只有落后的产品，没有落后的产业。强根基、延链条，化压力为动力、变短板为潜能，传统产业必能在 新赛道上迸发更加强劲的发展动能。（中国经济网评论员 年巍） 未来会怎样？"初步估计未来5年会新增10万亿元左右的市场空间"，国家发改委有关负责人在新闻发布 会上对于传统产业寄予希望。实现目标，战略上要坚持稳中求进，把握好节奏和力度；战术上要注重实 效，一仗接着一仗打。 先列一组数据：今年前三季度，我国纺织品出口超千亿美元，同比增长2.1%。1至8月，纺织行业对近 七成国家和地区实现出口正增长。如今，从人造血管、特种缆绳到汽车阻燃内饰，纺织业加快向新能 源、航空航天、医疗健康等领域辐射延伸。跳出纺织做纺织，现代纺织业还有很大空间。不懈探索"从 无到有"新可能，不断攀登"人有我精"新高度，推动以纺织业为代表的重点产业提质升级，需要更多企 业打开视野，转变思维，开拓发展新空间。 再看两个案例：通用技术集团沈阳机床（000410）股份有限公司攻克五轴联动机床，填补工业母机领域 多项国内空白；国家能源集团通过"国能e+"数字化生态协作平台，链接3000余家内部单位和50万户产业 链外部客商。"自主可控"是增强产业链韧性的前提。强 ...

"十五五"规划建议提出，推动大中小企业协同融通发展。这有利于打破企业规模壁垒，通过资源整合和 优势互补，增强创新效率、提升产业链韧性、稳定宏观经济。 （文章来源：经济日报） 大中小企业协同融通发展是提升宏观经济稳定性的重要路径。近年来，一批大企业带动链上中小企 业"出海"，畅通国内国际双循环；支撑中小企业吸纳就业，夯实民生基础；设立生产基地，吸引中小企 业积极靠拢，形成产业集群，支撑区域经济发展。大中小企业通过优化资源配置、分散系统性风险，携 手提升经济的稳定性和发展的持续性。 也要看到，大中小企业协同融通发展仍面临阻碍。从企业内部看，有些大企业开放资源的意愿不足，有 些中小企业技术水平和质量管控未能满足大企业要求。从外部环境看，要素市场存在壁垒，专业服务机 构短缺，信息不对称导致供需对接不畅，都影响了协同融通的进度。 大中小企业协同融通以市场、资本、技术、信息等互通共享作为基础。一方面，要通过政策引导与制度 保障增强企业协同融通的意愿和能力，比如，完善协同创新的激励举措，对联合攻关项目给予资金支 持。又如，优化产业链融资服务，从而鼓励大企业积极作为，用资源、经验赋能中小企业。另一方面， 要为企业协同融通搭建 ...

图1 会议现场图片 在此次会议中刘沛霖汇报了论文"Research on the Resilience and Security in Chinese Robot Industry: Comparative Analysis of Provincial - level Disparities"。论文基于中国机器人产业链上市公司及企业所在省市的相关数据，从企业及企业集群韧性、供应 链网络韧性、产业基础建设韧性、产业动态发展韧性四个维度构建中国机器人产业链韧性评价指标体系。在此基础上，运用模糊综合评价法测度各一级指 标对机器人产业链韧性的重要性，采用熵权 VIKOR 法对各省市机器人产业链韧性水平进行比较分析与排序。研究发现：供应链网络韧性对机器人产业链 韧性影响权重最大；各省市机器人产业链韧性水平按标准差分类法可划分为四个等级。针对各省市机器人产业链在不同维度韧性指标上的表现，本文分析 了区域产业链韧性的优劣特征并提出相应建议。 图2 颁奖现场图片 心得体会 为充分激发研究生学术热情，进一步完善科教融合育人机制，扩大学校的学科影响力，学校实施中央财经大学研究生学术交流奖励计划，鼓励在校研究生 积极参加国内外学术 ...

