(本文来源：经济日报 作者周绍东系教育部习近平新时代中国特色社会主义思想研究中心特约研究 员、武汉大学马克思主义学院教授) 对外开放推动我国现代化建设不断取得新成就，也使我国与外部世界的联系互动更加频繁紧密，我 国经济发展更容易受到外部市场的影响和冲击。因此，越是开放越要重视安全。一方面，在"引进来"的 过程中维护经济安全和其他领域安全。在开展对外贸易、吸引外资时，注重推动贸易伙伴多元化，避免 对单一贸易伙伴的过度依赖，主动对接高标准国际经贸规则，以制度型开放防范风险。营造市场化、法 治化、国际化的一流营商环境，在注重保护关系国民经济命脉的重要行业的基础上引进外资。在防控风 险的前提下，稳妥有序推进资本账户开放。另一方面，在"走出去"的过程中筑牢安全屏障。随着共 建"一带一路"倡议深入推进和南南合作、"大金砖合作"发展，"中国制造"融入全球市场，中国企业也在 加快"走出去"步伐。在此过程中，要加强顶层设计和政策引导，健全完善应急管理体制机制，加强海外 利益保护。企业要注重研判开展海外投资的可行性，综合分析包括外汇风险、环保风险、税务风险等在 内的各种风险因素，在拓展海外市场的同时维护好自身权益和国家经济安全。 ...

先手在"攻坚"，加强重点领域原始创新。建设高水平创新集群，整合省内国家级实验室、科研机构、研 究型大学和科技领军企业四大战略力量，按学科方向与功能定位实施集群化布局，协同攻坚重点领 域"卡脖子"技术。加强科研任务"揭榜挂帅""赛马"机制，建立以原始创新为导向的分层设榜体系，设立 战略攻坚、产业突破、前沿探索三类榜单，精准对接不同创新阶段的差异化需求。 先手在"育才"，打造科技人才聚集高地。围绕国家战略与产业发展需求协同育人，支持省内高校、科研 机构与"链主"企业共建高层次人才培养联盟，在集成电路、人工智能等前沿领域，共同设计课程、共建 实验室、共担重大项目，加速培育高新技术人才。深化以创新价值为导向的评价改革，推动评价结果与 绩效考核、职称评审等制度有效衔接，切实激发科技创新人才的积极性与创造性。 科技自立自强是国家强盛之基、安全之要。《中共中央关于制定国民经济和社会发展第十五个五年规划 的建议》将"科技自立自强水平大幅提高"列入"十五五"时期经济社会发展的主要目标之一。江苏作为科 教大省、产业大省和开放大省，兼具产业基础雄厚、创新资源富集等综合优势，需以"先手棋"思维系统 布局，加速实现从"跟跑并跑"向"原 ...

据天使投资人、资深人工智能专家郭涛分析，北京在研发资源配置上正朝着"结构重构、效能激活、壁垒突破"三 大方向推进。他指出，除了维持高强度的研发投入，更要优化投入结构，将基础研究占比从当前的18%向全球顶 尖机构的30%—50%看齐。为此，北京设立了"原始创新基金"，支持交叉学科与冷门领域，并建立"卡脖子"技术动 态清单，引导社会资本精准投向光刻机、高端材料等硬科技领域。 北京市社会科学院副研究员王鹏进一步强调，北京在研发资源配置上持续加大对高校和科研院所的稳定支持，特 别是在数学、物理、化学等基础学科领域，为"从0到1"的突破提供了土壤。他还提到，通过"揭榜挂帅"机制，北 京集中力量攻关光刻机、高端芯片、工业软件等关键领域，并建立容错机制鼓励高风险原始创新。这一机制已催 生出具体成果，例如全国首个完成10公里级火箭垂直起降回收试验、自主研发的10亿像素级航空相机等，都是"揭 榜挂帅"结出的硕果。 科方得智库研究负责人张新原则提出，北京应构建"战略攻坚与自由探索双轮驱动"的资源配置新范式。一方面 要"集中优势兵力打歼灭战"，聚焦国家战略急需的关键核心技术；另一方面也要培育"慢科学"生态，鼓励自下而 上的原始创新 ...

