未来产业
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多地布局未来产业激发经济增长新动能
Zheng Quan Ri Bao· 2025-12-16 16:26
本报记者 刘萌 见习记者 何成浩 日前,重庆市经济和信息化委员会牵头起草了《重庆市支持未来产业培育发展若干措施(征求意见稿)》,面向社会公开 征求意见建议。该征求意见稿包含加强创新策源和成果转化、加强优质企业培育、加强应用场景牵引、加强生态体系建设等四 部分,共有政策措施15条。 此外,多地在未来产业支持政策中进一步细化了可落地抓手。这也与此前工业和信息化部等七部门印发《关于推动未来产 业创新发展的实施意见》提出的"以场景为牵引,以标志性产品为抓手"等导向相呼应。 南开大学金融学教授田利辉对《证券日报》记者表示,地方发展逻辑正从"要素驱动"转向"创新驱动",从"同质竞争"迈 向"特色突围"。重庆相关政策凸显"项目抓手+资金撬动"的务实路径,而北京体现出"机制先行"的发展思路。 在田利辉看来,未来产业竞逐本质是"转化效率"与"生态韧性"的较量,效率关乎技术成果向市场价值转化,韧性则依托创 新链、产业链、资金链的闭环构建。 "未来产业具有高附加值和高成长性,能为区域经济发展注入长期活跃的增长动能。"国研新经济研究院创始院长朱克力在 接受《证券日报》记者采访时表示,从各地政策着力点来看,产业基础好的地方,主要利用现 ...
新材料投资:4万字盘点各省市未来产业方向及投资机会
材料汇· 2025-12-16 16:05
Core Viewpoint - The article emphasizes the importance of developing future industries driven by cutting-edge technologies, which are in the early stages of incubation or industrialization, representing strategic, leading, disruptive, and uncertain emerging sectors [2]. Group 1: Future Manufacturing - Focus on developing intelligent manufacturing, biological manufacturing, nanomanufacturing, laser manufacturing, and circular manufacturing, while breaking through key technologies such as intelligent control and simulation [9]. - Promote flexible and shared manufacturing models, and advance the development of industrial internet and industrial metaverse [9]. Group 2: Future Information - Accelerate the industrial application of next-generation mobile communication, satellite internet, and quantum information technologies [9]. - Enhance innovations in quantum and photonic computing technologies, and foster deep integration of brain-like intelligence and large models [9]. Group 3: Future Materials - Upgrade advanced basic materials in non-ferrous metals, chemicals, and inorganic non-metals, and develop key strategic materials such as high-performance carbon fibers and advanced semiconductors [9]. - Accelerate the innovation and application of frontier new materials like superconductors [9]. Group 4: Future Energy - Focus on nuclear energy, nuclear fusion, hydrogen energy, and biomass energy, creating a comprehensive future energy equipment system [10]. - Develop high-efficiency solar cells, including new crystalline silicon and thin-film solar cells, and promote the integration and upgrading of energy electronics [10]. Group 5: Future Space - Concentrate on aerospace, deep-sea, and deep-earth fields, developing high-end equipment such as manned spaceflight, lunar and Mars exploration, and advanced efficient aircraft [10]. - Innovate in deep-sea exploration equipment and urban underground space development [10]. Group 6: Future Health - Accelerate the industrialization of cutting-edge technologies in cell and gene technology, synthetic biology, and biological breeding [10]. - Leverage 5G/6G, metaverse, and artificial intelligence to empower new medical services [10]. Group 7: Key Innovative Products - Develop humanoid robots with breakthroughs in core technologies such as high-torque density servo motors and intelligent perception [11]. - Enhance quantum computing technology and its applications across various industries [11]. - Innovate in new display technologies like quantum dot displays and holographic displays for widespread application [12]. Group 8: Regional Focus on Future Industries - In Guangdong, focus on strategic emerging industry clusters such as semiconductors, artificial intelligence, and renewable energy [24]. - In Beijing, prioritize the development of gene technology, cell therapy, and brain science [31]. - In Shenzhen, emphasize the growth of synthetic biology and intelligent robotics [26].
