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 ...

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。 制图：彭章霞 传统产业是当前我国产业体系的"基本盘"，其增加值在制造业中占比80%左右。在"十五五"规划建议 中，就如何"建设现代化产业体系，巩固壮大实体经济根基"，"优化提升传统产业"被摆在了首位。 首位任务，彰显分量之重，释放鲜明信号——推动更多传统产业"老树发新芽"。在现代化产业体系里， 传统产业与新兴产业、未来产业互为支撑、融合发展。优化提升传统产业，能够为新一代信息技术和智 能制造技术等提 ...

东部制造业集群数智赋能，西部能源基地绿色转型……近年来，我国经济结构不断优化、新旧动能有序 转换，传统产业转型升级中蕴含的新质生产力，是建设现代化产业体系的重要支撑。 新质生产力是摆脱传统经济增长方式、生产力发展路径，符合新发展理念的先进生产力质态。新兴产业 的培育壮大是新质生产力，传统产业的改造升级也是新质生产力。习近平总书记强调，不能光盯着"新 三样"，不能大呼隆、一哄而起、一哄而散，一定要因地制宜，各有千秋。这为统筹好培育新动能和更 新旧动能的关系提供了指引。 传统产业改造升级，高端化、智能化、绿色化是方向。这就要求通过技术革新突破传统产业瓶颈，深化 其与人工智能、大数据等技术的融合，从制造迈向"智造"，提升产品附加值。加快普及节能降碳技术， 通过绿色科技创新和先进技术推广应用，改进传统产业用能、原料结构和工艺流程，实现经济效益与生 态效益的统一。 因地制宜、分类施策。鼓励创新能力强、要素集聚的地区发展新兴产业，引导优势产业锻长板。中小城 市可积极融入自身具有优势的新兴产业供应链。助力资源型地区巧转身，把资源优势与技术创新相结 合，从单一产品向产业链上下游延伸。 加快形成适合创新的生产关系尤为重要。要全 ...

他预计，未来5年，人形机器人将大面积在小米工厂上岗，"这还只是第一步，家庭对人形机器人的需求更大、要求更高，市场也更大"。 据北京日报，小米集团创始人、董事长雷军接受专访表示， 下一个五年，人工智能将深刻影响传统产业。"所有产业都值得用AI做一遍。" 雷军以小 米汽车工厂举例：大压铸件用人眼很难完成检测，但通过X光机和AI视觉大模型判定，可在2秒内完成检测，效率是人工的10倍，精度是人工的5倍以 上。 他说，人工智能与传统产业深度融合，将会开启一个新的万亿级大市场，一家公司不可能掌握所有环节，而是要与最强的伙伴携手，取长补 短，带动整个产业链共同升级。除了这些自动化设备，人形机器人进厂打工也正成为现实。 ...

Core Viewpoint - The Shanghai Stock Exchange International Investor Conference highlighted the rapid development of the domestic capital market and the significant opportunities for the fund industry, with E Fund continuously expanding its diversified and systematic product layout [1][3]. Group 1: Strategic Focus Areas - E Fund is strategically focusing on three main areas: 1. Strategic emerging industries, supporting the construction of a modern industrial system in sectors like manufacturing, technology, and transportation [3]. 2. Forward-looking technology industries, emphasizing research on technological innovation trends in areas such as artificial intelligence, computing infrastructure, future energy, health, and space [3]. 3. Upgrading traditional industries by leveraging technology to optimize structures and enhance efficiency for high-quality development [3]. Group 2: Wealth Management and Investor Education - E Fund places significant importance on wealth management and investor education, recognizing the evolving investment philosophies and diverse financial needs of residents [3]. - The company aims to meet long-term asset allocation needs of investors through a more comprehensive product system and research services [3]. Group 3: Future Growth Potential - The integration of technological innovation and wealth management is expected to become a key growth point in the capital market [3]. - E Fund views the current domestic ETF scale of 5 trillion as just the starting point, indicating vast future potential [3].

