手术机器人是本届展会关注的焦点之一，其发展已从单点突破走向多术式、全流程覆盖。如今，手术机 器人不仅仅作为解决单一术式的"工具"，更演进为覆盖多科室、整合多模式的智能手术平台，引领着手 术领域的革命性变革。 展会现场，精锋医疗展示了其单孔/多孔腔镜手术机器人，系统凭借灵活的"内腕"器械与高清三维视 觉，使单一切口下的复杂手术成为可能，大幅降低患者创伤；元化智能带来的髋膝单髁三位一体手术机 器人，将关节置换手术的规划、导航与执行融为一体，实现了对髋、膝关节疾病的全覆盖精准治疗；罗 伯医疗则专注于消化内镜赛道，其一次性使用柔性机械臂与主机系统配合，实现了内镜手术的精准操控 与全程无菌，正改变着传统内镜诊疗模式。 除了手术室里的"机械臂"，展会上能"读懂"人体信号的脑机接口产品，也引得无数观众驻足，成为另一 大亮点。脑机接口技术正突破传统医疗边界，从功能替代延伸到健康增强与主动干预，成为引领智慧医 疗未来的关键驱动力。 手术刀被机械臂精准替代，影像设备拥有"超清透视"之力，脑机接口正学习"翻译"神经信号，抗肿瘤药 带来颠覆性"新解"、玩游戏协助关节康复训练……这些勾勒未来医疗的想象，正生动地铺陈在2025深圳 国际 ...

Market Overview - The Chinese medical equipment market is projected to reach 1.35 trillion yuan in 2024, with an average growth rate exceeding 12% over the past decade, making it the second-largest market globally [2][6] - Shenzhen's pharmaceutical and medical device industry is expected to achieve a production value of 157.6 billion yuan in 2024, with medical devices alone surpassing 102.8 billion yuan, maintaining its position as the leading region in China for ten consecutive years [3] Industry Innovation - China is increasingly focusing on quality improvements in its medical equipment sector, with one-third of global medical equipment patents originating from the country, indicating a strengthening of domestic innovation capabilities [2][6] - Shenzhen has nurtured 35 listed companies in the pharmaceutical and medical device sectors, along with over 1,000 enterprises above designated size, showcasing a robust industrial ecosystem [3] Recent Developments - Notable recent collaborations include a 47 billion HKD (approximately 5.99 billion USD) partnership between Crystal Technology and DoveTree for AI drug development, marking a significant milestone in the commercialization of AI in pharmaceuticals [4] - Health元's innovative drug, Marpacisavir capsules, has received approval for market launch, representing a breakthrough in flu treatment with a unique mechanism requiring only one oral dose [5] Future Directions - Shenzhen aims to focus on four emerging sectors: cell and gene therapy, biomanufacturing, AI in pharmaceuticals, and health consumer products, to enhance its competitive edge in the medical equipment industry [6][7] - The establishment of an "AI + Biomanufacturing Public Service Platform" is set to accelerate the R&D cycle for biomanufacturing companies, significantly reducing development time from years to months [7]

□ 本报记者 付 奇 12月16日，国家开发投资集团有限公司下属的国投生物制造创新研究院有限公司与泰兴市东圣生物科技 有限公司签署股权转让协议，并启动新质蛋白产业化项目，引得食品业界瞩目。前者是实力雄厚的国家 资本，后者是在细分市场占有率达六成的民企"小巨人"，此次合作，不仅标志着这家央企"巨无霸"在新 质蛋白领域构建起"技术研发+产业落地"的完整链路，也将以央地合作为生物制造这一战略性新兴产业 注入强劲动力。 东圣生物是全球谷氨酰胺转氨酶（TG酶）龙头企业，其核心产品远销40多个国家和地区，国内市场占 有率达60%，是国家级专精特新"小巨人"企业，具备较为成熟的产学研用体系。 12月16日，记者来到位于泰兴市黄桥镇的东圣生物总部所在地，看到其核心产品TG酶生产全过程。在 发酵车间，通过10个4层楼高的发酵罐，可将从纳米比亚等地引进的鱼粉等原材料发酵转化为粉状"原 酶"，再在复配车间8条产线上，通过一系列工艺稀释复配成酶制剂产品。"这个产品广泛应用在肉制品 乳制品等领域，起到改良质构的作用。"东圣生物质控部负责人何蓉介绍。 中国工程院院士、江南大学教授陈坚介绍，所谓"生物制造"，就是致力于把生物科学/生物技术 ...