斯莱克拟2500万元入伙洛阳科改启航 布局新兴产业
智通财经网· 2025-12-16 13:58
智通财经APP讯,斯莱克(300382.SZ)公告,公司于2025年12月15日签署《洛阳科改启航股权投资基金合 伙企业(有限合伙)之合伙协议》,作为有限合伙人,以自有资金2500万元入伙洛阳科改启航股权投资基 金合伙企业(有限合伙)。该合伙企业将围绕"9+6"战略性新兴产业及未来产业,高端制造、新能源、新 一代信息技术、人工智能、生物医药等领域具有高成长性的优质项目,助力各投资方在河南省内布局和 培育新兴产业。 ...
未来产业的中国路径与全球竞合
Di Yi Cai Jing· 2025-12-16 11:32
Core Insights - The future industrial core tracks in China are distributed across six major fields: quantum technology, biomanufacturing, hydrogen energy, nuclear fusion energy, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communication, characterized by strategic, leading, and disruptive features [1][6] Group 1: Future Industry Landscape - The Chinese government emphasizes "forward-looking layout of future industries" as a strategic initiative to clarify the main direction of industrial structure and reveal key driving forces for advanced industrial foundation and modernization of the industrial chain [1][6] - Major economies globally are experiencing a new wave of technological innovation leading to industrial innovation, with AI, biotechnology, controllable nuclear fusion, and quantum technology driving rapid marketization and industrialization [2] Group 2: Technological Advancements - Breakthroughs in clean energy technologies are accelerating global decarbonization, with solar photovoltaic capacity expected to reach 341 GW and 235 GW for ground-mounted and distributed solar respectively by 2030 [3] - The hydrogen energy sector is projected to account for 18% of global energy demand by 2050, while the nuclear fusion market is expected to grow to approximately $2.26 trillion by 2035 [3] - Quantum technology advancements are expected to lead to a global quantum computing market size of $20 billion and quantum communication market of $42.1 billion by 2030 [3] Group 3: China's Competitive Advantages - China possesses unique advantages in developing future industries, including a new type of national system for resource concentration, a complete industrial system for engineering and industrialization, and a vast market for commercializing new technologies [6][10] - The country has emerged as a leader in various fields, such as brain-computer interfaces, biomanufacturing, and quantum technology, with significant achievements in each area [7][8] Group 4: Policy and Strategic Initiatives - The Chinese government has issued several policy documents to promote innovation in future industries, including specific guidelines for brain-computer interfaces and biomanufacturing [9] - A comprehensive ecosystem for future industries is being constructed, focusing on technology breakthroughs, scene verification, industrial applications, and system upgrades [9][10] Group 5: Investment and Innovation - The development of future industries requires strengthening infrastructure, enhancing original innovation, and deepening the integration of technological and industrial innovation [11][12] - Establishing a risk-sharing mechanism for investment in future industries is crucial, with a focus on government-led initiatives to attract social capital [13][14]
摩洛哥将投入1.37亿美元发展创业生态系统
Shang Wu Bu Wang Zhan· 2025-12-16 05:27
Core Insights - Morocco's government plans to invest $137 million to develop its entrepreneurial ecosystem as part of the "2030 Digital Strategy" [1] Investment Allocation - $75 million will be allocated for entrepreneurship support projects [1] - $45 million will be directed towards venture capital initiatives [1] - $7 million will be used for the development of a technology park network [1] Goals and Objectives - The aim is to nurture 1,000 startups by 2026 and 3,000 by 2030 [1] - The entrepreneurship support projects will be integrated with the technology park network to provide comprehensive assistance [1] Regional Innovation and Inclusion - Special measures will be implemented to promote regional innovation ecosystems and support local entrepreneurship [1] - Initiatives include a digital inclusion program for rural areas and the establishment of the Jazari Institute [1] Strategic Focus - Morocco is committed to enhancing its regional influence in digital innovation, responsible AI, and future industries through continuous investment, regulatory reforms, and deep international cooperation [1]
