央视 ort Th 中共中央政治局第二十四次集体学习 推动我国未来产业发展 不断取得新突破 时政新闻报 w588 1月30日下午，中共中央政治局就前瞻布局和发展未来产业进行第二十四次集体学习。 "十五五"开局之年，中央政治局首次集体学习为何聚焦这一重大课题？培育发展未来产业，习近平总书记如何明方向、指路径？《时政新闻眼》为你解读。 01 一次意义重大的集体学习 中央政治局集体学习，是中国共产党一种重要的学习形式。学习主题紧扣党和国家事业发展的重大课题，是读懂我们党治国理政的重要窗口。 《时政新闻眼》注意到，"十三五"和"十四五"开局之年的首次集体学习，分别聚焦"我国发展战略重点"和"新发展理念"。学习主题均为事关该五年规划阶段 乃至更长时间的重大课题。 "十五五"开局之年，"未来产业"课题摆上了最高决策层首次集体学习的案头，释放重要信息。 可以从"重要性"和"前瞻性"两个角度来把握。 看重要性。 什么是未来产业？ 未来产业是指由前沿技术驱动，当前处于孕育萌发阶段或产业化初期，具有显著战略性、引领性、颠覆性和不确定性的前瞻性新兴产业。 从人形机器人到量子计算机，从脑机接口到6G网络设备……中国未来产业正在科技新 ...

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [5] Core Insights - The future industry is expected to become a new economic growth point, with significant potential in quantum technology, embodied intelligence, and 6G technology. The report emphasizes the need for strategic planning and government support due to the long cultivation cycle and high market risks associated with future industries [1][11] - Quantum technology is highlighted as the leading sector within future industries, with four key areas expected to drive disruptive innovation: quantum computing, quantum communication, quantum measurement, and post-quantum cryptography [2][12] - Embodied intelligence is identified as a crucial application of artificial intelligence, facilitating the development of humanoid robots and advancing the robotics industry [2][12] - The second phase of 6G technology trials has been initiated in China, with over 300 key technologies developed, focusing on integrating satellite internet as a foundational infrastructure for 6G [3][13] Summary by Sections Industry Investment Rating - The report assigns an "Outperform the Market - A" rating, indicating an expected investment return exceeding the CSI 300 Index by 10% or more over the next six months [5][24] Future Industry Overview - The future industry encompasses a wide range of sectors, including information technology, bio-manufacturing, energy, and high-end equipment manufacturing, with substantial investment value due to its broad development space [1][11] Quantum Technology - Quantum computing is poised to solve complex problems beyond the capabilities of traditional computers, with potential breakthroughs in drug discovery and materials science. Quantum communication aims to enhance secure information transmission, while quantum measurement will improve precision in various fields [2][12] Embodied Intelligence - Embodied intelligence enhances AI's ability to interact with environments, leading to measurable and verifiable applications. Humanoid robots are expected to be key carriers of these algorithms, paving the way for general artificial intelligence [2][12] 6G Technology - The report notes that the first phase of 6G technology trials has been completed, with the second phase now underway, focusing on creating an integrated network that includes satellite internet as a critical infrastructure component [3][13]

据新华社报道：中共中央政治局1月30日下午就前瞻布局和发展未来产业进行第二十四次集体学 习。中共中央总书记习近平在主持学习时强调，新一轮科技革命和产业变革加速演进，前沿技术不 断涌现，引领和支撑未来产业快速崛起。要站在推进强国建设、民族复兴伟业的战略高度，立足客 观条件，发挥比较优势，坚持稳中求进、梯度培育，推动我国未来产业发展不断取得新突破。 中国信息通信研究院余晓晖同志就这个问题进行讲解，提出工作建议。中央政治局的同志认真听取 讲解，并进行了讨论。 习近平在听取讲解和讨论后发表重要讲话。他指出，培育发展未来产业，对于抢占科技和产业制高 点、把握发展主动权，对于发展新质生产力、建设现代化产业体系，对于提高人民生活品质、促进 人的全面发展和社会全面进步，都具有重要意义。近年来，党中央高度重视，强化政策支持，推动 未来产业发展呈现良好势头。 习近平强调，未来产业具有前瞻性、战略性、颠覆性等特点，需要科学谋划、全局统筹。要聚 焦"十五五"时期我国未来产业发展的主攻方向，科学论证技术路线，提升前沿技术战略预判能 力。要综合考虑国家战略需求、技术成熟程度、要素支撑条件等因素，因地制宜、错位发展。要强 化产业协同，推动 ...