Core Viewpoint - The article emphasizes the importance of political supervision in promoting the construction of a modern industrial system, focusing on problem-oriented approaches to support traditional and emerging industries [1][2]. Group 1: Traditional Industry Support - The Lai Xi City Discipline Inspection Commission organized a meeting with integrity supervisors from 15 enterprises to discuss challenges in industrial transformation, highlighting issues such as reliance on imported equipment and funding shortages [1][2]. - The Lai Xi City Commission facilitated a successful collaboration between Qingdao Jiulian Group and Qingdao Ruizhi Intelligent Equipment Technology Co., addressing the need for research funding and equipment procurement [2][3]. Group 2: Emerging Industry Development - The Yongkang City Discipline Inspection Commission is actively monitoring the progress of the modern hardware industry service complex project, addressing issues like outdated buildings and land ownership complexities [2][3]. - The Shanghai Jing'an District Discipline Inspection Commission focuses on nurturing emerging industries, utilizing various methods to strengthen supervision over strategic emerging industry clusters and technological advancements [3][4]. Group 3: Financial Support for SMEs - The Jing'an District Commission has initiated "intellectual property pledge financing" services to assist small and micro enterprises facing financing difficulties due to limited tangible assets [4]. - The Mudanjiang City Discipline Inspection Commission is implementing precise political supervision to ensure that innovation funding effectively benefits enterprises, focusing on technology transfer and core technology breakthroughs [5][6]. Group 4: Local Government Initiatives - The Nanyang City Discipline Inspection Commission is actively engaging with local enterprises to monitor policy implementation and service support, particularly in the synthetic biology industry [6].

Group 1 - The overall market showed volatility on November 10, with the only electric grid equipment ETF (159326) declining by 1.06% as of 10:24 AM, while stocks like Mingyang Electric, Yijiahe, Jinlihua Electric, and Baobian Electric performed well [1] - The electric grid equipment ETF (159326) has seen a continuous net inflow of funds for 10 days, totaling 1.225 billion yuan, with a scale exceeding 1.7 billion yuan, marking a historical high [1] - UBS predicts that China's electricity demand will grow at an annual rate of 8% from 2028 to 2030, doubling previous market estimates of 4%, indicating a "super cycle" for the domestic electricity industry lasting 5-10 years [1] Group 2 - The electric grid equipment ETF (159326) is the only ETF tracking the CSI Electric Grid Equipment Theme Index, with a strong representation in the sectors of transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [2] - The ultra-high voltage sector has a weight of 64% in the ETF, the highest in the market, with leading stocks including Guodian NARI, TBEA, Siyuan Electric, and Teradyne among the top ten holdings [2]

Group 1 - The core viewpoint emphasizes the importance of the real economy as the foundation of national economic stability and high-quality development, highlighting its priority in strategic tasks [1] - The real economy is identified as the fundamental source of wealth creation, contributing significantly to economic growth and employment, absorbing over 400 million jobs, and serving as a stabilizer for people's livelihoods [1] - The real economy is crucial for international competition, with a complete industrial system enhancing economic resilience against external shocks [1] Group 2 - The real economy currently faces multiple pressures, including weak global economic recovery, rising trade protectionism, geopolitical risks, and increased costs for raw materials and logistics [2] - Internally, there is insufficient effective demand, rising labor and raw material costs, severe market competition, and low profitability among small and medium-sized enterprises [2] - The transition from old to new economic drivers is experiencing challenges, with insufficient private investment and financing difficulties for some enterprises [2] Group 3 - Strengthening the real economy requires building a modern industrial system centered on advanced manufacturing, which is the most innovative and high-value-added sector of the manufacturing industry [2] - The focus should be on integrating technological innovation with industrial innovation to enhance the effectiveness of industrial technological innovation [2] Group 4 - Key directions for development include intelligentization, greening, and integration, which can enhance efficiency, reduce costs, and promote sustainable development [3] - Intelligentization leverages digital technology across production processes, while greening addresses resource consumption and environmental pressures, creating new growth points in green industries [3] - Integration breaks down industry boundaries, promoting synergy between various sectors and creating new value [3] Group 5 - Consolidating and strengthening the real economy involves optimizing traditional industries while nurturing emerging and future industries [4] - Traditional industries account for about 80% of the added value in manufacturing and are essential for economic stability [4] - Upgrading traditional industries requires focusing on key sectors and enhancing competitiveness through technological improvements [4] - Emerging industries such as new energy, new materials, and aerospace should be developed, alongside future industries like quantum technology and hydrogen energy, to create new growth points [4]

