第五，生产性服务业也是全要素生产率发展的基础。 生产性服务业来自知识密集和人才密集 的投入，新质生产力要求在传统的要素之外提升全要素生产率增长，就是要抓好生产性服务业 的发展。 "总体上生产性服务业有五大战略性功能，我们应该给予高度的重视。"黄奇帆表示。 黄奇帆表示， 在2010年以前，全世界制造业最重要的十大板块里中国是没有"领跑"的，基本 上是在后面"跟跑"，现在在高铁、汽车制造、新能源装备、电力装备、造船五大领域处于"领 跑"地位，在生物医药、信息智能技术、芯片生产、高端装备、新材料、航空航天等领域也 从"跟跑"进入"并跑"阶段。因此中国制造大而不强的概念，现在翻开了新一页。 7月10日，在2025贝壳财经年会"建设开源之都：智AI未来，生态共澎湃"论坛上，中国国家创 新与发展战略研究会学术委员会常务副主席、重庆市原市长黄奇帆表示，生产性服务业有五大 战略性功能，应该高度重视。 黄奇帆指出，生产性服务业作为以科研创新为核心的服务业，除了推动制造业的技术进步，提 高制造业的产业运行效率和效益以外，不仅是新质生产力和高科技制造产生的温床、动力和土 壤、生态环境，同时，生产性服务业自带光环，是全世界全社会经济 ...

Core Viewpoint - The production service industry has five strategic functions that are crucial for economic development and should be given high importance [1][3]. Group 1: Strategic Functions of Production Service Industry - The production service industry is a growth driver for GDP and often becomes the largest sector in developed economies [1]. - It serves as the driving force for high-quality development in manufacturing and is the largest sector for unicorn companies globally [1]. - The production service industry is a growth engine for service trade, with insufficient development in China leading to a reliance on imported production services [1]. - It forms the basis for high added value in products, as seen in the example of a smartphone where a significant portion of the price is derived from production services [2]. - The production service industry is essential for the development of total factor productivity, requiring knowledge and talent-intensive inputs [2]. Group 2: Current Status and Future Goals - Despite significant achievements in manufacturing, China lags in the production service industry, reflected in five weak indicators: low GDP share, low service trade share, low manufacturing profit margins, low proportion of unicorns, and low total factor productivity [3]. - The goal for the period from 2021 to 2040 is to address these weaknesses by focusing on the development of the production service industry to promote high-quality manufacturing and the healthy development of new productivity [3].

Core Insights - The production service industry is a crucial growth engine for global GDP and should be prioritized for development [1][2][14] - China has achieved over 30% of global manufacturing output, leading in several key sectors while still lagging in the development of the production service industry [2][15][18] Group 1: Strategic Functions of Production Service Industry - The production service industry enhances the quality and efficiency of manufacturing, serving as the largest growth segment of GDP [1][7] - It acts as a driving force for high-quality development in manufacturing and is a significant contributor to the emergence of unicorn companies [9][11] - The industry is a key component of service trade, with China's service trade share being significantly lower than the global average [11][12] - It underpins high value-added products, with substantial contributions to the profit margins of manufactured goods [12][13] - The production service industry is essential for improving total factor productivity, which is currently lower in China compared to developed economies [13][18] Group 2: Current State and Future Projections - China's production service industry accounts for approximately 27% to 28% of GDP, which is lower than the 40% to 50% range seen in developed countries [18][20] - The industry is projected to grow to 35% of GDP by 2040 and 40% by 2050, while manufacturing is expected to maintain a share of around 25% [2][20] - The manufacturing sector has transitioned from "catching up" to "leading" in several areas, yet the production service sector remains a notable shortcoming [15][18] - The current profit margins in China's manufacturing sector are lower than those in developed countries, indicating a need for improvement in the production service industry [18][19]

Group 1 - The 2025 Beike Finance Annual Conference opened with the theme "China's Economy: Co-Growth of Openness and Resilience" [2] - The conference featured discussions on the importance of production service industries in driving new productive forces and technological innovation [8][9] - The launch of the "Technology Capital Co-Innovation Plan" by Beike Finance aims to foster collaboration between technology and capital [16] Group 2 - Reports released at the conference highlighted the increasing deployment of AI applications in businesses, with 89.84% of surveyed companies utilizing AI in various operational aspects [16][17] - The "Haidian is the 'Source' Report" outlines Haidian District's role as a global AI innovation hub, emphasizing talent density and institutional innovation [16] - The second edition of the "China AI Large Model Evaluation Report" indicates a 22.9 percentage point increase in media professionals using large models, with significant potential for efficiency improvements [17]