【立方早知道】L3来了,首批2家车企入围/沐曦股份上市时间定了/卓锦股份董事长被取保候审
Sou Hu Cai Jing· 2025-12-16 00:15
Focus Events - Mu Xi Integrated Circuit (Shanghai) Co., Ltd., a leading domestic GPU company, is set to be listed on the Shanghai Stock Exchange on December 17, 2025, with a total share capital of approximately 400 million shares and an issuance of 40.1 million new shares [1] Macro News - The Ministry of Commerce and five other departments have released an action plan to promote high-quality development in the service outsourcing sector, aiming to cultivate internationally competitive leading enterprises and enhance the digital, intelligent, green, and integrated development levels by 2030 [3] - The National Bureau of Statistics indicated that China's investment potential remains significant, emphasizing the need for increased investment in education, healthcare, housing, and public services to meet the people's needs for a better life [4] Industry Dynamics - The Ministry of Industry and Information Technology has granted approval for the first batch of L3-level autonomous driving vehicles, allowing Chongqing Changan Automobile Co., Ltd. and BAIC Blue Valley Magna Automotive Co., Ltd. to proceed with their applications [6] Company Focus - Cambricon Technologies plans to use approximately 2.778 billion yuan of its capital reserve to offset accumulated losses, aiming to bring its undistributed profits to zero by the end of 2024 [14] - Zhejiang Zhuojin Environmental Technology Co., Ltd. announced that its chairman, Zhu Weilong, has been released on bail due to allegations of improper disclosure of important information [15] - Fujian Financial Regulatory Bureau has approved the appointment of Li Mingqin as the president of Quanzhou Bank, which has total assets of 175.3 billion yuan as of the end of 2024 [16] - Luoyang Molybdenum Co., Ltd. plans to acquire 100% equity of three gold mining assets in Brazil from Equinox Gold for a total consideration of 1.015 billion USD, with the transaction expected to close in the first quarter of 2026 [17] - PIANO announced a change in its actual controller to Yin Jiayin, with stock trading resuming on December 16, 2025, following a share transfer agreement [19] - Chinese Online plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange, with details still under discussion [20] - Alter's subsidiary has terminated a significant contract worth approximately 1.451 billion yuan due to market conditions affecting the final customer [21] - Shanghai Birun Technology Co., Ltd. has received approval for its overseas IPO and plans to issue up to 372 million shares [22] - Aerospace Electronics intends to increase its investment in its subsidiary by 727 million yuan, maintaining its controlling stake [23] - Bojun Technology plans to invest 600 million yuan to establish an automotive lightweight component production base in Chongqing [24] - Longqi Technology is investing approximately 1.5 billion yuan to build a digital benchmark factory for AI and smart terminals, with a construction period of 24 months [25]
2025武汉国际工业设计博览会启幕
Shang Wu Bu Wang Zhan· 2025-12-15 23:31
12月12日,2025武汉国际工业设计博览会在湖北武汉启幕。本届博览会设置低空经济、AI赋能、未来 产业等十大特色展区,百余家企业参展。 ...
重庆征求意见:支持在未来产业领域建设产业技术工程化中心、新兴产业创新中心,争创国家级科技创新平台,单个项目给予最高5000万元支持
Zheng Quan Shi Bao Wang· 2025-12-15 06:09
人民财讯12月15日电,重庆市经济信息委牵头起草了《重庆市支持未来产业培育发展若干措施(征求意 见稿)》,现面向社会公开征求意见建议。征求意见稿提出,打造高能级创新平台。支持在未来产业领 域建设产业技术工程化中心、新兴产业创新中心,争创国家级科技创新平台,单个项目给予最高5000万 元支持。对新认定未来产业领域全国重点实验室、国家技术创新中心、国家临床医学中心等国家科技创 新基地,给予最高1000万元支持,对重庆实验室"一室一策"给予支持。对新认定或评估结果为优秀、良 好的市级制造业创新中心、国家级制造业创新中心,分别给予最高500万元、2000万元支持。支持有条 件的企业牵头组建产业创新综合体并给予最高100万元支持,已建成并实体化运行的综合体根据年度考 评结果择优给予运行补贴。 ...