Core Viewpoint - The production base of Qingyi Optoelectronics in Foshan Nanhai has commenced operations, which is expected to enhance the overall production capacity and support the domestic supply chain for high-precision mask plates [1][5]. Group 1: Production and Capacity Expansion - The high-precision flat panel display (FPD) mask plate project is entering the final stages before mass production, focusing on 8.6 generation and below, particularly for AMOLED displays [5]. - The high-end semiconductor mask plate project is also advancing towards mass production, targeting processes from 180nm to 28nm for logic chips, driver chips, and some power devices [5]. - The establishment of the Foshan Nanhai base is anticipated to alleviate the supply pressure of high-end mask plates in China and enhance local substitution levels in critical segments of the industry [5][6]. Group 2: Market Demand and Strategic Positioning - There is a growing domestic demand for high-precision FPD mask plates and mid-to-high-end semiconductor mask plates driven by the expansion of applications in 5G communication, AI computing, and automotive displays [5]. - Qingyi Optoelectronics has a solid foundation in the mask plate business and is accelerating its expansion into high-generation lines and new display technologies while simultaneously developing its semiconductor mask plate business [5]. Group 3: Challenges and Future Outlook - The new base and projects will require processes such as technology validation, yield ramp-up, and customer onboarding before achieving full production capacity, indicating a gradual contribution to performance [6]. - The mask plate industry is significantly influenced by the investment cycles of downstream panel and wafer manufacturers, leading to uncertainties in capacity release and demand matching [6].

Core Insights - The 20th Central Committee's Fourth Plenary Session emphasizes "comprehensive deepening of reforms," marking a new phase in China's modernization efforts, particularly in Xinjiang's governance and industry [1][2] - The Xinjiang grain and cotton industry is crucial for national food security and the textile supply chain, necessitating a resilient and efficient modern industrial system [1][3] Financial Services Transformation - Traditional financial service models based on collateral and cash flow assessments are inadequate for the evolving landscape, requiring a shift towards "governance empowerment" [1][4] - Financial institutions are undergoing a transformation to better serve the unique needs of the grain and cotton industry, aligning with national governance modernization [1][6] Industry Development and Governance - The development of Xinjiang's grain and cotton industry must focus on institutional innovation, structural optimization, and resilience against global economic fluctuations [2][3] - The industry must ensure a stable and high-quality supply of strategic materials amidst complex geopolitical environments [2][3] Structural Challenges - The grain and cotton industry faces structural weaknesses, such as a 75% average fulfillment rate in contract farming, leading to vulnerabilities in supply-demand relationships [3][4] - High logistics costs, accounting for 15% to 20% of total costs, hinder profitability and competitiveness [3][4] Financial Innovation and Risk Management - Financial services are evolving to address structural challenges in the industry, focusing on optimizing service delivery and product design [4][9] - Innovative financial products, such as "warehouse receipt pledges," are being developed to address funding needs during critical periods like cotton purchasing seasons [10][11] Digital Transformation and Governance - Financial institutions are leveraging digital solutions to enhance service efficiency and customer engagement while ensuring compliance and data security [11][21] - The integration of digital governance with financial services is essential for improving operational efficiency and reducing regional disparities [16][21] Future Directions - The financial sector must transition from merely providing financing to actively shaping a more efficient and open industrial governance framework [5][17] - Collaborative mechanisms between government, financial institutions, and enterprises are necessary to create a unified approach to governance and financial service delivery [18][19]