11月13日，中国科学院学部召开学习贯彻党的二十届四中全会精神座谈会，各专业学部主任和院士 代表结合学部工作和本领域、本单位工作实际，对贯彻落实全会精神进行了深入研讨。 院士们纷纷表示，要认真贯彻落实全会部署要求，努力践行"四个表率"作用，当好科技前沿的开拓 者、重大任务的担纲者、青年人才成长的引领者、科学家精神的示范者，以实际行动维护院士称号的学 术性、荣誉性、纯洁性，在加快实现高水平科技自立自强和建设科技强国新征程中勇挑重担、再立新 功。 强基础，勇闯"无人区" "布局未来，我们必须充分发挥基础研究的引擎作用。"中国科学院院士薛其坤表示，广大科技工作 者不仅要着力破解"卡脖子"难题，更要以前瞻视野主动布局那些决定未来竞争格局的引领性基础研究与 前沿探索，应坚持提出问题与解决问题并重，让基础研究真正成为引领未来、创造需求的强大引擎。 育人才，做好领路人 "全会强调，'一体推进教育科技人才发展''建设具有全球影响力的教育中心、科学中心、人才中 心''培养拔尖创新人才'。院士群体不仅是科研攻关的带头人，更是人才培养的领路人，应积极破解人才 培养的结构性难题。"张平以数学领域的人才培养为例分析道，当前我国数学人才 ...

11月12日，《全球城市产业创新指数报告2025》（以下简称《报告》）在第二十七届高交会上正式发 布。报告显示，东京排名第一、深圳第二，纽约和旧金山分列第三、四位，这四座城市以极其接近的综 合得分构成全球产业创新的"第一梯队"。 作为本次评估的明星城市和报告发布地，深圳的未来发展成为《报告》重点关注议题。 报告首席专家、上海交通大学安泰经济与管理学院教授陈宪在接受记者采访时表示，深圳的奇迹，源于 其市场需求直接牵引技术攻关，形成了快速试错、迭代升级的创新节奏。但报告也发现深圳在创新投 入，尤其是基础研究投入和高端创新平台（如孵化器、加速器）数量上，与顶尖城市仍有差距。 深圳商报·读创客户端记者 刘琼 吴素红 知名经济学家、上海交通大学安泰经济与管理学院教授陈宪 "深圳的卓越表现，代表了中国城市在应用创新和成果产业化上的全球领先水平。" 同时，《报告》建议，深圳应围绕科技创新与产业创新深度融合以及创新生态建设和优化两大核心，在 六个方向上发力。 一是明确差异化战略定位：绘制产业创新地图，聚焦1-2个真正具备优势的核心赛道，避免同质化竞 争。 二是构建"雨林式"创新生态：建立"企业出题、科研解题"的协同机制，完善 ...

Core Viewpoint - The article highlights the journey of Shanxi Jinbo Biopharmaceutical Co., Ltd. and its founder Yang Xia, who has dedicated 17 years to developing recombinant type III humanized collagen technology, achieving a breakthrough in "zero immune rejection" and positioning China as a leader in the "life materials" sector [1][12][17]. Group 1: Industry Challenges and Innovations - The article identifies the long-standing challenges in the animal collagen industry, particularly the issue of immune reactions, which has hindered progress for over a century [4][6]. - Yang Xia's approach focuses on overcoming three major obstacles: immune response, virus risk, and purification difficulties, which are seen as significant barriers to industry advancement [6][7]. - The company aims to shift from imitation to original innovation, emphasizing the need for proprietary technology rather than mere replicas in the Chinese industry [7][11]. Group 2: Breakthroughs and Achievements - A pivotal moment for the company occurred in 2018 when the team identified the key structural parameter of recombinant type III humanized collagen, which is 164.88°, marking a significant advancement in understanding this life material [11]. - The company has faced over 1,600 failures in its research journey, but ultimately recognized the self-assembly characteristics of collagen, which helped change perceptions in the medical community [11][12]. - Jinbo has now become a standard setter in the industry, with the international standard for recombinant humanized collagen officially established in April 2025 [12][17]. Group 3: Future Vision and Goals - Yang Xia envisions the company as a "pioneer in life materials," aiming to solidify its global lead and become a top player in the biomaterials sector within the next 10-20 years [15][17]. - The company maintains a sense of urgency and competitive spirit, recognizing the need for continuous innovation to sustain its advantages in the market [15][17]. - The narrative of Jinbo's transformation from a "shell company" to an international standard setter exemplifies the broader trend of China's biopharmaceutical industry moving from a follower to a leader [17].

Core Insights - The new round of technological revolution is accelerating, with artificial intelligence as the core driving force, leading to profound changes and innovations across various fields [1] - There is a need to strengthen original innovation and key core technology breakthroughs to achieve deep integration of scientific and industrial innovation [1] - The future should focus on three transformations: shifting from following to leading in more fields, moving from innovation in end products to breakthroughs in key core technologies, and transitioning from encouraging integrated innovation to promoting original innovation [1] Financial and Investment Insights - The relationship between technology, industry, and finance is interdependent; both technological and industrial innovations require support from finance, particularly capital markets [1] - Direct financing, primarily through stocks, is more beneficial for the integration of technology and capital compared to traditional bank loans [1] - Recent advancements in venture capital funds have been noted, with the need to develop a robust merger and acquisition market to provide more exit channels for venture capital funds [2] - The establishment of market-oriented merger funds is encouraged to address the exit issues faced by venture capital funds [2] - Utilizing intelligent technology to create dynamic credit profiles can enhance financial institutions' risk identification capabilities [2] - There is a call for effective risk-sharing and compensation mechanisms, such as insurance and reinsurance, to support financing for technology-based enterprises [2]