Core Insights - The 138th Canton Fair's third phase focuses on "Better Life," showcasing traditional export products such as clothing, textiles, and accessories, highlighting an innovation wave in traditional industries [1] Group 1: Clothing Industry - Shenzhen Aorijin Textile has revitalized the traditional garment industry by pricing products 30% to 50% higher than competitors while maintaining strong order volumes [2] - The company specializes in high-quality uniforms and special workwear, with a focus on durability and advanced sewing techniques, which are considered superior to Southeast Asian manufacturing capabilities [5] - Aorijin's future strategies include flexible talent management for high-value products or fully automated production lines for standardized products [5] Group 2: Hat Industry - Linglong Clothing showcases both traditional and modern hats, indicating a shift in consumer preferences towards functionality and comfort [7] - The market for disposable hats is growing, with younger consumers favoring practicality over formal styles, leading to a decrease in prices but an increase in volume [8] - The company differentiates production based on customer needs, maintaining high-quality manufacturing in China for premium products while outsourcing lower-end products to Southeast Asia [8] Group 3: Eyewear Industry - Pengyi Development has been producing and designing sports eyewear for over 26 years, emphasizing the importance of quality control in manufacturing [9] - The company has upgraded from traditional manufacturing to a comprehensive service model that includes R&D and design, allowing for quicker production times and lower error rates [11] - The global market continues to demand high-quality products that add value to brands, which relies on stringent quality control from Chinese manufacturers [11] Group 4: Bag Industry - Shenzhen Aerospace Far East Industrial reports strong interest from international buyers, particularly from emerging markets [12] - The company responds to price sensitivity by frequently launching new lightweight products, significantly reducing production time compared to competitors [14] - Innovations in bag design, such as reducing weight by over 20%, help the company maintain a competitive edge in the market [14] - The trend indicates that traditional industries can upgrade without abandoning their heritage, leveraging new technologies to enhance established skills [14]

Core Viewpoint - The forum held in Nantong focuses on high-quality development and explores new directions and paths for the advancement of new productive forces in the context of a new round of technological revolution and industrial transformation [1][4]. Awards and Recognition - The "Golden Bull Awards" recognize outstanding listed companies in China, with 117 companies receiving the 2024 Most Investment Value Award, collectively valued at over 11 trillion yuan [2]. - Notable companies among the awardees include China National Offshore Oil Corporation, China Shenhua Energy, and Midea Group, which are recognized for their profitability, debt repayment ability, and innovation [2]. - The Golden Bull Awards also include categories for outstanding entrepreneurs, with six leaders from various companies receiving accolades for their contributions [2][4]. Dividend and Financial Management - The establishment of the Golden Bull Dividend Return Award aligns with the increasing focus on predictable dividends from listed companies, which are becoming more appealing to institutional investors [3]. - A total of 57 companies were awarded the Golden Bull Dividend Return Award, selected from a pool of 4,438 A-share listed companies [3]. - The Golden Bull Financial Director Award was given to 57 financial directors based on quantitative analysis and expert recommendations, highlighting their performance in profit cash ratios and cost control [3]. New Productive Forces - The concept of new productive forces has gained traction, with a focus on strategic emerging industries such as AI, biotechnology, and high-end manufacturing [4][5]. - Companies are encouraged to innovate and enhance their capabilities to seize opportunities presented by the technological revolution [4]. - The new productive forces are categorized into four areas: strategic emerging industries, future industries, digital economy, and upgrading traditional industries through intelligent transformation [5].