（原标题：第十四届全国政协委员尹艳林： "十五五"规划建议指引产业体系建设再上台阶） 证券时报记者 曾剑 在"第十九届上市公司价值论坛暨2025新质生产力巡礼宜宾行"现场，第十四届全国政协委员尹艳林 对"十五五"规划建议中的产业重点和政策方向作出解读。 根据《建议》,"十五五"时期是基本实现社会主义现代化的关键时期，要实现"高质量发展取得显著成 效""人民生活品质不断提高"等诸多目标。同时，文件提出探索多元技术路线、典型应用场景、可行商 业模式、市场监管规则，推动量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移 动通信等成为新的经济增长点。 "《建议》提出前瞻布局未来产业，指引了中国产业的前进方向。"尹艳林表示。 《建议》提出，坚持把发展经济的着力点放在实体经济上；坚持智能化、绿色化、融合化方向；保持制 造业合理比重，构建以先进制造业为骨干的现代化产业体系等，对我国产业发展指明方向。 尹艳林分析认为，中国经济靠实体经济起家，传统产业是我国产业体系的"基本盘"。"传统产业利用新 技术进行改造升级，可以形成新质生产力，这个主阵地不能丢。"他表示，传统产业还是我们推进创新 的基础，没有传统产业,很多 ...

Group 1 - The core viewpoint emphasizes the importance of a strong domestic market as a strategic foundation for China's modernization, with the central economic work conference prioritizing "domestic demand-led growth" as the top task for the upcoming year [1] - Over the past four years, despite various challenges, China's economy has maintained an average growth rate of 5.5%, with domestic demand contributing 86.4% to this growth, highlighting the critical role of a robust domestic market [1] - China's large population and complete industrial system position it as the world's largest and most potential consumer market, with a per capita GDP exceeding $10,000 [3] Group 2 - The government has implemented special actions to boost consumption, including a vehicle trade-in policy that has led to over 10 million applications for subsidies, reflecting the vibrant activity in the consumer market [6] - In the first eleven months of the year, retail sales of consumer goods increased by 4% year-on-year, with service retail sales growing at a faster rate of 5.4%, indicating a shift towards service-oriented consumption [8] - The ice and snow industry in China is projected to exceed 1 trillion yuan, showcasing the potential for growth in this sector and the importance of balancing supply and demand [13] Group 3 - Recent policies aim to enhance the adaptability of supply and demand in consumer goods, promoting a virtuous cycle between consumption and investment, which is expected to improve the efficiency of the domestic market [17] - The focus on expanding employment and increasing household income is crucial for driving demand, while technological innovation is essential for upgrading industries and creating new demand [14] - The commitment to transforming the advantages of a large-scale market into competitive advantages will continuously release the growth potential of the Chinese economy [19]

Core Viewpoint - The article emphasizes that China is poised to play a significant role in the future of biomanufacturing, which is expected to create an economic value exceeding $30 trillion by 2050, marking it as a core driver of the next industrial revolution [2][7]. Summary by Sections What is Biomanufacturing? - Biomanufacturing transforms living organisms, such as microorganisms and cells, into "smart factories" that produce various substances needed by humans. This process marks a fundamental shift from traditional manufacturing, which relies on fossil resources, to using renewable resources like sugar, straw, and carbon dioxide [2][3]. Importance of Biomanufacturing - Biomanufacturing is crucial for achieving carbon neutrality as it significantly reduces carbon emissions by utilizing renewable resources instead of fossil fuels. It allows for a broader range of raw materials and a greener manufacturing process, making factories resemble ecosystems [3]. - The potential for programmable manufacturing is immense, as scientists can design microorganisms to produce specific molecules, akin to writing code, thus unlocking vast possibilities [3]. Impact on Daily Life - In the food sector, cell-cultured meat and new food ingredients like microbial proteins are becoming mainstream. - The fashion industry is seeing innovations such as bio-silk from bacteria and biodegradable textiles from algae and fungi. - In construction, "bio-bricks" made from fungal mycelium can self-repair and absorb carbon dioxide, potentially transforming buildings into "green life forms." - Transportation is advancing with the production of aviation fuel from carbon dioxide, and biomanufacturing is also contributing to greener lubricants and tire rubbers. - In healthcare, biomanufacturing can streamline drug synthesis, enabling personalized medicine and potentially allowing hospitals to "print" drugs and organs [4]. Challenges and Future Trends - Biomanufacturing faces challenges such as the need for improved foundational capabilities in gene editing and enzyme engineering, difficulties in scaling from lab to industrial production, and the lack of a comprehensive policy and standards framework [5]. - Future trends include the integration of artificial intelligence in biomanufacturing, enabling rapid strain improvement, carbon cycling in manufacturing processes, and cross-industry collaborations that will create new industrial ecosystems [6]. Opportunities for China - China has advantages in fermentation capacity, industrial scale, and engineering experience. The government is actively promoting biomanufacturing as a new growth engine, positioning the country to take a leading role in this transformative industry [7].