Group 1 - The core idea of the articles emphasizes the importance of long-term commitment and innovation in technology, as exemplified by Wang Xingxing's journey in developing robotic technology [1][4] - Wang Xingxing's master's thesis from 2016 showcased his foresight in technology trends, particularly in electric-driven robotics, highlighting the need for visionary thinking in the tech industry [1] - The narrative illustrates the emergence of young talents in various high-tech fields, with significant representation of individuals under 35 in key projects, indicating a shift towards a younger workforce driving innovation [3] Group 2 - The "14th Five-Year Plan" reflects a strong commitment to technology and innovation, with numerous mentions of these themes, signaling a national ambition for technological self-reliance and advancement [4] - China's technological capabilities are transitioning from quantitative accumulation to qualitative leaps, with projections indicating that by 2025, China will rank among the top ten in global innovation indices [4] - The articles suggest that the path to innovation is increasingly challenging, requiring original innovation and foresight, which aligns with the principles of long-termism in business strategy [4]

Core Viewpoint - Shanxi, known for its historical sites and coal resources, is rapidly developing its biopharmaceutical industry, with Jinbo Biotech, founded by Yang Xia, emerging as a key player [1][4]. Company Overview - Yang Xia, after graduating from Shanxi Medical University, identified a gap in the market for human collagen extraction, which was dominated by foreign technology. She founded Jinbo Biotech in 2008 to tackle this challenge [4][6]. - The company successfully developed the world's first recombinant type III humanized collagen product in 2014, breaking the foreign monopoly on this technology [4][6]. Product Innovation - The recombinant type III humanized collagen has a unique 164.88° triple helix structure, enhancing cell adhesion and has applications in advanced implant materials, wound care, and anti-aging cosmetics [6][8]. - Jinbo Biotech's industry standards have been incorporated into the national medical device regulatory system, and it is the only company in China with class III medical device certification for recombinant humanized collagen [6][8]. Technological Advancements - The company is developing an injectable form of recombinant type III humanized collagen gel, which utilizes self-assembling properties to create a honeycomb structure, addressing safety concerns related to residual cross-linking agents [8][10]. - Yang Xia emphasizes that high-end products should be priced based on technology rather than cost, asserting that Jinbo holds pricing power due to its unique technology and extensive R&D investment [8][10]. Market Position and Future Outlook - Jinbo Biotech is positioned as a leader in the emerging recombinant collagen market, gaining recognition as a "star stock" after listing on the Beijing Stock Exchange [6][12]. - Yang Xia acknowledges the volatility of market valuations, stating that a company's performance directly impacts its market value, highlighting the importance of sustained innovation and execution [12].

Core Insights - The Chinese semiconductor industry is transitioning from a phase of rapid growth driven by policy and capital to a more complex stage focused on sustainability, strength, and true innovation [1] - The future of the industry will emphasize "strong chain and supplementary chain" strategies, marking a pivotal shift in development [1] Investment Strategy Evolution - The investment landscape is expanding from chip design to upstream areas of the supply chain, with a focus on materials, advanced packaging, and emerging technologies [2][3] - Materials are identified as a key investment area due to their long validation cycles and the potential for creating a strong competitive moat [2] - Advanced packaging is becoming increasingly important as a high-value business, especially in light of the slowing of Moore's Law [3] - Emerging fields like photonic quantum technology are seen as promising areas for growth, with China positioned to compete globally [3] Entrepreneurial Ecosystem Shift - The number of semiconductor companies in China has grown significantly, indicating a shift towards industry consolidation and mergers and acquisitions [6] - Founders are increasingly open to the idea of being acquired, recognizing that there are multiple paths to success beyond independent IPOs [6] - New entrepreneurs are more inclined to innovate rather than replicate existing products, reflecting a shift in market dynamics [6] Industry Drivers - AI is becoming a central driver of demand for new chips, particularly in data centers and IoT applications [7] - The market for GPUs is expanding rapidly, driven by the increasing investment in data center infrastructure [7] - Storage solutions are also seeing significant growth, with domestic companies improving their capabilities and increasing their market share [7] Future Outlook - The next decade will focus on "strong chain and supplementary chain" strategies, with an emphasis on core areas like computing chips and critical materials [9] - Mergers and acquisitions will play a crucial role in industry consolidation, with plans for a dedicated fund to facilitate this process [9] - Original innovation will be prioritized, with investments aimed at transforming research outcomes into commercial products [9] - AI will continue to redefine the semiconductor industry, influencing everything from data centers to smart hardware [9]