Core Viewpoint - The article emphasizes the importance of promoting the collaborative development of large, medium, and small enterprises to enhance innovation efficiency, industrial chain resilience, and macroeconomic stability [3][7][9]. Group 1: Importance of Collaborative Development - Collaborative development among enterprises helps build an industrial innovation ecosystem by pooling various innovation resources and stimulating societal innovation vitality [7]. - Large enterprises possess abundant R&D resources and advanced technologies but may lack innovation agility due to their size, while small and medium enterprises (SMEs) are agile but often face funding and technical challenges [7]. - An open innovation platform allows large enterprises to communicate their technology needs, providing SMEs with clear market guidance, while SMEs can contribute their innovations to large enterprises, enhancing overall innovation efficiency [7]. Group 2: Enhancing Industrial Chain Resilience - In the context of global economic restructuring, the resilience and collaboration of industrial chains are becoming core competitive factors [8]. - Large enterprises can guide SMEs in improving capabilities and ensuring supply chain stability through standardized practices, while SMEs can focus on niche markets and specialized support [8]. - Collaborative development enables efficient utilization of production, technology, and human resources, deepening the synergy between industrial and innovation chains [8]. Group 3: Strengthening Domestic Circulation - The collaborative development of enterprises is crucial for establishing a domestic circulation-based economic framework, which requires a robust internal cycle [9]. - SMEs play an irreplaceable role in job creation and innovation, while large enterprises stabilize demand and support economic stability [9]. - This collaboration fosters efficient industrial clusters, enhancing regional competitiveness in R&D, manufacturing, and services [9]. Group 4: Strategies for Promoting Collaboration - Promoting collaborative development is a systematic project requiring joint efforts from both government and market [11]. - The government should create public service platforms and encourage joint projects between large and small enterprises to facilitate resource sharing [11]. - Large enterprises, especially state-owned ones, should be guided to take on leadership roles in collaboration, while professional service institutions should enhance their capabilities to support these partnerships [11]. - A supportive ecosystem should be established to protect intellectual property and foster fair cooperation among enterprises [11].

Core Insights - The eighth China International Import Expo concluded successfully, showcasing 4,108 participating companies across 430,000 square meters, highlighting foreign enterprises' confidence in investing and deepening their presence in China due to its unique and irreplaceable core advantages [1][3] Group 1: Market Opportunities - The vast market size in China provides unparalleled demand depth, making it essential for foreign companies to treat China as a core market for sustained performance growth [1] - New demands in digital and green economies are continuously emerging, prompting new supply opportunities, as demonstrated by New Zealand's Fonterra launching its "Fonterra 4.0 Grass-fed Omega-3 High Protein Milk" at the expo [1] Group 2: Competitive Advantages - A complete industrial chain in China offers significant cost advantages, allowing foreign companies to quickly find partners and achieve efficient collaboration, which is unique globally [2] - The high efficiency and resilience of the supply chain make deep integration into China's supply chain a wise choice for foreign enterprises, as evidenced by ABB's local supplier ratio exceeding 80% [2] Group 3: Institutional Environment - Continuous improvements in institutional openness provide a stable and predictable development environment for foreign companies, with policies reducing the negative impacts of external uncertainties [3] - The reduction of the foreign investment negative list and comprehensive opening of the manufacturing sector illustrate China's commitment to being a "must-choose" market for foreign enterprises [3]

Core Insights - China's shipbuilding industry is experiencing significant growth, with full order books extending to the end of 2028 and some orders reaching into 2029 [1][4] - The global new ship orders during the "14th Five-Year Plan" period show that 64.2% are secured by Chinese shipbuilders, an increase of 15.1 percentage points compared to the "13th Five-Year Plan" [3] - Despite external pressures, such as the U.S. imposing port "service fees" on Chinese vessels, orders continue to flow to Chinese shipyards, exemplified by New Zealand's recent decision to award contracts to Chinese firms [3] Industry Performance - As of the first three quarters of 2025, China's market share in completed ships, new orders, and backlog orders stands at 53.8%, 67.3%, and 65.2% respectively, maintaining a global lead [3] - The shipbuilding sector's export value exceeded $40.1 billion in the first three quarters of 2025, reflecting a year-on-year growth of 21.4% [5] Technological Advancements - China's shipbuilding strength is attributed to significant advancements in self-innovation, overcoming previous technological monopolies held by a few countries [5] - The industry has successfully developed key high-end vessels, including aircraft carriers, large cruise ships, and large LNG carriers, positioning itself to challenge South Korea's record of $54.1 billion in exports set in 2011 [5] Green Transition - The Chinese shipbuilding industry is aligning with global decarbonization goals, with a projected 78.5% market share in new green ship orders by 2024 [6] - The industry has established a comprehensive supply chain that enhances its competitive edge, with a focus on domestic production and innovation [6] Economic Impact - The shipbuilding sector generates significant economic activity, with a reported 1 yuan investment in cruise ship construction yielding 14 yuan in industry output [7] - The industry has created thousands of jobs through domestic projects, demonstrating a strong multiplier effect on the economy [7] Competitive Landscape - China's shipbuilding industry has maintained its position as the world's leading shipbuilder for 16 consecutive years, driven by advancements in technology, sustainability, and a robust supply chain [7] - The ongoing transition of global shipbuilding centers reflects the industry's competitive evolution, with China emerging as a formidable player on the world stage [7]