Core Insights - The article emphasizes the importance of cultivating and developing future industries as a strategic priority for national development and long-term stability [2][4][6] Group 1: Strategic Importance - Future industries are seen as potential strategic emerging industries and pillar industries for the future, highlighting the need for proactive planning and development [4] - The focus on future industries is aligned with the global restructuring of innovation and economic frameworks, which presents historical opportunities for growth [4][6] Group 2: Policy and Implementation - The article outlines the necessity for comprehensive policy support and a robust governance system to facilitate the development of future industries [2][6] - It stresses the importance of regional and industrial collaboration, urging local governments to identify and pursue future industry sectors based on their unique resources and capabilities [6] Group 3: Development Challenges - Future industries are characterized by long cultivation cycles and significant market risks, necessitating government intervention to address early and long-term investment challenges [6] - The article calls for a commitment to "long-termism" and a collaborative approach to overcome obstacles and achieve development goals [6][7]

前瞻布局和发展 末来产业 中國 狗 刷 網 網 網 網 網 網 網 網 . 10 4 1 2 8 1 1 8 8 0 8 2 1 1 1 8 4 1 1月30日,中共中央政治局进行第二十四次集体学习。新年举行的首次集体学习,主题聚焦前瞻布局和发展未来产业。 未来产业具有前瞻性、战略性、颠覆性等特点,从历史看,每一轮科技革命和产业变革都会催生一批未来产业。 当前,新一轮科技革命和产业变革加速演进,量子科技、人工智能等未来产业方兴未艾。如何在战略上看待未来产业?集体学习中,习近平总书记强调了三个层 面的意义: "培育发展未来产业,对于抢占科技和产业制高点、把握发展主动权,对于发展新质生产力、建设现代化产业体系,对于提高人民生活品质、促进人的全面发展 和社会全面进步,都具有重要意义。" 早在2014年,中央经济工作会议就提出"探索未来产业发展方向"。近年来,习近平总书记在不同场合多次强调超前布局未来产业。 今次集体学习中,总书记强调要站在推进强国建设、民族复兴伟业的战略高度,立足客观条件,发挥比较优势,坚持稳中求进、梯度培育,推动我国未来产业发展 不断取得新突破。 当前,层出不穷的科技创新为各地发展创造了不少新赛道 ...

中共中央政治局1月30日下午就前瞻布局和发展未来产业进行第二十四次集体学习。中共中央总书记习近平在主 持学习时强调，新一轮科技革命和产业变革加速演进，前沿技术不断涌现，引领和支撑未来产业快速崛起。要站在推 进强国建设、民族复兴伟业的战略高度，立足客观条件，发挥比较优势，坚持稳中求进、梯度培育，推动我国未来产 业发展不断取得新突破。 习近平指出，科技突破的程度，很大程度上决定未来产业发展的速度、广度、深度。要充分发挥新型举国体制优 势，坚持"产业出题、科技答题"，加大重点领域关键核心技术攻关力度，加强基础研究战略性、前瞻性、体系化布 局，加快科技成果转化应用。 习近平强调，很多未来产业的兴起是靠企业一步步突破带动的。要发挥企业主体作用，推动各类创新资源向企业 集聚，大力培育核心技术领先、创新能力强的科技领军企业和高新技术企业，引领带动产业向前沿和高端领域迈进。 习近平指出，未来产业培育周期长、市场风险大，政策上要支持，政府要做好服务。要完善财税等政策，大力发 展科技金融，全方位做好人才培养、引进、使用工作，在全社会营造鼓励创新的浓厚氛围。 习近平强调，未来产业发展涉及面广，必须健全治理体系。要统筹发展和安全，探 ...

Group 1 - The Central Political Bureau of the Communist Party of China emphasized the need for strategic planning in future industries, highlighting the acceleration of technological revolution and industrial transformation [1] - Xi Jinping's article in "Qiushi" magazine outlines the characteristics of a financial power, including a strong currency, effective central bank, robust financial institutions, and a well-regulated financial environment [2] - China's official manufacturing PMI for January is reported at 49.3%, indicating a contraction, while the non-manufacturing PMI is at 49.4%, reflecting a decline in business activity [3] Group 2 - A significant number of A-share listed companies are disclosing their 2025 performance, revealing a polarized performance across industries, with some companies achieving substantial profit growth while others, like real estate and photovoltaic sectors, face challenges [6] - The financial market remains active, with major brokerage firms like CITIC Securities and Guotai Junan expected to maintain strong performance, with CITIC Securities projecting a net profit exceeding 30 billion yuan for 2025 [6] - Public funds are increasing their allocation to non-bank financial sectors, with insurance companies like Ping An and China Pacific receiving significant attention from investors [7] Group 3 - The Ministry of Finance and the State Taxation Administration clarified the calculation of sales revenue for VAT taxable transactions involving financial products, impacting how financial institutions report earnings [4] - New regulations aimed at encouraging foreign investment and regulating competition are set to take effect in February, which may influence market dynamics [5] - The Chongqing Liangjiang New Area is set to deepen cooperation with the Tianfu New Area, focusing on economic development and industrial collaboration [6] Group 4 - The total sales of the top 100 real estate companies in January amounted to 190.52 billion yuan, showing a year-on-year decline of 18.9%, indicating ongoing challenges in the real estate market [8] - The AI computing power infrastructure is experiencing rapid growth, with the domestic transformer market expected to grow over 20% in 2025, driven by AI-related projects [9] - The price of photovoltaic components has increased due to rising silver prices, affecting downstream manufacturers and leading to price adjustments in the market [9]