Economic Overview - China's economy has consistently crossed significant milestones, reaching an estimated GDP of around 140 trillion yuan in 2023, with an increment of over 35 trillion yuan, equivalent to the combined GDP of Guangdong, Jiangsu, and Shandong provinces [2] - The average economic growth rate over the past four years has been 5.5%, with China contributing approximately 30% to global economic growth [2] Domestic Demand - Domestic demand has played a crucial role, contributing an average of 86.4% to economic growth over the past four years [3] - Final consumption's contribution to economic growth averaged 56.2%, an increase of 8.6 percentage points compared to the previous five-year period [3] Investment Contributions - Capital formation from investments contributed an average of 30.2% to economic growth over the past four years [4] - Significant investments in high-tech industries and infrastructure have been made, with approximately 780,000 affordable housing units constructed, addressing housing issues for over 20 million people [4] Innovation and High-Tech Development - China is transitioning from a global manufacturing hub to a global innovation center, with high-tech manufacturing value added increasing by 42% and digital economy core industries growing by 73.8% [5] - R&D expenditure reached 3.6 trillion yuan, accounting for 2.68% of GDP, with enterprises contributing over 77% of this investment [5] Service Sector and Productivity - The development of the productive service sector is closely linked to improvements in production efficiency and value [6] - There is a focus on enhancing the share of productive services in GDP from 27%-30% to 35% during the next five-year period, which is expected to lead to a more rational industrial structure [6]

《意见》明确，拓展重点产业应用。支持汽车企业提升整车和零部件工业设计能力。引导整车企业 加强供应链管理，发展汽车金融、智能辅助驾驶、维修保养、回收利用等服务，探索汽车全生命周期管 理。支持企业研发工业大模型，面向故障分析、流程工艺优化等需求提供定制化解决方案。加快人工智 能在制造服务各环节全面应用，探索基于人工智能的全生命周期管理。推动人工智能领域科技服务平台 建设，探索平台验证、协同开发。 本报合肥7月4日电（记者田先进）近日，安徽省政府办公厅印发《关于推动先进制造业和现代生产 性服务业深度融合发展的实施意见》（以下简称《意见》），促进先进制造业向高端跃迁、现代生产性 服务业加速发展，加快构建现代化产业体系。 《意见》提出，探索两业融合路径。大力发展研发设计、技术转移、科技金融、科技咨询、知识产 权等服务，提升概念验证、中试验证、产业孵化能力，构建覆盖产业创新全链条的科技服务体系。加强 制造业企业创新能力建设，打造一批制造业创新中心和企业技术中心，开展长三角科技创新共同体联合 攻关。引导企业聚焦客户需求实现和产品价值提升，围绕产品概念定义、形态结构、功能性能、用户体 验、品牌形象开展综合设计，推动产品设计与 ...

Core Viewpoint - The Anhui Provincial Government Office has issued implementation opinions to promote the deep integration of advanced manufacturing and modern productive services, focusing on the synergy between manufacturing and modern logistics [1] Group 1: Integration of Manufacturing and Logistics - The initiative encourages enterprises to build intelligent logistics equipment and storage facilities [1] - It emphasizes the establishment of intelligent supply chain management systems to enhance process control and improve the efficiency of supply chain management [1] - The plan includes the introduction and cultivation of supply chain innovation service platforms aimed at small and medium-sized enterprises [1] Group 2: New Logistics Models - The government aims to explore new logistics organization models such as shared cloud warehouses, joint distribution, and unified warehousing and distribution [1] - There is a focus on strengthening the connection between logistics companies and foreign trade as well as manufacturing enterprises to facilitate product exports [1]

Core Viewpoint - The Chinese economy is expected to maintain a growth rate above 5% in the first half of 2024, demonstrating resilience despite external uncertainties and internal challenges [1][2][4]. Economic Performance - In Q1 2024, China's economy grew by 5.4% year-on-year, exceeding market expectations [2][4]. - The retail sales of consumer goods in May 2024 increased by 6.4% year-on-year, marking the highest monthly growth since 2024 [1][3]. - The cumulative year-on-year growth rate of retail sales for the first five months of 2024 was 5% [3]. External Trade - The cumulative year-on-year growth rate of imports and exports in the first five months was 1.3%, with exports growing by 6% [2]. - Factors contributing to export growth include increased non-U.S. exports, "export grabbing" effects, and "price-for-volume" strategies in U.S. exports [2][4]. Consumer Policies - The "old-for-new" consumption policy has significantly boosted retail sales, with furniture, communication, and home appliance retail sales growing over 20% [3]. - In 2024, the central and local governments allocated approximately 170 billion yuan for the "old-for-new" policy, expected to raise retail sales growth by over 1 percentage point [3]. Investment and Consumption Outlook - There is a need to stimulate both consumption and investment in high-tech sectors and productive services [5]. - The focus should be on stabilizing domestic consumption and investment, with an emphasis on the real estate market and capital market stability [5]. Structural Reforms - The current economic strategy emphasizes the need to shift from investment and export-driven growth to consumption and innovation-driven growth [6][7]. - Reforms in fiscal and tax systems are necessary to enhance local governments' incentives to boost consumption [7]. Monetary Policy - There is still room to lower the reserve requirement ratio, and stabilizing asset prices should be included in monetary policy considerations [7].