Core Viewpoint - Guizhou Phosphate Group's Guizhou Fertilizer Company has successfully launched a trial run of its 200,000 tons/year purified phosphoric acid (PPA) expansion project, enhancing its production capacity to 2.4 million tons/year and moving towards a target of 3 million tons/year [1] Group 1: Project Details - The PPA expansion project was officially initiated on March 10 of this year with a total investment of 220 million yuan [1] - Upon completion, the total production capacity of the group's PPA projects will increase to 2.4 million tons/year, solidifying its leading position in the phosphate chemical sector [1] Group 2: Strategic Importance - This project is a key initiative for the phosphate group to enhance the resilience of its industrial chain and market competitiveness [1] - The production launch not only boosts the group's product supply capabilities in the fine phosphate chemical sector but also provides strong support for local economic development and industrial upgrading [1]

Core Viewpoint - The article discusses the competitive geoeconomic strategy of the Trump administration, emphasizing the importance of economic security as a core component of national security, particularly focusing on the manufacturing sector and strategic industries [2][3][4]. Group 1: Competitive Geoeconomic Strategy - The Trump administration's geoeconomic strategy has shifted towards a more competitive stance, challenging globalization and emphasizing economic goals over political ones [4][5][10]. - The strategy aims to ensure economic scale advantages based on a specific industrial structure, particularly in high-tech manufacturing [15][16]. - The focus on economic security reflects a broader trend where economic and national security concerns are increasingly intertwined, leading to a more aggressive use of tariffs and investment policies [12][15]. Group 2: Manufacturing and Strategic Industries - The article highlights the significance of reinforcing the manufacturing base in the U.S. economy, noting that while the manufacturing sector's GDP share is low, its total output remains substantial [17][19]. - The U.S. military-industrial complex is particularly emphasized, with American firms leading globally in military revenue, indicating a strong manufacturing foundation [19][21]. - The competitive strategy includes a focus on strategic industries that can provide both micro and macro geoeconomic power, particularly in high-tech sectors [36][37]. Group 3: Policy Implementation and Investment - The Trump administration has implemented various policies to promote domestic manufacturing, including tariffs and incentives for foreign direct investment (FDI) [14][25]. - The article notes a significant increase in FDI commitments during the Trump 2.0 period, particularly in the semiconductor industry, indicating a shift towards attracting foreign investment [25][26]. - The approach contrasts with the Biden administration's focus on political alliances and green energy, showcasing a divergence in economic strategies [10][11][40]. Group 4: Implications for Global Trade - The competitive geoeconomic strategy has led to a decentralization of global supply chains, with U.S. trade patterns shifting towards neighboring countries like Canada and Mexico [26][28]. - The article suggests that the U.S. strategy has resulted in increased exports from allies while potentially weakening China's geoeconomic power due to the outflow of manufacturing capabilities [31][32]. - The emphasis on "friend-shoring" and "on-shoring" reflects a broader trend of reshaping global trade dynamics in response to geopolitical tensions [26][28]. Group 5: Importance of Industrial Policy - The article argues for a greater emphasis on industrial policy, particularly demand-side policies, to enhance economic security and competitiveness [42][43]. - It highlights the need for targeted government interventions to influence economic structures and maintain strategic advantages in key industries [44][46]. - The increasing use of industrial policies globally since 2018 underscores the urgency for nations to adapt to the evolving geoeconomic landscape [48][50].