据长江日报消息，1月31日，东湖高新区举行"世界光谷"全球产业合伙人大会，现场签约项目总投资额 突破200亿元，涵盖光电子信息、生命健康、现代服务业及未来产业等关键领域。签约项目中，投资80 亿元的存算一体产业园一期直指集成电路的核心环节；朗来科技AI创新药科技园等项目，强化了在生 物医药与高端医疗器械领域的创新布局。尤为引人注目的是对未来赛道的押注：盛创机器人全国总部、 览翌航空eVTOL（电动垂直起降飞行器）研发生产基地等项目，卡位人形机器人与低空经济这两个全 球竞逐的未来产业和新兴产业高地。 ...

■中共中央政治局1月30日下午就前瞻布局和发展未来产业进行第二十四次集体学习。中共中央总书记 习近平在主持学习时强调，发挥比较优势，坚持稳中求进，推动我国未来产业发展不断取得新突破。 新闻多一点：系列期权为豆粕、玉米产业链企业提供了更灵活高效的套保选择，标志着我国商品期权市 场在农产品领域的期限覆盖与功能适配迈上新台阶。 ■市场监管总局1月31日发布8起网络不正当竞争典型案例，警示经营者不得以"技术"外衣掩盖违法事 实，必须严守法律底线，合法合规经营，共同营造公平、健康、有序的网络市场环境。 ■工业和信息化部：2025年，我国软件和信息技术服务业运行态势良好。其中，软件业务收入154831亿 元，同比增长13.2%。 图片来源：千图网 ■法国最新经济数据显示，法国经济2025年增长0.9%，略高于此前预期的0.7%，整体表现符合市场预 测，不过表现依然逊于2024年。 ■1月31日，国家主席习近平同阿尔及利亚总统特本互致贺电，祝贺阿尔及利亚遥感三号卫星在酒泉发 射成功。 ■2月1日出版的第3期《求是》杂志发表中共中央总书记、国家主席、中央军委主席习近平的重要文章 《走好中国特色金融发展之路，建设金融强国》。 ...

Group 1 - The Central Political Bureau of the Communist Party of China emphasized the need for strategic planning in future industries, highlighting the acceleration of technological and industrial transformation [3] - Xi Jinping's article in "Qiushi" magazine outlines the characteristics of a financial power, including a strong currency, effective central bank, robust financial institutions, and a well-regulated financial environment [3] - China's official manufacturing PMI for January is reported at 49.3%, indicating a contraction, while the non-manufacturing PMI is at 49.4%, reflecting a decline in business activity [4] Group 2 - The Ministry of Finance and the State Taxation Administration clarified the calculation of sales revenue for VAT taxable transactions involving financial products [5] - The GDP data for 2025 shows that Tibet leads the country with a growth rate of 7.0%, driven by major infrastructure projects [7] - A new set of regulations will take effect in February, including measures to encourage foreign investment and regulate competition [7] Group 3 - A-share companies are entering a busy earnings disclosure period for 2025, with over 70 companies already reporting, indicating a polarized performance across industries [8] - The performance of listed brokerages is under scrutiny, with major firms like CITIC Securities and Guotai Junan expected to maintain strong market positions [8] - Public funds have increased their allocation to non-bank financial sectors, particularly insurance stocks, indicating a shift in investment strategy [9] Group 4 - The National Financial Regulatory Administration has intensified scrutiny of banks' credit business violations, with penalties focusing on credit-related infractions [10] - The China Automobile Dealers Association reported a January inventory warning index of 59.4%, indicating a slight increase in inventory levels [10] - The real estate sector continues to face challenges, with the top 100 real estate companies reporting a sales total of 190.5 billion yuan in January, a year-on-year decline of 18.9% [10] Group 5 - The Beijing Economic-Technological Development Area is advancing its plan to build an AI city, focusing on integrating AI across various sectors [11] - The domestic transformer market is expected to grow over 20% in 2025, driven by AI computing and high-voltage products [11] - The price of photovoltaic components has increased due to rising silver prices, impacting downstream manufacturers [11] Group 6 - The U.S. Senate passed a $1.2 trillion funding bill, but the House of Representatives is expected to delay voting, leading to a partial government shutdown [16] - The SEC is operating with limited staff due to the funding lapse, affecting its regulatory functions [16] - NASA's Perseverance rover successfully completed a route planning task using AI, marking a significant milestone in autonomous operations [16]