Core Viewpoint - The establishment of a modern agricultural product circulation system centered in Zhuhai marks a significant step towards enhancing the efficiency and modernization of agricultural product distribution in the Pearl River West region and the Guangdong-Hong Kong-Macao Greater Bay Area [1][2]. Group 1: Agreements and Collaborations - Multiple strategic cooperation agreements were signed, including a framework agreement for the construction of the Zhuhai West Agricultural Product Circulation System and the establishment of the Greater Bay Area Agricultural Product Supply Guarantee Fund [1]. - Key stakeholders involved in the agreements include Zhuhai State-owned Assets Supervision and Administration Commission, Shenzhen Agricultural Investment Group, and various agricultural state-owned enterprises from the region [1][2]. Group 2: Modernization and Transformation - The modernization of the agricultural product circulation system is viewed as a profound transformation of the productive service industry, shifting Zhuhai's role from a "production base" to a "circulation hub" within the Greater Bay Area [2][4]. - The construction of the circulation system aims to integrate agriculture with food processing, logistics, and e-commerce, thereby forming a more complete industrial chain and enhancing the agricultural value chain [2][4]. Group 3: Technological Integration - The new circulation system will leverage technologies such as IoT, big data, and artificial intelligence to create a digital, intelligent, and green agricultural product circulation framework [4][6]. - The model proposed includes a core hub market, production distribution centers, and diverse sales terminals to improve the last-mile service of agricultural product distribution [4][5][6]. Group 4: Financial Support and Investment - The Guangdong Provincial Agricultural Fund, in collaboration with other entities, has initiated the Greater Bay Area Agricultural Product Supply Guarantee Fund to support the construction of the circulation system [8]. - The total investment for the Zhuhai West Agricultural Product Logistics Trading Center project exceeds 2.6 billion yuan, with an expected annual transaction volume of over 4 million tons and a transaction value exceeding 20 billion yuan [9]. Group 5: Regional Impact and Goals - The establishment of the circulation system is expected to significantly enhance the supply guarantee capabilities of the Greater Bay Area's agricultural product supply chain, addressing the growing demand for high-quality agricultural products [9]. - The project aims to fill the gap in comprehensive agricultural product circulation hubs in the Pearl River West region, thereby improving regional agricultural distribution and cold chain capabilities [9].

Group 1: Economic Outlook - Experts believe that the foreign trade environment remains uncertain in the second half of the year, emphasizing the need to expand domestic demand as the core policy direction to cultivate more growth momentum and endogenous power [1][5] - The cumulative GDP growth rate for the first half of the year is likely to reach around 5.2%, supported by consumption [1][5] Group 2: Consumption Policies - Suggestions include optimizing holiday arrangements, such as increasing holidays in the second half of the year and implementing paid leave systems to boost service consumption recovery [2][6] - The government has allocated a total of 162 billion yuan in central funds to support the "old-for-new" consumption policy, with an additional 138 billion yuan expected to be distributed in the third and fourth quarters [6] Group 3: Income and Consumption Dynamics - Improving residents' disposable income is crucial for transforming consumption into a new economic engine, with a focus on increasing the proportions of fiscal spending on public services, residents' consumption in total demand, and disposable income in the national economy [9][10] - Wage income constitutes a significant portion of residents' disposable income, and enhancing wage growth is essential for sustained income improvement [9][10] Group 4: Service Consumption Potential - The service retail sector showed a growth rate of 5.0% in the first quarter, indicating the potential for service consumption to be a key driver for boosting overall consumption [11] - The Ministry of Commerce has proposed 48 measures to enhance service consumption, covering various sectors such as dining, tourism, and new business models [11] Group 5: Productive Service Industry - The productive service industry is identified as a key area for development, with a focus on nurturing leading enterprises similar to Huawei and Apple [12][13] - The productive service sector is projected to grow from 27% in previous years to 31% in 2024, highlighting its importance in the modern economy [12][13]