Core Insights - The report highlights a significant transformation in China's foreign openness, shifting from market-driven to rule-driven approaches, emphasizing the establishment of a new open economic system centered on institutional openness [6] Group 1: Trade Developments - China's total goods trade is projected to reach 43.8 trillion yuan in 2024, accounting for approximately 12.5% of global trade, showcasing resilience despite global economic challenges [7] - The trade structure is continuously optimizing, with an increasing proportion of high-tech and high-value-added product exports [7] - China is enhancing its trade system's resilience through various measures, including deepening regional economic cooperation and promoting green and low-carbon trade transitions [7] Group 2: Service Trade - China has become a global leader in service trade but faces internal and external pressures, including geopolitical factors and regulatory barriers [8] - The report identifies service trade as a key area for future breakthroughs in China's openness, necessitating institutional innovations to align with international standards [8] Group 3: Financial Opening - China is cautiously advancing financial sector openness, capital account liberalization, and the internationalization of the yuan, achieving notable progress [9] - The yuan has become the world's third-largest payment currency and the second-largest trade financing currency, with its functions steadily enhancing [9] - Challenges include balancing efficiency and security amid rising financial protectionism and uncertainties in the international monetary system [9] Group 4: International Technology Cooperation - The global technology cooperation landscape is facing fragmentation and politicization, prompting China to restructure its international technology cooperation framework [10] - There is a shift from a single global innovation network to a focus on regional collaboration and self-sufficiency in key areas [10] Group 5: Foreign Investment - China's foreign investment structure is evolving, characterized by regionalization, greening, and high-end features [11] - The report introduces the "China Foreign Investment Uncertainty Index (IPU)," indicating multifaceted risks in foreign investments, particularly in strategic sectors like AI and biotechnology [11] Group 6: Future Outlook - The report concludes that China is undergoing a profound historical transformation in its foreign openness, aiming to establish a new cooperation framework centered on institutional openness [12] - Key strategies include aligning with international trade rules, enhancing resource allocation capabilities, and strengthening risk prevention systems [12]

在下午的科技产业投资专场中，圆桌对话《穿越周期的早期投资：从"赛道思维"到"认知红利"》探讨了 在共识廉价、市场极度内卷的当下，投资人如何穿越周期，从"赛道思维"转向"认知红利"。 英诺天使基金合伙人、北京前沿国际人工智能研究院理事长王晟作为嘉宾主持人，对话红杉中国合伙人 张涵、元禾原点合伙人乐金鑫、峰瑞资本合伙人马睿、心资本合伙人吴炳见等多位嘉宾。 面对AI、具身智能等赛道的迅速拥挤，嘉宾们指出，单纯赌赛道的时代已经结束，真正的决胜点在于 对人、对周期以及对非共识的深刻理解。 在"红海"共识中寻找认知的非共识。 2025年12月3日，「甲子光年」在北京万达文华酒店圆满举办"轰然成势，万象归一"2025甲子引力年终 盛典。 红杉中国合伙人张涵 乐金鑫：我是来自元禾原点的乐金鑫，元禾大本营是在苏州，既不靠北也不靠南。元禾原点一直是元禾 旗下早期的投资平台，到今年也12年的时间了。 从红杉中国的全链条布局，到峰瑞资本的内容影响力构建，再到新兴机构的个人IP打造，投资人们正在 通过不同的方式建立自己的"认知模型"和项目雷达。 大家普遍认为，保持"手感"、建立正向反馈循环以及在行业低谷期的坚持，是"捕捉下一个珍珠"的 ...

北京市发展和改革委员会党组书记、主任杨秀玲接受专访时强调，北京要加快围绕现代化产业体系，强 化中试等产业平台建设，推动人工智能、生物医药、机器人等优势领域做大做强，加速布局6G、量 子、生物制造、脑机接口等新赛道，大力发展现代服务业，扎实推动高质量发展。（中新网） ...

国务院国资委2023年启动实施央企产业焕新行动和未来产业启航行动，聚焦新一代移动通信、人工智能、生物制造、新材料等15个重点产业领域方向，推动 中央企业加快布局和发展新兴产业。 国投集团称，此次合作标志着国投集团在新质蛋白领域构建起"技术研发+产业落地"的完整链路，是发挥央企科技引领与产业带动作用的关键一步，为生物 制造这一国家战略产业注入强劲动力。 新质蛋白产业基于合成生物学技术，通过工业微生物发酵方式对农耕、畜牧等传统蛋白质获取方式进行改革升级，是生物制造新质生产力的典型代表。 国投集团投资布局生物制造领域项目118个、金额225亿元，带动投资超千亿元。 中国工程院院士陈坚表示，生物制造正处在从科技向产业转化的爆发期，产业规模将从2025年的1.6万亿发展到2030年的3万亿元。 中国科学院天津工业生物技术研究所研究员李德茂谈到，新质蛋白是近年来在保障粮食安全和可持续发展背景下兴起的一个重要概念，旨在减少对传统养殖 业的依赖，是全球生物安全的战略必争之地。随着我国技术的快速发展，国际上对我国构成的专利和产品的垄断正在改观。 "十五五"规划建议明确提出要前瞻布局未来产业，推动生物制造等成为新的经济增长点。 ...