objects through technological revolutions and deep industrial transformations [4]. - The development of new quality productivity is supported by various government policies aimed at enhancing emerging industries and future industries [5][24]. Group 2: Key Industry Core Sorting - The overall development of new quality productivity in Chinese provinces shows a trend of improvement and uneven development, with 20 provinces reaching a medium to high level since 2021 [9][10]. - High-level provinces such as Beijing, Shanghai, Zhejiang, Guangdong, and Jiangsu are expected to benefit first due to their advantages in higher education resources, innovation talent distribution, and infrastructure [9][10]. Group 3: Development Potential in Related Fields - The new quality productivity industry chain can be broken down into six core segments: digital economy, high-end equipment, biotechnology, smart electric vehicles, energy transition, and future industries [11][25]. - Each segment is expected to experience long-term favorable conditions driven by policies, with high-end equipment and energy transition showing significant growth potential [12][11]. Group 4: Investment Outlook - The focus on optimizing supply chains and actively cultivating emerging and future industries is crucial for enhancing new quality productivity [11][25]. - The government is expected to implement policies to address overcapacity in certain industries, promoting industrial restructuring and enhancing domestic demand [24][25].