杨德龙:本轮慢牛长牛有望提升居民财产性收入 从而带动消费增长
Xin Lang Cai Jing· 2025-12-15 05:15
Group 1: Economic Overview - The macroeconomic data for November shows a clear characteristic of "strong production, weak demand, rising prices, and improved structure" [1][5] - The industrial added value for large-scale enterprises increased by 4.8% year-on-year, with significant internal structural differentiation; equipment manufacturing and high-tech manufacturing grew by 7.7% and 8.4% respectively, leading the overall industrial growth by 2.9 and 3.6 percentage points [1][5] - The retail sales of consumer goods only increased by 1.3% year-on-year, marking a new low for the year, with online retail sales growing by 5.7% but unable to offset the weakness in offline sales [1][6] Group 2: Consumer Behavior and Investment - The weak consumption is attributed to declining expectations of household income and a rise in "precautionary" savings, with household deposits increasing by over 10 trillion yuan in the first eleven months [6] - There is a significant shift in household assets from savings to investments, with over 25 million new stock accounts opened this year and equity public funds surpassing 500 billion yuan in sales [6][7] - Fixed asset investment decreased by 2.6% year-on-year, but excluding real estate development, it showed a slight increase of 0.8% [6][7] Group 3: Foreign Trade and Price Trends - In November, the total import and export value increased by 4.1% year-on-year, with exports and imports growing by 5.7% and 1.7% respectively, and a historic trade surplus exceeding 1 trillion USD [7] - The Consumer Price Index (CPI) rose by 0.7% year-on-year, while the Producer Price Index (PPI) decreased by 2.2%, indicating a potential for PPI to turn positive by 2026 [7] - The monetary environment shows a widening gap between M1 and M2, with a notable shift of funds towards equity investments as the one-year fixed deposit rate falls below 1% [7] Group 4: Future Outlook - The policy direction for 2026 will focus on "three stabilizations and three expansions," aiming to stabilize employment, enterprises, and expectations while expanding domestic demand, high-end supply, and institutional openness [7] - The current market trend is expected to enhance household financial income, counteract real estate wealth depreciation, and provide financing support for technology innovation enterprises [8]
第一个20万亿大省,呼之欲出
虎嗅APP· 2025-12-14 13:13
以下文章来源于国民经略 ,作者凯风 国民经略 . 在这里,读懂中国经济、城市和楼市 本文来自微信公众号: 国民经略 ,作者:凯风 省域经济,天花板还在抬升。 经济总量翻番,意味着到2035年广东GDP总量要达到25万亿以上。 如果以2020年为基准,2035年广东GDP也要达到22万亿左右。 去年,广东GDP已站上14万亿大关,与俄罗斯相当,连续36年位居全国首位。 以25万亿为目标,年均名义复合增长率要在5%以上;以22万亿为目标,年均名义增速只要3.5%左 右。 无论如何,到2035年,广东大概率都会晋级20万亿大省,并朝着25万亿乃至更高水平跃升。 20万亿大省,还有多远? 广东省"十五五"规划建议提出,从二十大到2035年,用13年时间基本实现社会主义现代化、建成一 个现代化的新广东。 "到那时,经济总量实现倍增,人均地区生产总值达到中等发达国家水平"。 "二十大"召开的2022年,广东GDP为13万亿元左右。 如今,加州正在成为广东新的赶超对象,路虽远,但行则将至。 根据IMF统计,2024年加州名义GDP约为4.1万亿美元,与日本基本相当,放在全球可排在第四大经 济体。 广东之于中国,相当于加州之 ...